TransDigm Group

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 19, 2024 by David Friedberg · said 6 times in 1 episodes since 2024 · across every show →

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Jan 19, 2024 neutral
Assertion Partly supported
Friedberg: TransDigm generates $7B revenue with 53% EBITDA margin
“And they do about seven billion in revenue, three and a half billion in EBITDA. So Tim off to your point a couple of weeks ago about what's the appropriate Competitive EBITDA margin that a company can ultimately achieve. Their EBITDA margin is 53%.”
David Friedberg Jan 19, 2024 ▶ 28:38 E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
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