The company's formula for success is holding up much better than some had feared.
News & Analysis: TransDigm Group
TDG earnings call for the period ending June 30, 2020.
It's a tough moment to be a commercial aerospace supplier, but TransDigm is built for the long-haul.
Fears about a pandemic second wave are weighing heavily on companies involved in travel.
Airlines are beginning to rebuild their schedules, and that means more demand for airplanes and spare parts.
The aerospace giant is making progress keeping its order book intact.
Commercial aerospace is in for a few tough quarters, but investors are beginning to warm to its long-term potential.
The collapse of air travel has dragged down the commercial aerospace industry, but some companies in the sector are better positioned ahead of its eventual recovery.
A vaccine trial has the airlines surging, and companies supplying them are going along for the ride.
The company has the liquidity to get through the crisis, and the portfolio to outperform when air traffic returns.