6Mon
How do you see the high payout ratio? 285% - you're sawing on the branch you're sitting on, aren't you?
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@Keineui
For me, this is also a major argument against the share.
TransDigm specifically takes out new loans in order to pay large dividends.
Since TransDigm is the sole supplier of around 80% of its products, the margins and cash flows are extremely stable. That's why they get good loans and can carry the high debt burden. But yes, once the aviation sector starts to get jolted, it becomes difficult.
For me, this is also a major argument against the share.
TransDigm specifically takes out new loans in order to pay large dividends.
Since TransDigm is the sole supplier of around 80% of its products, the margins and cash flows are extremely stable. That's why they get good loans and can carry the high debt burden. But yes, once the aviation sector starts to get jolted, it becomes difficult.
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As these are irregular special dividends, I don't pay too much attention to the payout ratio. In principle, I would also like it better if they were to reduce debt more strongly instead
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