EPISODE · May 6, 2026 · 22 MIN
The Picks and Shovels Play for Every Boeing and Airbus Cycle
from Rigatoni Capital Podcast · host Colin Santucci
TransDigm just reported another strong quarter, with revenue up 18.3% year over year to $2.54 billion, EBITDA margins holding at 52.6%, and full year guidance raised again. This morning I cover my latest Substack post on the company and make the case for why TransDigm is the ultimate picks and shovels play for any cyclical uptick in Boeing and Airbus aircraft production. Whether commercial air travel continues to grow or defense spending accelerates, TransDigm's proprietary aerospace components sit in the middle of both cycles. AMD also reported a strong quarter and I walk through what stood out. I also flag some concern around memory chip names that have run too far too fast and need to be watched carefully. And we take a look at Jensen Investment Management's latest 13F, which added to positions in Broadcom, Broadridge Financial Solutions, and Veeva Systems.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #TransDigm #TDG #AMD #Aerospace #DefenseStocks #Boeing #Airbus #Semiconductors #MemoryChips #Broadcom #AVGO #Broadridge #BR #Veeva #VEEV #EarningsSeason #stockanalysis #marketwatch #RigatoniCapital$TDG $AMD $AVGO $BR $VEEV $MU $QQQ
What this episode covers
TransDigm just reported another strong quarter, with revenue up 18.3% year over year to $2.54 billion, EBITDA margins holding at 52.6%, and full year guidance raised again. This morning I cover my latest Substack post on the company and make the case for why TransDigm is the ultimate picks and shovels play for any cyclical uptick in Boeing and Airbus aircraft production. Whether commercial air travel continues to grow or defense spending accelerates, TransDigm's proprietary aerospace components sit in the middle of both cycles. AMD also reported a strong quarter and I walk through what stood out. I also flag some concern around memory chip names that have run too far too fast and need to be watched carefully. And we take a look at Jensen Investment Management's latest 13F, which added to positions in Broadcom, Broadridge Financial Solutions, and Veeva Systems.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #TransDigm #TDG #AMD #Aerospace #DefenseStocks #Boeing #Airbus #Semiconductors #MemoryChips #Broadcom #AVGO #Broadridge #BR #Veeva #VEEV #EarningsSeason #stockanalysis #marketwatch #RigatoniCapital$TDG $AMD $AVGO $BR $VEEV $MU $QQQ
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The Picks and Shovels Play for Every Boeing and Airbus Cycle
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