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BWXT, WWD and TDG look attractive on dips as rising defense spending, strong aerospace demand and major contract wins support growth prospects.

Carlisle Companies (CSL), TransDigm (TDG), and Amazon (AMZN) are my top watchlist picks for high-conviction, long-term value in the current market. CSL offers a 28.5% ROIC, trades at 17.3x earnings, and targets $40 EPS under Vision 2030, despite cyclical headwinds in construction. TDG's PE-like model, 75% aftermarket EBITDA, and aggressive M&A support 14–15% expected annual returns, with risk hedged on $30B gross debt.

TransDigm (TDG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

TransDigm (TDG) reported earnings 30 days ago. What's next for the stock?

ATRO has an edge over TDG as rising aircraft demand, strong ROIC and upbeat 2026-27 estimates position it for long-term aerospace growth.

During the fourth quarter, we initiated a new position in the leading energy-focused specialty contracting company, Quanta Services. Within the existing portfolio, our biggest addition during the quarter was to MSCI, a leading provider of indexes and investment decision support tools. We also added to our position in Danaher Corporation.

Aircraft production is years behind schedule, extending the maintenance and repair cycle for both engines and parts. TransDigm's operating margin is double GE Aerospace's, yet GE trades at a higher valuation.