TransDigm Group Incorporated

IBM just suffered its worst single-day market cap wipeout since 1987, insurance giants are getting slashed across the board, and a handful of surprising names just landed fresh Buy ratings from Wall Street's biggest banks.

247wallst.com - 2026-07-15 07:59:02

Passengers are paying more to fly, but the carriers selling those tickets are not necessarily the ones collecting the profits. Facing rapidly aging fleets, operators are incurring higher maintenance bills.

benzinga.com - 2026-07-08 09:28:25

TransDigm Group (TDG) is a core capital gains holding, leveraging a unique, acquisition-driven model in the aerospace components sector. TDG's proprietary, mission-critical products and high-margin aftermarket sales underpin robust earnings growth, with FY26 EPS guidance raised to $39.52. Despite a Net Debt/EBITDA of 5.4x and premium valuation, TDG's execution, pricing power, and acquisition strategy justify a Buy recommendation for long-term investors.

seekingalpha.com - 2026-07-08 07:41:21

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

zacks.com - 2026-07-07 09:56:19

TransDigm Group is upgraded to Strong Buy, reflecting substantial upside potential and a 39% price target increase to $1,860.41. TDG's proprietary aerospace components drive high-margin recurring aftermarket revenue, supported by robust aviation demand and a growing installed fleet. Recent acquisitions have temporarily compressed margins, but EBITDA and free cash flow estimates have increased, with margins expected to recover as integrations mature.

seekingalpha.com - 2026-07-06 19:07:55

TransDigm (TDG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

zacks.com - 2026-07-06 13:11:04

TransDigm (TDG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

zacks.com - 2026-07-06 13:01:12

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

zacks.com - 2026-07-06 09:56:09

TransDigm Group stands out as a tax-efficient, elite compounder with dominant aerospace component market share and a private equity-style acquisition strategy. TDG's capital allocation favors debt repayment, accretive acquisitions, and aggressive share buybacks over regular dividends, enhancing after-tax returns for taxable accounts. Despite a premium valuation, TDG trades below its five-year average P/E and offers superior margins versus peers, supported by strong pricing power and high free cash flow conversion.

seekingalpha.com - 2026-07-06 03:44:25

Both companies make high-margin aftermarket aerospace parts. They have grown their businesses through bolt-on acquisitions.

fool.com - 2026-06-28 12:30:00

On June 24, 2026, we present a discounted cash flow (DCF) analysis for TransDigm Group Inc (TDG), a company currently trading at $1297.68. Over the past year, T

gurufocus.com - 2026-06-24 07:10:00

VANCOUVER, British Columbia, June 17, 2026 (GLOBE NEWSWIRE) -- TDG Gold Corp. (“TDG” or the “Company”) (TSXV: TDG | OTCQX: TDGGF) is pleased to provide an update on the ongoing metallurgical test work being completed by Base Met Labs, managed by Ausenco Engineering Canada ULC (“Ausenco”). Test work to date has demonstrated the amenability of the Shasta deposit, METS prospect and Baker tailings mineralization to a simple, conventional gravity and flotation process that produces gold-silver sulphide concentrates.

globenewswire.com - 2026-06-17 07:00:00

Hexcel is a long-standing leader in advanced lightweight composite materials with deep ties to the world's largest aircraft manufacturers. Loar is a rapidly growing provider of niche aerospace components that maintains a highly diversified customer base and strong net margins.

fool.com - 2026-06-11 19:35:59

TDG's strong liquidity and solid solvency position the aerospace components supplier as a stock worth considering now.

zacks.com - 2026-06-08 11:06:05

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

zacks.com - 2026-06-04 12:35:51

Investors need to pay close attention to TDG stock based on the movements in the options market lately.

zacks.com - 2026-06-01 12:16:11

On May 28, 2026, we delve into the DCF analysis for TransDigm Group Inc (TDG), a company that has seen varied price performance recently. Over the past week, TD

gurufocus.com - 2026-05-28 07:17:00

The stock split is back in fashion. Yet a small club of high-priced names has refused to play along for decades, even as peers embrace splits to court retail investors.

247wallst.com - 2026-05-27 07:55:31

Wall Street has rediscovered the stock-split playbook. KLA (NASDAQ: KLAC) announced a 10-for-1 forward stock split in May 2026 alongside a fiscal Q3 earnings beat and a roughly 21% dividend hike, with the stock trading in the $1,800 range. Earlier in the year, Booking Holdings (NASDAQ: BKNG) completed a 25-for-1 split announced in February 2026, taking... Will ASML, Lilly, or TransDigm Be the Next Big Stock Split?

247wallst.com - 2026-05-21 09:05:10

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.

zacks.com - 2026-05-13 13:01:10

RKLB heads into Q1 results with launch and space systems momentum, but Neutron and R&D spending, premium valuation and recurring losses may have weighed on the stock.

zacks.com - 2026-05-06 12:21:09

TransDigm Group Incorporated (TDG) Q2 2026 Earnings Call Transcript

seekingalpha.com - 2026-05-05 16:11:17

TDG beats Q2 estimates with strong sales growth and raises full-year guidance, but rising interest expenses and debt levels add pressure.

zacks.com - 2026-05-05 11:31:11

CLEVELAND, May 5, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported results for the second quarter ended March 28, 2026. Second quarter highlights include: Net sales of $2,544 million, up 18% from $2,150 million in the prior year's quarter; Net income of $536 million, up 12% from the prior year's quarter; Earnings per share of $9.20, up 12% from the prior year's quarter; EBITDA As Defined of $1,337 million, up 15% from $1,162 million in the prior year's quarter; EBITDA As Defined margin of 52.6%; Adjusted earnings per share of $9.85, up 8% from $9.11 in the prior year's quarter; and Upward revision to fiscal 2026 financial guidance.

prnewswire.com - 2026-05-05 07:15:00

/PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today

prnewswire.com - 2026-05-05 07:15:00

TDG eyes fiscal Q2 as Simmonds buy, commercial aftermarket and U.S. defense demand aim to lift revenues, margins; consensus sees $2.42B sales.

zacks.com - 2026-05-04 11:06:14

Innovative Solution & Support and TransDigm Group are benefiting from strong aviation demand as both companies expand through acquisitions and grow their aftermarket businesses.

zacks.com - 2026-04-30 14:46:15

Get a deeper insight into the potential performance of TransDigm (TDG) for the quarter ended March 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

zacks.com - 2026-04-30 10:16:22

Comerica Bank trimmed its stake in Transdigm Group Incorporated (NYSE: TDG) by 49.2% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,740 shares of the aerospace company's stock after selling 8,471 shares during the period. Comerica Bank's holdings in Transdigm

defenseworld.net - 2026-04-29 14:41:33

VANCOUVER, British Columbia, April 28, 2026 (GLOBE NEWSWIRE) -- TDG Gold Corp. (TSXV: TDG | OTCQX: TDGGF) (the “Company” or “TDG”) announces the appointment of Paul Geddes, P.Geo, as Senior Vice-President, Business Development and Strategy, effective April 27, 2026. Fletcher Morgan, Director and CEO of TDG, commented: “Paul brings technical and strategic experience that is directly applicable to TDG's focus on disciplined growth and capital efficiency.

globenewswire.com - 2026-04-28 07:00:00

CLEVELAND, April 27, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today said it will report fiscal 2026 second quarter earnings before the market opens on Tuesday, May 5, 2026. A conference call will follow at 11:00 a.m.

prnewswire.com - 2026-04-27 08:00:00

B. Metzler seel. Sohn and Co. AG lifted its stake in shares of Transdigm Group Incorporated (NYSE: TDG) by 139.2% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,995 shares of the aerospace company's stock after buying an additional 1,161 shares during

defenseworld.net - 2026-04-25 04:05:21

TransDigm (TDG) shares have declined over 10%, but I maintain a buy rating with a $1,537 price target, implying 32% upside. Commercial aftermarket exposure presents risk from geopolitical tensions and cost inflation, but earnings estimates have held up relatively well. TDG is expected to deliver 10.5% annual sales growth and nearly 20% annual free cash flow growth through 2028, with margins dipping slightly before recovering.

seekingalpha.com - 2026-04-24 12:05:53

Steve Cohen isn't known for making slow, passive bets. Through Point72 Asset Management , he runs one of the most aggressive multi-strategy hedge funds in the world, constantly reallocating capital toward where his team sees the best risk-reward.

247wallst.com - 2026-04-21 16:01:15

Transdigm Group Incorporated (NYSE: TDG - Get Free Report) COO Joel Reiss sold 3,900 shares of the business's stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $1,280.46, for a total value of $4,993,794.00. Following the transaction, the chief operating officer directly owned 3,600 shares in the company,

defenseworld.net - 2026-04-19 04:36:57

Netflix outperformed during the period as investor concerns around a potential acquisition of Warner Bros. Discovery subsided. Microsoft lagged during the quarter despite reporting strong underlying results, as investor focus remained on slightly softer Azure growth and elevated AI-related investment. We believe Alnylam Pharmaceuticals' differentiated platform and growing pipeline position it well for sustained long-term growth.

seekingalpha.com - 2026-04-17 06:45:00