My Favorite Place To Put New Money Is Getting Cheaper
I am deploying capital into high-quality cyclical value stocks with pricing power and secular tailwinds amid ongoing market volatility. Check out the list here.
SeekingAlpha3 days agoTDG
TransDigm Group: High-Leverage Excellence Fueling Exceptional Equity Returns
TransDigm (TDG) stock: dominant aerospace aftermarket moat, 50%+ margins, and DCF upside, but $30B debt adds risk. See here for more details.
SeekingAlpha3 days agoTDG
Aerospace Stocks Q2 In Review: TransDigm (NYSE:TDG) Vs Peers
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the aerospace industry, including TransDigm (NYSE:TDG) and its peers.
Yahoo3 days agoTDG
TransDigm Group: A Premium Option For Private-Equity-Like Exposure
TransDigm's price has failed to keep up with the fundamentals as it finally trades cheap relative to its peers. See why I rate TDG stock a Buy.
SeekingAlpha5 days agoTDG
What Makes TransDigm (TDG) a New Buy Stock
TransDigm (TDG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Yahoo7 days agoTDG
Is TransDigm's Commercial Aftermarket Strength Driving Growth?
TDG's commercial aftermarket revenues rise 17% in fiscal Q3 2026, with strong bookings prompting a higher full-year growth outlook.
Yahoo7 days agoTDG
Karman Holdings: A Much More Constructive Situation
Karman Holdings has seen its share price halve, driving revenue multiples down from 30x to 10x amid continued 50% topline growth. Click to know more on KRMN.
SeekingAlpha8 days agoTDG
HEICO to Report Q3 Earnings: What's in the Cards for the Stock?
HEI's acquisitions and strong aerospace, defense and electronics demand set the stage for Q3 growth and an expected earnings beat.
Yahoo14 days agoTDG
DSU: NAV Destruction And Poor Outlook For Debt Securities Is Troubling
BlackRock DSU yields 12.54% but canât cover payouts, risking NAV erosion amid Fed-sensitive junk debt.
SeekingAlpha14 days agoTDG
Make Your TDG Shares Pay You 9.8% A Year While You Hold Them
Get paid a real income now on your TransDigm shares, which you keep no matter what the stock does, in exchange for capping your gains above a higher price.
Yahoo15 days agoTDG
5 Must-Read Analyst Questions From TransDigm’s Q2 Earnings Call
TransDigm’s second quarter performance reflected broad-based growth across its commercial OEM, commercial aftermarket, and defense segments, with management highlighting particularly strong demand in the commercial transport aftermarket. CEO Michael Lisman credited the 18% year-over-year growth in commercial aftermarket to robust demand across engines, interiors, and passenger systems, despite ongoing geopolitical uncertainties. The company also reported double-digit growth in defense and commer
Yahoo22 days agoTDG
TransDigm’s (TDG) Earnings Soared, So Why Did The Stock Sink?
TransDigm Group (NYSE:TDG) reported fiscal third quarter results on August 4, with net sales climbing 23% to $2,741 million and adjusted EPS up 13% to $10.87. Management raised full-year guidance on the back of that momentum. Yet in the days that followed, the stock kept sliding. For a company built on relentless growth, that gap […]
Yahoo23 days agoTDG
TransDigm (TDG) Q3 2026 Earnings Call Transcript
Revenue surged across all channels as TransDigm raised full-year guidance.
Yahoo24 days agoTDG
TransDigm Reported Earnings Last Week. Here's How This Quiet Aerospace Stock Turned $10,000 Into a Fortune.
Call it a monopoly or a private equity company in disguise, but there's no doubt TransDigm is a compounder.
Yahoo24 days agoTDG
Rocket Lab Stock Slides 33% in Three Months: Exit Now or Stay Put?
RKLB faces government spending, competition and supply-chain risks despite benefiting from a major Space Force award.
Yahoo24 days agoTDG
Transdigm Group Q3 Earnings Call Highlights
TransDigm Group (NYSE:TDG) raised its fiscal 2026 sales, EBITDA and commercial aftermarket outlook after reporting third-quarter results that management said exceeded expectations, supported by growth across commercial OEM, commercial aftermarket and defense markets. President and Chief Executive O
Yahoo26 days agoTDG
TransDigm Group (TDG) Is Spending $1.07 Billion On An Aerospace Materials Deal
TransDigm Group (NYSE: TDG) announced the acquisition of alloy materials supplier Prince & Izant, expanding its aerospace and defense product portfolio. The company also appointed Irina Krasik to its Board of Directors, adding experience in mergers, acquisitions, and investment strategy. These moves highlight TransDigm Group's continued use of M&A and board expertise to shape its product mix and capital allocation priorities. This company is far from the only one tied to this theme of...
Yahoo28 days agoTDG