TDG - TransDigm Group Incorporated
TransDigm Group is a buy as valuation lags fundamentals, offering rare relative value versus HEICO and historical multiples. TDG's Q3 saw 22.5% YoY revenue growth, raised full-year guidance, and continued strong organic growth despite minor margin dilution from acquisitions. The business model's high-margin, recurring aftermarket exposure supports elevated leverage and robust free cash flow, justifying its premium.
TransDigm (TDG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
TDG's commercial aftermarket revenues rise 17% in fiscal Q3 2026, with strong bookings prompting a higher full-year growth outlook.
Broad Run Investment Management LLC purchased a new position in Transdigm Group Incorporated (NYSE: TDG) during the undefined quarter, according to its most recent 13F filing with the SEC. The firm purchased 10,801 shares of the aerospace company's stock, valued at approximately $14,387,000. Transdigm Group comprises 2.2% of Broad Run Investment Management LLC's
Even several years later, Boeing Co. NYSE: BA has yet to really recover from the COVID crisis. The company's stock has made gains as it tries to regain ground lost amid the collapse in global air travel and the grounding of its popular 737 MAX aircraft, with government support for airlines and a recovery in air traffic helping somewhat.
Barbara Oil Co. bought a new position in Transdigm Group Incorporated (NYSE: TDG) in the second quarter, according to the company in its most recent filing with the SEC. The fund bought 5,065 shares of the aerospace company's stock, valued at approximately $6,711,000. Transdigm Group accounts for 2.3% of Barbara Oil Co.'s investment
TransDigm delivered another set of strong quarterly results last week. The nondescript aerospace components supplier is essentially a “legal monopoly.
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 Officer Mike Lisman said the company generated healthy sequential and year-over-year revenue growth in all three primary market
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.
Wall Street analysts reshuffled their ratings on Wednesday, sending some familiar names higher while punishing others with sharp target cuts. Find out which stocks got surprise upgrades and which ones analysts are now walking away from.
TransDigm Group Incorporated (TDG) Q3 2026 Earnings Call Transcript
TDG posts stronger-than-expected Q3 results, fueled by broad organic sales growth, while raising its fiscal 2026 outlook on solid operating momentum.
TransDigm Group (TDG) came out with quarterly earnings of $10.87 per share, beating the Zacks Consensus Estimate of $10.29 per share. This compares to earnings of $9.6 per share a year ago.
On CNBC's “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, said Dick's Sporting Goods, Inc. (NYSE:DKS) is good.
/PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today
CLEVELAND, Aug. 4, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported results for the third quarter ended June 27, 2026. Third quarter highlights include: Net sales of $2,741 million, up 23% from $2,237 million in the prior year's quarter; Net income of $540 million, up 10% from the prior year's quarter; Earnings per share of $9.39, up 11% from the prior year's quarter; EBITDA As Defined of $1,447 million, up 19% from $1,217 million in the prior year's quarter; EBITDA As Defined margin of 52.8%; Adjusted earnings per share of $10.87, up 13% from $9.60 in the prior year's quarter; and Upward revision to fiscal 2026 financial guidance.
TDG's acquisitions, aftermarket demand and defense backlog may support Q3 sales, margins and earnings growth.
TransDigm (TDG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
CLEVELAND, July 27, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced it has entered into a definitive agreement to acquire Prince & Izant ("P&I" or "the Company"), a portfolio company of Industrial Growth Partners, for approximately $1.066 billion in cash, including certain tax benefits. Headquartered in Cleveland, Ohio, Prince & Izant is a leading global designer and manufacturer of highly engineered brazing alloys and specialty metal components used across a range of advanced performance and high cost-of-failure applications.