TransDigm Group (TDG) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, th ...

With a market cap of $74.1 billion, TransDigm Group Incorporated (TDG) is a prominent aerospace company specializing in the design, production, and supply of engineered aircraft components. Founded in 1993 and headquartered in Cleveland, Ohio, TransDigm focuses on proprietary, highly engineered parts for commercial and military aircraft, including control systems, pumps, valves, and cockpit instruments. The aerospace titan is expected to release its fiscal Q4 2025 earnings results shortly. Ahead of this e ...

We came across a bullish thesis on TransDigm Group Incorporated on Rigatoni Capital’s Substack. In this article, we will summarize the bulls’ thesis on TDG. TransDigm Group Incorporated's share was trading at $1,312.48 as of Ocotber 14th. TDG’s trailing and forward P/E were 42.62 and 31.15 respectively according to Yahoo Finance. Dabarti CGI/Shutterstock.com TransDigm Group (TDG), a core 0.32% holding in the portfolio, designs and manufactures highly specialized aircraft components, including actuators, ...

核心观点 - 与洛克希德·马丁相比，TransDigm集团和通用动力在航空航天与国防行业拥有更低的估值（市营利率）但更高的营收和营业利润增长 [3] - 估值与业绩之间的脱节可能意味着投资TransDigm集团和通用动力的股票优于洛克希德·马丁的股票 [3] 公司比较分析 - TransDigm集团和通用动力是洛克希德·马丁在航空航天与国防行业的可比公司 [1] - 洛克希德·马丁的业务涵盖航空、导弹、旋翼任务以及空间领域，包括卫星、空间运输和先进导弹系统的研究、设计、开发和技术集成 [4] 估值与增长指标 - 关键比较指标包括市营利率、营收增长和营业利润增长 [4] - 评估洛克希德·马丁股票当前是否昂贵的一种方法是查看这些指标在一年前的跨公司比较情况 [6] - 如果洛克希德·马丁在过去12个月中出现趋势显著逆转，则当前的不匹配可能发生反转 [6] - 反之，如果洛克希德·马丁在营收和营业利润增长方面持续表现不佳，则强化了其股票相对于同行较为昂贵的结论，但可能不会很快逆转 [6] 投资方法考量 - 仅基于估值进行投资虽然具有吸引力，但需要从多个角度仔细评估 [7] - 多因素分析是构建投资组合策略的方式 [7]

TransDigm Group Incorporated (NYSE:TDG) is among the 9 Defense Stocks That Will Skyrocket. On September 30, BMO Capital initiated coverage of the stock with an Outperform rating and assigned a price target of $1,420 for its shares. Here Is What Analysts Are Saying About TransDigm Group Incorporated (TDG) The firm’s analyst, Michael Goldie, sees several growth levers and stated that despite limited visibility, large-scale M&A will eventually materialise, serving as a re-rating catalyst for the stock. BMO ...

收购交易概述 - TransDigm Group Inc (TDG) 以约7.65亿美元现金收购RTX Corporation (RTX) 旗下Goodrich Corporation的Simmonds Precision Products Inc业务 [1] - 交易资金来源于公司手头现金 [1] 收购的战略意义与协同效应 - 收购将Simmonds Precision Products的先进燃油和近程传感系统以及结构健康监测解决方案纳入公司产品组合 [2][9] - 此次收购符合公司长期战略，即收购具有重要售后市场内容的专有航空航天部件 [3] - 通过整合Simmonds的产品，公司旨在扩大其客户群，增强其在全球航空航天和国防市场的产品供应 [2] - 收购将加强公司作为关键任务、高工程化部件供应商的地位，这些部件对飞机性能、安全和生命周期管理至关重要 [2] - 收购有助于加强公司售后市场能力，扩大在航空航天和国防领域的市场份额 [3][9] 行业并购趋势 - 近期航空航天和国防行业的并购活动显著增加 [5] - 并购驱动因素包括对成本削减计划的更强烈关注以及需要通过多元化投资组合来应对日益激烈的竞争 [5] - 并购交易使公司能够通过扩大运营、获取新专业知识、推进技术来实现战略性增长，从而提供更高质量的商品和服务以获取更大市场份额 [5] - HEICO Corporation (HEI) 旗下Flight Support Group于2025年2月收购了Millennium International 90%的股份 [6] - HEI的长期（三至五年）盈利增长率为18.1%，2025财年销售共识预期为44亿美元，暗示增长14% [7] - Teledyne Technologies Inc (TDY) 于2025年2月以约7.1亿美元收购了Excelitas Technologies Corp选定的航空航天和国防电子业务 [7] - TDY的长期盈利增长率为10.1%，2025年销售共识预期为60.5亿美元，表明增长6.7% [8] 公司市场表现 - 过去六个月，TransDigm股价上涨4.9%，而同期行业增长率为48.1% [10]

Forward-Looking Statements Statements in this press release that are not historical facts are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "believe," "may," "will," "should," "expect," "intend," "plan," "predict," "anticipate," "estimate," or "continue" and other words and terms of similar meaning may identify forward-looking statements. All forward-looking statements involve risks and uncertainties that could cause TransDigm Group's ...

Aircraft component maker TransDigm Group on Wednesday said Kevin Stein will retire as chief executive officer and be succeeded by Mike Lisman, the current co-chief operating officer. ...

TransDigm Group Incorporated (NYSE:TDG) is one of the 11 Best Retirement Stocks to Buy According to Analysts. TransDigm Group Incorporated (TDG)’s Wholly Owned Subsidiary, TransDigm Inc., Amends Its Existing Credit Agreement to Reprice and Extend Certain Term Loans GagliardiImages/Shutterstock.com On September 18, 2025, TransDigm Group Incorporated (NYSE:TDG)’s wholly owned subsidiary, TransDigm Inc., amended its existing credit agreement to reprice and extend certain term loans. According to a filing ...

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