TransDigm(TDG)

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TransDigm Agrees to Buy Servotronics for $110M, Expands Portfolio
ZACKS· 2025-05-23 00:47
TransDigm Group, Inc. (TDG) revealed that it signed a definitive merger agreement with Servotronics, Inc., resulting in the latter becoming an indirect, fully-owned subsidiary of TransDigm. The transaction is worth nearly $110 million in cash, including certain tax benefits.The cash consideration reflects a 274% premium over Servotronics' closing share price on May 16, 2025.How Will the Merger Benefit TransDigm Stock?Servotronics serves the global aerospace and defense industry through the supply of its ser ...
TransDigm: A Disappointing Quarter Shouldn't Overshadow This Exceptional Business
Seeking Alpha· 2025-05-14 20:42
TransDigm Group Incorporated (NYSE: TDG ), with its highly profitable and predictable business model, has delivered outstanding returns for its shareholders since its IPO, and the company is well-positioned for future growth. The M&A pipeline remains strong, andWelcome to Triba Research! Our goal is to identify high-quality companies trading at fair valuations, with the potential to deliver double-digit returns over the long run.We focus on companies with strong competitive advantages, operating in expandin ...
TransDigm: Strong Profitability Amid Mixed Results, But Valuation Still Stretched
Seeking Alpha· 2025-05-14 18:31
TransDigm (NYSE: TDG ) has been a steady performer for years as a serial acquirer in the spare parts business of selling to government and commercial customers in the aircraft aftermarket. As the company justI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital ove ...
TransDigm(TDG) - 2025 Q2 - Quarterly Report
2025-05-07 04:03
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 29, 2025 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 001-32833 TransDigm Group Incorporated (Exact name of registrant as specified in its charter) Delaware (State or other jurisdict ...
TransDigm(TDG) - 2025 Q2 - Earnings Call Transcript
2025-05-07 00:02
TransDigm Group (TDG) Q2 2025 Earnings Call May 06, 2025 11:00 AM ET Company Participants Jaimie Stemen - Director of Investor RelationsKevin Stein - President and CEOMichael Lisman - Co-Chief Operating OfficerSarah Wynne - Chief Financial OfficerRobert Stallard - PartnerScott Mikus - Director – Aerospace, Defense & Space ResearchKristine Liwag - Executive DirectorJoshua Korn - AVP - Equity ResearchSheila Kahyaoglu - Managing DirectorKen Herbert - Managing DirectorMyles Walton - Managing DirectorSeth Seifma ...
TransDigm Q2 Earnings Surpass Estimates, Sales Increase Y/Y
ZACKS· 2025-05-07 00:00
TransDigm Group Incorporated (TDG) reported second-quarter fiscal 2025 adjusted earnings of $9.11 per share, which beat the Zacks Consensus Estimate of $8.85 by 2.9%. The bottom line also improved 14% from the prior-year quarter’s figure of $7.99 per share. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)The company reported GAAP earnings of $8.24 per share compared with $6.97 in the year-ago quarter.The year-over-year growth in the bottom line can be attributed to the increase in n ...
TransDigm(TDG) - 2025 Q2 - Earnings Call Transcript
2025-05-06 23:00
TransDigm Group (TDG) Q2 2025 Earnings Call May 06, 2025 11:00 AM ET Speaker0 Good day and thank you for standing by. Welcome to Q2 twenty twenty five TransDigm Group Incorporated Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Jamie Stieman, Director of Investor Rela ...
TransDigm(TDG) - 2025 Q2 - Earnings Call Transcript
2025-05-06 23:00
TransDigm Group (TDG) Q2 2025 Earnings Call May 06, 2025 11:00 AM ET Company Participants Jaimie Stemen - Director of Investor RelationsKevin Stein - President and CEOMichael Lisman - Co-Chief Operating OfficerSarah Wynne - Chief Financial OfficerRobert Stallard - PartnerScott Mikus - Director – Aerospace, Defense & Space ResearchKristine Liwag - Executive DirectorJoshua Korn - AVP - Equity ResearchSheila Kahyaoglu - Managing DirectorKen Herbert - Managing DirectorMyles Walton - Managing DirectorSeth Seifma ...
TransDigm Group (TDG) Q2 Earnings Top Estimates
ZACKS· 2025-05-06 21:30
TransDigm Group (TDG) came out with quarterly earnings of $9.11 per share, beating the Zacks Consensus Estimate of $8.85 per share. This compares to earnings of $7.99 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.94%. A quarter ago, it was expected that this aircraft components maker would post earnings of $7.48 per share when it actually produced earnings of $7.83, delivering a surprise of 4.68%.Over the last four quarter ...
TransDigm(TDG) - 2025 Q2 - Earnings Call Presentation
2025-05-06 19:44
FY 2025 Q2 Earnings Call May 6, 2025 1 Agenda TransDigm Overview, Highlights and Outlook Kevin Stein Market Review Mike Lisman Operating Performance and Financial Results Sarah Wynne President and CEO Co-COO CFO Q&A Forward Looking Statements & Special Notice Regarding Pro Forma and Non-GAAP Information FORWARD LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including information regarding our guidance for f ...