Yahoo Finance • 4 days ago

U.S.-Iran escalation puts defense stocks in focus as ATI leads Quant rankings

[Fıghter Jet in flight] guvendemir/E+ via Getty Images Escalating hostilities between the U.S. and Iran have brought renewed focus to global aerospace and defense stocks. President Donald Trump said a tentative ceasefire had ended after... Full story

Yahoo Finance • 5 days ago

TransDigm Group (TDG) On Rising Earnings Expectations And What That Means For Valuation

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. TransDigm Group (TDG) is back in focus after analyst reports highlighted its pattern of beating quarterly earnings est... Full story

Yahoo Finance • 6 days ago

2 S&P 500 Stocks to Own for Decades and 1 We Question

2 S&P 500 Stocks to Own for Decades and 1 We Question The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn't mean every stock is worth owning. Some companies face significant challenges, whether it's stag... Full story

Yahoo Finance • 13 days ago

3 Big Reasons to Love TransDigm (TDG)

3 Big Reasons to Love TransDigm (TDG) Since December 2025, TransDigm has been in a holding pattern, posting a small return of 1.7% while floating around $1,338. The stock also fell short of the S&P 500's 6.8% gain during that period. Is... Full story

Yahoo Finance • 14 days ago

Don't Buy SpaceX Until You Consider These 2 Aerospace and Defense Stocks With 10% EPS Growth

Space Exploration Technologies, better known as SpaceX, had a huge initial public offering (IPO) earlier this month, making founder Elon Musk the first trillionaire. However, since its splashy debut, the stock had fallen to $147.11 on June... Full story

Yahoo Finance • 23 days ago

Is Astronics Corporation (ATRO) A Good Stock To Buy Now?

Is ATRO a good stock to buy? We came across a bullish thesis on Astronics Corporation on InfoArb Sheets's Substack. In this article, we will summarize the bulls' thesis on ATRO. Astronics Corporation's share was trading at $80.06 as of Jun... Full story

Yahoo Finance • 25 days ago

SpaceX is sucking the oxygen out of the new space trade

SpaceX stock is flying high, and so are the older aerospace incumbents. The newer space trade is not. Since Space Exploration Technologies (SPCX) began trading, shares are up more than 30%, keeping the company at the center of one of the... Full story

Yahoo Finance • 29 days ago

Is TransDigm Group Incorporated (TDG) A Good Stock To Buy Now?

Is TDG a good stock to buy? We came across a bullish thesis on TransDigm Group Incorporated on Compounding Quality’s Substack. In this article, we will summarize the bulls’ thesis on TDG. TransDigm Group Incorporated's share was trading at... Full story

Yahoo Finance • last month

Is Howmet Aerospace Inc. (HWM) A Good Stock To Buy Now?

Is HWM a good stock to buy? We came across a bullish thesis on Howmet Aerospace Inc. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on HWM. Howmet Aerospace Inc.'s share was trading at $246.55 as of June 8th.... Full story

Yahoo Finance • last month

2 Industrials Stocks with Competitive Advantages and 1 Facing Challenges

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Their momentum is also rising as lower interest rates have incentivized higher capital spending. As a result, the industry has posted a 19.5%... Full story

Yahoo Finance • 2 months ago

4 High-Flying Stocks Stubbornly Resist Splits—Here’s Which Might Crack First

Quick Read Stock splits are back in fashion, but a small club of high-priced names has refused to play along for decades, even as peers embrace splits to court retail investors. AutoZone (AZO) and Goldman Sachs (GS) have not split their s... Full story

Yahoo Finance • 2 months ago

Inside SpaceX’s IPO Filing: Musk’s Control, xAI Losses, and Anthropic’s Massive AI Deal

SpaceX long-awaited IPO filing arrived Wednesday afternoon, offering investors their first detailed look at Elon Musk’s rocket and AI empire. SpaceX is going after what it describes as a $28.5 trillion addressable market “to build the syst... Full story

Yahoo Finance • 2 months ago

Musk Is In Total Control of SpaceX. The IPO Filing Has Finally Come.

The S-1 IPO registration statement for Elon Musk’s rocket company SpaceX arrived late Wednesday afternoon. Investors can download it here. SpaceX is going after what it describes as a $28.5 trillion addressable market “to build the systems... Full story

Yahoo Finance • 2 months ago

SpaceX IPO Filing Finally Comes. Mars, Musk, and More Big Things to Watch.

The S-1 IPO registration statement for Elon Musk’s rocket company SpaceX arrived late Wednesday afternoon. Investors can download it here. The IPO is expected to raise a record amount of money, valuing Elon Musk’s company at roughly $2 tri... Full story

Yahoo Finance • 2 months ago

Aerospace Stocks Q1 In Review: TransDigm (NYSE:TDG) Vs Peers

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how aerospace stocks fared in Q1, starting with TransDigm (NYSE:TDG). Aerospace companies often posses... Full story

Yahoo Finance • 2 months ago

TransDigm Group Non-GAAP EPS of $9.85 beats by $0.41, revenue of $2.54B beats by $70M

* TransDigm Group press release [https://seekingalpha.com/pr/20500236-transdigm-group-reports-fiscal-2026-second-quarter-results] (TDG [https://seekingalpha.com/symbol/TDG]): Q2 Non-GAAP EPS of $9.85 beats by $0.41. * Revenue of $2.54B... Full story

Yahoo Finance • 2 months ago

Is Loar Holdings Inc. (LOAR) A Good Stock To Buy Now?

Is LOAR a good stock to buy? We came across a bullish thesis on Loar Holdings Inc. on Horizons Investing’s Substack by Cade. In this article, we will summarize the bulls’ thesis on LOAR. Loar Holdings Inc.'s share was trading at $68.57 as... Full story

Yahoo Finance • 2 months ago

2 S&P 500 Stocks with Promising Prospects and 1 We Avoid

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitor... Full story

Yahoo Finance • 2 months ago

TransDigm Group Incorporated (TDG): Stephen Mandel Continues Bullish Stance

We just covered Lone Pine’s Non-AI Strategy Falters: 10 Non-AI Stocks Weighing Down Stephen Mandel’s 2026 Returns and TransDigm Group Incorporated (NYSE:TDG) ranks 7th on this list. TransDigm Group Incorporated (NYSE:TDG) is a long-term h... Full story

Yahoo Finance • 3 months ago

SpaceX Isn’t Just the Most Valuable Aerospace Company. It’s the Most Valuable Telecom, Too.

Investors are focused on AI, but telecom companies might be the ones most at risk from a SpaceX IPO. Continue Reading... Full story