Transdigm

Transdigm

Yahoo Finance • 2 days ago

Broad Commercial Aerospace Aftermarket Sell-Off Weighs on GE Aerospace (GE)

Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for "Mar Vista U.S. Quality Strategy". The letter can be downloaded here. During the third quarter of 2026, financial mar... Full story

Yahoo Finance • 2 days ago

TransDigm Group (TDG): Fundamental Resilience Outweighs Short-Term Aftermarket Sell-Off

Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for "Mar Vista U.S. Quality Strategy". The letter can be downloaded here. During the third quarter of 2026, financial mar... Full story

Yahoo Finance • 3 days ago

Leidos downgraded by J.P. Morgan as defense stocks face rocky earnings season

[two soldiers in action] StudioThreeDots/iStock via Getty Images J.P. Morgan Chase sees a challenging third-quarter earnings season for aerospace and defense companies as slowing airline traffic growth, uncertainty over U.S. military spen... Full story

Yahoo Finance • 3 days ago

UBS flags 56 stocks where growth and profitability may be underpriced

[Hands holding up columns of bar graph] We Are UBS Global Research has constructed a 56-stock basket of U.S. companies with higher forward growth, stronger cash-flow profitability and improving earnings momentum, arguing that valuations f... Full story

Yahoo Finance • 5 days ago

1 of Wall Street’s Favorite Stocks to Own for Decades and 2 We Brush Off

1 of Wall Street's Favorite Stocks to Own for Decades and 2 We Brush Off Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it's worth remembering that... Full story

Yahoo Finance • 9 days ago

3 Quality Compounders with Exciting Potential

3 Quality Compounders with Exciting Potential A quality compounder is a business that not only sports durable competitive advantages but also builds on its success by consistently reinvesting its profits at high returns. Companies such a... Full story

Yahoo Finance • 13 days ago

TransDigm Completes Acquisition of Prince & Izant

CLEVELAND, Sept. 28, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced that it has successfully completed its acquisition of Prince & Izant ("P&I" or "the Company"), formerly a portfolio company of Industrial Gr... Full story

Yahoo Finance • 23 days ago

Can Rising Defense Demand Strengthen TransDigm's Growth Outlook?

TransDigm Group TDG is benefiting from healthy demand across the U.S. defense aerospace market, supported by ongoing investments in military capabilities and rising requirements for advanced aircraft and related components. The company's p... Full story

Yahoo Finance • 27 days ago

GE Aerospace Stock Gets a Downgrade. ‘Great Times Don’t Last Forever.’

Melius analyst Scott Mikus also cut ratings on four other aerospace stocks, Honeywell Aerospace , TransDigm, Heico, Woodward. He lays out the problem ahead: the aftermarket. Continue Reading... Full story

Yahoo Finance • 27 days ago

Nike downgraded, Affirm upgraded: Wall Street's top analyst calls

Nike downgraded, Affirm upgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by... Full story

Yahoo Finance • last month

TransDigm (TDG) Stock Looks Undervalued Despite Mixed Broader Checks

TransDigm Group stock has pulled back from recent highs, yet the current price sits below an intrinsic value estimate from a Discounted Cash Flow (DCF) model, which points to a sizeable valuation gap. At the same time, broader checks paint... Full story

Yahoo Finance • last month

Can Commercial Aerospace Recovery Boost Teledyne's Growth?

Teledyne Technologies TDY is benefiting from the steady recovery in commercial air travel, which is supporting demand for its onboard avionics systems and ground-based applications for commercial aircraft. The company is well-positioned to... Full story

Yahoo Finance • last month

TransDigm (TDG) Down 8.1% Since Last Earnings Report: Can It Rebound?

It has been about a month since the last earnings report for TransDigm Group (TDG). Shares have lost about 8.1% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings relea... Full story

Yahoo Finance • last month

Rocket Lab Surges 43.7% in a Year: Is There More Room to Run?

Rocket Lab Corporation RKLB shares have risen 43.7% over the past year, outperforming the Zacks Aerospace-Defense Equipment industry's growth of 2.7%. The company is driving growth by expanding its end-to-end space platform, advancing Neut... Full story

Yahoo Finance • 2 months ago

TransDigm Reported Earnings Last Week. Here's How This Quiet Aerospace Stock Turned $10,000 Into a Fortune.

"Hidden gem" describes a high-performing stock that isn't generating much fanfare. In the hidden gem family, some names are undiscovered Hope Diamonds. That's the 45.5-carat gem with an estimated value of up to $350 million. Admittedly, d... Full story

Yahoo Finance • 2 months ago

Best Buy downgraded, Bristol Myers upgraded: Wall Street's top analyst calls

Best Buy downgraded, Bristol Myers upgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as c... Full story

Yahoo Finance • 2 months ago

TransDigm (TDG) Adds Another Bolt-On: What the $1.07 Billion Prince & Izant Deal Says About Its Playbook

Although chronic supply chain bottlenecks continue to dampen new commercial aircraft deliveries, the main driving force of the aerospace sector this year is the aging of the global airline fleet. With average airframe ages crossing 15 year... Full story

Yahoo Finance • 3 months ago

TransDigm Announces Acquisition of Prince & Izant

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 Partn... Full story

Yahoo Finance • 3 months ago

Morgan Stanley stays bullish on aerospace, defense ahead of Q2 earnings

Investing.com -- Morgan Stanley maintained a constructive outlook on the aerospace and defense sector ahead of second-quarter earnings, citing resilient commercial aerospace demand, improving aircraft production, and favorable long-term de... Full story

Yahoo Finance • 3 months ago

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Allstate, AMC Entertainment, Boeing, CAVA Group, Check Point Software, Digital Realty Trust, FedEx, IBM, UPS, and More

Quick Read A cool June CPI report and scrapped Strait of Hormuz tolls lifted all major indices Tuesday, with the Nasdaq leading gains at nearly 1%. IBM shed over $50 billion in market value on a revenue warning, its worst single-day drop... Full story