TDG

TransDigm Group Inc. (TDG) | Rumor.io

TransDigm Group

TDG

Attention (50-day avg)0%

Attention rank (50-day avg)#806

Bullish sentiment (50-day avg)75%

Price to earnings ratio33.7

Market capitalization62B

Earnings per share32.9

Dividend yield (TTM)—

Revenue (annual)8.8B

Net income (annual)2.1B

Social

What share of all stock conversation is about TDG?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% +0	0% +0	0% +0	0.02% +0.01

Sep 14

TransDigm Group (TDG) is experiencing its largest drawdown since 2020, with a 30.1% decline from its highs.
Melius Research downgraded TDG from Buy to Hold, citing concerns about the company's elevated leverage and slowing growth in the commercial aviation sector.
TDG has announced a planned offering of $2.5 billion in senior secured notes to refinance its existing debt, with proceeds intended to repay its 6.75% senior secured notes due in 2028.

Generated by AI

Sentiment

Of the messages about TDG that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	100% +3.55	72.38% -7.84	83.24% +11.2
Bearish	0% 0	0% -3.55	27.63% +7.84	16.76% -11.2

Bullish· Mar 21

$TDG is a monopoly in the aerospace industry with strong pricing power and a wide moat, making it a prime candidate for long-term growth.
Researching $TDG and other upstream players like Heico could uncover opportunities for investment in the aerospace supply chain.
Adding $TDG to a portfolio can provide exposure to the secular tailwinds driving growth in the aerospace industry.

Bearish· May 5

TransDigm Group Incorporated's commercial OEM sales are expected to be adversely impacted by the COVID-19 pandemic over the long term.
The company's aftermarket sales warning has led to a sharp decline in share price, with TransDigm Group EPS missing estimates and revenue falling short.
TransDigm Group's shares have been down 5-7% on multiple occasions, with some investors feeling pressure to sell their positions.

Generated by AI

Topics

Of the messages about TDG that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	4.17%	32.66%	2.96%
Analysts	0%	0%	22.61%	4.63%
Technical Analysis	0%	0%	0.75%	0.03%
Macro	0%	89.58%	33.42%	92.15%
Controversies	0%	6.25%	10.55%	0.05%
Earnings	0%	0%	0%	0.18%

Earnings· May 9

TransDigm Group (TDG) reported Q2 2023 earnings of $5.98 per share, beating estimates of $5.45.
The company's revenue for the quarter was $1.59 billion, exceeding expectations of $1.52 billion.
TransDigm Group raised its full-year earnings per share forecast to $23.31 to $24.19, and its net sales forecast to $6.41 billion to $6.50 billion.

Analysts· Feb 10

Goldman Sachs cut TransDigm Group Incorporated's price target to $272.00 with a buy rating.
RBC Capital Markets upgraded TransDigm Group Incorporated to Outperform with a price target of $253.00.
KeyBanc cut TransDigm Group Incorporated's price target to $231.00 with an overweight rating.

Announcements· Feb 3

TransDigm Group reported Q1 2026 earnings with adjusted EPS of $8.23, exceeding analyst expectations, and net sales growing 14% to $2.29B, driven by a double-digit surge in Commercial OEM sales.
The company raised its full-year outlook, with FY2026 sales guidance increased to $9,845M to $10,035M and EPS guidance raised to $37.42 to $39.34.
TransDigm announced $3.2B in acquisitions, including Stellant Systems ($960M) and Jet Parts/Victor Sierra Aviation ($2.2B), and completed the acquisition of Simmonds Precision for $757M.

Macro· May 8

TransDigm's stock price has increased in response to the S&P hitting new highs, driven by strong tech earnings that have alleviated recession fears.
The recent earnings reports from tech companies have significantly contributed to the market's positive sentiment, with TransDigm being one of the beneficiaries.
The overall market trend suggests a shift away from recession fears, with TransDigm's stock performance reflecting this shift and the broader market's optimism.

Generated by AI

Community

Of the messages about TDG, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	11.54%	38.85%	41.73%	14.85%
Newcomers	88.46%	61.15%	58.27%	85.15%

Regulars· Feb 3

TransDigm Group's Q1 2026 report shows revenue of $2.29B, a 14% YoY increase, and EPS of $8.23, a 5% YoY increase, with an upward revision to FY 2026 guidance.
The company's CEO states that the revenue ran ahead of expectations, and bookings were strong in all three major market channels, with a solid start to the 2026 fiscal year.
TransDigm Group's Q1 2026 report also shows a strong increase in net sales, with the company's value-driven operating strategy helping to offset a decrease in net income due to higher interest rates.

Newcomers· May 8

Newcomers to TransDigm Group are focused on the stock's potential for a 20.5% upside, as noted by bullish calls from Goldman Sachs and Stifel.
The financial health and market valuation of TransDigm Group are being analyzed by newcomers, with some using data profiles and deep dives to evaluate the company's performance and long-term profitability.
Some newcomers are looking at the historical returns of TransDigm Group, with one source suggesting the stock could offer returns of up to 845% by 2026.

Generated by AI

BMO Cuts Target as Aerospace Demand Holds TransDigm Group Incorporated (NYSE:TDG) is heading into the final quarter of fiscal 2026 with solid operating momentum, although analysts differ on how much of that strength is reflected in the stock. On September 28, BMO Capital reduced its price target to $1,400 from $1,525 while retaining an Outperform […]

1d agoYahoo Finance

TransDigm completes $1.07 billion Prince & Izant acquisition

1d agoInvesting.com

TransDigm Completes Acquisition of Prince & Izant

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 Growth Partners, for approximately $1.066 billion in cash, including certain tax benefits. TransDigm financed the acquisition of the Company through cash on hand. The acquisition was previously announced on July 27, 2026.

1d agoYahoo Finance

Is TransDigm Group (TDG) Undervalued Following Its New Debt Deals?

Why TransDigm Group’s New Debt Deal Matters TransDigm Group (TDG) has moved quickly in the bond market, first announcing a secured notes offering of $2.5b, then completing a separate $3b 6.75% senior secured issue due 2035. For equity investors, that much fresh borrowing immediately raises questions about refinancing plans, interest costs, and how management intends to balance debt levels with any future investment opportunities or shareholder returns. Recent trading shows that momentum in...

3d agoYahoo Finance

TDG Outlines Multiple Kilometre-Plus-Scale Target Areas within Northwest Structural Corridor from the Aurora Complex

VANCOUVER, British Columbia, Sept. 23, 2026 (GLOBE NEWSWIRE) -- TDG Gold Corp. (“TDG ” or the “Company ”) (TSXV: TDG | OTCQX: TDGGF) reports th...

7d agomarkets.businessinsider.com

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TransDigm Group Inc.

Industrials
Aerospace & Defense

TransDigm Group Inc. is a manufacturer and supplier of highly engineered aircraft components for the global aerospace and defense industry. The company focuses on proprietary, specialized parts that are critical for aircraft performance and safety, often with significant aftermarket demand. TransDigm operates through three primary segments: Power and Control, Airframe, and Non-Aviation. The Power and Control segment provides products such as electromechanical actuators, ignition systems, specialized pumps, valves, and power conditioning devices used in aircraft systems. The Airframe segment supplies components integrated into aircraft structures and interiors, serving both commercial and military platforms. The Non-Aviation segment offers engineered products mainly for off-road vehicles and industrial and mining applications. TransDigm often acts as a holding company for a portfolio of niche aerospace businesses, emphasizing mission-critical components with long product lifecycles. Headquartered in Cleveland, Ohio, and founded in the United States, TransDigm plays a prominent role in the industrials sector, particularly within aerospace and defense, by supporting aircraft manufacturers, airlines, maintenance providers, and defense organizations worldwide.

Website

Location

1350 Euclid Avenue

Cleveland, OH, 44115

United States

Social

What share of all stock conversation is about TDG?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% +0	0% +0	0% +0	0.02% +0.01

Sep 14

TransDigm Group (TDG) is experiencing its largest drawdown since 2020, with a 30.1% decline from its highs.
Melius Research downgraded TDG from Buy to Hold, citing concerns about the company's elevated leverage and slowing growth in the commercial aviation sector.
TDG has announced a planned offering of $2.5 billion in senior secured notes to refinance its existing debt, with proceeds intended to repay its 6.75% senior secured notes due in 2028.

Generated by AI

Sentiment

Of the messages about TDG that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	100% +3.55	72.38% -7.84	83.24% +11.2
Bearish	0% 0	0% -3.55	27.63% +7.84	16.76% -11.2

Bullish· Mar 21

$TDG is a monopoly in the aerospace industry with strong pricing power and a wide moat, making it a prime candidate for long-term growth.
Researching $TDG and other upstream players like Heico could uncover opportunities for investment in the aerospace supply chain.
Adding $TDG to a portfolio can provide exposure to the secular tailwinds driving growth in the aerospace industry.

Bearish· May 5

TransDigm Group Incorporated's commercial OEM sales are expected to be adversely impacted by the COVID-19 pandemic over the long term.
The company's aftermarket sales warning has led to a sharp decline in share price, with TransDigm Group EPS missing estimates and revenue falling short.
TransDigm Group's shares have been down 5-7% on multiple occasions, with some investors feeling pressure to sell their positions.

Generated by AI

Topics

Of the messages about TDG that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	4.17%	32.66%	2.96%
Analysts	0%	0%	22.61%	4.63%
Technical Analysis	0%	0%	0.75%	0.03%
Macro	0%	89.58%	33.42%	92.15%
Controversies	0%	6.25%	10.55%	0.05%
Earnings	0%	0%	0%	0.18%

Earnings· May 9

TransDigm Group (TDG) reported Q2 2023 earnings of $5.98 per share, beating estimates of $5.45.
The company's revenue for the quarter was $1.59 billion, exceeding expectations of $1.52 billion.
TransDigm Group raised its full-year earnings per share forecast to $23.31 to $24.19, and its net sales forecast to $6.41 billion to $6.50 billion.

Analysts· Feb 10

Goldman Sachs cut TransDigm Group Incorporated's price target to $272.00 with a buy rating.
RBC Capital Markets upgraded TransDigm Group Incorporated to Outperform with a price target of $253.00.
KeyBanc cut TransDigm Group Incorporated's price target to $231.00 with an overweight rating.

Announcements· Feb 3

TransDigm Group reported Q1 2026 earnings with adjusted EPS of $8.23, exceeding analyst expectations, and net sales growing 14% to $2.29B, driven by a double-digit surge in Commercial OEM sales.
The company raised its full-year outlook, with FY2026 sales guidance increased to $9,845M to $10,035M and EPS guidance raised to $37.42 to $39.34.
TransDigm announced $3.2B in acquisitions, including Stellant Systems ($960M) and Jet Parts/Victor Sierra Aviation ($2.2B), and completed the acquisition of Simmonds Precision for $757M.

Macro· May 8

TransDigm's stock price has increased in response to the S&P hitting new highs, driven by strong tech earnings that have alleviated recession fears.
The recent earnings reports from tech companies have significantly contributed to the market's positive sentiment, with TransDigm being one of the beneficiaries.
The overall market trend suggests a shift away from recession fears, with TransDigm's stock performance reflecting this shift and the broader market's optimism.

Generated by AI

Community

Of the messages about TDG, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	11.54%	38.85%	41.73%	14.85%
Newcomers	88.46%	61.15%	58.27%	85.15%

Regulars· Feb 3

TransDigm Group's Q1 2026 report shows revenue of $2.29B, a 14% YoY increase, and EPS of $8.23, a 5% YoY increase, with an upward revision to FY 2026 guidance.
The company's CEO states that the revenue ran ahead of expectations, and bookings were strong in all three major market channels, with a solid start to the 2026 fiscal year.
TransDigm Group's Q1 2026 report also shows a strong increase in net sales, with the company's value-driven operating strategy helping to offset a decrease in net income due to higher interest rates.

Newcomers· May 8

Newcomers to TransDigm Group are focused on the stock's potential for a 20.5% upside, as noted by bullish calls from Goldman Sachs and Stifel.
The financial health and market valuation of TransDigm Group are being analyzed by newcomers, with some using data profiles and deep dives to evaluate the company's performance and long-term profitability.
Some newcomers are looking at the historical returns of TransDigm Group, with one source suggesting the stock could offer returns of up to 845% by 2026.

Generated by AI

TransDigm Group

Social

Sep 14

Bullish· Mar 21

Bearish· May 5

Earnings· May 9

Analysts· Feb 10

Announcements· Feb 3

Macro· May 8

Regulars· Feb 3

Newcomers· May 8

TransDigm acquires Prince & Izant for $1.066 billion

TransDigm (TDG): Strong Growth Meets a Tougher M&A and Valuation Debate

TransDigm completes $1.07 billion Prince & Izant acquisition

TransDigm Completes Acquisition of Prince & Izant

Is TransDigm Group (TDG) Undervalued Following Its New Debt Deals?

TDG Outlines Multiple Kilometre-Plus-Scale Target Areas within Northwest Structural Corridor from the Aurora Complex

Also Discussed

TransDigm Group Inc.

Company Information

Location

TransDigm acquires Prince & Izant for $1.066 billion

TransDigm (TDG): Strong Growth Meets a Tougher M&A and Valuation Debate

TransDigm completes $1.07 billion Prince & Izant acquisition

TransDigm Completes Acquisition of Prince & Izant

Is TransDigm Group (TDG) Undervalued Following Its New Debt Deals?

TDG Outlines Multiple Kilometre-Plus-Scale Target Areas within Northwest Structural Corridor from the Aurora Complex

Also Discussed

Social

Sep 14

Bullish· Mar 21

Bearish· May 5

Earnings· May 9

Analysts· Feb 10

Announcements· Feb 3

Macro· May 8

Regulars· Feb 3

Newcomers· May 8