Posts on TDG

Latest ideas and analyses related to Transdigm Group Incorporated Common Stock

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
TDG

+10 pts



Management meeting takeaways

By ethonomics on Sept. 26, 2022, 6:06 p.m.
Tagged topics: management meeting

Views: 1, Votes: 1, Responses: 0, Attachments: 1
TDG , HEI , TXT , ERJ

+31 pts



Farnborough Day 1: Aero recovering, defense waiting for budgets to come through

By ethonomics on July 19, 2022, 5:37 p.m.
Tagged topics: air show

Views: 15, Votes: 2, Responses: 0, Attachments: 1
TDG

+31 pts



TransDigm Group Inc. 2QFY22 adj. EPS of $3.86 beats St; FY22 EPS outlook still suspended

By tvalerttelegram on May 25, 2022, 2:45 a.m.
Tagged topics: bofa

Views: 15, Votes: 1, Responses: 0, Attachments: 1
LHX , TXT , TDG , SPR , LDOS , DAL

+42 pts



Top Picks in Aerospace & Defense

By junkfoodlover on May 12, 2022, 10:35 a.m.
Tagged topics: deep dive

Views: 29, Votes: 5, Responses: 0, Attachments: 1
CAR , HTZ , ACI , NAVI , OMF , TDG , URI , HRI , CSTM , OXY , NBR , LPI

+31 pts



Micro considerations from a slowing macro

By ethonomics on April 13, 2022, 4:14 p.m.
Tagged topics: credit research

Views: 15, Votes: 1, Responses: 0, Attachments: 1
TDG

+32 pts



TransDigm Group Inc.

By tvalerttelegram on Feb. 9, 2022, 6:42 p.m.
Tagged topics: Morgan Stanley

Views: 34, Votes: 2, Responses: 0, Attachments: 1
TDG

+32 pts



TransDigm Group Inc. - For Compounder Bros - From Morgan Stanley

By tvalerttelegram on Feb. 8, 2022, 12:20 p.m.
Tagged topics: Morgan Stanley

Views: 30, Votes: 2, Responses: 0, Attachments: 1
BA , RTX , TXT , BBD.B , CAE , ERJ , HEI , HWM , SPR , TDG , HXL , WWD

+41 pts



In a lumpy 2022 travel recovery, business jet can outperform in many scenarios

By ethonomics on Dec. 13, 2021, 1:39 p.m.
Tagged topics: 2022 outlook

Views: 244, Votes: 3, Responses: 0, Attachments: 1
MSFT , FB , AMZN , GOOGL , CRM , APO , ATH , BKNG , CZR , DELL , ESTC , FIVN , KKR , NFLX , NOW , TDG , UNH , WDAY , WSC

+61 pts



Hedge funds reshuffle their positions after record stretch of underperformance, $MSFT now the most popular long

By ethonomics on Nov. 22, 2021, 11:37 a.m.
Tagged topics: hedge funds

Views: 324, Votes: 15, Responses: 1, Attachments: 1