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Burke Wealth Highlights TransDigm’s (TDG) Acquisition Strategy in Its Amphenol Investment Thesis
26.10.2026 17:04
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund delivered strong results in the third quarter of 2026, benefiting from a sharp recovery in enterprise software and solid corporate earnings amid continued market volatility. The composite returned […]
Is The Market Underpricing FTAI Aviation Stock?
26.10.2026 05:06
For questions about this article or underlying research, email help@trefis.com.
TransDigm Group (TDG) Stock Still Appears Undervalued As 5 Year Gain Hits 111%
17.10.2026 08:15
TransDigm Group has delivered a powerful long term share price run, yet the recent pullback this year raises a simple question for anyone looking at the stock today. Do the cash flows that the business can generate over time support a market value at this level, based on a Discounted Cash Flow (DCF) view of its intrinsic value? Over the past 5 years the stock has gained 111.5%, which puts real pressure on the question of whether the current price is fully covered by the cash the business can...
2 Industrials Stocks for Long-Term Investors and 1 Facing Challenges
15.10.2026 10:32
Whether you see them or not, industrials businesses play a crucial part in our daily activities. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the market seems convinced that demand will slow. Due to this bearish outlook, the industry has tumbled by 8.3% over the past six months. This performance is a noticeable divergence from the S&P 500’s 11.2% return.
Strength Seen in Elbit (ESLT): Can Its 5.1% Jump Turn into More Strength?
15.10.2026 09:20
Elbit (ESLT) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
TransDigm: The Price Is More Interesting Than The AI Narrative
15.10.2026 03:28
TransDigm makes special components for aircraft that are both civilian (commercial) and military. Read why TDG stock is a hold.
TransDigm (TDG) Has Negative Book Value of almost $168 a Share. Is That a Problem?
13.10.2026 02:48
TransDigm Group Incorporated (NYSE:TDG) closed at $1,107.99 on October 9. The stock has returned -10.15% during the last six months, compared to a 24.3% return for the Insider Monkey Billionaire Index and 15.1% for State Street SPDR S&P 500 ETF Trust. The accounts say the company is worth less than nothing and the shares trade […]
1 of Wall Street’s Favorite Stocks to Own for Decades and 2 We Brush Off
06.10.2026 09:04
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
HEICO Has the Better Business, the Better Balance Sheet, and a Price That Makes It Impossible to Buy
05.10.2026 14:40
A $90,000 bag of screws reveals the brutal gap between how HEICO and TransDigm squeeze profit from the same captive market, but the company with the cleaner books and stronger moat carries a price that punishes anyone who buys it today.
3 Quality Compounders with Exciting Potential
02.10.2026 09:18
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.
TransDigm (TDG): Strong Growth Meets a Tougher M&A and Valuation Debate
29.09.2026 02:55
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 […]
TransDigm (TDG): Strong Growth Meets a Tougher M&A and Valuation Debate
29.09.2026 02:55
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 […]
TransDigm Completes Acquisition of Prince & Izant
28.09.2026 11:40
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.
Can Rising Aerospace and Defense Demand Drive Curtiss-Wright's Growth?
25.09.2026 14:11
CW's rising naval defense, aerospace and electronics demand, backed by a $4.5B backlog, supports growth visibility beyond 2026.
Junk Bond Yields Are Back Above 15%: 10 Stocks In The Pressure Zone
25.09.2026 09:37
Junk bond yields surpassed 15%, the highest since 2022. These 10 stocks with bonds in XCCC carry $97 billion of debt as higher rates bite.
Guggenheim Initiates Coverage On TransDigm Group with Neutral Rating
15.09.2026 09:08
Guggenheim analyst Michael Ciarmoli initiates coverage on TransDigm Group (NYSE:TDG) with a Neutral rating.
Should You Buy Howmet Stock After Its Turbine Blade Scare?
10.09.2026 01:57
Howmet Aerospace (HWM) has fallen about 21% from its August high, and the question is whether that is a gift or a warning. Its own record says falls this size have paid off more often than not, and that you will probably watch it fall further first. What knocked the stock down is a scare about who else might make turbine blades. Start with what the record paid.
TransDigm (TDG) Stock Looks Undervalued Despite Mixed Broader Checks
05.09.2026 10:12
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 a mixed picture rather than a clear bargain or clear overvaluation. Over the past 5 years TransDigm Group has returned 133.2%, which keeps longer term holders well ahead even after the recent weakness. Expectations for continued cash generation from its...
Is TransDigm Stock Underperforming the S&P 500?
04.09.2026 12:06
TransDigm has significantly lagged the broader market over the past year, while analysts remain cautiously optimistic about its outlook.