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TransDigm Group Incorporated (TDG)

NYSE - NYSE Delayed price. Currency in USD
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601.62+17.72 (+3.03%)
At close: 04:00PM EST
601.62 0.00 (0.00%)
After hours: 04:42PM EST
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  • C
    Chien Chin
    Still recovering from a down draft in sales. Optimistic about a recovery in future quarters. I doubt it.
  • K
    Kian Kiani
    The down fall of TDG started when a manager of this company sold so many shares to profit from our money.
    Was there or is there any punishment for the guy. After all, it is the people money who trusted the authorities of TDG. What a iresponsible employee.
  • B
    Bellamaxi
    Market Cap: 36 billion
    Debt: 20 billion
    PE: 60

    Looks to be priced for perfection at worst, and model is based on acquisitive growth via takeouts they are forced to overpay for because of rising market values and the seller knows this beast needs to be fed to stay alive. Meanwhile fierce market correction underway with tech high PE, high flyers getting thrashed one by one, taking no prisoners. With a PE of 60 for an ancient low organic growth conglomeration of sub component manufacturers all seeing their best market conditions in history - you have to wonder how long this valuation holds up.
  • K
    Kian Kiani
    There seems obvious that there is something wrong going on in this company. The stock of TDG is DROPPING even in up market!!
  • M
    MJL
    Bull case for TDG?
  • M
    MBWallingford
    The CFO buy is interesting. Not big but still a purchase.

    Most of the executives are incentivized by stock options.

    Personal travel will come back very fast but business travel will never be the same.
  • a
    aa
    Any news today?
  • B
    Bellamaxi
    The problem is all of their supposed 'highly engineered proprietary products' have suddenly become a 'commodity' since the demand curve has changed. Can't cram it down the throats of distributors any longer to stuff the channel....... good luck. Alot of channel inventory will be chasing dollar bills soon. Don't think the can buy themselves out of this one, thru acquistions, sellers have wised up.
  • S
    S
    Technical Airborne Components ("TAC", "the Company"), a leading designer and manufacturer of rods and struts for the aerospace industry, is pleased to announce that Searchlight Capital Partners ("Searchlight"), a leading global private investment firm, has entered into a definitive agreement to acquire the Company from TransDigm Group Incorporated ("TransDigm Group") (NYSE: TDG).
  • M
    M
    This stock has grown substantially. At some point the growth is going to be harder.
  • M
    M
    I have this stock for a while and taken profits on 3 occasions. only my last batch needs to be sold.
  • C
    Chris
    Seems like a good time to sell. Lots of debt $19 billion a lot of which came from special dividends. Travel may open up with vaccine but will countries and even States allow people in? probably best to revisit stock in 6 to 12 months.
  • R
    Richard
    time to short, 370 to 320 every time
  • J
    Jeffrey
    Think about this. They did $1.54 per share in the last quarter when they forced customers to take delivery within lead time. Customers were not allowed to cancel or defer, or else they would have to pay. This quarter is different. They couldn't control customers deferring orders outside of lead time. Not sure they can get rid of enough employees to make up this quarter's shortfall and still do $1.54 per share. At the high of 42X PE several months ago, this stock will take a hit in the coming weeks assuming a new level of annual earnings in the $6 to $10 per share range. Won't improve until the planes that ARE flying start to require repair.
  • T
    The Big D
    Zacks Rank

    Transdigm currently carries a Zacks Rank #5 (Strong Sell).
  • C
    Capax Dei
    I miss the special dividends; the share price appreciation is great yet I miss that periodic cash infusion. It’d be like $75/share if past practice was a guide. (I know-pigs get fat but hogs get slaughtered). Yet I’m an investor who appreciates the magic of AND and hates the tyranny of OR. Appreciation AND fat dividend please🍡🍦
  • M
    MBWallingford
    All the aerospace companies are down.
  • A
    Anonymous
    Does anybody here know whether/when the company might issue another special dividend?
  • d
    djglenhouse
    Kratos Defense & Security Solutions, Inc.
    Reports: Senate near two-year budget deal with higher defense spending https://seekingalpha.com/news/3328935?source=ansh $LMT, $KTOS, $TDG, $BA, $NOC, $HRS, $RTN, $UTX, $TXT, $LLL, $GD, $FLIR, $COL
  • m
    mike
    load up on tdg its cheap,right now due to ex divd drop