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TransDigm Group Incorporated (TDG)

NYSE - NYSE Delayed price. Currency in USD
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612.27+12.52 (+2.09%)
At close: 04:00PM EDT
612.27 0.00 (0.00%)
After hours: 04:16PM EDT
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  • B
    TDG is still over 98% institutionally owned, thus not very many postings. In spite of the very high valuation, institutional demand continues which is great for those holding institutions who want to reduce their exposure. Over the last year, Capital International investors, Blackrock and Vulcan Value accumulated shares while Tiger Global took some significant profits. With three of the top five holders increasing their positions, it is hard not be bullish on the stock as their continued purchases let other money managers pare down their holdings without depressing the stock. As long as tightening credit markets, inflation and ESG issues don't affect buying enthusiasm, the stock should be fairly stable. Of course, no one wants to be without a chair (buyer) when the music stops (if it stops).
  • W
    Acquisitions now cost 3-4X sales to feed this beast. Good luck with that.
  • W
    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
    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
    This stock has grown substantially. At some point the growth is going to be harder.
  • W
    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.
  • M
    I have this stock for a while and taken profits on 3 occasions. only my last batch needs to be sold.
  • C
    Chien Chin
    Still recovering from a down draft in sales. Optimistic about a recovery in future quarters. I doubt it.
  • C
    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
    time to short, 370 to 320 every time
  • J
    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🍡🍦
  • A
    Does anybody here know whether/when the company might issue another special dividend?
  • d
    Kratos Defense & Security Solutions, Inc.
    Reports: Senate near two-year budget deal with higher defense spending $LMT, $KTOS, $TDG, $BA, $NOC, $HRS, $RTN, $UTX, $TXT, $LLL, $GD, $FLIR, $COL
  • m
    load up on tdg its cheap,right now due to ex divd drop
  • L
    Ladder_Attack ☠️
    $PCG conversation
    Tdg $TDG Stock Price Declined While Tesuji Partners Co Andrew Schaffer Cut Position by $81.88 Million; Pg & E Corp. $PCG Holder Symons Capital Management Has Lowered Its Stake by $697,682
  • D
    This 'pause' in the aviation industry should give rise to assessment of needs while planes are grounded due to the current crisis. Once the planes are getting back to their regular schedules - and they will, due to necessity - TDG will be doing all they can to get back up on line. Why? - Moving parts mean wear and wear necessitates repair and replace. So how do I feel? Bullish, once the crisis is truly on its way out.
  • W
    Big OEM aftermarket conglomerates like TDG have been disintermediating their supply chains for years, shrinking their distributor networks-and discounts alike....... all as they try to inch closer to the end user/operator and try to claim the ultimate control and pricing power in a forcing their proprietary shareholder value centric business model down the throat of the aftermarket. This works very well when all is rosy and the market is expanding in all directions..... fast forward 15 years to today. Now after vaporizing the middle of the supply chain the only buyers left are the operators and the large distributors that have been highly consolidate (ie: Aviall, AAR, Satair, etc.) which are public now and don't just fill the shelves with TDG products just so TDG can hit their numbers...... Good luck selling your overpriced 'highly engineered proprietary #$%$ to middle market independents and OEM authorized public companies that don't have an immediate need... which covers about everybody now.. The music has stopped and all of a sudden you have alot of parts in the supply chain, looking for a buyer and an ultimate destination..... but only a few big buyers that are all public companies and will not be bullied in to loading the shelves with TDG goods..... now EVERYBODY has to hit their numbers, even the distributors and MROs, because the all ultimately answer to the shareholder. Isn't it just amazing how greed and arrogance run full circle. OH, and now they can't make up the slow civil aftermarket sales by gouging the govt. every now and then... since the govt. now has their pricing under a microscope. This story will be amazing to watch unfold. First, Boeing with their extreme arrogance was the first domino to fall, then 1 by 1, top/down others will follow. Covid-19 will pass, and probably will have some short term negative influence.... but this industry dynamic is a cyclical reality - not to be blamed on Covid-19
  • G
    Airlines say they’re retiring a lot of planes which means the will need new parts, new planes. Look at ALL the various things TDG manufacturers. Not just plane parts by any means.