There has been a flurry of activity surrounding TransDigm Group Incorporated (NYSE:TDG), with several investment firms visibly adjusting their positions. Illustrated in increasing holdings reported by Whitford Management LLC, NorthRock Partners LLC, ProShare Advisors LLC, Strive Asset Management LLC, Nomura Holdings Inc., First Heartland Consultants Inc., Numerai GP LLC, Mufg Securities Americas Inc., Worldquant Millennium Advisors LLC, and USS Investment Management Ltd, amongst others. The Group's return on capital, its increasing stock positions and a $1,490.20 consensus PT from analysts are all strong indicators of investment interest.
Further bolstering its market stance, TransDigm recently announced plans to acquire Servotronics, Inc. (SVT) in a deal that is expected to both expand the company's portfolio and deliver a 250% premium to SVT's shareholders. CEO transition and robust earnings growth have also been reported recently. The company completed a $2.65bn notes offering and it is now considered among the best American Defense Stocks to buy.
Despite the company experiencing a disappointing quarter, strong demand for their aftermarket aero parts has boosted profit estimates. Their shareholders have enjoyed a 40% CAGR over the last five years.
Transdigm Group TDG News Analytics from Mon, 09 Dec 2024 08:00:00 GMT to Sat, 24 May 2025 21:12:33 GMT - Rating 7 - Innovation 5 - Information 7 - Rumor -2
