TransDigm Group (TDG) has been a consistent performer in the market for the past five years, outperforming its underlying earnings growth. The group's stocks saw an increase in holdings via the Oregon Public Employees Retirement Fund and Motiv8 Investments, despite sales by Nisa Investment Advisors LLC and a substantial unloading by a top insider.
Fiscal 2025 fourth quarter and full year-end results have been declared, with an estimate increase for Q2 EPS by Zacks research. A significant development for the group has been its decision to purchase
Stellant Systems, Inc for $960 million from Arlington Capital Partners, thereby strengthening its
M&A strategy. It's also successfully completed an
incremental debt and declared a special
cash dividend of $90.00 per share. Their appealing 20% Return On Capital and impressive 163% return over the last five years have caught investors' attention. With strong fundamentals and performance, TDG has been praised for its unique business model driving profit margins and for being a private equity powerhouse of the skies. Despite recent share pullbacks, analysts still see the possibility of hidden value.
RTX Corporation also sold the Simmonds Precision Products, Inc. Business of Goodrich Corporation to TransDigm.
Transdigm Group TDG News Analytics from Thu, 29 May 2025 07:00:00 GMT to Sat, 10 Jan 2026 12:09:28 GMT -
Rating 8
- Innovation 6
- Information 7
- Rumor 5
