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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.
My Favorite Place To Put New Money Is Getting Cheaper
01.09.2026 07:30
I am deploying capital into high-quality cyclical value stocks with pricing power and secular tailwinds amid ongoing market volatility. Check out the list here.
TransDigm Group: High-Leverage Excellence Fueling Exceptional Equity Returns
01.09.2026 01:13
TransDigm (TDG) stock: dominant aerospace aftermarket moat, 50%+ margins, and DCF upside, but $30B debt adds risk. See here for more details.
TransDigm Group: A Premium Option For Private-Equity-Like Exposure
30.08.2026 10:34
TransDigm's price has failed to keep up with the fundamentals as it finally trades cheap relative to its peers. See why I rate TDG stock a Buy.
DSU: NAV Destruction And Poor Outlook For Debt Securities Is Troubling
21.08.2026 09:21
BlackRock DSU yields 12.54% but canât cover payouts, risking NAV erosion amid Fed-sensitive junk debt.
TransDigm Group (TDG) Is Spending $1.07 Billion On An Aerospace Materials Deal
07.08.2026 08:13
TransDigm Group (NYSE: TDG) announced the acquisition of alloy materials supplier Prince & Izant, expanding its aerospace and defense product portfolio. The company also appointed Irina Krasik to its Board of Directors, adding experience in mergers, acquisitions, and investment strategy. These moves highlight TransDigm Group's continued use of M&A and board expertise to shape its product mix and capital allocation priorities. This company is far from the only one tied to this theme of...
TransDigm Group (TDG) Beats Q3 Earnings and Revenue Estimates
04.08.2026 12:50
TransDigm (TDG) delivered earnings and revenue surprises of +5.64% and +2.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
TransDigm (NYSE:TDG) Surprises With Q2 CY2026 Sales, Full-Year Outlook Slightly Exceeds Expectations
04.08.2026 12:16
Aerospace and defense company TransDigm (NYSE:TDG) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 22.5% year on year to $2.74 billion. The company’s full-year revenue guidance of $10.51 billion at the midpoint came in 1.3% above analysts’ estimates. Its non-GAAP profit of $10.87 per share was 5.2% above analysts’ consensus estimates.