TransDigm: Commercial Exposure Drives Sell-Off, But Valuation Now Attractive [Seeking Alpha]
Transdigm Group Incorporated (TDG)
Last transdigm group incorporated earnings: 2/4 07:15 am
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US:NYSE Investor Relations:
transdigm.com/investor-relations
Company Research
Source: Seeking Alpha
Commercial aftermarket exposure presents risk from geopolitical tensions and cost inflation, but earnings estimates have held up relatively well. TDG is expected to deliver 10.5% annual sales growth and nearly 20% annual free cash flow growth through 2028, with margins dipping slightly before recovering. Despite demand risks, current valuation is oversold versus historical and peer multiples, and M&A opportunities could further enhance value. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » Monty Rakusen/DigitalVision via Getty Images Shares of TransDigm Group Incorporated ( TDG ) has lost over 10% since my last report . Stock prices had already fallen in February following the release of the first quarter results and the war More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airl
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TDG
News
- 3 Big Reasons to Love TransDigm (TDG) [Yahoo! Finance]Yahoo! Finance
- Jim Cramer Says “I Don't Know Why I Need TransDigm, and I Don't Know Why You Need It Either” [Yahoo! Finance]Yahoo! Finance
- AllClear Repair Services Named Authorized Service Center for CEF Industries, Expanding C-130 Component Repair Support [Yahoo! Finance]Yahoo! Finance
- TransDigm Group Incorporated (TDG) Solid Sales Growth Supports Acquisition Push and Buyback Push [Yahoo! Finance]Yahoo! Finance
- TransDigm Balances Strong Q2 Update With New Fixed Income Debt [Yahoo! Finance]Yahoo! Finance
TDG
Earnings
- 2/3/26 - Beat
TDG
Sec Filings
- 4/21/26 - Form 4
- 4/17/26 - Form 8-K
- 4/16/26 - Form 4
- TDG's page on the SEC website