TransDigm downgraded at Baird, citing margin pressure and leverage risks [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
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Source: Seeking Alpha
Outperform, arguing that a shift in business mix toward lower-margin original equipment manufacturer volumes and elevated leverage could cap profit expansion over the TDG's Earnings Call Insights: Here's what you need to know Fresh Stock Ideas, Every Day Explore diverse investing perspectives with daily analysis from experts across the market. Subscribe to Stock Ideas Sign Up Quick Insights A higher OEM revenue mix is expected to weigh on margins, causing a near-term peak and likely margin compression as OEM counts more heavily relative to aftermarket. Net leverage exceeding 6x ebitda limits the company's ability to pursue additional acquisitions and reduces optionality for dealmaking. Baird sees near-term risks from product mix and leverage, making TransDigm less attractive relative to other aerospace opportunities despite an attractive long-term model. Recommended For You More Trending News
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TDG
News
- TransDigm (TDG) Q4 2024 Earnings Call Transcript [Yahoo! Finance]Yahoo! Finance
- TransDigm Group downgraded at KeyBanc on softer outlook, margin pressure [Seeking Alpha]Seeking Alpha
- Transdigm Group (NYSE:TDG) was downgraded by analysts at KeyCorp from an "overweight" rating to a "sector weight" rating.MarketBeat
- Transdigm Group (NYSE:TDG) had its price target lowered by analysts at UBS Group AG from $1,804.00 to $1,800.00. They now have a "buy" rating on the stock.MarketBeat
- TransDigm (TDG) Q1 2026 Earnings Call Transcript [Yahoo! Finance]Yahoo! Finance
TDG
Earnings
- 2/3/26 - Beat
TDG
Sec Filings
- 2/3/26 - Form 10-Q
- 2/3/26 - Form 4
- 2/3/26 - Form 4
- TDG's page on the SEC website