Loading…
Loading…
Reiss exercised options at $284.97 and liquidated shares at $1,216.21, capturing ~$3.2M in gains as TDG stock declined 22% over the past year.
IBM just suffered its worst single-day market cap wipeout since 1987, insurance giants are getting slashed across the board, and a handful of surprising names just landed fresh Buy ratings from Wall Street's biggest banks.
Passengers are paying more to fly, but the carriers selling those tickets are not necessarily the ones collecting the profits. Facing rapidly aging fleets, operators are incurring higher maintenance bills.
TransDigm Group (TDG) is a core capital gains holding, leveraging a unique, acquisition-driven model in the aerospace components sector. TDG's proprietary, mission-critical products and high-margin aftermarket sales underpin robust earnings growth, with FY26 EPS guidance raised to $39.52. Despite a Net Debt/EBITDA of 5.4x and premium valuation, TDG's execution, pricing power, and acquisition strategy justify a Buy recommendation for long-term investors.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
TransDigm Group is upgraded to Strong Buy, reflecting substantial upside potential and a 39% price target increase to $1,860.41. TDG's proprietary aerospace components drive high-margin recurring aftermarket revenue, supported by robust aviation demand and a growing installed fleet. Recent acquisitions have temporarily compressed margins, but EBITDA and free cash flow estimates have increased, with margins expected to recover as integrations mature.
TransDigm (TDG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
TransDigm (TDG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
Click below to see what's inside, then upgrade to read every transcript for TDG and 80,000+ other tickers.
Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.