TDG News and Press, Transdigm Group Incorporated Inc.

U.S. Defense Manufacturers Face A Rare Earth Supply Squeeze - OilPrice.com Market Commentary PR Newswire NEW YORK , March 6, 2026 /PRNewswire/ -- According to sources, the Pentagon will prohibit the use of rare earth magnet materials originating from China in U.S. military plat...

2026-03-04 18:18:57 ET Shares of Loar Holdings Inc. ( LOAR ) h ave been trading stagnant, to put it mildly, all while the company sees continued operating momentum and continues to employ M&A as an additional source of growth. Founded 14 years ago to create an M&A growth-ind...

2026-03-04 09:50:00 ET By Barry Schwartz Benjamin Graham, widely considered the “father of value investing,” famously observed that "In the short run, the market is a voting machine, but in the long run, it is a weighing machine." ... Read the full articl...

2026-03-03 07:30:00 ET Introduction If there’s one thing I have often mentioned, it’s that I am more afraid of missing stock market upside than going through one of the market’s sell-offs. Or to put it differently, I feel much safer in stocks than in cash. It’...

2026-02-27 12:09:47 ET More on Quanta Services, Broadcom, etc. Intuit Inc. (INTU) Q2 2026 Earnings Call Transcript Quanta: A Specialty Contracting Company Benefiting From Secular Growth Tailwinds Broadcom Q1 Preview: Tech Rotation Could Trigger Another Irrational Sel...

2026-02-27 11:54:41 ET More on Fortive, Veralto, etc. Rollins: Quality Compounder, But Priced For Perfection Axon Enterprise, Inc. (AXON) Q4 2025 Earnings Call Transcript Axon Earnings: The Panic Ends Axon targets $6B in 2028 revenue with continued AI-driven ...

2026-02-26 02:00:00 ET The following segment was excerpted from the Baron Durable Advantage Fund Q4 2025 Shareholder Letter. ... Read the full article on Seeking Alpha For further details see: Baron Durable Advantage Fund Q4 2025 Performance Review

2026-02-20 06:10:00 ET The global backlog of unfilled aircraft orders tops 17,000 jets. Boeing (NYSE: BA) production delays have stretched delivery timelines, pushing the average fleet age to 15 years. Two of the biggest beneficiaries are GE Aerospace (NYSE: GE) and TransD...

2026-02-13 07:30:00 ET Introduction I have to start this article with a confession that may trigger a few people and make sense to others. As I believe many of you know already, I manage a highly concentrated portfolio. Last week, my portfolio became even more concentrated when I sold H...

2026-02-12 07:30:00 ET Introduction I’m not breaking any news when I say we spend a lot of time discussing ‘Big Picture’ investment ideas on a very frequent basis. In recent weeks, we’ve been doing it almost daily.... Read the full article on Seekin...