TDG News and Press, Transdigm Group Incorporated Inc. From 11/25/20

David Abrams’ 13F portfolio value increased this quarter from $3.09B to $3.16B. The number of positions decreased from 20 to 19. Abrams Capital Management increased Energy Transfer LP during the quarter. The top three positions are Lithia Motors, Facebook, and TransDigm Gro...

TransDigm (TDG) agrees to acquire Cobham Aero Connectivity, a provider of highly engineered antennas and radios for the aerospace end market, for ~$965M in cash and tax benefits.Cobham, which operates two from two primary facilities in Arizona and the U.K., is expected to generate $225M in re...

TransDigm Announces Acquisition of Cobham Aero Connectivity and Provides Update on Potential Divestitures of Former Esterline Operating Units PR Newswire CLEVELAND, Nov. 24, 2020 CLEVELAND , Nov. 24, 2020 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TD...

Strong execution through COVID with revenue stability and maintenance of profitability. Differentiated offering in the aerospace components space with high margins and track record of performance. Unfortunately, valuation is not compelling given COVID related headwinds still on th...

Dan Loeb's 13F portfolio value increased from ~$7.30B to ~$10B this quarter. The number of positions increased from 36 to 47. Third Point added PG&E while dropping Baxter International and Raytheon Technologies during the quarter. The top three positions are at ~22% of the por...

Suppliers are joining the Boeing rally this morning, with shares of the planemaker up 6.5% in premarket trade, after the FAA lifted the U.S. grounding of the 737 MAX.On the move: Triumph Group (TGI) +9.1%, Spirit AeroSystems (SPR) +6.6%, Astronics Luminescent Systems ([[ATRO]] +5.5%), Howmet ...

It's the day Boeing (BA) has been waiting for after nearly two years of scrutiny, corporate upheaval and a standoff with global regulators.FAA Administrator Steve Dickson is expected to sign an order today lifting the flight ban on the 737 MAX - once Boeing's hottest-selling jet - as well as ...

Despite facing unprecedented economic headwinds in 2020, the company posted double-digit annualised earning power growth over the past two years and showed remarkable resilience through the worst of the COVID. I see the Hindenburg short report as largely a collection of glaring misrep...

Soros's 13F portfolio value decreased from $4.48B to $4.08B this quarter. The number of positions decreased from 141 to 132. Soros added Palantir Technologies and Unity Software, while reducing T-Mobile US. Also, most of their recent additions in Financials were either reduced or elim...

Image source: The Motley Fool. TransDigm Group (NYSE: TDG) Q4 2020 Earnings Call Nov 12, 2020 , 11:00 a.m. ET Operator Continue reading For further details see: TransDigm Group (TDG) Q4 2020 Earnings Call Transcript