TDG News and Press, Transdigm Group Incorporated Inc. From 11/27/21

Listen on the go! A daily podcast of Wall Street Breakfast's Alpha Talks will be available this morning on Seeking Alpha, iTunes, Stitcher and Spotify. The world's stock markets plunged alongside oil prices and U.S. Treasury yields Friday after South Africa raised the alarm over a fast-spread...

Gainers: Alpha Pro Tech (NYSE:APT) +22%. NV5 Global (NASDAQ:NVEE) +14%. TOMI Environmental Solutions (NASDAQ:TOMZ) +9%. Applied DNA Sciences (NASDAQ:APDN) +6%. CPI Aerostructures (NYSE:CVU) +5%. Losers: Triumph (NYSE:TGI) -14%. Recruiter.com (NASDAQ:RCRT) -12%. Hexcel (NYS...

Boeing (NYSE:BA) -6.2% pre-market, and aerospace supplier stocks including Spirit AeroSystems (NYSE:SPR), Triumph Group (NYSE:TGI), Howmet Aerospace (NYSE:HWM) and TransDigm (NYSE:TDG) are all indicated sharply lower on fears of the new coronavrius variant discovered in South Africa. Airbus (...

David Abrams’ 13F portfolio value increased marginally this quarter from $4.50B to $4.59B. The number of positions increased from 16 to 18. Abrams Capital Management added Tempur Sealy International and Coupang during the quarter. The top three positions are Lithia Motors, ...

Transdigm is a leading aircraft parts supplier with recurring revenues and wide moats. The company grew steadily for well over 15 years from the secular increase in flight miles, organic growth, debt-funded acquisitions, and operating leverage until the COVID-19 outbreak hit commercia...

The following slide deck was published by TransDigm Group Incorporated in conjunction with their 2021 Q4 earnings call. For further details see: TransDigm Group Incorporated 2021 Q4 - Results - Earnings Call Presentation

Image source: The Motley Fool. TransDigm Group (NYSE: TDG) Q4 2021 Earnings Call Nov 16, 2021 , 11:00 a.m. ET Operator Continue reading For further details see: TransDigm Group (TDG) Q4 2021 Earnings Call Transcript

TransDigm Group Incorporated (TDG) Q4 2021 Results Conference Call November 16, 2021 11:00 AM ET Company Participants Kevin Stein – President and Chief Executive Officer Jorge Valladares – Chief Operating Officer Mike Lisman – Chief Financial Officer Jaimie Stemen –...

As of Sep.30, Lone Pine Capital disclosed six new buys during Q3 which included, by size of position, Bilibili (NASDAQ:BILI), VTEX (NYSE:VTEX), NetEase (NASDAQ:NTES), and Freshworks (NASDAQ:FRSH). This takes the portfolio total fund value to $29.7B. It exited three positions during the quarte...

TransDigm Group (NYSE:TDG): Q4 Non-GAAP EPS of $4.25 beats by $0.55; GAAP EPS of $3.58 beats by $0.42. Revenue of $1.28B (+9.4% Y/Y) misses by $40M. Press Release EBITDA of $636M, up 28% from $498M; EBITDA margin of 49.7%, representing sequential improvement. Given the considerable uncer...