TDG News and Press, Transdigm Group Incorporated Inc. From 02/27/22

This portfolio strategy uses the quarterly 13F filings to extract 50 consensus stocks from 40 large hedge funds that have more than $3.5 billion Assets Under Management. After the Q4-2021 13F filings the consensus holdings were updated, 7 stocks were removed and 7 added from the unive...

Recent weakness in industrial stocks suggests that the cycle is peaking. A combination of a long-term rotation out of tech stocks and a cyclical downturn is likely to result in a crash. Capital goods stocks are the core of industrials and they are declining across the board. H...

This portfolio strategy uses the quarterly 13F filings to extract 50 consensus stocks from 40 large hedge funds that have more than $3.5 billion Assets Under Management. After the Q3-2021 13F filings the consensus holdings were updated, 5 stocks were removed and 5 added from the unive...

David Abrams’ 13F portfolio value decreased marginally this quarter from $4.59B to $4.56B. The number of positions remained steady at 18. Abrams Capital Management increased Coupang while reducing AMERCO during the quarter. The top three positions are Lithia Motors, Alphabe...

Tiger Global Management took new stakes in Nu Holdings (NYSE:NU) for 265.98M shares and Embark Technologies (NASDAQ:EMBK) for 23.29M, according to the fund's most recent 13-F filing. It also opened new positions in Full Truck Alliance (NYSE:YMM), Perimeter Solutions (NYSE:PRM) and Weave Commu...

Image source: The Motley Fool. TransDigm Group (NYSE: TDG) Q1 2022 Earnings Call Feb 08, 2022 , 11:00 a.m. ET Operator Continue reading For further details see: TransDigm Group (TDG) Q1 2022 Earnings Call Transcript

TransDigm Group Incorporated (TDG) Q1 2022 Earnings Conference Call February 8, 2022, 11:00 AM ET Company Participants Jaimie Stemen - Director, IR Kevin Stein - President, CEO and Director Jorge Valladares - COO Mike Lisman - CFO Conference Call Participants Myles Walton - UBS Elizabeth Gren...

The following slide deck was published by TransDigm Group Incorporated in conjunction with their 2022 Q1 earnings call. For further details see: TransDigm Group Incorporated 2022 Q1 - Results - Earnings Call Presentation

TransDigm Group press release (NYSE:TDG): Q1 Non-GAAP EPS of $3.00 misses by $0.17. Revenue of $1.19B (+8.2% Y/Y) misses by $50M. Strong operating cash flow generation of $279 million. The Company's full fiscal 2022 guidance remains suspended at this time as a result of the continued disrupti...

TransDigm Group Reports Fiscal 2022 First Quarter Results PR Newswire CLEVELAND , Feb. 8, 2022 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported resu...