TDG News and Press, Transdigm Group Incorporated Inc. From 06/01/22

David Abrams’ 13F portfolio value decreased this quarter from $4.56B to $4.28B. The number of positions remained steady at 18. Abrams Capital Management increased Coupang and Cantaloupe while reducing AMERCO during the quarter. The top three positions are Lithia Motors, Alp...

TransDigm Completes Acquisition of DART Aerospace PR Newswire CLEVELAND , May 25, 2022 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) announced today it has successfully completed its acquisition of DART Aerospace ("DART" or "the Company"), a po...

Dan Loeb's 13F portfolio value decreased from $14.33B to $7.68B this quarter. The number of positions decreased from 92 to 75. Third Point added CSX & Alcoa while dropping Accenture and Upstart Holdings. They also increased EQT Corporation and Zendesk while reducing Amazon.com and...

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 Q1-2022 13F filings the consensus holdings were updated, 10 stocks were removed and 8 added from the univ...

We are value investors - business analysts with a long-term time horizon focused on purchasing publicly traded companies that are competitively entrenched at significant discounts to intrinsic worth. All five of our strategies trailed their respective benchmarks during the quarter. ...

TransDigm is one of the world's biggest aerospace suppliers with a big pricing and aftermarket advantage. The company is down 20% from its all-time high as the market is pricing in slower economic growth. The good news is that TDG's financials are improving, which gives this high-...

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...

On May 10, 2022, the U.S. House passed a $40 billion Ukraine package to provide military and humanitarian aid. Despite the almost daily sanctions placed on Russia by governments around the world, this war looks to continue for some time. The sector includes manufacturers of civil ...

The following slide deck was published by TransDigm Group Incorporated in conjunction with their 2022 Q2 earnings call. For further details see: TransDigm Group Incorporated 2022 Q2 - Results - Earnings Call Presentation

TransDigm Group Incorporated (TDG) Q2 2022 Earnings Conference Call May 10, 2022 11:00 A.M. ET Company Participants Jaimie Stemen - Director, Investor Relations Kevin Stein - President and Chief Executive Officer Jorge Valladares - Chief Operating Officer Mike Lisman - Chief Financial Officer...