TDG Stock Recent News

TransDigm has seen some accelerating momentum as of recent, driven by a recovery in commercial aviation markets. Leverage has come down a bit as the company appears to manage its leverage situation very well.

After discussing the fantastic risk/reward of TransDigm in October, the stock surged 50%, thanks to rebounding aerospace demand and an attractive valuation. In this article, we discuss what makes TransDigm so special and what we can expect going forward.

Does TransDigm Group (TDG) have what it takes to be a top stock pick for momentum investors? Let's find out.

TransDigm Group, Inc. (NYSE:TDG ) Q1 2023 Earnings Conference Call February 7, 2023 11:00 AM ET Company Participants Jaimie Stemen - Manager, Financial Reporting Kevin Stein - President, CEO & Director Jorge Valladares - COO Michael Lisman - EVP & CFO Conference Call Participants Noah Poponak - Goldman Sachs Group Robert Stallard - Vertical Research Partners Scott Deuschle - Crédit Suisse Matthew Akers - Wells Fargo Securities Andre Madrid - Bank of America Merrill Lynch Peter Arment - Robert W. Baird & Co. Gautam Khanna - Cowen and Company Peter Osterland - Truist Securities Operator Thank you for standing by, and welcome to the TransDigm Group's 2023 First Quarter Results Call.

TransDigm's (TDG) Q1 net sales amount to $1,397 million, a 17% hike from the prior-year quarter. The reported figure also beat the Zacks Consensus Estimate by 2.4%.

TransDigm (TDG) delivered earnings and revenue surprises of 6.26% and 2.40%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

In 2006 Transdigm went public on the New York Stock Exchange, and the stock has been incredibly successful since then, returning nearly 28% annualized for a cumulative return of 6,400%

These companies have shown they can survive almost anything.

Softening markets look to be a headwind in 2023. With past acquisitions the major reason for outperforming in the aerospace industry, it's getting harder for them to move the needle the larger the company gets.

TransDigm Group Incorporated (NYSE:TDG ) Q4 2022 Earnings Conference Call November 10, 2022 11:00 AM ET Company Participants Jaimie Stemen - Director of Investor Relations Kevin Stein - President, Chief Executive Officer, and Director Jorge Valladares - Chief Operating Officer Mike Lisman - Chief Financial Officer Conference Call Participants Myles Walton - Wolfe Research Robert Spingarn - Melius Research Robert Stallard - Vertical Research Noah Poponak - Goldman Sachs & Co. Sheila Kahyaoglu - Jefferies Gautam Khanna - Cowen and Company Matthew Akers - Wells Fargo Scott Deuschle - Credit Suisse Kristine Liwag - Morgan Stanley Seth Seifman - JPMorgan Michael Ciarmoli - Truist Securities David Strauss - Barclays Operator Good day, and thank you for standing by. Welcome to the Q4 2022 TransDigm Group, Inc. Earnings Conference Call.