TransDigm Group Inc

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    Company & Industry Overviews

    Boeing: New Glitch to Delay 737 MAX Return to Service

    The return of Boeing’s (BA) 737 MAX jets to service could be delayed. The FAA (Federal Aviation Administration) found a new safety issue.

    By Anirudha Bhagat
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    Industrials

    How TransDigm Group Reinforces Switching Costs

    TransDigm Group Inc. (TDG US) is a leading designer and manufacturer of engineered aircraft components for commercial and military aircraft.

    By VanEck
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    Industrials

    Why Switching Costs Help Build Powerful Moats

    Many successful companies build customer loyalty by offering high-quality products and/or services. Some also have the unique advantage of integrating their products….

    By VanEck
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    Earnings Report

    Analysts Expect Sherwin-Williams’ 2Q17 Adjusted EPS to Rise

    Analysts expect Sherwin-Williams (SHW) to post adjusted EPS (earnings per share) of $4.56 in 2Q17—an increase of 12.2% on a year-over-year basis.

    By Peter Neil
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    Real Insights

    U.S. Moat Index: Analyzing Its Performance in April

    TransDigm Group (TDG) rose 12% in April. Two other additions, Cerner and Guidewire Software, added to the U.S. Moat Index’s performance in April.

    By VanEck
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    Earnings Report

    What’s TransDigm’s Capital Allocation Strategy?

    During its earnings call, TransDigm (TDG) outlined and ranked four priorities for its capital allocation strategy.

    By Shannon Black
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    Earnings Report

    TransDigm Stock Dips on Weak Fiscal 2017 Guidance

    TransDigm’s adjusted earnings per share rose 10.8% year-over-year to $2.77 and beat estimates by $0.09 in fiscal 4Q16.

    By Shannon Black
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    Earnings Report

    TDG Boosted Its Proprietary Product Revenue with This Acquisition

    TransDigm (TDG) has increased the size of its existing term loan facility by $650 million to facilitate a one-time special dividend of $24 per share.

    By Shannon Black
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    Earnings Report

    Key Market Expectations for TransDigm’s Fiscal 4Q16

    Aviation component manufacturer TransDigm Group is scheduled to declare its fiscal 4Q16 earnings on November 10, 2016.

    By Shannon Black
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    Company & Industry Overviews

    Honeywell Fell 7.5% as Business Update Spooked Investors

    On October 7, Honeywell (HON) stock fell 7.5% to $106.94. This was Honeywell’s biggest one-day drop since August 2011.

    By Shannon Black
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    Basic Materials

    How Can Arconic Offer Long-Term Value to Investors?

    The comps that Alcoa (AA) highlighted for its Value-Added business currently trade at an average of 9.3x their forward EV-to-EBITDA.

    By Mohit Oberoi, CFA
  • Company & Industry Overviews

    Why Is the Janus Fund Having a Rough YTD 2016?

    The top two invested sectors—tech and consumer discretionary—have been beneficial to the Janus Fund – Class A (JDGAX), while the third-largest sector—healthcare—has been the biggest detractor.

    By David Ashworth
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    Basic Materials

    How Do Arconic’s Comps Valuation Look before Alcoa’s Split?

    In light of the PCP acquisition, some analysts believe that Arconic could be worth more than the combined entity. However, Alcoa has historically traded below PCP’s valuation multiples.

    By Mohit Oberoi, CFA
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    Earnings Report

    Transdigm Continues as a ‘Super Stock’ in 2016

    Transdigm Group (TDG) became public in March 2006. Since then, the company’s stock has compounded wealth at an astonishing clip.

    By Shannon Black
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    Earnings Report

    Transdigm Buys DDC, Its Second-Largest Deal Ever

    On May 24, Transdigm announced that it signed a definitive agreement to acquire DDC from Behrman Capital for a purchase price of $1 billion in cash.

    By Shannon Black
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    Earnings Report

    What Were the Key Drivers behind Transdigm’s Revenue Gains?

    In 3Q16, Transdigm Group’s (TDG) revenues were up 15.4% YoY to $797.7 million—below Wall Street analysts’ consensus estimates of $804.5 million.

    By Shannon Black
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    Company & Industry Overviews

    High-Yield Bond Funds Saw Outflows: Yields, Spreads Hit Lows

    Investor flows into high-yield bond funds were negative last week. According to Lipper, net outflows from high-yield bond funds totaled $562 million in the week ended May 25, 2016.

    By Lynn Noah
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    Company & Industry Overviews

    Albertsons and Teck Resources Issued Most Junk Bonds Last Week

    Albertsons Companies, an American grocery company, issued junk bonds worth $1.3 billion on May 25, 2016. The bonds will mature on June 15, 2024.

    By Lynn Noah
  • Company & Industry Overviews

    Why VMRGX’s Year-to-Date 2016 Has Been Lackluster

    As of May 27, 2016, the Vanguard Morgan Growth Fund Investor Shares (VMRGX) had fallen by 0.7% YTD (year-to-date) in 2016.

    By David Ashworth
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    Company & Industry Overviews

    BlackRock Shares Its Views on Fixed-Income Strategy for 2016

    BlackRock is not upbeat about fixed income in 2016. It’s more optimistic about stocks than it is about bonds, specifically European and Japanese equities.

    By David Ashworth
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    Macroeconomic Analysis

    PAHIX: A Large Fund with Moderately Liquid Corporate Bonds

    PAHIX has a sizable portion of its assets rated B and below. If we look at its risk, it doesn’t appear that investors in the fund should be worried.

    By David Ashworth
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    Earnings Report

    GD’s Information Systems and Technology segment – upside surprise

    General Dynamics’ (GD) Information Systems & Technology, or IS&T, segment provides customers with a portfolio of services.

    By Ally Schmidt
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    Earnings Report

    General Dynamics’ Aerospace segment grew in all key metrics

    The Aerospace segment had a strong quarterly performance. It grew across all of its key metrics—revenue, earnings, and operating margins.

    By Ally Schmidt
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    Fund Managers

    Maverick Capital reduces position in TransDigm Group

    Maverick Capital lowered its position in TransDigm Group in 3Q14. The position accounts for 4.19% of the fund’s total portfolio in the third quarter.

    By Patricia Garner
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    Consumer

    Maverick Capital lowers position in Baidu, Inc.

    Maverick Capital lowered its position in Baidu, Inc. in 3Q14. The position accounts for 0.36% of the fund’s total portfolio in the third quarter.

    By Patricia Garner
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    Fund Managers

    Chilton increases position in McDonald’s

    Chilton Investment Company increased its position in McDonald’s. It accounts for 0.96% of the fund’s third quarter US long portfolio. MCD is a fast food restaurant.

    By Patricia Garner
  • Earnings Report

    General Dynamics’ segment performance in Q3 2014

    In this article, we’ll analyze General Dynamics’ segment performance in Q3 2014. The aerospace segment was the company’s highest contributor to Q3 revenues.

    By Ally Schmidt
  • Consumer

    Chilton Investment Company buys stake in TransDigm in 4Q13

    Chilton started a new position in aerospace engineering company TransDigm Group Inc. (TDG) that accounts for 0.76% of the fund’s fourth quarter portfolio.

    By Samantha Nielson
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    Consumer

    Chilton Investment Company buys a new stake in US Bancorp

    Chilton initiated a new position in the multi-state financial holding company U.S. Bancorp (USB) that accounts for 0.92% of the fund’s fourth quarter portfolio.

    By Samantha Nielson
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    Consumer

    Chilton opens a new position in Abbott Laboratories in 4Q13

    Abbott Laboratories (ABT) is a brand new position that accounts for 1.19% of Chilton’s fourth quarter 2013 portfolio.

    By Samantha Nielson
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    Consumer

    Must-know: Chilton Investment’s Company’s 4Q13 positions

    The firm says on its website that it has evolved from managing one long-short equity strategy to managing numerous strategies across various sectors globally.

    By Samantha Nielson
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    Consumer

    Why did Tiger Global Management decide to exit UTi Worldwide?

    Tiger Global Management exited a 0.56% position in logistics company UTi Worldwide.

    By Samantha Nielson
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    Consumer

    Assessing Tiger Global Management’s fourth quarter positions

    Tiger Global Management, the hedge fund managed by industry mogul Charles Coleman, filed its 13F with the SEC last month.

    By Samantha Nielson
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