TransDigm Group Signs Multiple Financing Agreements
TransDigm Group has completed two financing transactions, issuing $1.2 billion in Senior Subordinated Notes and securing $800 million in Tranche N term loans. These funds, combined with cash, will finance the acquisitions of Stellant Systems, Jet Parts Engineering, and Victor Sierra Aviation Holdings. The agreements aim to enhance the company's liquidity and provide long-term funding.
Transdigm Group Incorporated $TDG Shares Bought by Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co increased its stake in Transdigm Group Incorporated (NYSE:TDG) by 9.1% in the third quarter, holding 12,020 shares valued at $15.84 million. Other major institutional investors like Vanguard Group Inc., Principal Financial Group Inc., and State Street Corp also significantly increased their positions in the aerospace company. Transdigm Group recently reported strong quarterly earnings, surpassing analyst estimates, and has received a "Moderate Buy" consensus rating from Wall Street analysts with an average price target of $1,584.44.
ING Groep NV Purchases New Position in Transdigm Group Incorporated $TDG
ING Groep NV has acquired a new stake of 5,985 shares in TransDigm Group Incorporated (NYSE:TDG), valued at approximately $7.89 million, bringing institutional ownership to 95.78%. Despite recent insider selling, with executives offloading 242,485 shares worth about $331.9 million, the company reported strong Q3 earnings, beating EPS estimates and showing a 13.9% year-over-year revenue increase. Analysts maintain a "Moderate Buy" consensus rating with an average target price of $1,584.44.
Cookson Peirce & Co. Inc. Sells 1,203 Shares of Transdigm Group Incorporated $TDG
Cookson Peirce & Co. Inc. has reduced its stake in Transdigm Group Incorporated (NYSE:TDG) by selling 1,203 shares, representing a 3.6% decrease in its holdings. The fund now owns 32,591 shares of the aerospace company, making it its 15th largest holding. Other institutional investors have also adjusted their positions in Transdigm Group, with hedge funds and institutional investors collectively owning 95.78% of the company's stock.
Coherus Oncology prices $50.1 million public offering of common stock
Coherus Oncology has priced an underwritten public offering of 28.6 million shares of common stock at $1.75 per share, aiming to generate approximately $50.1 million in gross proceeds. The company plans to use these proceeds for the commercialization of LOQTORZI, continued clinical development of product candidates, and general corporate purposes. This follows other recent news, including a clinical supply agreement with Johnson & Johnson and Oppenheimer reiterating an Outperform rating on Coherus stock.
Analysts Offer Insights on Industrial Goods Companies: Transdigm Group (TDG) and MSA Safety (MSA)
Two analysts have issued bullish ratings for industrial goods companies Transdigm Group (TDG) and MSA Safety (MSA). Sheila Kahyaoglu from Jefferies maintained a Buy rating for Transdigm Group with a $1565.00 price target, while Ross Sparenblek from William Blair maintained a Buy rating for MSA Safety. Both companies received a Moderate Buy consensus from analysts, with price targets indicating potential upside.
TransDigm Group Inc on Feb 10, priced an aggregate of $2,000 million of new debt
TransDigm Group Inc. announced on February 10 that it has priced an aggregate of $2,000 million in new debt. This comes after a prior announcement on February 9 that a TransDigm Group Inc unit planned to offer the same amount of new debt. The news article also highlights recent analyst rating adjustments for TransDigm.
Zacks Research Upgrades Equinor ASA (NYSE:EQNR) to Hold
Zacks Research has upgraded Equinor ASA (NYSE:EQNR) from a "strong sell" to a "hold" rating following the company's strong Q3 earnings, which surpassed analyst expectations. Despite varied analyst sentiment resulting in an overall "Reduce" rating and an average price target of $24.71, Equinor reported $0.81 EPS against an expected $0.60 and $25.3 billion in revenue against $21.31 billion expected. The company's stock is currently trading around $27.88, within its 52-week range of $21.41–$28.26.
TransDigm Group prices $2 billion in new debt to fund planned acquisitions
TransDigm Group (NYSE:TDG) has priced $2 billion in new debt to finance its acquisitions of Stellant Systems, Inc., Jet Parts Engineering, and Victor Sierra Aviation Holdings. The debt includes a $1.2 billion offering of 6.125% Senior Subordinated Notes due 2034 and up to $800 million in new tranche N term loans. Concurrently, analysts have offered varied outlooks on TransDigm, with some downgrading due to concerns about slowing aftermarket growth and leverage, while others maintain positive ratings citing strong margins.
TransDigm Group Prices $2 Billion in New Debt for Acquisitions
TransDigm Group announced the pricing of $2 billion in new debt to finance upcoming acquisitions, including Stellant Systems. This new financing comprises $1.2 billion in 6.125% Senior Subordinated Notes due 2034 and an $800 million amendment to its credit agreement for new term loans. The notes offering is expected to close on February 13, 2026.
Prospera Financial Services Inc Grows Stake in Transdigm Group Incorporated $TDG
Prospera Financial Services Inc increased its stake in Transdigm Group Incorporated by 20.2%, now holding 6,020 shares valued at approximately $7.94 million. Institutional investors collectively own about 95.78% of Transdigm stock, while significant insider selling occurred last quarter. Transdigm Group surpassed its Q4 earnings expectations and holds a consensus "Moderate Buy" rating with a target price of $1,584.44.
ProShare Advisors LLC Raises Stock Holdings in Transdigm Group Incorporated $TDG
ProShare Advisors LLC increased its stake in Transdigm Group Incorporated (NYSE:TDG) by 12.3%, alongside other major institutions like Vanguard and Norges Bank, pushing institutional ownership to 95.78%. Despite significant insider selling over the last quarter, Wall Street analysts maintain a "Moderate Buy" rating with an average target price of $1,584.44. Transdigm Group recently surpassed quarterly EPS and revenue estimates and provided positive FY2026 guidance.
TransDigm plans $2 billion debt offering to support pending acquisitions By Investing.com
TransDigm Group Incorporated announced plans for a $2 billion debt offering, comprising $1 billion in senior subordinated notes and $1 billion in term loans, to fund recently announced acquisitions of Stellant Systems, Inc., Jet Parts Engineering, and Victor Sierra Aviation Holdings. Despite an InvestingPro analysis suggesting overvaluation, the company exhibits strong financial health and revenue growth. This move comes as analysts have a mixed outlook on TransDigm, with some downgrading due to concerns over aftermarket growth and margin pressures, while others maintain positive ratings based on strong financial performance.
5 Must-Read Analyst Questions From TransDigm's Q4 Earnings Call
TransDigm's Q4 results, while topping revenue and non-GAAP EPS estimates, led to a negative market reaction due to a decline in operating margin. Management attributed this to recent acquisitions and inventory adjustments, with analysts raising questions on profitability drivers, aftermarket revenue trends, acquisition strategies, and margin profiles of new businesses. Future catalysts include commercial OEM production, integration progress of recent acquisitions, and reversal of aftermarket distribution headwinds.
Thrivent Financial for Lutherans Cuts Position in Transdigm Group Incorporated $TDG
Thrivent Financial for Lutherans significantly reduced its holdings in Transdigm Group Incorporated (NYSE:TDG) by 33.7% in the third quarter, selling 1,103 shares and leaving them with 2,171 shares valued at $2.86 million. Other institutional investors also adjusted their positions in TDG. The article also details recent insider stock sales by COO Patrick Joseph Murphy and Director Kevin M. Stein, and provides an overview of analyst ratings, stock performance, and the company's recent earnings beat.
Autonomous Research Adjusts Price Target on Intercontinental Exchange to $197 From $202, Maintains Outperform Rating
Autonomous Research has adjusted its price target for Intercontinental Exchange (ICE) to $197, down from $202, while maintaining an Outperform rating on the stock. This update reflects a revised valuation perspective from the firm. The article also lists other recent analyst adjustments and company news related to Intercontinental Exchange.
Transocean to Buy Valaris in Near $6B Deal
Transocean Ltd and Valaris Limited announced a definitive agreement for Transocean to acquire Valaris in an all-stock transaction valued at approximately $5.8 billion. The deal, expected to close in the second half of 2026, aims to create an industry leader with a diversified offshore fleet and unlock over $200 million in cost synergies, while capitalizing on an emerging offshore drilling upcycle. Wood Mackenzie analysts view this as a significant move further consolidating the market and strengthening Transocean's position and pricing power.
Array Technologies stock hits 52-week high at $12.07 By Investing.com
Array Technologies Inc. (ARRY) stock has reached a new 52-week high of $12.07, representing a 220% increase from its low and a strong 62.47% total return over the past year. This performance is supported by 35.75% revenue growth and analyst expectations for continued sales growth, despite its higher volatility and current trading above its Fair Value. The company has also received recent price target increases and upgrades from several financial firms, highlighting confidence in its market position and growth trajectory.
Transdigm Group (NYSE:TDG) CEO Michael Lisman Buys 950 Shares
Transdigm Group CEO Michael Lisman recently purchased 950 shares of the company's stock for over $1.2 million, increasing his stake by 41.14%. This follows a previous acquisition of 1,954 shares in November. The article also provides details on the company's recent earnings, price performance, analyst ratings, and institutional ownership.
TransDigm plans $2 billion debt offering to support pending acquisitions By Investing.com
TransDigm Group Incorporated announced a planned $2 billion debt offering through its subsidiary, TransDigm Inc., to fund recent acquisitions including Stellant Systems, Jet Parts Engineering, and Victor Sierra Aviation Holdings. The offering consists of $1 billion in senior subordinated notes and $1 billion in new term loans. While the company maintains strong financial health and revenue growth, analysts have issued mixed outlooks due to concerns over slowing aftermarket growth and potential margin pressures from these acquisitions.
TransDigm plans $2 billion debt offering to support pending acquisitions
TransDigm Group Incorporated announced plans to offer $2 billion in new debt, consisting of senior subordinated notes and term loans, to fund recently announced acquisitions including Stellant Systems, Inc., Jet Parts Engineering, and Victor Sierra Aviation Holdings. Despite an "overvalued" assessment by InvestingPro, the company maintains a strong financial position and has seen upward earnings revisions from analysts. This move comes alongside recent mixed analyst ratings for TransDigm's stock performance.
TransDigm Group Plans $2 Billion Debt Offering for Acquisitions
TransDigm Group announced on February 9, 2026, its intention to offer $2 billion in debt to finance upcoming acquisitions. This offering includes $1 billion in senior subordinated notes and an additional $1 billion in term loans, planned under an amended credit agreement. The funds are specifically intended to support the acquisition of Stellant Systems and other strategic purchases, subject to market and various economic conditions.
Jefferies Adjusts TransDigm Price Target to $1,565 From $1,635, Maintains Buy Rating
Jefferies has adjusted its price target for TransDigm Group Inc. (TDG) to $1,565, down from $1,635, while reiterating a Buy rating on the stock. This update reflects a change in analyst outlook, following similar target adjustments from other firms like Goldman Sachs and Deutsche Bank. TransDigm Group specializes in aerospace systems and components, with recent financial news including its Q1 2026 earnings report and updated fiscal 2026 guidance.
Envestnet Asset Management Inc. Grows Stock Position in Transdigm Group Incorporated $TDG
Envestnet Asset Management Inc. has increased its stake in Transdigm Group Incorporated (NYSE:TDG) by 2.4%, bringing its total holding to 73,818 shares valued at $97.29 million. Despite this, insiders have recently sold a significant amount of stock, totaling $331.93 million, with corporate insiders now owning 4.09% of the company. Transdigm reported strong Q4 results, exceeding EPS and revenue estimates, and analysts currently rate the stock as a "Moderate Buy" with a consensus price target of $1,584.44.
UBS Cuts Price Target on TransDigm Group Incorporated (TDG) to $1,800, Keeps Buy Rating
UBS has cut its price target on TransDigm Group Incorporated (TDG) to $1,800 from $1,804, while maintaining a Buy rating, despite concerns over decelerating aftermarket growth. The firm believes high single-digit growth is achievable through pricing power and increased flight activity. This adjustment follows the company's Q1 2026 earnings report, where net sales rose but net income fell due to increased interest expenses, and a projected profit for fiscal 2026 came in below Wall Street estimates.
UBS Cuts Price Target on TransDigm Group Incorporated (TDG) to $1,800, Keeps Buy Rating
UBS has cut its price target on TransDigm Group Incorporated (TDG) to $1,800 from $1,804, while maintaining a Buy rating, despite concerns over aftermarket growth deceleration. The firm anticipates strong profit per share growth driven by pricing power, increased flight activity, and strategic acquisitions. This comes after TransDigm reported a 14% rise in Q1 fiscal 2026 net sales but a 9.7% drop in net income due to higher interest expenses, leading to a 5% premarket stock slump as projected profits fell below Wall Street estimates.
Analysts’ Top Industrial Goods Picks: XPO (XPO), ITT (ITT)
Three analysts have issued bullish sentiments on Industrial Goods sector stocks: XPO, ITT, and Transdigm Group. Stifel Nicolaus analysts reiterated Buy ratings for XPO and ITT, setting price targets of $206.00 and $228.00 respectively. Transdigm Group also received a reiterated Buy rating with a $1650.00 price target, leading to a Moderate Buy consensus for XPO and Transdigm, and a Strong Buy for ITT.
A Look Into TransDigm Group Inc's Price Over Earnings
TransDigm Group Inc. (NYSE: TDG) recently saw a 2.04% stock spike, though it experienced declines over the past month and year. The article analyzes TransDigm's P/E ratio of 40.65, finding it lower than the Aerospace & Defense industry average of 127.2. While a low P/E could suggest undervaluation, investors are cautioned to consider other factors beyond P/E ratio alone for investment decisions.
Royal Bank Of Canada Lowers Lightspeed Commerce (TSE:LSPD) Price Target to C$13.00
Royal Bank of Canada has reduced its price target for Lightspeed Commerce (TSE:LSPD) from C$15.00 to C$13.00, while maintaining an "outperform" rating. This new target suggests a modest 1.64% upside. Other analysts have also adjusted their targets, with a consensus "Hold" rating and an average price target of C$17.39 for the company, which continues to be unprofitable despite significant quarterly revenue.
A Look Into TransDigm Group Inc's Price Over Earnings
TransDigm Group Inc. (NYSE: TDG) stock saw a 2.04% increase in the current market session, trading at $1271.35, despite a recent monthly and yearly decline. The article evaluates TransDigm Group's Price-to-Earnings (P/E) ratio of 40.65, noting it is lower than the Aerospace & Defense industry average of 127.2. While a lower P/E could signal undervaluation, it also might suggest lower expected future growth, emphasizing the need to consider other financial metrics and qualitative factors for informed investment decisions.
Goldman Sachs Adjusts Price Target on TransDigm Group to $1,852 From $1,871, Maintains Buy Rating
Goldman Sachs has adjusted its price target for TransDigm Group (TDG) to $1,852, slightly down from $1,871, while maintaining a "Buy" rating for the company. This news follows a series of other analyst adjustments for TransDigm Group, with several firms modifying their price targets or ratings in early February 2026. The company recently reported its Q1 2026 earnings, exceeding revenue and adjusted EPS estimates, and raised its earnings guidance for the fiscal year 2026.
TransDigm Group Incorporated (NYSE:TDG) Just Released Its First-Quarter Earnings: Here's What Analysts Think
TransDigm Group Incorporated recently released its first-quarter results, showing revenues and earnings per share in line with analyst estimates. Despite an initial 11% stock drop, analysts have largely maintained their forecasts for 2026, anticipating notable revenue growth that outpaces the broader industry. The consensus price target remains unchanged at US$1,600, suggesting stable long-term prospects.
XPO stock price target raised to $95 from $90 at Morgan Stanley
Morgan Stanley increased its price target for XPO (NYSE:XPO) to $95 from T $90, while maintaining an Underweight rating, despite XPO's fourth-quarter results exceeding estimates. The firm acknowledges XPO's successful initiatives, including gaining 10,000 regional customers, but remains cautious due to the stock's significant appreciation (42% rise while EPS estimates declined) making its risk-reward profile difficult to justify at its current trading price of $185.62, which is significantly above the new target. Other analysts like TD Cowen, BofA Securities, and Benchmark also raised their targets, reflecting mixed sentiment.
1 Profitable Stock for Long-Term Investors and 2 We Avoid
This article identifies one profitable stock, HEICO (HEI), as a strong buy for long-term investors due to its organic growth, robust earnings, and strong free cash flow. Conversely, it advises avoiding Honeywell (HON) and Privia Health (PRVA) due to concerns like lack of organic growth, declining operating margins, and poor free cash flow for Honeywell, and disadvantages due to size, poor free cash flow, and negative returns on capital for Privia Health. The author emphasizes that while profitability is essential, sustained growth and capital efficiency are key for long-term success.
TransDigm Group downgraded at KeyBanc on softer outlook, margin pressure (TDG:NYSE)
KeyBanc Capital Markets downgraded TransDigm Group (TDG) to Sector Weight from Overweight due to a softer outlook and anticipated margin pressure. The analysts believe the aerospace supplier's premium valuation now reflects near- to medium-term risks, including slowed aftermarket growth and potential margin compression from recent acquisitions. KeyBanc suggests the current valuation is balanced given the moderating growth and limited near-term upside.
Analysts Offer Insights on Industrial Goods Companies: Transdigm Group (TDG) and RELX plc (OtherRLXXF)
This article provides analyst insights on two industrial goods companies: Transdigm Group (TDG) and RELX plc (RLXXF). RBC Capital maintained a Hold rating on Transdigm Group with a $1400.00 price target, while Robert W. Baird downgraded it to Hold with the same target. Deutsche Bank maintained a Buy rating on RELX plc with a £37.00 price target, and TipRanks – DeepSeek upgraded it to Buy.
Analysts Offer Insights on Industrial Goods Companies: Transdigm Group (TDG) and RELX plc (OtherRLXXF)
This article provides analyst insights on two industrial goods companies: Transdigm Group (TDG) and RELX plc (RLXXF). RBC Capital maintained a Hold rating on Transdigm Group with a $1400.00 price target, while Deutsche Bank maintained a Buy rating on RELX plc with a £37.00 price target, highlighting a strong buy consensus for RELX plc and a moderate buy for Transdigm Group. It also notes a downgrade for TDG by Robert W. Baird.
Globe Life stock reaches all-time high at 148.61 USD
Globe Life Inc. (GL) stock has hit an all-time high of $148.61, marking a 23.36% increase over the past year due to strong fundamentals like a Piotroski Score of 9 and a low P/E ratio of 10.5. Despite being considered "slightly overvalued," the company maintains a "GREAT" financial health rating according to InvestingPro. Analysts have mixed views, with Evercore ISI downgrading the stock while TD Cowen and Piper Sandler reiterated Buy and Overweight ratings, respectively.
Analysts Offer Insights on Industrial Goods Companies: United Airlines Holdings (UAL), WW Grainger (GWW) and Transdigm Group (TDG)
This article provides analyst ratings and price targets for three industrial goods companies: United Airlines Holdings (UAL), WW Grainger (GWW), and Transdigm Group (TDG). Bernstein maintained a Buy rating on UAL with a $136 price target, RBC Capital maintained a Hold rating on GWW with a $1207 target, and Truist Financial maintained a Buy rating on TDG with a $1697 target. The report also includes analyst consensus ratings and recent upgrades for these stocks.
Engine repair group with 175 staff joins HEICO in gas turbine push
HEICO (NYSE: HEI) has completed the acquisition of EthosEnergy Accessories and Components (Ethos A&C) through its subsidiary Wencor. This acquisition, expected to be accretive to HEICO's earnings within the year, expands the company's capabilities in aeroderivative gas turbine accessory and component repair. Ethos A&C brings 175 employees and three leased facilities totaling approximately 175,000 sq ft across Connecticut, South Carolina, and Scotland.
Transdigm Group (NYSE:TDG) Cut to Sector Weight at KeyCorp
KeyCorp downgraded Transdigm Group (NYSE:TDG) from an "overweight" to a "sector weight" rating. This downgrade follows a mix of analyst actions and recent financial news, including TransDigm beating Q1 earnings estimates but facing concerns over higher interest payments and significant insider stock sales. The company's stock opened at $1,264.41 on Thursday and has a "Moderate Buy" consensus rating from analysts.
Down 8.7% in 4 Weeks, Here's Why TransDigm (TDG) Looks Ripe for a Turnaround
TransDigm Group (TDG) has experienced an 8.7% decline in its stock price over the past month, placing it in oversold territory according to its Relative Strength Index (RSI) of 27.73. This technical indicator, coupled with strong agreement among analysts to raise earnings estimates and a Zacks Rank #2 (Buy), suggests that TDG is ripe for a potential turnaround. Investors may find an entry opportunity as selling pressure appears to be exhausting.
KeyBanc downgrades TransDigm stock rating to Sector Weight on aftermarket growth concerns
KeyBanc Capital Markets downgraded TransDigm Group (NYSE: TDG) from Overweight to Sector Weight, citing concerns about slowing aftermarket growth and margin pressure from acquisitions. The stock has already seen an 11% drop, trading 7% above its 52-week low. This downgrade follows TransDigm's fiscal first-quarter 2026 earnings report; however, the company still surpassed EPS and revenue expectations for the quarter, and other analysts have varying outlooks, including both raised and lowered price targets.
Transdigm Group (NYSE:TDG) Price Target Lowered to $1,800.00 at UBS Group
UBS Group lowered its price target for Transdigm Group (NYSE:TDG) to $1,800 from $1,804, while maintaining a "buy" rating, indicating a potential upside of over 42%. Although Transdigm beat Q1 revenue and EPS estimates and raised its full-year 2026 guidance, the stock declined partly due to significant insider selling of approximately $332 million worth of stock in the last 90 days. The company's stock currently has a "Moderate Buy" consensus rating among analysts with an average price target of $1,584.44.
Emerson Electric Co (NYSE:EMR) Raises FY 26 Forecast
Emerson Electric Co. (NYSE: EMR) saw its stock rise after reporting a higher first-quarter profit and increasing the lower end of its 2026 adjusted per-share profit forecast. This improvement is attributed to strong demand for industrial automation equipment, particularly in North America, India, and the Middle East and Africa, despite softness in Europe and China. The company also plans to return $10 billion to shareholders through share repurchases and dividends by 2028.
TransDigm Group Inc (NYSE:TDG) Profits Fall
TransDigm Group Inc (NYSE:TDG) saw its stock fall after reporting a 9.7% decline in net income to $445 million, primarily due to higher interest expenses. Despite this, the company's adjusted earnings per share and revenue for Q1 FY26 surpassed analysts' estimates, and it announced plans for approximately $3.2 billion in acquisitions. TransDigm also raised its full-year net sales and adjusted earnings guidance for fiscal 2026.
BMO Capital raises TransDigm stock price target to $1,550 on strong margins
BMO Capital has increased its price target for TransDigm (NYSE:TDG) to $1,550 from $1,500, maintaining an Outperform rating due to the company's strong margins, notably achieving an EBITDA of $1,197 million with a 52.4% margin. Despite a recent stock dip and a downgrade from Baird citing margin outlook, TransDigm exceeded Q1 2026 earnings expectations and revised its guidance upward, indicating continued value creation through M&A and its pricing strategy.
TransDigm stock price target lowered to $1,800 by UBS on aftermarket growth
UBS has lowered its price target for TransDigm (NYSE:TDG) to $1,800 from $1,804, citing a deceleration in aftermarket growth and increased lumpiness, while maintaining a Buy rating. Despite a recent stock drop, the firm believes high single-digit growth is sustainable and expects strong EPS compounding. UBS also dismissed concerns about TransDigm's acquisition strategy, noting recent substantial acquisitions and the company's "GOOD" financial health rating, though it trades at a high P/E ratio.
Analysts Offer Insights on Industrial Goods Companies: Transdigm Group (TDG), GFL Environmental (GFL) and Red Cat Holdings (RCAT)
Three industrial goods companies, Transdigm Group (TDG), GFL Environmental (GFL), and Red Cat Holdings (RCAT), have received bullish sentiments from analysts. William Blair maintained a Buy rating on Transdigm Group, ATB Capital Markets rated GFL Environmental as a Buy, and Northland Securities reaffirmed a Buy rating for Red Cat Holdings, with all analysts providing price targets.
McKesson earnings on deck: Can specialty growth offset margin pressure?
McKesson is set to report fiscal third-quarter earnings, with analysts anticipating earnings per share of $9.16 on revenue of $105.87 billion. Investors are focused on whether the company's shift towards high-margin specialty platforms can counteract near-term earnings challenges, highlighted by an expected sequential decline in profit despite revenue growth. The company's strategic repositioning and strong organic growth in its specialty businesses are key, with Wall Street largely bullish on the stock, but margin trajectory remains a critical area of investor scrutiny.
