Latest news with #TDG
Yahoo
2 days ago
- Business
- Yahoo
TransDigm Group's Q3 2025 Earnings: What to Expect
With a market cap of $88.4 billion, TransDigm Group Incorporated (TDG) is a leading global designer, producer, and supplier of highly engineered aircraft components, serving nearly all commercial and military aircraft in operation today. Through its specialized segments: Power & Control; Airframe; and Non-aviation, the company delivers mission-critical technologies to aerospace, defense, and select industrial markets worldwide. The Cleveland, Ohio-based company is expected to release its fiscal Q3 2025 earnings results on Tuesday, Aug. 5. Ahead of this event, analysts project TDG to report an EPS of $9.05, an 8.3% growth from $8.36 in the year-ago quarter. The company has exceeded Wall Street's bottom-line estimates in the last four quarters. More News from Barchart Dear Google Stock Fans, Mark Your Calendars for July 23 Dear UnitedHealth Stock Fans, Mark Your Calendars for July 29 Peter Thiel Is Betting Big on This Ethereum Treasury Stock. Should You Buy Shares Now? Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! For fiscal 2025, analysts forecast TransDigm to report EPS of $35.06, up 10.5% from $31.74 in fiscal 2024. Moreover, EPS is expected to grow 16.5% year-over-year to $40.83 in fiscal 2026. Over the past 52 weeks, TDG stock has risen around 23%, outperforming the broader S&P 500 Index's ($SPX) 10.5% return and the Industrial Select Sector SPDR Fund's (XLI) 19% gain over the same period. Despite beating Q2 2025 adjusted EPS expectations with $9.11, TransDigm shares fell 5.5% on May 6, likely due to its revenue of $2.2 billion, falling short of the consensus. Investors may have also reacted to the steep drop in cash and cash equivalents, which declined to $2.4 billion. Nevertheless, the reaffirmed full-year guidance of $8.8 billion - around $9 billion in sales and EPS of $35.51 - $37.43. Analysts' consensus view on TransDigm stock is bullish, with an overall "Strong Buy" rating. Among 21 analysts covering the stock, 16 suggest a "Strong Buy," one gives a "Moderate Buy," and four provide a "Hold" rating. As of writing, the stock is trading below the average analyst price target of $1,620.81. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
Miami Herald
3 days ago
- Business
- Miami Herald
TDG Gold Extends IP Anomaly Across Boundary from Aurora(1) Discovery and Identifies a Nearby New Geophysical Anomaly, Drilling About to Commence
WHITE ROCK, BC / ACCESS Newswire / July 16, 2025 / TDG Gold Corp. (TSXV:TDG)(OTCQX:TDGGF) (the "Company" or "TDG") is pleased to provide an update on the recently initiated reconnaissance and characterization Induced Polarization ("IP") geophysical survey to the west of Freeport McMoran-Amarc Resources' ("Freeport-Amarc") AuRORA1 gold-rich copper porphyry discovery. AuRORA1 lies immediately adjacent to the Company's 100% owned Greater Shasta-Newberry ("GSN") project in the evolving Toodoggone District of northern British Columbia. HIGHLIGHTS: IP anomaly ("AuWEST") identified that is contiguous to and may be indicative of an extension of Freeport-Amarc's AuRORA1 mineralization;Phase I drilling program anticipated to begin July 17, 2025, at TDG's AuWEST;Mapping, soil sampling, and other geological studies are underway with the objective of identifying new targets or to better define existing ones;TDG is fully funded to conduct an extensive exploration program in 2025. Figure 1. Plan Map of IP Anomalies at GSN relative to TDG's model for the AuRORA1 mineralization. 2025 Induced Polarization Reconnaissance and Characterization Survey IP geophysical surveys are known to be an effective technique in identifying disseminated- and stockwork-style sulphides that are often associated with porphyry copper-gold-silver ("Cu-Au-Ag") mineralization, manifesting as a chargeability anomaly. The GSN project has never been surveyed with IP methods and, to date, the data from three wide-spaced lines completed adjacent to, and to the west of, AuRORA1 have been deemed fit for purpose and utilized for targeting at AuWEST, a potential extension to the AuRORA1 mineralization. The first line is located ~75 metres ("m") from the Freeport-Amarc boundary with 250 m spacing between the remaining lines (Figure 1). The purpose of this work was to better understand the geophysical signature of the AuRORA1 Cu-Au-Ag mineralization, to test for possible extensions of AuRORA1 onto TDG's mineral tenure, and provide a model for drill targeting potential AuRORA1 analogues along the 12 kilometre ("km") structural corridor identified on TDG's mineral claims (news release Mar 03, 2025). A chargeability anomaly in excess of ~23 millivolts per volt ("mV/V") on strike and apparently contiguous with the AuRORA1 mineralization has been identified near surface, and extending to a vertical depth of ~350 m. At surface along the property boundary, the anomaly has a north-south extent of ~320 m and has an apparent plunge to the west. Additional lines are necessary to determine true strike length of the anomaly. This anomaly may represent a potential extension to the AuRORA1-style mineralization at TDG's AuWEST target (news release May 07, 2025) and southwest within GSN (Figure 2). Given the nearby AuRORA1 mineralization, this anomaly clearly merits drill testing. Further, a second chargeability anomaly has been identified with a similar signature, exceeding 23 mV/V, underlying the IP anomaly associated with AuWEST (Figure 2). Data from additional infill and reconnaissance IP lines are currently being processed and interpreted. Surveyed areas that generate similar anomalous geophysical responses to that associated with AuRORA1 will be followed up with infill surveys to provide enhanced detail prior to drilling. Figure 2. Cross Section A-A' (From Figure 1) illustrating > 23 mV/V IP anomalies adjacent to TDG's model for the AuRORA1 mineralization. Drill Mobilized to Project Site Drill crews and equipment for a helicopter-supported drill program have begun mobilizing to the project site. Initial drill holes will test for potential mineralized western extensions of the AuRORA1 mineralization, on to TDG's mineral claims, guided by the new geophysical data set. Drilling is expected to begin shortly after July 17, 2025. Qualified Person The technical content of this news release has been reviewed and approved by Steven Kramar, MSc., Vice President, Exploration for TDG, a qualified person as defined by National Instrument 43-101 Notes 1Adjacent Properties: The Company has no interest in, or rights to, any of the adjacent properties mentioned, and exploration results on adjacent properties are not necessarily indicative of mineralization on the Company's properties. Any references to exploration results on adjacent properties are provided for information only and do not imply any certainty of achieving similar results on the Company's properties. aAmarc Resources LTD, Amarc Announces Additional Drill Results from the AuRORA Copper-Gold-Silver Deposit Discovery in Collaboration with Freeport at the Joy District, British Columbia, Jan 20, 2025, Amarc Website (here). About TDG Gold Corp. TDG is a major mineral tenure holder in the Toodoggone District of north-central British Columbia, Canada, with 100% ownership of ~50,000 hectares of brownfield and greenfield exploration ground. In 2023, TDG defined the 5.5 Greater Shasta-Newberry exploration target area (news release Jan 25, 2023) which is located directly adjacent to the gold-rich copper porphyry AuRORA1 discovery announced by Freeport McMoran Inc. and Amarc Resources Ltd. (news release Jan 17, 2025). In 2024, TDG identified new copper-gold target areas over an expanded footprint covering ~53 known as the 'Baker Complex' (news release Feb 28, 2024), including the North Quartz (news release Apr 02, 2024) and Trident (news release Mar 07, 2024) targets. TDG's other Toodoggone projects within the property package include the former producing, gold-silver Shasta and gold-silver-copper Baker mines, which produced intermittently between 1981-2012, and the historical high-grade gold Mets developed prospect, all of which are road accessible, and combined have over 65,000 m of historical drilling. These projects have been advanced through compilation of historical data, new geological mapping, geochemical and geophysical surveys and, at Shasta, 13,250 m of modern HQ drill testing of the known mineralization occurrences and their potential extensions. In 2025, TDG published an updated Mineral Resource Estimate for Shasta (news release Jan 08, 2025), which remains open at depth and along strike. In July 2025, TDG closed the acquisition of Anyox Copper Ltd. ("Anyox", news release July 14, 2025) which holds a combination of crown grants (100% owned and optioned) and mineral claims totaling over 10,000 hectares including the former producing Hidden Creek copper-gold mine - all located within the Anyox peninsula at the southern tip of BC's Golden Triangle. Exploration at Anyox will commence in late 2025 and gives TDG a first mover advantage to a VMS horizon within a significant past-producing district with copper-gold-lead-zinc-silver potential. ON BEHALF OF THE BOARD Fletcher MorganChief Executive Officer For further information contact:TDG Gold +1.604.536.2711Email: info@ Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release. Forward Looking Statements This news release contains forward-looking statements that are based on the Company's current expectations and estimates. Forward-looking statements are frequently characterized by words such as "represent", "expect", "anticipate", "evolve" "identify", "anomaly", "effective", "potential", "constitute", "extend", "extension", "merit", "manifest", "possible" "associate", "objective", "indicative" and variations of these words as well as other similar words or statements that certain events or conditions "could", "may", "would" or "will" occur. Such forward-looking statements involve known and unknown risks, uncertainties and other factors that could cause actual events or results to differ materially from estimated or anticipated events or results implied or expressed in such forward-looking statements. Such factors include, among others: the uncertainty that any mineralization encountered on adjacent properties continues on to TDG tenure; whether or not the drill and/or support crews will mobilize and be ready to drill by July 17, 2025; the uncertainty that geological and/or geophysical and/or geochemical anomalies and/or any trends, interpretations, or conclusions based on adjacent properties have relevance to TDG's tenure; whether geophysical anomalies (including chargeability anomalies) and/or any trends, interpretations, or conclusions located on TDG's properties represent epithermal and/or porphyry-style mineralization and, if so, whether such mineralization has economic potential; whether the results of such surveys will provide a better understanding of the geology and any mineralization; whether or not the results of such surveys will lead to drill target generation; whether disseminated sulphides are associated with potentially economic mineralization, including epithermal or porphyry copper deposits; the actual results of current and planned exploration activities; the actual timing of current and planned exploration activities; the interpretation that the Greater Shasta-Newberry Target Area represents a larger mineralized system encompassing several target zones and the potential that such zones may represent additional mineralized target zones; the interpretation that the 12 km structural corridor represents a larger mineralized system encompassing several target zones and the potential that such zones may represent additional mineralized target zones; whether or not TDG's exploration is fully funded; changes in project parameters as plans to continue to be refined; accidents, labour disputes and other risks of the mining industry; the availability of sufficient funding on terms acceptable to the company to complete the planned work programs; delays in obtaining governmental approvals or financing; and fluctuations in metal prices. There may be other factors that cause actions, events or results not to be as anticipated, estimated or intended. Any forward-looking statement speaks only as of the date on which it is made and, except as may be required by applicable securities laws, the Company disclaims any intent or obligation to update any forward-looking statement, whether as a result of new information, future events or results or otherwise. Forward-looking statements are not guarantees of future performance and accordingly undue reliance should not be put on such statements due to the inherent uncertainty therein. SOURCE: TDG Gold Corp.
Business Insider
5 days ago
- Business
- Business Insider
TransDigm price target raised to $1,795 from $1,635 at Citi
Citi raised the firm's price target on TransDigm (TDG) to $1,795 from $1,635 and keeps a Buy rating on the shares. The firm previewed the Q2 earnings in the aerospace and defense sector, saying momentum continues across the group. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
Yahoo
26-06-2025
- Business
- Yahoo
Unpacking Q1 Earnings: TransDigm (NYSE:TDG) In The Context Of Other Aerospace Stocks
As the craze of earnings season draws to a close, here's a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at aerospace stocks, starting with TransDigm (NYSE:TDG). Aerospace companies often possess technical expertise and have made significant capital investments to produce complex products. It is an industry where innovation is important, and lately, emissions and automation are in focus, so companies that boast advances in these areas can take market share. On the other hand, demand for aerospace products can ebb and flow with economic cycles and geopolitical tensions, which can be particularly painful for companies with high fixed costs. The 15 aerospace stocks we track reported a strong Q1. As a group, revenues missed analysts' consensus estimates by 1.4% while next quarter's revenue guidance was 0.7% below. Luckily, aerospace stocks have performed well with share prices up 21.2% on average since the latest earnings results. Supplying parts for nearly all aircraft currently in service, TransDigm (NYSE:TDG) develops and manufactures components and systems for military and commercial aviation. TransDigm reported revenues of $2.15 billion, up 12% year on year. This print fell short of analysts' expectations by 0.7%. Overall, it was a mixed quarter for the company with an impressive beat of analysts' adjusted operating income estimates but a slight miss of analysts' organic revenue estimates. "I am very pleased with the operating results for the second quarter. We continued to see strong performance as we closed out the first half of our fiscal year," stated Kevin Stein, TransDigm Group's President and Chief Executive Officer. The stock is down 1.2% since reporting and currently trades at $1,457. Is now the time to buy TransDigm? Access our full analysis of the earnings results here, it's free. Formed from a merger of 12 companies, Curtiss-Wright (NYSE:CW) provides a range of products and services to the aerospace, industrial, electronic, and maritime industries. Curtiss-Wright reported revenues of $805.6 million, up 13% year on year, outperforming analysts' expectations by 5%. The business had an exceptional quarter with a solid beat of analysts' EBITDA and adjusted operating income estimates. The market seems happy with the results as the stock is up 30.8% since reporting. It currently trades at $474.01. Is now the time to buy Curtiss-Wright? Access our full analysis of the earnings results here, it's free. Providing a one-stop shop that integrates multiple services and product offerings, AerSale (NASDAQ:ASLE) delivers full-service support to mid-life commercial aircraft. AerSale reported revenues of $65.78 million, down 27.4% year on year, falling short of analysts' expectations by 26.3%. It was a disappointing quarter as it posted a significant miss of analysts' adjusted operating income estimates. AerSale delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 16.2% since the results and currently trades at $5.89. Read our full analysis of AerSale's results here. Listed on the NYSE in 1947, Textron (NYSE:TXT) provides products and services in the aerospace, defense, industrial, and finance sectors. Textron reported revenues of $3.31 billion, up 5.5% year on year. This result surpassed analysts' expectations by 2.3%. Overall, it was a very strong quarter as it also put up an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' organic revenue estimates. The stock is up 21% since reporting and currently trades at $80. Read our full, actionable report on Textron here, it's free. Integrating power outlets into many Boeing aircraft, Astronics (NASDAQ:ATRO) is a provider of technologies and services to the global aerospace, defense, and electronics industries. Astronics reported revenues of $205.9 million, up 11.3% year on year. This print beat analysts' expectations by 7.3%. It was an exceptional quarter as it also recorded an impressive beat of analysts' EPS estimates and a solid beat of analysts' EBITDA estimates. Astronics delivered the biggest analyst estimates beat among its peers. The stock is up 39.5% since reporting and currently trades at $32.76. Read our full, actionable report on Astronics here, it's free. As a result of the Fed's rate hikes in 2022 and 2023, inflation has come down from frothy levels post-pandemic. The general rise in the price of goods and services is trending towards the Fed's 2% goal as of late, which is good news. The higher rates that fought inflation also didn't slow economic activity enough to catalyze a recession. So far, soft landing. This, combined with recent rate cuts (half a percent in September 2024 and a quarter percent in November 2024) have led to strong stock market performance in 2024. The icing on the cake for 2024 returns was Donald Trump's victory in the U.S. Presidential Election in early November, sending major indices to all-time highs in the week following the election. Still, debates around the health of the economy and the impact of potential tariffs and corporate tax cuts remain, leaving much uncertainty around 2025. Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
23-06-2025
- Business
- Yahoo
TransDigm Group Incorporated (TDG): A Bull Case Theory
We came across a bullish thesis on TransDigm Group Incorporated on FluentInQuality's Substack. In this article, we will summarize the bull's thesis on TDG. TransDigm Group Incorporated's share was trading at $1,414.48 as of 19th June. TDG's trailing and forward P/E were 47.71 and 33.44, respectively, according to Yahoo Finance. A shot of a prototype aircraft taking to the skies, the symbol of the companies innovation in aerospace & defense. TransDigm is a dominant force in the aerospace supply chain, quietly powering nearly every commercial and military aircraft through thousands of proprietary, sole-source components that are essential, certified, and irreplaceable. With ~80% of sales coming from these exclusive parts and deep FAA certification moats protecting its SKUs, TransDigm operates what amounts to an engineered monopoly. Its strength lies in the aftermarket, where around 55–60% of EBITDA is generated. These recurring, high-margin revenues are tied not to airline capital expenditures but to flight hours, ensuring long-term cash flow resilience driven by decades-long platform life cycles such as the A320, 737, and F-35. TransDigm's pricing power is unmatched—owning the intellectual property enables regular price increases, translating to EBITDA margins consistently above 45%. M&A is approached with precision: bolt-on acquisitions of companies with similar sole-source profiles, high margins, and defensible IP, executed with minimal integration friction. Financially, the company uses leverage intentionally, underpinned by predictable cash flows, high free cash conversion, and a long runway of contractual revenues. Shareholders benefit through special dividends and share repurchases, reflecting TransDigm's disciplined capital allocation. There's no reliance on trendy narratives or visibility-driven hype; instead, it's a fundamental business rooted in control, recurring revenue, and operational excellence. As aircraft age, TransDigm's relevance and profitability deepen, making it a long-term compounder. For investors seeking structural moat advantages, high-visibility cash flow, and capital efficiency built into global aviation's core, TransDigm offers a compelling, resilient investment—quietly owning the skies without ever needing the spotlight. Previously, we covered a on TransDigm Group Incorporated (TDG) by Summit Stocks on Substack in May 2025, which highlighted its dominant aftermarket model, pricing power, and disciplined execution. The company's stock price has appreciated by approximately 0.66% since our coverage. FluentInQuality shares a similar view but emphasizes TransDigm's engineered monopoly and aftermarket-driven cash flow strength. TransDigm Group Incorporated is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 78 hedge fund portfolios held TDG at the end of the first quarter, which was 69 in the previous quarter. While we acknowledge the risk and potential of TDG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
