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Broad Commercial Aerospace Aftermarket Sell-Off Weighs on GE Aerospace (GE)
Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for "Mar Vista U.S. Quality Strategy". The letter can be downloaded here. During the third quarter of 2026, financial mar…
TransDigm Group (TDG): Fundamental Resilience Outweighs Short-Term Aftermarket Sell-Off
Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for "Mar Vista U.S. Quality Strategy". The letter can be downloaded here. During the third quarter of 2026, financial mar…
Leidos downgraded by J.P. Morgan as defense stocks face rocky earnings season
[two soldiers in action] StudioThreeDots/iStock via Getty Images J.P. Morgan Chase sees a challenging third-quarter earnings season for aerospace and defense companies as slowing airline traffic growth, uncertainty over U.S. military spend…
UBS flags 56 stocks where growth and profitability may be underpriced
[Hands holding up columns of bar graph] We Are UBS Global Research has constructed a 56-stock basket of U.S. companies with higher forward growth, stronger cash-flow profitability and improving earnings momentum, arguing that valuations fo…
Rocket Lab Gains 13.6% in a Month: Should Investors Buy the Stock Now?
Rocket Lab Corporation RKLB shares have risen 13.6% over the past month, outperforming the Zacks Aerospace-Defense Equipment industry's decline of 5%. The company is driving growth by expanding its Space Systems portfolio, scaling spacecra…
1 of Wall Street’s Favorite Stocks to Own for Decades and 2 We Brush Off
1 of Wall Street's Favorite Stocks to Own for Decades and 2 We Brush Off Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it's worth remembering that…
3 Quality Compounders with Exciting Potential A quality compounder is a business that not only sports durable competitive advantages but also builds on its success by consistently reinvesting its profits at high returns. Companies such as…
Industrial Growth Partners Completes Sale of Prince & Izant to TransDigm
SAN FRANCISCO, Sept. 29, 2026 /PRNewswire/ -- Industrial Growth Partners (IGP) has completed its previously announced sale of Prince & Izant, LLC to TransDigm Group Incorporated (NYSE: TDG) for $1.066 billion. The transaction closed on Sep…
TransDigm (TDG): Strong Growth Meets a Tougher M&A and Valuation Debate
BMO Cuts Target as Aerospace Demand Holds TransDigm Group Incorporated (NYSE:TDG) is heading into the final quarter of fiscal 2026 with solid operating momentum, although analysts differ on how much of that strength is reflected in the sto…
TransDigm Completes Acquisition of Prince & Izant
CLEVELAND, Sept. 28, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced that it has successfully completed its acquisition of Prince & Izant ("P&I" or "the Company"), formerly a portfolio company of Industrial Gr…
Is TransDigm Group (TDG) Undervalued Following Its New Debt Deals?
Why TransDigm Group's New Debt Deal Matters TransDigm Group (TDG) has moved quickly in the bond market, first announcing a secured notes offering of $2.5b, then completing a separate $3b 6.75% senior secured issue due 2035. For equity inve…
Can Rising Aerospace and Defense Demand Drive Curtiss-Wright's Growth?
Curtiss-Wright CW continues to benefit from strong demand across naval defense, aerospace and defense electronics. In the second quarter of 2026, Naval & Power sales increased 7% year over year, driven by higher naval defense revenues from…
TransDigm’s Extant Aerospace to buy defense assets for $240M
[Man examining the underside of a plane] Svitlana Hulko/iStock via Getty Images TransDigm Group (NYSE: TDG [https://seekingalpha.com/symbol/TDG]) said Monday that its Extant Aerospace operating unit agreed to acquire a portfolio of commerc…
Can Astronics Turn Strong Aerospace Demand Into Higher Profitability?
Astronics ATRO is showing that its growth is translating into stronger profitability. Second-quarter 2026 sales increased 27% year over year to a record $260 million, while operating income reached a record $40.5 million. Adjusted EBITDA i…
Can Rising Defense Demand Strengthen TransDigm's Growth Outlook?
TransDigm Group TDG is benefiting from healthy demand across the U.S. defense aerospace market, supported by ongoing investments in military capabilities and rising requirements for advanced aircraft and related components. The company's p…
Is Astronics Building a Broader Aerospace Growth Platform?
Astronics ATRO has historically been known as an aerospace components supplier, but the company is increasingly expanding its portfolio across commercial aviation, defense, business aviation and test systems. ATRO is positioned across seve…
TransDigm (TDG) stock will differentiate itself on robust execution as markets normalize, while righ PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
GE Aerospace Stock Gets a Downgrade. ‘Great Times Don’t Last Forever.’
Melius analyst Scott Mikus also cut ratings on four other aerospace stocks, Honeywell Aerospace , TransDigm, Heico, Woodward. He lays out the problem ahead: the aftermarket. Continue Reading
Nike downgraded, Affirm upgraded: Wall Street's top analyst calls
Nike downgraded, Affirm upgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by T…
Should You Buy Howmet Stock After Its Turbine Blade Scare?
Image from Pixabay Howmet Aerospace (HWM) has fallen about 21% from its August high, and the question is whether that is a gift or a warning. Its own record says falls this size have paid off more often than not, and that you will probably…
TransDigm Group stock has pulled back from recent highs, yet the current price sits below an intrinsic value estimate from a Discounted Cash Flow (DCF) model, which points to a sizeable valuation gap. At the same time, broader checks paint…
Can Strategic Acquisitions Strengthen TransDigm's Growth?
TransDigm Group TDG continues to pursue strategic acquisitions to expand its proprietary aerospace portfolio and strengthen its aftermarket capabilities. The company's disciplined acquisition strategy focuses on businesses with highly engi…
Is TransDigm Stock Underperforming the S&P 500?
3d illustration inflation and deflation graph by Deepadesigns via Shutterstock TransDigm Group Incorporated (TDG) is an aerospace manufacturer that designs, produces, and services aircraft components and systems. The Cleveland, Ohio-based…
Can Commercial Aerospace Recovery Boost Teledyne's Growth?
Teledyne Technologies TDY is benefiting from the steady recovery in commercial air travel, which is supporting demand for its onboard avionics systems and ground-based applications for commercial aircraft. The company is well-positioned to…
TransDigm (TDG) Down 8.1% Since Last Earnings Report: Can It Rebound?
It has been about a month since the last earnings report for TransDigm Group (TDG). Shares have lost about 8.1% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings releas…
Rocket Lab Surges 43.7% in a Year: Is There More Room to Run?
Rocket Lab Corporation RKLB shares have risen 43.7% over the past year, outperforming the Zacks Aerospace-Defense Equipment industry's growth of 2.7%. The company is driving growth by expanding its end-to-end space platform, advancing Neut…
Astronics Stock Gains 3.8% in 3 Months: Should Investors Buy Now?
Astronics ATRO shares have risen 3.8% over the past three months, outperforming the Zacks Aerospace-Defense Equipment industry's decline of 12.6%. Astronics is benefiting from a favorable combination of commercial aerospace recovery and de…
Aerospace Stocks Q2 In Review: TransDigm (NYSE:TDG) Vs Peers
Aerospace Stocks Q2 In Review: TransDigm (NYSE:TDG) Vs Peers As the Q2 earnings season comes to a close, it's time to take stock of this quarter's best and worst performers in the aerospace industry, including TransDigm (NYSE:TDG) and its…
TransDigm Group (TDG) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating cha…
Is TransDigm's Commercial Aftermarket Strength Driving Growth?
TransDigm Group TDG is benefiting from healthy commercial aerospace activity and rising demand for aircraft aftermarket products. The company's portfolio of highly engineered aerospace components positions it well to capitalize on increase…
Can Long-Term Agreements Strengthen Hexcel's Growth Prospects?
Hexcel Corporation HXL is strengthening its long-term growth prospects through new and extended supply agreements with leading aerospace companies. As aircraft production rates rise and the aerospace industry increasingly adopts lightweigh…
HEICO Q3 Earnings Top Estimates, Sales Increase Year Over Year
HEICO Corporation HEI posted third-quarter fiscal 2026 earnings of $1.67 per share, which beat the Zacks Consensus Estimate of $1.51 by 10.6%. The bottom line also improved 32.5% from the year-ago quarter's $1.26. HEI's Total Sales Quarter…
TransDigm Group (TDG) Is Back In Focus, What Is Catching Investors' Attention?
TransDigm Group (TDG) is back on investor radars after recent share price weakness, with the stock down over the past week, month and past three months, raising fresh questions around its current valuation. At around US$1,192.60 per share,…
If Boeing Ramps Up Production, These Suppliers May Win Big
Key Points Interested in The Boeing Company? Here are five stocks we like better. Boeing is reportedly ramping up 737 MAX production, delivering its highest quarterly aircraft volume since 2018 and backed by a $597 billion order backlog. S…
2 Profitable Stocks Worth Investigating and 1 We Brush Off
2 Profitable Stocks Worth Investigating and 1 We Brush Off While profitability is essential, it doesn't guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said…