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TransDigm reports Q2 EPS of $5.98 vs. $5.47 consensus – Discontinuing Coverage

Please use the following link to access our final thoughts on TDG.

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TransDigm Corp. (NYSE:TDG – $626.25) reports Q4’22 EPS of $5.50 per share

Please use the following link to access our thoughts on TDG's Q4, FY'22, and FY'23 guidance.

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TransDigm Corp. (NYSE:TDG – $633.40) reports Q3’22 EPS of $4.85 vs. consensus $4.43

Please use the following link to access our thoughts on TransDigm's third fiscal quarter, as well as our forward outlook for the shares.

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TransDigm Corp. (NYSE:TDG – $587.26) reports Q2’22 EPS of $3.86 vs. consensus $3.69

Please use the following link to access our thoughts on TDG's fiscal Q2'22, as well as our forward outlook for the shares.

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TransDigm (NYSE:TDG – $635.47) Reports FQ1’22 EPS of $3.00 vs. consensus $3.17

Please use the following link to access our thoughts on TDG's Q1 report and conference call.

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Short Shrift – Issue 2, Volume 6, November 2021

Attached please find the results of our recent diligence conversations, as well as any of Antrim's reactions to earnings which did not merit a standalone report.

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TransDigm Group (NYSE:TDG) Reports Q2 adj. EPS of $2.58 vs consensus: $2.54

Please follow the link to download our thoughts in reaction to the company's Q2 report and management commentary.

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Short Shrift – Volume 2, Issue 3, April 2021

In this issue of Short Shrift, please find our thoughts and diligence notes on a pipeline name that we've decided to pass on: Middleby Corporation (Nasdaq:MIDD), as well a brief earnings preview and warning ahead of Snap-On, Inc.'s (NYSE:SNA) earnings report scheduled for Thursday morning. In addition, we have some brief thoughts to share on recent divestitures at TransDigm Group, Inc. (NYSE:TDG).

Short Shrift - Volume 2, Issue 3>>


Short Shrift – Volume 2, Issue 2

In this month's issue of Short Shrift, please find our thoughts on recent strength in SNA shares as well as results of our ongoing due diligence, TRN's recent earnings announcement, PSA's earnings announcement, BLDP earnings (as well as the news competitor PLUG Power would be restating financials), and TDG's recently announced divestitures.

Download Short Shrift - Volume 2, Issue 2, here >>


TransDigm Group, Inc. (NYSE:TDG – $579.72) Reports FQ1’21 adj. EPS miss of $1.97 vs. Consensus $2.01

Please use the following link to find our review of TDG's fiscal Q1'21, which includes our thoughts on earnings quality, commercial aerospace aftermarket M&A, and the recent change in management's incentive compensation targets.

Download our report >>


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