TDG TransDigm Group Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
00:59
Jun 17
Jun 17
r/stocks
Defensive industrial compounder with pricing power.
TransDigm is included as a defensive industrial compounder with proven pricing power. The author expects it to perform well regardless of Fed actions. The main risk is the current market's high valuation.
TDG
TransDigm Group
Long
1ST
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14:44
Feb 03
Feb 03
r/ValueInvesting
Rising interest expense on heavy debt pressures TDG earnings
The author notes TDG beat on revenue and EPS yet the stock fell 6%, attributing the drop to a press release showing net income down 9.7% year-over-year. The decline is primarily driven by higher interest expense from an increased year-over-year gross debt balance. The author argues that while TDG has managed its debt adeptly, higher interest rates will weigh on earnings going forward, making the stock unattractive near-term.
TDG
TransDigm Group
Avoid
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23:08
Jan 17
Jan 17
r/ValueInvesting
Durable FAA-protected moat with high-margin aftermarket revenue and defense/travel catalysts
The author argues TransDigm has a durable moat because FAA certification and switching costs deter competitors, and its large installed base guarantees decades of high-margin replacement revenue. Catalysts include inflation, rising defense spending, airplane service booms, and post-COVID air travel recovery. Main stated risks are high debt of 5x annual earnings and potential price-gouging concerns.
TDG
TransDigm Group
Long
1ST
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About TDG Investor Commentary
Across the available history and selected sources, Buzzberg tracks TDG (TransDigm Group) across 7 sources: 3 bullish vs 0 bearish calls from 9 authors. Historical directional balance: 27% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 11 total trade ideas tracked. Latest voices: u/c-u-in-da-ballpit, u/No_Consideration4594, u/sunburn74.