TransDigm Group Stock Forum

TransDigm Group has presented impressive results for the fourth quarter and full year 2024. $TDG (+2.42%)

TransDigm Group, a leading manufacturer of aircraft components, has reported impressive results for the fourth quarter and full year 2024. Net sales increased 18% to 2.185 billion dollars in the fourth quarter, while net income increased 13% to 468 million dollars. Particularly noteworthy is the EBITDA margin, which amounted to 52.6%, exceeding expectations. These robust figures underline the company's solid market position and operational efficiency.

Outlook for the 2025 financial year

TransDigm is optimistic about the coming financial year 2025. The company is forecasting net sales of between 8.75 and 8.95 billion dollars, which corresponds to an increase of around 11.5%. Net profit is expected to rise to between 1.887 and 1.999 billion dollars. This forecast is based on the expectation of continued growth in all major markets, including the commercial OEM business, the commercial aftermarket and the defense sector. The positive outlook reflects management's confidence in the strategic direction and market opportunities.

https://www.finanznachrichten.de/nachrichten-2024-11/63752260-transdigm-aktie-ein-positives-zeichen-677.htm

CLEVELAND - TransDigm (NYSE:TDG) Group Incorporated (NYSE:TDG), a leading global designer and supplier of aircraft components, today announced a special dividend of $75.00 per share on its common stock. The Company's Board of Directors has set the record date as October 4, 2024, with the dividend payment scheduled for October 18, 2024.

Kevin Stein, President and CEO of TransDigm Group, commented on the dividend, saying that it is in line with the company's goal of achieving shareholder returns comparable to well performing private equity funds while maintaining the liquidity of a public market. He emphasized that the special dividend reflects the company's active balance sheet management and its commitment to returning capital to shareholders while maintaining financial flexibility.

TransDigm Group, through its wholly-owned subsidiaries, is known for its extensive portfolio of advanced aircraft components used in nearly all commercial and military aircraft currently in service. The company's product offering includes a wide range of components, including mechanical/electromechanical actuators, ignition systems, specialty pumps and various other advanced aerospace technologies.

CLEVELAND - TransDigm (NYSE:TDG) Group Incorporated (NYSE:TDG), a leading global designer and supplier of aircraft components, today announced a special dividend of $75.00 per share on its common stock. The Company's Board of Directors has set the record date as October 4, 2024, with the dividend payment scheduled for October 18, 2024.

$TDG (+2.42%)

https://de.investing.com/news/company-news/transdigm-kundigt-sonderdividende-von-75-usdollar-an-und-sichert-sich-schulden-in-hohe-von-3-milliarden-usdollar-93CH-2710716

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Buffet invests with Heico in

Aerospace & Defense

Is this the new growth sector?

I think so, which is why there is a new buy

Into a long-term runner with a considerable margin.

Profit growth of 23% is expected here by 2026.

There will be further increases:

Free cash flow: 2024: 1942

2025: 2366

2026: 2791

EbiT margin: 2024: 45.76

2025: 46,51

2026: 47,09

Earnings per share: 2024: 27.88

2025: 36,37

2026: 41,10

And thus, of course, the P/E ratio also falls

2024: 47,64. 2025: 36,09

2026: 31,49

TransDigm Group Inc (TDG - Free Report ) is a manufacturer, supplier and developer of advanced aerospace components, systems and subsystems for use in commercial and military aircraft. Rising earnings estimates, improved defense budget and strong liquidity offer a great investment opportunity in the Zacks Aerospace sector .Let's focus on the reasons that make this Zacks Rank #2 (Buy) stock an investment opportunity right now.

Growth Projections and Surprise Story

The Zacks Consensus Estimate for TDG's fiscal 2024 earnings per share (EPS) has risen 1.2% to $33.28 over the past 60 days. The Zacks Consensus Estimate for the company's total revenue in fiscal 2024 is $7.86 billion, representing year-over-year growth of 19.4%.

TransDigm Group's earnings growth (three to five years) is estimated at 20.7%. Over the last four quarters, the company delivered an average earnings surprise of 8.46%.

Solvency

TransDigm Group's net interest income (TIE) at the end of the third quarter of financial year 2024 was 2.7. The strong TIE ratio indicates that the company can easily meet its interest payment obligations in the near future.

Liquidity

The company's liquidity ratio was 3.82 at the end of the third quarter of financial year 2024, above the industry average of 1.55. The ratio, which is greater than one, shows that TransDigm is in a position to meet its future short-term liabilities without difficulty.

Rising defense budget

The Fiscal Year 2025 (FY25) budget proposal provides $850 billion in funding for the Pentagon, an increase of 1% over the amount appropriated for Fiscal Year 2024. TransDigm's products occupy a significant position in the US defense aviation market. The company has enjoyed significant growth opportunities in the defense sector in recent years due to the expansive budgetary policies of the US government and other developing countries.

Price-performance

Over the past year, TDG's shares have gained 50.7% compared to an industry-wide average return of 33.7%.

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𝗜𝗣𝗢𝘀 🔔

Thyssen-Krupp ($TKA (-3.23%)) - The industrial group plans to float its hydrogen electrolysis business in the first quarter of 2022. By spinning off Uhde Chlorine Engineers, Thyssen-Krupp aims to benefit from rising demand for hydrogen-based technologies. Uhde Chlorine Engineers was founded as a joint venture with Italian industrial De Nora SpA and builds plants for the production of hydrogen gas from renewable energy sources such as solar and wind.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

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Today, among others, dLocal ($DLO), The Home Depot ($HDI (+2.38%)), Imperial Brands ($ITB (+0.14%)), NetEase ($4Y01 (-4.67%)), Sea Limited ($931 (-1.24%)), TransDigm Group ($T7D (+2.42%)), Vodafone Group ($VODI (-0.44%)) and Walmart ($WMT (+1.81%)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Berkshire Hathaway ($BRYN (+1.54%)) - Warren Buffett, with his company Berkshire Hathaway ($BRYN (+1.54%)) shares in Royalty Pharma ($RPD (-0.45%)), Floor&Decor ($1FD (+0%)) and increases his stake in Chevron ($CHV (+0.94%)). Furthermore, Buffett sold additional shares in AbbVie ($4AB (+1.03%)), Bristol-Myers Squibb ($BRM (-0.14%)), Mastercard ($M41 (+0.88%)) and Visa ($3V64 (+1.22%)) and exited Merck ($MRK (-0.26%)). His top investments in Apple ($APC (+0.65%)) and Amazon ($AMZ (-0.02%)) remained unchanged.

Wirecard ($WDI) - After the end of yesterday, Wirecard shares disappeared from regulated trading. Since the fall of 2018, when the stock was at its peak, the security has lost 99.9 percent of its value. A total loss was the result of the stock market crash and Wirecard's insolvency for many investors who believed in the tech company "made in Germany." The Deutsche Schutzvereinigung für Wertpapierbesitz (DSW) recommends selling the securities because, even if the shares are no longer in one's own securities account, claims for damages can be asserted against the auditing company EY until 2023. This possibility is now being dealt with by the courts and the final chapter has not yet been written.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Bitcoin ($BTC-EUR (+0.13%)) and other cryptocurrencies with strong corrections - On Tuesday morning, crypto investors, who have been spoiled with strong price growth across the market for weeks, must be looking at red deposits. Overnight, bitcoin, which can be seen as the leading index for the crypto market, plummeted 7.8% - with it altcoins such as Ethereum ($ETH-USD (+0.36%)) (-8.9%), Solana ($SOL/EUR (+0.94%)) (-6.6%), Cardano ($ADA-USD (+0.45%)) (-5.6%) or Polkadot ($DOT/EUR (+5.36%)) (-9,8%). A direct reason for this sudden slump cannot be identified. However, analysts suspect that the coordinated liquidation of leverage positions have pushed the price down so much for the second time in a month.

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