TransDigm Group

6D·

Making investing fun

$TDG (+0.37%)

even if the share has not moved much so far.

I remain convinced of the sector in the long term.

And the dividend is a real pleasure for such a growth stock.

12.09

View all 2 further answers

Received x4 Dividends at $90.00

$360.00

13 Comments

Chris@Multibagger

Why did you change your profile picture? I get confused every day anew when I see this child's head in connection with you. I want the old serious gentleman back with whom I can identify because he is similar to me. At least in terms of age, not in terms of seriousness😂😂

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JKB

@jkbdagun

6D·

3 digits dividend

This one felt good 💯

12.09

Tenbagger2024@Tenbagger2024

Received x1.5 Dividends at $90.00

$135.02

1 Comment

Cool, then I'll have to have a look too.

••

View all 10 further answers

1Mon·

Meeting 🍊, Selenski. 🍊 "The USA has the best defense industry and supplies NATO"

Hello my dears,

there was no scandal in the meeting just now.

🍊 praised the superiority of the US defense industry, especially the Patriot system. It is an important air defense system and is used by various countries, including the Bundeswehr.

Dear ones, are you invested in US defense companies, or where do you see potential?

I myself am invested in $AVAV (+3.22%) and $TDG (+0.37%) invested.

I find the following interesting $LHX (+0.61%)

The claim that the US has the best defense industry is widespread and is supported by various factors. The US is not only the largest arms exporter in the world, but also the largest arms manufacturer and buyer. The US defense industry is known for its technological superiority, large production capacity and global reach.

Size and scope:

The US has a huge and diversified defense industry with numerous large corporations producing both weapons, ammunition and complex weapons systems.

Technological superiority:

US companies are often leaders in the development and manufacture of advanced technologies for military applications, such as stealth technology, drones and cyber weapons.

High military spending:

The US's huge military spending allows for continuous research and development of new weapons systems and massive production of existing systems.

Global market leadership:

The US is the largest arms exporter in the world and supplies a large number of countries with its products.

Leading defense contractors:

US companies such as Lockheed Martin, Boeing and Raytheon are among the largest and most influential defense contractors in the world.

14 Comments

John@Transporter

1Mon

Europe is catching up and also has very good companies such as Rheinmetall, KMW, Leonardo, SAAB, Thyssen Krupp, Dassault, RR, Kongsberg, Diehl, Helsing, etc. I think in the long term we will have a strong defense sector and also expand it. The Europeans will also buy more often in Europe. The last few months have shown that the USA is not necessarily a reliable partner. I'm not invested in any defense companies, the stocks have all done too well for me.

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The W.

@thewolfofallstreetz

1Mon·

Triple Frond Partners: A look at the new depot

One of my favorite investment firms to follow is Triple Frond Partners.

high concentration with only 10 positions
all positions with high quality
long-term oriented
only a few transactions per year

In the last quarter they...

Added

Meta $META
CCC Intelligent Solutions $CCCS (+0.3%)

Reduced

TransDigm $TDG (+0.37%)

What do you think of these moves?

1 Comment

Memo0606@Memo0606

1Mon

Never heard of $CCCS

••

JKB

@jkbdagun

1Mon·

I love trans

Position full for now $TDG (+0.37%)

05.08

Bought x0.5 at $1,404.76

$702.38

1 Comment

Eselai@DonkeyInvestor

1Mon

I also love queer

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JKB

@jkbdagun

1Mon·

TDG

Earnings reports gifting opportunities like it’s Christmas. $TDG (+0.37%)

04.08

Bought x0.259 at $1,443.77

$373.94

https://www.rttnews.com/3562000/transdigm-group-incorporated-q3-profit-increases-but-misses-estimates.aspx

1Mon·

TransDigm Group reports profit increase in the third quarter, but misses estimates

$TDG (+0.37%)

My dears, it's happening again.

Good figures, but below estimates.

And it's going down.

TransDigm Group Incorporated ( TDG ) reported third-quarter earnings that were up from the year-ago period but missed Wall Street estimates.

The company's profit amounted to 492 million US dollars, or 8.47 US dollars per share. In the previous year, the figure was USD 461 million or USD 7.96 per share.

Excluding special items, TransDigm Group Incorporated reported adjusted earnings of USD 558 million, or USD 9.60 per share, for the period.

On average, analysts had expected earnings of USD 9.90 per share. The analysts' estimates generally do not include any special effects.

The company's turnover rose by 9.3% to USD 2.237 billion in this period compared to USD 2.046 billion in the previous year.

Profits of TransDigm Group Incorporated at a glance (GAAP):

- Net income: $492 million compared to $461 million in the prior year.

- Earnings per share: USD 8.47 compared to USD 7.96 in the previous year.

- Sales: USD 2.237 billion compared to USD 2.046 billion in the previous year.

- Forecast :

EPS forecast for the full year: USD 36.33 - 37.15.

Sales forecast for the full year: USD 8,760 - 8,820 million.

61 Comments

toscho@toscho

1Mon

It's always the same, in the end the (good) figures will also be reflected in the share price... Patience is required. I will buy more if it comes down a bit.

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