Delta Investment Management LLC cut its holdings in Transdigm Group Incorporated (NYSE: TDG) by 5.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,972 shares of the aerospace company's stock after selling 421 shares during the period. Transdigm
WASHINGTON--(BUSINESS WIRE)--Arlington Capital Partners, a Washington, D.C.-area private investment firm specializing in government regulated industries, today announced it has agreed to sell Stellant Systems, Inc (“Stellant” or “the Company”), a premier designer and manufacturer of radio frequency (“RF”) and microwave amplification products, to TransDigm Group Incorporated ("TransDigm Group") (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components.
CLEVELAND, Dec. 31, 2025 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced it has entered into a definitive agreement to acquire Stellant Systems, Inc. ("Stellant" or "the Company"), a portfolio company of Arlington Capital Partners, for approximately $960 million in cash, including certain tax benefits. Stellant, headquartered in Torrance, California, is a leading global designer and manufacturer of high-power electronic components and subsystems serving the aerospace and defense end market.
Calamos Advisors LLC grew its position in shares of Transdigm Group Incorporated (NYSE: TDG) by 47.7% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund owned 10,046 shares of the aerospace company's stock after purchasing an additional 3,246 shares during the quarter. Calamos Advisors
Shares of Transdigm Group Incorporated (NYSE: TDG - Get Free Report) have been given a consensus recommendation of "Moderate Buy" by the twenty analysts that are covering the company, MarketBeat reports. Six research analysts have rated the stock with a hold rating, thirteen have issued a buy rating and one has issued a strong buy rating
TransDigm Group Incorporated (TDG) stands out as a rare compounder in aerospace, leveraging regulatory barriers, proprietary products, and decentralized management for high returns. Leverage amplifies returns but narrows margin of safety; recent debt-funded special dividends and CEO transition have pressured the stock and raise capital allocation questions. With secular tailwinds and a fragmented aftermarket, TDG remains a high-quality hold, but current valuation does not offer a compelling entry point for new investors.
Some of the most talked-about space stocks among retail investors have seen recent bouts of insider selling. Below, we'll detail the selling surrounding Rocket Lab NASDAQ: RKLB and AST SpaceMobile NASDAQ: ASTS.
Osaic Holdings Inc. grew its holdings in Transdigm Group Incorporated (NYSE: TDG) by 51.3% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,379 shares of the aerospace company's stock after purchasing an additional 2,163 shares during the period. Osaic
TransDigm Group is a core capital gain investment, driven by exceptional management, unique business model, and dominant market positioning. TDG's value creation model leverages proprietary, single-source aerospace components, aggressive pricing power, and disciplined, decentralized management akin to Berkshire Hathaway. Despite political scrutiny over pricing and DoD contract risks, TDG's competitive moat and high switching costs minimize material threats to its business.
Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Transdigm Group Incorporated (NYSE: TDG). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on November 18th. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account. Representative
