Marchés français ouverture 3 h 9 min

TransDigm Group Incorporated (TDG)

NYSE - NYSE Prix différé. Devise en USD
Ajouter à la liste dynamique
476,54+18,40 (+4,02 %)
À la clôture : 4:00PM EDT
Connectez-vous pour publier un message.

Tout commentaire contraire à la réglementation en vigueur (et notamment tout commentaire à caractère raciste, antisémite ou diffamatoire) pourra donner lieu à la suppression de votre compte Yahoo.

Le cas échéant, certains commentaires que vous postez pourront également donner lieu à des poursuites judiciaires à votre encontre.

  • d
    djglenhouse
    Kratos Defense & Security Solutions, Inc.
    Reports: Senate near two-year budget deal with higher defense spending https://seekingalpha.com/news/3328935?source=ansh $LMT, $KTOS, $TDG, $BA, $NOC, $HRS, $RTN, $UTX, $TXT, $LLL, $GD, $FLIR, $COL
  • P
    PCG☠️
    $PCG conversation
    Tdg $TDG Stock Price Declined While Tesuji Partners Co Andrew Schaffer Cut Position by $81.88 Million; Pg & E Corp. $PCG Holder Symons Capital Management Has Lowered Its Stake by $697,682
  • G
    Gynot
    $TDG conversation
    The acquisitions have lef this Company with too many moving pieces and consolidating those is the only prudent thing at this point. Have to question the dividend through borrowing decision as a desperate attempt to thwart short sellers. No real reason to do that divy deal. Lots of question marks now as growth slows and expenses and debt starts to weigh heavily. Growth through acquisitions is not nearly a perfect business model. Looking for a 20% haircut in this when the Hedgies run for the EXIT all at once.
  • d
    d
    $TDG conversation
    Hi Peaceful, so earnings are coming up, how do you think TDG will do??
  • B
    Ben
    $TDG conversation
    INSIDER BUYING ALERT: Director purchases $20M+
  • s
    stocktargetadvisor
    $TDG conversation
    $TDG
    Initiates Coverage On Susquehanna Bancshares Neutral USD 494
  • J
    James
    $GNUS conversation
    $GNUS DECLARES WAR AGAINST BILLION DOLLAR CITRON SHORTS

    $HTZ $VAL $DNR $CPE $NE $BA $CHK $TDG $FRAJ $HIBL
  • D
    Doug
    TransDigm Group Incorporated
    TDG going to 0. isn't that something you would say peaceful if you were short
  • G
    Gynot
    $TDG conversation
    I can't saw he is wrong at all. This Co was asking for a beating and now they look like they are going to get a good spanking. Over lev'd, high mgmnt excess and expense control is non-existent. Again look at the way they reward shareholders by piling on debt. This was bound to catch up with them. No one needs to do anything except mgmnt, consolidate all the acq'a. reduce headcount and mgmnt, reduce operating expense and stop issuing debt with reckless abandon.

    Short at 280 and still falling - looking for a 50% or more haircut.
  • x
    xthestockguy
    $TDG conversation
    The sec should go after citron and the congressman who are obviously working in concert to manipulate the TDG share price and have provided NO fundamental data backing up their claims. It is a clear violation of rule 10b-5
  • G
    Gynot
    $TDG conversation
    Cleveland-based TransDigm already has more than $10 billion of debt and some of its lowest-ranking borrowings are rated as much as seven rungs below investment grade at CCC+ by S&P Global Ratings. This stock has peaked....
  • B
    Brad
    $TDG conversation
    After the publicity and between Andrew Left and Donald Trump, TransDigm is going to shed some Dimes from it's stock value.
  • D
    Doug
    TransDigm Group Incorporated
    lawsuits never good. can easily force a BK especially for a company doing business with the gov. they are held to stricter standards and if cutoff from gov work they are out of business
  • A
    Anonymous
    $TDG conversation
    TDG will hit or slightly beat their earnings numbers. This is because most of their sales in the quarter were already booked before the quarter started. Any harm to their business environment from a government crackdown on pricing, will be over a year away. Government buyers just don't move that fast, and Obama has left the military is desperately short the parts TDG sells.
  • D
    Doug
    TransDigm Group Incorporated
    with current Congressional review and lawsuits potential for BK
  • L
    Loufah
    $TDG conversation
    My 1-year target is $130. This company sounds just like Valeant.
  • L
    Long Term
    $TDG conversation
    Citron has caught them out - CEO certainly has a very elevated compensation plan - another Trump target?
  • G
    Gynot
    $TDG conversation
    Caveat Emptor:

    As we wait for the leverage to eat TDG alive it is always a pleasure to read the rationale of the rating agencies as they assign Junk ratings.

    And I quote:

    "The B1 Corporate Family Rating considers TransDigm's considerable tolerance for financial risk, a highly leveraged balance sheet and the company's private equity-like business model that prioritizes shareholder returns over creditors. During 2016, TransDigm incurred a substantial amount of indebtedness - well beyond the bounds of internally generated cash flow - to fund a large-sized special dividend to shareholders and to finance the company's aggressive acquisition strategy. This resulted in very high financial leverage with September 2016 Moody's adjusted Debt-to-EBITDA of around 7.5x."

    No one can live at Debt of 7.5x to EBITDA. No one. The growth is not there and cannot be made up solely in gross margins...Ha!
  • B
    Brian
    $TDG conversation
    How does the debt ever get repaid? Growing too fast, interest rates on the rise
  • A
    Anonymous
    $TDG conversation
    There are a ton of overpaid middle managers with little management skill besides raising price. A company with good operations and consolidation experience could make a fortune consolidating the different TDG businesses. In the meantime there is too much management waste at the division level.