TransDigm Group's consistent ROCE and its reinvestment of capital at decent rates of return are positive signs. Despite these being accounted for by investors, the stock is still worth further investigation.
Investors are comfortable with TransDigm's high P/E as they expect higher growth compared to the market. Shareholders are apparently confident in the prosperous future of the company and this confidence is providing strong support to the share price.
Wall Street's average ratings: 'Strong Buy' for Ryanair, 'Buy' for TransDigm, Stantec, Symbotic, and Sterling Infrastructure. 'Hold' for ATS, ICF International, Joby Aviation, and CNH Industrial. Plug Power has been rated 'Sell'. Hint of bullishness in the industrial sector.
TransDigm Group, Hilton Worldwide were among the 13 S&P 500 names trading at fresh highs on Thursday. Aerospace and defense company TransDigm Group on Thursday posted fourth-quarter earnings and revenue that topped estimates. It posted adjusted per-share earnings of $8.03, greater than the consensus estimate of $7.55, according to FactSet. It issued revenue of $1.85 billion, slightly higher than the forecasted $1.84 billion. TransDig...
TransDigm's CEO, Kevin Stein, expressed excitement at the prospect of acquiring CPIs Electron Device Business, indicating that it aligns with their existing strategy and should facilitate equity value creation in line with their established return objectives.
Our Call What's next for A&D? Next RKLB Electron launch scheduled for later in August. Defense budget discussion likely on hold with Congress on recess until September. DSEI defense conference 9/12-9/15 in London. HWM plant tour/investor meeting 9/20. Positive on aero: Commercial aerospace remains one of the best multi-year growth stories in industrials, in our view, with pent-up demand for aircraft driving production higher and ...
The Week Ahead in Focus Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar. Economic data out this week will include the Bureau of Labor Statistics' Consumer Price Index for July on Wednesday. Economists are expecting a 0.2% rise in the headline index and a 0.5% increase in the core CPI last month. Monday 8/8 $AIG(AIG.US)$, ...
Weekly market recap Last week, the$Nasdaq Composite Index(.IXIC.US)$lost 1.54%, while the$S&P 500 Index(.SPX.US)$and$NYダウ(.DJI.US)$dropped 0.21% and 0.24%, respectively. It was the sixth straight losing week for the Dow, and the fifth straight for the other two major indexes. Sectors performance The week ahead in focus We've passed the peak of the first quarter earnings season, but there are still several notable...
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TransDigm, Hilton among 13 S&P 500 names trading at fresh highs
Aerospace and defense company TransDigm Group on Thursday posted fourth-quarter earnings and revenue that topped estimates. It posted adjusted per-share earnings of $8.03, greater than the consensus estimate of $7.55, according to FactSet. It issued revenue of $1.85 billion, slightly higher than the forecasted $1.84 billion.
TransDig...
コラムA&D Weekly: Next Electron Launch; Budget on Hold Until September
What's next for A&D? Next RKLB Electron launch scheduled for later in August. Defense budget discussion likely on hold with Congress on recess until September. DSEI defense conference 9/12-9/15 in London. HWM plant tour/investor meeting 9/20.
Positive on aero:
Commercial aerospace remains one of the best multi-year growth stories in industrials, in our view, with pent-up demand for aircraft driving production higher and ...
コラムUS Top Gap Ups and Downs on 11/28: PDD, SHOP, XOM, NXPI and More
Gap Ups
1. $PDDホールディングス(PDD.US)$ - up 10.35%
2. $アンハイザー・ブッシュ・インベブ(BUD.US)$ - up 2.25%
3. $ショッピファイ(SHOP.US)$ - up 1.42%
4. $サレプタ・セラピューティックス(SRPT.US)$ - up 1.16%
5. $トリップ・ドット・コム・グループ(TCOM.US)$ - up 1.11%
6. $ノボ・ノルディスク(NVO.US)$ - up 0.37%
Gap Downs
1. $レンジ・リソーシーズ(RRC.US)$ - d...
コラムWhat to expect in the week ahead (DIS, RIVN, TSN, BNTX)
Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.
Economic data out this week will include the Bureau of Labor Statistics' Consumer Price Index for July on Wednesday. Economists are expecting a 0.2% rise in the headline index and a 0.5% increase in the core CPI last month.
Monday 8/8
$AIG(AIG.US)$ , ...
コラムWhat to expect in the week ahead (AMC, RBLX, DIS, OXY)
Last week, the $Nasdaq Composite Index(.IXIC.US)$ lost 1.54%, while the $S&P 500 Index(.SPX.US)$ and $NYダウ(.DJI.US)$ dropped 0.21% and 0.24%, respectively. It was the sixth straight losing week for the Dow, and the fifth straight for the other two major indexes.
Sectors performance
The week ahead in focus
We've passed the peak of the first quarter earnings season, but there are still several notable...
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