TransDigm Group INC (TDG) is a aircraft parts & auxiliary equipment, nec company. Piotroski F-Score 6/7. 8 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-08-04 from TDG's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-09-30 vs 2024-09-30. original 1968 formula; calibrated on manufacturers, read financials/REITs with care
eight-variable model; a screen for earnings-quality review, not an accusation
A plain-English read on TDG plus an auto-SWOT — built from TDG's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate TDG using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
| April McClain DelaneyU.S. Representative · MD-06 | BUY | $1,001 - $15,000 | filed 2026-06-05 |
| April McClain DelaneyU.S. Representative · MD-06 | BUY | $1,001 - $15,000 | filed 2026-06-05 |
| April McClain DelaneyU.S. Representative · MD-06 | BUY | $1,001 - $15,000 | filed 2026-06-05 |
| April McClain DelaneyU.S. Representative · MD-06 | BUY | $1,001 - $15,000 | filed 2026-06-05 |
| April McClain DelaneyU.S. Representative · MD-06 | BUY | $1,001 - $15,000 | filed 2026-06-05 |
| AltaRock Partners (Mark Massey) | $1.05B | 25.5% of portfolio |
| Third Point (Dan Loeb) | $29.0M | 1.4% of portfolio |
| Broad Run Investment Management | $12.5M | 2.2% of portfolio |
| Howley W NicholasDirector | SELL | $13.4M | view → |
| Howley W NicholasDirector | SELL | $13.4M | view → |
| Howley W NicholasDirector | SELL | $13.4M | view → |
| Reiss JoelCo-Chief Operating Officer | SELL | $5.0M | view → |
| Howley W NicholasDirector | SELL | $12.0M | view → |
| Reiss JoelCo-Chief Operating Officer | SELL | $4.5M | view → |
| Howley W NicholasDirector | SELL | $12.8M | view → |
| Reiss JoelCo-Chief Operating Officer | SELL | $5.0M | view → |
Projected from TDG's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment TDG files its announcement.
TDG has sold off after 5 of its last 8 earnings reports.
Large earnings reactions have been common.
TDG has traded lower after most recent earnings releases.
The average is inflated by its most volatile prints (+7.3% and -12.9%).
A more typical earnings reaction has been approximately ±5.3%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-05-05 | +7.3% |
| 2026-04-14 | +3.4% |
| 2026-02-03 | -11.9% |
| 2025-11-12 | +2.4% |
| 2025-08-05 | -12.9% |
| 2025-05-06 | -6.1% |
| 2025-02-04 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| -4.5% |
| 2024-11-07 | -2.3% |