NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES WHITE ROCK, British Columbia, June 17, 2025 (GLOBE NEWSWIRE) -- TDG Gold Corp (TSXV: TDG, OTCQX:TDGGF) (the “Company” or “TDG”) is pleased to announce that it has entered into an amalgamation agreement with Anyox Copper Ltd. (“Anyox”) which holds the former producing Anyox Copper project, located on the northwest coast of British Columbia, and a wholly-owned subsidiary of TDG (“Subco”), dated June 16, 2025 (the ...

TransDigm Group, Inc. (TDG) revealed that it signed a definitive merger agreement with Servotronics, Inc., resulting in the latter becoming an indirect, fully-owned subsidiary of TransDigm. The transaction is worth nearly $110 million in cash, including certain tax benefits.The cash consideration reflects a 274% premium over Servotronics' closing share price on May 16, 2025.How Will the Merger Benefit TransDigm Stock?Servotronics serves the global aerospace and defense industry through the supply of its ser ...

TransDigm Group Incorporated (NYSE: TDG ), with its highly profitable and predictable business model, has delivered outstanding returns for its shareholders since its IPO, and the company is well-positioned for future growth. The M&A pipeline remains strong, andWelcome to Triba Research! Our goal is to identify high-quality companies trading at fair valuations, with the potential to deliver double-digit returns over the long run.We focus on companies with strong competitive advantages, operating in expandin ...

Group 1 - TransDigm has been a consistent performer in the aircraft aftermarket, focusing on spare parts sales to government and commercial customers [1] - The company is recognized for its strategy of serial acquisitions within the spare parts business [1] Group 2 - The investment philosophy highlighted emphasizes the importance of high-quality stocks and businesses led by disciplined capital allocators [1]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 29, 2025 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 001-32833 TransDigm Group Incorporated (Exact name of registrant as specified in its charter) Delaware (State or other jurisdict ...

TransDigm Group (TDG) Q2 2025 Earnings Call May 06, 2025 11:00 AM ET Company Participants Jaimie Stemen - Director of Investor RelationsKevin Stein - President and CEOMichael Lisman - Co-Chief Operating OfficerSarah Wynne - Chief Financial OfficerRobert Stallard - PartnerScott Mikus - Director – Aerospace, Defense & Space ResearchKristine Liwag - Executive DirectorJoshua Korn - AVP - Equity ResearchSheila Kahyaoglu - Managing DirectorKen Herbert - Managing DirectorMyles Walton - Managing DirectorSeth Seifma ...

TransDigm Group Incorporated (TDG) reported second-quarter fiscal 2025 adjusted earnings of $9.11 per share, which beat the Zacks Consensus Estimate of $8.85 by 2.9%. The bottom line also improved 14% from the prior-year quarter’s figure of $7.99 per share. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)The company reported GAAP earnings of $8.24 per share compared with $6.97 in the year-ago quarter.The year-over-year growth in the bottom line can be attributed to the increase in n ...

Financial Data and Key Metrics Changes - The company reported a strong Q2 with an EBITDA margin of 54% driven by growth in the commercial aftermarket and defense markets [14][22] - The midpoint of fiscal '25 revenue guidance is $8,850 million, reflecting an approximate 11% increase [21] - The midpoint of fiscal '25 EBITDA guidance is $4,685 million, indicating a 12% increase with an expected margin of around 52.9% [22][23] - Free cash flow for Q2 was approximately $340 million, lower than usual due to timing of interest and tax payments, with full year guidance unchanged at $2,300 million [38][39] Business Line Data and Key Metrics Changes - Commercial OEM revenues were flat year-over-year but grew by about 17% sequentially [26] - Commercial aftermarket revenue increased by approximately 13% compared to the prior year, with all submarkets experiencing positive growth [28] - Defense market revenue grew by approximately 9% compared to the prior year, with growth evenly distributed across OEM and aftermarket components [35] Market Data and Key Metrics Changes - Global revenue passenger kilometers (RPKs) were up 3.3% year-over-year, with IATA expecting traffic to reach 113% of 2019 levels in 2025 [32] - Domestic air traffic was up about 1% compared to 2024 and 8% compared to 2019, while international travel was up 4.9% compared to 2024 [34] Company Strategy and Development Direction - The company focuses on proprietary aerospace businesses with significant aftermarket content, aiming for private equity-like returns with public market liquidity [11][12] - Capital allocation priorities include reinvesting in businesses, pursuing accretive M&A, and returning capital to shareholders through share repurchases or dividends [16][17] - The company remains disciplined in its M&A approach, actively seeking opportunities that fit its model while maintaining a strong pipeline [15][100] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning for the remainder of fiscal '25, despite a dynamic macroeconomic environment [24][20] - The company does not anticipate significant headwinds from tariffs and is largely insulated due to its domestic manufacturing focus [20][43] - Management remains cautious about potential economic downturns but sees no current weakness in the commercial aftermarket order book [102] Other Important Information - The CEO announced retirement at the end of fiscal '25, with the Co-COO set to take over [4][6] - The company ended the quarter with a strong cash balance of over $2,400 million, providing significant liquidity for future opportunities [14][40] Q&A Session Summary Question: Comment on the acquisition interest in Jefferson from Boeing - The company was serious about the Jefferson business due to its high aftermarket content but maintained a disciplined approach to avoid overvaluation [48][49] Question: Will the company need to pass on tariff costs to customers? - The company does not expect significant impacts from tariffs and is focused on internal cost-saving measures [50] Question: Will share repurchases or special dividends become regular capital allocation? - The company views returning capital to shareholders as a priority and will consider special dividends or repurchases when appropriate [54] Question: Discuss the margin outlook for the second half of the year - Management acknowledged conservatism in guidance, with expectations for a potential margin step down due to mix shifts and other factors [59][72] Question: Are there any specific areas of strong bookings in defense? - The company noted uniform growth across all defense businesses, with no specific area dominating [67] Question: Any unusual pre-buy activity from airlines? - The company did not observe any significant pre-buy activity related to tariffs [80] Question: How is the M&A environment affected by market volatility? - The company remains active in evaluating targets but maintains a disciplined approach to acquisitions despite aggressive market multiples [100][115]

TransDigm Group (TDG) Q2 2025 Earnings Call May 06, 2025 11:00 AM ET Company Participants Jaimie Stemen - Director of Investor RelationsKevin Stein - President and CEOMichael Lisman - Co-Chief Operating OfficerSarah Wynne - Chief Financial OfficerRobert Stallard - PartnerScott Mikus - Director – Aerospace, Defense & Space ResearchKristine Liwag - Executive DirectorJoshua Korn - AVP - Equity ResearchSheila Kahyaoglu - Managing DirectorKen Herbert - Managing DirectorMyles Walton - Managing DirectorSeth Seifma ...

TransDigm Group (TDG) came out with quarterly earnings of $9.11 per share, beating the Zacks Consensus Estimate of $8.85 per share. This compares to earnings of $7.99 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.94%. A quarter ago, it was expected that this aircraft components maker would post earnings of $7.48 per share when it actually produced earnings of $7.83, delivering a surprise of 4.68%.Over the last four quarter ...