VANCOUVER, British Columbia, Feb. 23, 2026 (GLOBE NEWSWIRE) -- TDG Gold Corp. (TSXV: TDG | OTCQX: TDGGF) (the “Company” or “TDG”) is pleased to announce the discovery of a new lens (4300 Zone) of volcanogenic massive sulphide (“VMS”) Cu-Zn-Au-Ag-Co1 mineralization located below the past producing Hidden Creek Mine, at its 100% owned Anyox Project located, in the Golden Horseshoe of British Columbia. The Hidden Creek Mine was discovered in 1901 and operated between 1914-1935, with reported historical product ...

Core Insights - The global backlog of unfilled aircraft orders exceeds 17,000 jets, with Boeing facing production delays that extend delivery timelines, resulting in an average fleet age of 15 years [1] - GE Aerospace and TransDigm Group are two major beneficiaries of this situation, each profiting in distinct ways [1] GE Aerospace - GE Aerospace has an installed base of approximately 80,000 commercial and military engines, generating service revenue of $24 billion in 2025, a 26% increase year-over-year, which constitutes 53% of total revenue [2] - Management projects $8.2 billion in free cash flow (FCF) for 2026, with FCF conversion exceeding 100%, and maintains a clean balance sheet compared to TransDigm's higher leverage [4] - GE trades at about 43 times estimated 2026 earnings, reflecting a market expectation of flawless execution and a pure-play razor-and-blade model [5] - GE generated $7.3 billion in free cash flow in fiscal 2025, with a gross margin of 36.64% and a dividend yield of 0.43% [10][11] TransDigm Group - TransDigm specializes in manufacturing thousands of small, mission-critical components for aircraft, holding a sole-source and proprietary position for many parts, which grants significant pricing power [6] - The company reported an operating margin of 47.2% in fiscal 2025, significantly higher than GE's 21.4%, and returned $5 billion to shareholders through special dividends [7] - TransDigm's leverage is more than four times that of GE, and its pricing model has faced regulatory scrutiny [7] - TransDigm produced $1.8 billion in free cash flow, with a forward price-to-earnings (P/E) ratio of approximately 32 times [11] Investment Considerations - GE is positioned as a safer investment option, appealing to those willing to pay a premium for stability, while TransDigm attracts investors seeking higher profitability despite its debt levels [12]

Core Insights - The focus on 'Big Picture' investment ideas has intensified in recent weeks, with discussions occurring almost daily [1] Group 1: Investment Strategy - Leo Nelissen is identified as a long-term investor and macro-focused strategist, emphasizing dividend growth and high-quality compounders [2] - The investment approach combines macro analysis with bottom-up stock research to identify businesses with strong cash-flow potential [2] Group 2: Analyst Disclosure - The analyst has disclosed a beneficial long position in several companies, including CNQ, UNP, CP, ODFL, AM, RTX, TDG, and GE [3]

Core Viewpoint - TransDigm Group (TDG) is a significant player in the aerospace industry, providing highly engineered aircraft components for both commercial and military sectors, with notable competitors like Honeywell and United Technologies [1] Stock Performance - As of February 8, 2026, Jefferies set a price target of $1,565 for TDG, indicating a potential upside of approximately 21.74% from its trading price of $1,285.53 [2][6] - TDG's stock price is currently $1,285.53, reflecting a 1.76% increase or $22.28, with a trading range today between $1,270.27 and $1,300.62 [4] - Over the past year, TDG's stock reached a high of $1,623.83 and a low of $1,183.60, with a market capitalization of approximately $72.6 billion [4][6] Technical Indicators - The Relative Strength Index (RSI) for TDG has fallen below 30, indicating that the stock is in oversold territory and may be poised for a price reversal [3][6] - Recent trading volume for TDG is 390,766 shares, suggesting active investor interest and supporting the potential for a trend reversal in the stock price [5]

Core Viewpoint - TransDigm Group Incorporated (NYSE:TDG) is recognized as one of the top American defense stocks to consider, despite recent adjustments in price targets and concerns over growth in aftermarket sales [1][8]. Financial Performance - For the first quarter of fiscal 2026, TransDigm reported net sales of $2.29 billion, reflecting a 14% increase year-over-year [4]. - Adjusted earnings per share (EPS) rose to $8.23 from $7.83 in the previous year [4]. - However, reported net income decreased by 9.7% to $445 million, attributed to rising interest expenses [4]. Analyst Insights - UBS has lowered its price target for TransDigm to $1,800 from $1,804 while maintaining a Buy rating, indicating confidence in the stock despite the price adjustment [1][8]. - The firm projects high single-digit growth driven by pricing power, increased flight activity, and content gains, with anticipated profit per share growth in the high teens [2]. Strategic Moves - TransDigm's strategy includes 'bolt-on' mergers and acquisitions, with recent acquisitions totaling approximately $3.2 billion, including Jet Parts Engineering and Victor Sierra Aviation Holdings [3]. Market Outlook - The company's projected profit for fiscal 2026 fell short of Wall Street estimates, leading to a 5% decline in shares during premarket trading [5]. - Rising raw material costs and increased interest expenses from acquisitions are pressuring the company's profit margins [5].

Core Viewpoint - TransDigm Group (TDG) has experienced a significant downtrend with an 8.7% decline over the past four weeks, but it is now in oversold territory, suggesting a potential turnaround as analysts expect better earnings than previously predicted [1]. Group 1: Technical Analysis - The Relative Strength Index (RSI) is a key technical indicator used to determine if a stock is oversold, with readings below 30 indicating oversold conditions [2]. - TDG's current RSI reading is 27.73, indicating that the heavy selling pressure may be exhausting itself, which could lead to a trend reversal [5]. Group 2: Fundamental Analysis - There is strong consensus among sell-side analysts regarding an increase in earnings estimates for TDG, with a 0.2% rise in the consensus EPS estimate over the last 30 days, which typically correlates with price appreciation [7]. - TDG holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the potential for a near-term turnaround [8].

Core Viewpoint - TransDigm Group Incorporated continues to demonstrate strong financial performance in the aerospace and defense equipment industry, with positive earnings and sales growth, despite a recent decline in stock price [1][6]. Financial Performance - The company reported an adjusted earnings per share (EPS) of $8.23 for Q1 fiscal 2026, exceeding the Zacks Consensus Estimate of $8.02 by 2.6% and showing a 5% increase from the previous year's EPS of $7.83 [2]. - Sales for the quarter reached $2.29 billion, a 14% increase from $2.01 billion in the prior-year period, and surpassed the Zacks Consensus Estimate of $2.25 billion by 1.4% [3]. - Organic sales growth of 7.4% contributed to a 9.3% rise in gross profit, despite increased interest expenses year over year [3]. Guidance and Market Reaction - Following strong financial results, the company has revised its fiscal 2026 guidance upwards, projecting net sales between $9.845 billion and $10.035 billion, along with a higher adjusted EPS [4]. - BMO Capital maintained its "Outperform" rating for TDG and raised its price target from $1,500 to $1,550, indicating strong confidence in the company's future performance [1][6]. - Despite these positive outcomes, TDG's stock experienced a 9.31% decrease, translating to a drop of $133.59, with a current market capitalization of approximately $73.32 billion [5][6].

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - TDG Gold Corp. has reported significant drilling results from its 2025 Phase I exploration program at the Aurora West Zone, indicating a growing scale of mineralization and potential for further discoveries in the Greater Shasta–Newberry Project [1][2][9] Exploration Results - The Aurora West Zone is now defined to approximately 1,000 meters of strike, with recent drilling extending mineralization at depth, including a notable step-out drill hole TDG25-020 that intersected mineralized intervals grading 1.02 grams per tonne (g/t) gold and 0.43% copper over 14.0 meters [2][3][4] - Drill hole TDG25-012 previously returned 1.30 g/t Au and 0.43% Cu over 88.0 meters, demonstrating the continuity and potential of the mineralized system [4][5] New Discoveries - A new area of interpreted porphyry-style alteration has been discovered approximately 600 meters north of the Aurora Complex, suggesting the potential for a larger porphyry system within the district [6][7] - The identification of broad intervals with strong alteration intensity enhances the exploration potential of the district, indicating that the Aurora Complex may be part of a much larger mineralized system [7][8] Future Plans - Follow-up exploration drilling is planned to further evaluate the newly interpreted porphyry-style zone, with the company currently operating two drill rigs in the GSN/Aurora West Zone area [8][15] - The 2026 winter drilling program may temporarily focus on upgrading and expanding the Shasta epithermal gold-silver mineral resource due to operational restrictions in certain areas [15][16] Mineral Resource Estimate - The Shasta mineral resource estimate indicates significant potential, with the indicated resource showing 15.169 million tonnes at an average grade of 1.13 g/t gold and 31.2 g/t silver [18][20] - The Shasta deposit remains open along strike and at depth, with multiple target areas identified for further exploration [17][36]

Financial Performance - Net sales for the thirteen-week period ended December 27, 2025, were $2,285 million, a 13.9% increase from $2,006 million in the same period last year[10] - Gross profit increased to $1,352 million, up 9.5% from $1,235 million year-over-year[10] - Net income attributable to TD Group was $445 million, a decrease of 9.8% compared to $493 million in the prior year[10] - Earnings per share attributable to TD Group common stockholders decreased to $6.62 from $7.62, reflecting a 13.1% decline[10] - Total segment EBITDA for the same period was $1,221 million, compared to $1,113 million in the prior year, reflecting an increase of about 9.7%[78] - Income from continuing operations before income taxes for the thirteen-week period was $572 million, down from $619 million year-over-year, a decrease of approximately 7.6%[10] Cash Flow and Investments - Net cash provided by operating activities was $832 million, an increase of 10.7% from $752 million in the same period last year[14] - The company reported a net cash used in investing activities of $973 million, significantly higher than $24 million in the prior year, primarily due to acquisitions[14] - Capital expenditures for the period were $60 million, compared to $42 million in the prior year, reflecting ongoing investment in growth[14] - The company recognized stock-based compensation expense of $28 million for the thirteen-week period ended December 27, 2025, compared to $35 million in the prior year, a decrease of 20%[14] Acquisitions - The Company entered into a definitive agreement to acquire Jet Parts Engineering and Victor Sierra Aviation Holdings for approximately $2.2 billion in cash, expected to be financed using existing cash and additional debt capacity[22] - The acquisition of Stellant Systems, Inc. was agreed upon for approximately $960 million in cash, also to be financed through existing cash and additional debt capacity[26] - The Company completed the acquisition of Simmonds Precision Products, Inc. for approximately $757 million in cash, financed through existing cash on hand[29] - For the thirteen-week period ended December 27, 2025, the Company completed several acquisitions for a total aggregate purchase price of $151 million in cash, financed through existing cash on hand[33] Assets and Liabilities - As of December 27, 2025, total assets were $23,757 million, an increase from $22,909 million as of September 30, 2025, representing a growth of approximately 3.7%[79] - The company’s total debt as of December 27, 2025, was $29,322 million, with a current portion of $125 million[56] - Total inventories increased to $2,373 million from $2,095 million as of September 30, 2025, with raw materials and purchased component parts at $1,458 million[53] - Goodwill increased to $11,075 million as of December 27, 2025, from $10,612 million at the end of the previous quarter, with $449 million in goodwill acquired during the period[54] Tax and Regulatory Matters - The effective income tax rate for the thirteen-week period ended December 27, 2025, was 22.2%, up from 20.4% in the same period last year, primarily due to a less significant benefit associated with share-based payments[58] - The company reported unrecognized tax benefits as not material as of December 27, 2025[60] - The company is currently under examination for its federal income taxes in Canada, France, and Germany for various fiscal years[59] Risk Management - The company has entered into interest rate collar agreements with a notional amount of $2,750 million to manage interest rate risk, establishing a floor and ceiling for the three-month Term SOFR rate[69] - The company’s risk management program utilizes derivative financial instruments to hedge against foreign currency and interest rate risks, without entering into transactions for trading purposes[66] - The company has outstanding foreign currency forward exchange contracts to sell U.S. dollars with notional amounts of $89 million, with a maximum duration of nine months[73] Stock Repurchase - The company repurchased 85,212 shares of common stock at an average price of $1,249.73 per share, totaling $106 million, with $5,681 million remaining available for repurchase under the existing stock repurchase program[52][51] - The company has authorized an additional $5.0 billion in share repurchases under its existing stock repurchase program, which has no expiration date[51] Segment Reporting - The Company adopted ASU 2023-07 for segment reporting, which expands disclosures about reportable segments and is effective for annual periods beginning after December 15, 2023[19] - The company’s segments are organized into Power & Control, Airframe, and Non-aviation, with performance evaluated using EBITDA As Defined[74]