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CLEVELAND, OH—Robert J. Small, a director at TransDigm Group Inc. (NYSE:TDG), a $74.8 billion market cap aerospace component manufacturer with impressive gross margins of 60%, recently executed a significant series of stock sales. According to a Form 4 filing with the Securities and Exchange Commission, Small sold shares worth approximately $80.6 million. The transactions occurred on March 6 and March 7, 2025, with prices per share ranging from $1,336.989 to $1,352.95.
The sales involved multiple transactions conducted through Stockbridge Partners LLC and Stockbridge Fund, L.P., entities with which Small is affiliated. Following these transactions, Small maintains ownership of 97,665 shares through Stockbridge Partners LLC and 522,620 shares through Stockbridge Fund, L.P.
These transactions are part of regular financial activities and reflect strategic decisions made by Small regarding his holdings in TransDigm Group, a leading manufacturer of aircraft components. Investors and stakeholders are advised to consider these developments as part of the broader market dynamics affecting TransDigm Group Inc.
In other recent news, TransDigm Group Incorporated reported its first-quarter earnings, revealing adjusted earnings per share of $7.83, which surpassed analyst expectations of $7.64. However, the company’s revenue of $2.01 billion fell slightly short of the estimated $2.02 billion, marking a 12.1% year-over-year increase. The company’s EBITDA As Defined rose by 16.3% to $1.06 billion, with margins expanding to 52.9% from the previous year’s 51.0%. TransDigm reaffirmed its revenue guidance for fiscal 2025, projecting between $8.75 billion and $8.95 billion, aligning with analyst expectations. Additionally, the company slightly increased its adjusted EPS outlook to a range of $35.51 to $37.43.
In other developments, UBS upgraded TransDigm’s stock rating from Neutral to Buy, raising the price target to $1,595. The upgrade is based on the expectation of stable aftermarket growth and significant margin expansion. UBS anticipates a 10-11% growth in the aftermarket sector, exceeding market forecasts. Furthermore, TransDigm held its Annual Meeting of Shareholders, where all ten director nominees were re-elected, and Ernst & Young LLP was ratified as the independent auditor for fiscal year 2025. The company’s recent actions reflect shareholder confidence in its governance and financial practices.
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