Author Topic: TDG - Transdigm  (Read 119050 times)

walkie518

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Re: TDG - Transdigm
« Reply #360 on: June 13, 2017, 01:47:04 PM »
Warren represents the ugliest side of the current political discourse.  I don't understand why she has any credibility. 


Liberty

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Re: TDG - Transdigm
« Reply #361 on: August 08, 2017, 07:41:02 AM »
http://www.transdigm.com/investor-relations/news-releases/news-article/?myartid=2292486

Quote
Highlights for the third quarter include:

Net sales of $907.7 million, up 13.8% from $797.7 million;
Net income of $169.1 million, up 5.2% from $160.6 million;
Earnings per share of $3.08, up 6.9% from $2.88;
EBITDA As Defined of $442.9 million, up 15.4% from $383.9 million;
Adjusted earnings per share of $3.30, up 6.8% from $3.09; and
Reaffirms previously stated fiscal 2017 financial guidance.

There might be a new special dividend in the range of $1.0 billion to $1.25 billion.
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Liberty

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Jurgis

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Re: TDG - Transdigm
« Reply #363 on: August 23, 2017, 03:24:19 PM »
Will there be another article by shorts after divvie is paid? Get the popcorn!  8)
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Liberty

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Re: TDG - Transdigm
« Reply #364 on: November 09, 2017, 01:41:09 PM »
I haven't followed this one in a while, but something's appears to be going on (if anyone who's been following can give me a recap, I'd appreciate it). I think I'll dig a bit deeper tomorrow to see what this asset disposition because of the DoJ is about:
 
Fiscal Q4:

https://www.transdigm.com/investor-relations/news-releases/news-article/?myartid=2315782

Quote
Highlights for the fourth quarter and fiscal year include:

Fourth quarter net sales of $923.9 million, up 5.6% from $875.2 million;
Fourth quarter net income from continuing operations of $184.1 million, up 19.1% from $154.7 million;
Fourth quarter earnings per share from continuing operations of $2.21, down 20.2% from $2.77;
Fourth quarter EBITDA As Defined of $460.1 million, up 8.7% from $423.3 million;
Fourth quarter adjusted earnings per share of $3.48, up 5.8% from $3.29;

Fiscal 2017 net sales of $3,504.3 million, up 10.5% from $3,171.4 million;
Fiscal 2017 net income from continuing operations of $628.5 million, up 7.2% from $586.4 million;
Fiscal 2017 earnings per share from continuing operations of $8.45, down 18.7% from $10.39;
Fiscal 2017 EBITDA As Defined $1,710.6 million, up 14.4% from $1,495.2 million; and
Fiscal 2017 adjusted earnings per share of $12.38, up 7.7% from $11.49.

Quote
During the fourth quarter of 2017, TransDigm began the process of disposing of our Schroth operations in connection with an agreement with the Department of Justice.  Accordingly, the Schroth results are presented as discontinued operations, and as such, $10.1 million of net sales are excluded from continuing operations for the quarter and $24.6 million of net sales are excluded for the full fiscal year. Schroth was previously acquired in February 2017.

Quote
Fiscal 2017 net sales, which excludes $24.6 million from discontinued operations, rose 10.5% to $3,504.3 million from $3,171.4 million in the comparable period last year.  Organic net sales growth was 2.4%.

Update: Found Nick Howley's comments on the disposition and posted them here: https://twitter.com/LibertyRPF/status/928793285757427712
« Last Edit: November 10, 2017, 05:53:13 AM by Liberty »
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Liberty

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Liberty

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Spekulatius

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Re: TDG - Transdigm
« Reply #367 on: January 03, 2018, 06:12:29 AM »
CFO leaving, especially for such an outfit ( highly leveraged, lots of acquisitions), is potentially a big red flag.
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Liberty

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Re: TDG - Transdigm
« Reply #368 on: January 03, 2018, 10:56:46 AM »
CFO leaving, especially for such an outfit ( highly leveraged, lots of acquisitions), is potentially a big red flag.

The fact that he was coming from Cliffs in the first place had made me raise an eyebrow like Spock...
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matthylland

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Re: TDG - Transdigm
« Reply #369 on: February 13, 2018, 11:14:21 AM »
Has anyone been to TDG's annual meeting before? Is it interesting or worth a few hour drive?

Annual Meeting

MEETING DATE: March 20, 2018

For Holders as of: January 22, 2018