Transdigm Group Incorporated (TDG)

Nov 12, 2026

TDG Gold Corp. announced a binding agreement to sell an initial 51% ownership interest in its Aurora West Property to Freeport-McMoRan Mineral Properties Canada Inc. for C$110 million in cash. The deal also includes an earn-in option allowing Freeport to acquire additional interests by funding C$80 million in expenditures and making a C$40 million cash payment. This transaction is expected to strengthen TDG's treasury, fund the advancement of its Shasta project, and provide continued exposure to the Aurora West Property's potential through a joint venture.

Nov 12, 2026

TDG Gold Corp. (TSXV: TDG) announced a binding agreement to sell a 51% interest in its Aurora West project to Freeport-McMoRan Mineral Properties Canada Inc. for C$110 million in cash. The transaction also includes earn-in rights for Freeport to acquire additional interests by funding C$80 million in expenditures and making a C$40 million cash payment, while TDG retains its Shasta and Baker properties. This move aims to strengthen TDG's treasury, advance the Shasta project, and provide continued exposure to Aurora West's potential upside through the joint venture framework.

Nov 11, 2026

Citigroup has increased its price target for EPAM Systems (NYSE:EPAM) from $140 to $172, while maintaining a neutral rating, implying a potential upside of approximately 5.1%. This adjustment comes after EPAM Systems reported better-than-expected quarterly earnings and revenue, with an EPS of $3.51 against an estimated $3.41 and revenue of $1.43 billion, surpassing the $1.42 billion consensus. Despite mixed analyst ratings, with an average target of $145.87, Needham & Company LLC holds a more optimistic outlook with a $200 target and a "buy" rating.

Nov 11, 2026

Shares of TransDigm Group Inc. (TDG) rose 1.59% to $1,245.00 on Wednesday, outperforming the broader stock market, which also experienced a strong trading session. The S&P 500 Index increased by 1.31% and the Dow Jones Industrial Average rose by 0.49%. This marked the fourth consecutive day of gains for TransDigm Group Inc. stock.

Nov 11, 2026

TransDigm Group Inc. reported strong Q4 and full-year fiscal 2026 results, exceeding revenue and EBITDA guidance with double-digit growth across all major end markets. The company highlighted robust free cash flow, significant capital deployment in M&A and share repurchases, and provided optimistic guidance for fiscal 2027 despite some margin dilution from acquisitions and a projected slowdown in commercial aftermarket growth. Management also addressed concerns regarding supply chain, debt, and regulatory risks, affirming confidence in its capital allocation strategy and intrinsic value.

Nov 11, 2026

TransDigm Group (TDG) reported a strong Q4 2026, with net sales up 23% to $2.988 billion and adjusted EPS growing 15% to $12.44. The company deployed over $7 billion in capital through M&A and share repurchases, and provided fiscal 2027 revenue guidance of $11.95 billion to $12.15 billion, anticipating continued growth across all major end markets. Management expressed confidence in delevering to below 5x net debt-to-EBITDA by the end of fiscal 2027 and maintaining significant M&A capacity.

Nov 10, 2026

TransDigm Group reported better-than-expected fiscal fourth-quarter 2026 results with adjusted earnings of $12.44 per share and revenue of $2.99 billion, driven by strong commercial aerospace demand. However, net income fell due to higher interest and tax expenses, and profit margins narrowed. The company's fiscal 2027 outlook forecasts adjusted earnings below analyst estimates and signals continued pressure on profit margins, with the adjusted EBITDA margin expected to further narrow.

Nov 10, 2026

Fulcrum Asset Management LLP significantly increased its stake in Transdigm Group Incorporated (NYSE:TDG) by purchasing an additional 2,142 shares, bringing its total holdings to 3,240 shares valued at $3,563,000. Other institutional investors also adjusted their positions in the aerospace company. Despite some insider selling activity, Transdigm Group holds an average analyst rating of "Hold" with a consensus target price of $1,428.40.

Nov 10, 2026

OceanFirst Bank has appointed Andrew “Andy” Bregenzer as president of commercial banking and Eric R. Howell as president of premier banking to drive commercial banking growth. Both executives bring over 30 years of experience and will report to Joseph J. Lebel III, president and COO, joining the bank's senior leadership team. This strategic move aims to strengthen the bank's commercial banking platform across the Northeast and Mid-Atlantic regions.

Nov 10, 2026

This article highlights several stocks to watch on Tuesday, November 10, 2026, as U.S. stock futures trade mixed. Key companies include TransDigm Group (NYSE: TDG), expected to report strong quarterly earnings, Babcock & Wilcox Enterprises (NYSE: BW), which saw a significant jump after beating sales estimates, and Take-Two Interactive Software (NASDAQ: TTWO), which reported upbeat second-quarter financial results. Sally Beauty Holdings (NYSE: SBH) and Alcon AG (NYSE: ALC) are also covered, with their respective earnings expectations.

Nov 9, 2026

This article previews upcoming earnings reports for several major companies, including Petrobras and TransDigm Group, scheduled for Tuesday. Investors will be scrutinizing whether Petrobras's strong production can offset energy price pressures, and if TransDigm's robust aftermarket demand can sustain its growth and guidance. Other companies like Honda Motor, Sea, Vodafone Group, Venture Global, Alcon, Ecopetrol, CoreWeave, and Telefonica Brasil also have key reports that will influence their stock performance.

Nov 9, 2026

This article compares the iShares U.S. Aerospace & Defense ETF (ITA) and the State Street SPDR S&P Aerospace & Defense ETF (XAR), highlighting their differing investment strategies. While both offer exposure to military and commercial aviation, ITA heavily concentrates on industry giants, making it more susceptible to a few companies' performance. XAR, conversely, uses a modified equal-weighting approach, spreading investments more evenly across large, mid, and small-cap companies, which may offer a more balanced long-term investment given evolving defense budgets and commercial aviation demand.

Nov 8, 2026

International Assets Investment Management LLC has acquired a new stake in Textron Inc. (NYSE:TXT), purchasing 50,000 shares valued at approximately $3.81 million in the third quarter. This move comes as Textron reported strong quarterly EPS of $1.76, surpassing analyst estimates, despite revenue slightly missing forecasts. Analysts currently hold a consensus "Hold" rating for Textron with an average price target of $101.09.

Nov 6, 2026

TransDigm Group is expected to report robust fourth-quarter results on November 10, with analysts forecasting earnings per share of $12.21 on revenue of $2.95 billion. This would represent significant year-over-year growth, driven by strong aerospace demand and the company's proprietary product strategy. Investors will be watching for management commentary on 2027 demand visibility, particularly across commercial OEM, commercial aftermarket, and defense channels.

Nov 4, 2026

Valaris Limited (NYSE:VAL) filed its Q3 2026 Form 10-Q report with the SEC on November 3, 2026, for the period ending September 30, 2026. The report confirmed 69,443,058 common shares outstanding as of October 29, 2026, and the company's status as a large accelerated filer. It also detailed the pending business combination with Transocean Ltd., highlighting associated risks and forward-looking statements.

Nov 4, 2026

The province of B.C. has seized seven bank and investment accounts belonging to a Nanoose Bay couple, David and Leslie Finn, on allegations of insider trading. The couple is suspected of buying $685,000 worth of shares in Sabina Gold and Silver Corp. based on privileged information before its acquisition by B2Gold Corp. The Canadian Investment Regulatory Organization and the RCMP flagged unusual trading activity, leading to a civil forfeiture lawsuit.

Nov 4, 2026

EPAM Systems (NYSE:EPAM) has received a consensus "Hold" rating from seventeen brokerages, with an average twelve-month price target of $122.53. The company recently reported quarterly earnings of $3.38 per share, exceeding estimates, and revenue of $1.41 billion, matching expectations. While some analysts lowered price targets, Citigroup raised its target to $140.00, and institutional investors have been modifying their holdings in the stock.

Nov 3, 2026

Howmet Aerospace (HWM) stock rose 6.9% on Monday, November 2, 2026, outperforming the S&P 500, which fell 0.5%. This gain followed strong third-quarter results that beat analyst estimates for both adjusted earnings per share and revenue, and the company also raised its full-year guidance for 2026 and provided an initial outlook for 2027. While Howmet's peers in the Industrials sector also saw gains that day, Howmet's rise was the largest, showing a strong reaction to its positive financial performance.

Nov 3, 2026

Sumitomo Mitsui Trust Group Inc. reduced its stake in Transdigm Group Incorporated by 35.7% in the third quarter, selling 64,782 shares and now owning 116,623 shares valued at $126.26 million. Several other institutional investors also adjusted their positions in the aerospace company. Additionally, insider transactions show Director W. Howley and COO Joel Reiss selling shares, while analysts have a "Hold" consensus rating with an average target price of $1,428.40.

Oct 30, 2026

FTAI Aviation (FTAI) stock rose 17.3% following its third-quarter earnings report, which included an earnings per share beat and the announcement of a $500 million accelerated share repurchase program, doubling its total buyback authorization to $1.0 billion. Despite missing revenue estimates, the significant buyback and a 15% increase in adjusted EBITDA for the quarter fueled investor confidence. The company also maintained its adjusted EBITDA guidance for 2026 and 2027.

Oct 30, 2026

Mid Penn Bank has appointed Christopher Nestore as its new Senior Executive Vice President and Chief Risk Officer. Nestore brings 30 years of financial services experience in enterprise risk, regulatory remediation, audit, governance, and controls, most recently serving at TD Bank. He will lead the bank's enterprise risk management function, reporting to President and CEO Rory Ritrievi, as the bank aims to grow beyond $10 billion in assets.