TransDigm's (TDG) Earnings Soared, So Why Did The Stock Sink?
TransDigm Group (NYSE:TDG) reported fiscal third quarter results on August 4, with net sales climbing 23% to $2,741 million and adjusted EPS up 13% to $10.87.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Titan Global Capital Clayton Gardner And Joe Percoco | 21,333 | $28,415,658 | +1% | 3.62% |
| 2. | Winton Capital Management David Harding | 9,180 | $12,228,127 | +29% | 0.4% |
| 3. | Long Path Partners William Brennan And Brian Nelson | 6,078 | $8,096,139 | -7% | 3.45% |
| 4. | Motley Fool Asset Management Bryan Hinmon | 3,855 | $5,135,014 | -15% | 0.2% |
| 5. | Walleye Capital Will England | 2,835 | $3,776,333 | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,285.00 | 1 | $1,285.00 | 366,142 | 2026-02-25 | Filing | |
| $1,284.26 | 950 | $1,220,047.76 | 3,259 | 2026-02-06 | Filing | |
| $1,344.76 | 104 | $139,855.07 | 1,954 | 2025-11-14 | Filing | |
| $1,342.93 | 384 | $515,686.46 | 1,850 | 2025-11-14 | Filing | |
| $1,341.49 | 521 | $698,916.50 | 1,466 | 2025-11-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,224.14 | 440 | $538,620.59 | 21,548 | 2026-07-20 | Filing | |
| $1,222.32 | 465 | $568,377.96 | 21,988 | 2026-07-20 | Filing | |
| $1,220.57 | 130 | $158,673.61 | 22,453 | 2026-07-20 | Filing | |
| $1,219.48 | 1,243 | $1,515,819.61 | 22,583 | 2026-07-20 | Filing | |
| $1,218.58 | 1,463 | $1,782,787.37 | 23,826 | 2026-07-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,871,505 | $6,489,038,774 | 0.1% | |
| 2. | 2,559,096 | $3,408,818,236 | 0.1% | |
| 3. | 1,709,129 | $2,276,697,104 | 1.12% | |
| 4. | 318,749 | $424,587,119 | 0.07% | |
| 5. | 203,419 | $270,962,245 | 0.73% |