Ashar Jawad
Wed, May 6, 2026 astatine 9:36 AM CDT 2 min read
TransDigm Group Incorporated (NYSE:TDG) is among the 10 Best Large Cap Defense Stocks to Buy According to Hedge Funds. On May 5, the institution reported fiscal results for the 2nd 4th of fiscal 2026.
Net income grew 18% from the anterior twelvemonth to $2,544 million. Net income totalled $536 million, up 12% year-over-year, with the institution attributing the summation to higher sales, effectual usage of its value-driven operational strategy, and deferred compensation expenses. Adjusted EPS came successful astatine $9.85, up 8% from the aforesaid play successful fiscal 2025.
Given the beardown quarterly show and caller acquisitions of Jet Parts Engineering and Victor Sierra, TransDigm Group Incorporated (NYSE:TDG) said it was raising the full-year guidance astatine the midpoint for income by $420 million, adjusted EPS by $1.14, and EBITDA by $210 million.
Wall Street has a Moderate Buy standing connected TDG with an mean stock terms upside imaginable of 20%, arsenic of the adjacent of concern connected May 5. On the different hand, 79 hedge funds clasp a involvement successful the company, arsenic of Q4 2025, according to Insider Monkey’s database. This is up from 68 successful the anterior quarter, reflecting increasing organization interest.
TransDigm Group Incorporated (NYSE:TDG) manufactures engineered craft components for commercialized and subject aircraft.
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