{"filings":[{"id":91812,"accession_number":"0001260221-26-000039","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransDigm Q2 sales $2.54B (+18% YoY), raises FY2026 guidance on strong base performance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $2,544M (+18% YoY); net income $536M, EPS $9.20 (+12% YoY).","Adjusted EPS $9.85 (+8% YoY); EBITDA As Defined $1,337M, margin 52.6%.","Raised FY2026 guidance: sales ~$10,360M, EBITDA ~$5,420M, adj. EPS ~$39.52 (midpoints).","Completed $2.2B acquisitions of Jet Parts Engineering and Victor Sierra on April 7.","Share repurchases $905M YTD; issued $3.2B new debt to fund deals and for general purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":15.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":4828000000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91811,"accession_number":"0001193125-26-161564","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-04-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"TransDigm closes $1.5B incremental debt raise for Stellant acquisition and $800M share repurchases","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $500M of 6.125% Senior Subordinated Notes due 2034 at 100.375% of par.","Incurred $1.0B of new Tranche N term loans at SOFR + 2.50% with 0.125% OID.","Net proceeds to fund purchase of Stellant Systems and replenish cash for March 2026 $800M buyback.","New notes are additional issuance of existing 6.125% notes; rank senior subordinated.","Credit agreement amended to add $1B incremental term loans; no change to existing covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91810,"accession_number":"0001260221-26-000036","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-04-15T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"TransDigm prices $1.5B debt to fund Stellant Systems acquisition and $800M buyback","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $500M additional 6.125% senior subordinated notes due 2034 at 100.375% of par.","Expects to incur $1B of new tranche N term loans maturing February 2033.","Net proceeds with cash will fund purchase of Stellant Systems and ~$800M of March 2026 share repurchases.","Offering of New Notes expected to close April 17, 2026, subject to customary conditions.","Credit Agreement Amendment for term loans is not conditioned on note offering closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91809,"accession_number":"0001260221-26-000033","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-04-14T23:59:59+00:00","items":["2.02","7.01"],"status":"ready","headline":"TransDigm Group reports preliminary Q2 sales ~$2.54B, plans $1.25B debt offering for acquisition and buybacks","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Preliminary net sales for 13 weeks ended March 28, 2026 estimated at $2,540M-$2,545M.","Preliminary EBITDA As Defined estimated at $1,330M-$1,335M.","TransDigm Inc. plans $250M new senior subordinated notes and $1B new term loans.","Proceeds to fund Stellant Systems acquisition and $800M share repurchases completed in March 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91808,"accession_number":"0001260221-26-000031","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-04-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TransDigm completes $2.2B acquisition of Jet Parts Engineering and Victor Sierra Aviation","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Completed acquisition of two aerospace aftermarket companies for ~$2.2B in cash, including tax benefits.","Combined revenue of acquired companies was approximately $280 million for calendar year 2025.","Jet Parts Engineering (~300 employees) and Victor Sierra Aviation (~400 employees) to join TransDigm.","Deal financed via cash on hand and proceeds from February 2026 debt offerings.","Transaction previously announced on January 16, 2026; no updated regulatory conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102161,"accession_number":"0001260221-26-000028","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"TransDigm stockholders elect 10 directors, ratify Ernst & Young, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 10 director nominees elected at annual meeting; lowest support was Gary McCullough with 46.2M FOR vs 4.0M withheld.","Ratification of Ernst & Young as auditor passed with 51.6M FOR (97.7% of votes cast).","Advisory say-on-pay proposal approved with 48.6M FOR (96.8% of votes cast)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102160,"accession_number":"0001193125-26-051416","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-02-13T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"TransDigm raises $2.0B debt ($1.2B notes + $800M term loans) to fund three acquisitions","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.2B of 6.125% senior subordinated notes due 2034 issued at par.","$800M tranche N term loans added; interest at Term SOFR + 2.50%.","Proceeds to fund acquisitions of Stellant Systems, Jet Parts Engineering, and Victor Sierra Aviation.","Notes mature July 31, 2034; term loans mature February 13, 2033.","Pro forma leverage covenants: net leverage ≤ 7.25x, secured net debt ≤ 5.00x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102159,"accession_number":"0001260221-26-000025","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"TransDigm prices $1.2B notes at 6.125%, plans $800M loan for acquisitions","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $1.2B of 6.125% Senior Subordinated Notes due 2034 at 100% of principal amount.","Expects to incur up to $800M new tranche N term loans maturing Feb 2033 via credit amendment.","Net proceeds plus cash on hand to fund acquisitions of Stellant Systems, Jet Parts, Victor Sierra.","Notes offering expected to close February 13, 2026, subject to customary conditions.","Notes and guarantees offered under Rule 144A/Reg S; not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102158,"accession_number":"0001260221-26-000020","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"TransDigm plans $2B debt offering to fund acquisitions of Stellant Systems, Jet Parts, Victor Sierra","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Plans $1B senior subordinated notes and $1B incremental term loans (Tranche N) concurrently.","Net proceeds plus cash on hand to fund purchases of Stellant Systems, Jet Parts Engineering, and Victor Sierra Aviation.","Notes offered via Rule 144A/Reg S; term loans via Credit Agreement Amendment No. 20.","Closings of note offering and term loan amendment are not conditioned on each other.","Offers subject to market conditions; no assurance of completion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102157,"accession_number":"0001260221-26-000015","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransDigm Q1 revenue up 14% to $2.285B, raises FY2026 guidance; announces $3.2B in acquisitions","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.285B (+14% YoY), adjusted EPS $8.23 (+5% YoY); GAAP net income $445M (-9.7% due to higher interest).","EBITDA As Defined $1.197B (52.4% margin); organic sales growth 7.4%.","Raises FY2026 guidance: revenue $9.845–10.035B, adj. EPS $37.42–39.34, EBITDA As Defined $5.14–5.28B.","Post quarter-end, agreed to acquire Stellant ($960M) and JPE/VSA ($2.2B) – total ~$3.2B in cash.","Repurchased 85K shares for ~$0.1B at avg $1,250/share."],"consensus_eps_estimate":null,"consensus_eps_actual":6.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":2285000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":102156,"accession_number":"0001260221-26-000002","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-01-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TransDigm acquires Jet Parts Engineering & Victor Sierra Aviation for ~$2.2B cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of two PMA parts companies from Vance Street Capital for $2.2B in cash, including tax benefits.","Targets collectively generated ~$280M revenue in CY2025; JPE (~300 employees) and VSA (~400 employees).","Deal expected to create equity value consistent with TransDigm's private-equity-like return objectives.","Subject to U.S. regulatory approval and customary closing conditions; no closing timeline given.","Nearly 100% commercial aftermarket revenue; fits TransDigm's model of proprietary aerospace parts."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118471,"accession_number":"0001260221-25-000084","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-12-31T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TransDigm acquires Stellant Systems for ~$960M in cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["TransDigm (NYSE:TDG) agrees to buy Stellant Systems from Arlington Capital Partners for approx. $960M cash, including tax benefits.","Stellant is a designer/manufacturer of high-power electronic components for aerospace/defense, with ~$300M expected 2025 revenue.","About 50% of Stellant revenue is aftermarket; nearly all from proprietary products, adding new products/services to TransDigm portfolio.","Stellant employs ~950 people across four U.S. facilities: Torrance, Williamsport, Melville, and Topsfield.","Transaction is subject to U.S. regulatory approvals and customary closing conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118470,"accession_number":"0001260221-25-000078","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransDigm Q4 net sales up 12% to $2.44B; EPS $7.75; FY2026 guidance issued","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $2,437M (+12% YoY); net income $609M (+30%); GAAP EPS $7.75 (+34%).","Adjusted EPS $10.82 (+10%); EBITDA As Defined $1,320M, margin 54.2% (+160 bps).","FY2026 guidance: net sales $9,750M–$9,950M; EBITDA As Defined $5,075M–$5,225M.","Paid $5.2B special dividend ($90/share) funded by $5.0B new debt and cash.","Completed acquisition of Simmonds Precision Products from RTX on Oct 6, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":32.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":8831000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118469,"accession_number":"0001260221-25-000068","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"TransDigm appoints CEO Michael Lisman and former EVP Peter Palmer to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board appointed Michael Lisman (President & CEO) and Peter Palmer (former EVP, retired Dec 2024) as directors, effective Oct 23, 2025.","Lisman has served as CEO and previously as Co-COO, CFO, and led M&A; Palmer brings 24-year TransDigm tenure and operational/M&A expertise.","Neither director was assigned to any board committees; no related-party transactions under Item 404(a) reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118468,"accession_number":"0001260221-25-000065","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-10-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TransDigm completes $765M acquisition of Simmonds Precision from RTX","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of Simmonds Precision Products (fuel & proximity sensing, structural health monitoring) closed for ~$765M cash.","Deal financed entirely through cash on hand; previously announced on June 30, 2025.","Simmonds expected to generate ~$350M revenue in 2025; ~40% from aftermarket, nearly all proprietary products.","Simmonds employs ~900 people, headquartered in Vergennes, Vermont.","RTX Corporation (NYSE: RTX) sold the Goodrich Corporation business unit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118467,"accession_number":"0001260221-25-000063","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-10-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"TransDigm CEO Stein retires, Lisman takes over; consulting deal includes option surrenders","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin Stein retired as President & CEO on Sept 30, 2025; Michael Lisman succeeded him.","Stein remains on Board and entered a 24-month consulting agreement at $25,000/month.","Stein forfeits 100% of FY25/FY24 and 20% of FY23 stock option grants; remaining options continue to vest.","Consulting agreement effective Oct 1, 2025, for up to 24 months to support transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118466,"accession_number":"0001260221-25-000061","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Mike Lisman becomes TransDigm CEO effective Oct 1, 2025; Kevin Stein retires","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mike Lisman appointed President and CEO, succeeding Kevin Stein who retired Sept 30, 2025.","Lisman previously served as Co-COO since May 2023; prior roles include CFO and M&A lead.","Second Amended and Restated Employment Agreement with Lisman executed Oct 1, 2025.","Stein remains as advisor through March 31, 2026 and continues as Board member."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134922,"accession_number":"0001193125-25-206768","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-09-18T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"TransDigm reprices $1.69B term loans, extends $1.86B to 2030 at lower margin","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repriced $1,686M of existing Term K loans: margin cut from SOFR+2.75% to SOFR+2.25%.","Amended/extended $1,857M of Term I loans to March 2030; margin reduced to SOFR+2.25%.","Issued $394M New Tranche K Refinancing Term Loans to prepay non-converted existing loans.","All New Tranche K Term Loans bear interest at Term SOFR plus 2.25%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134921,"accession_number":"0001193125-25-183753","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-08-20T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"TransDigm declares $90/share special dividend, raises $5B in new debt","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Special cash dividend of $90.00 per share; record date Sept 2, 2025; payment date Sept 12, 2025.","Issued $500M 6.25% senior secured notes due 2034, $2B 6.75% senior subordinated notes due 2034, and $2.5B term loans at SOFR+2.5% due 2032.","Proceeds from debt offering, plus cash on hand, will fund the special dividend and related fees.","CEO Kevin Stein stated the payout is part of ongoing balance sheet management to deliver returns comparable to private equity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134920,"accession_number":"0001260221-25-000059","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-08-13T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"TransDigm prices $5B debt, up from $4B, to fund $5B special dividend","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $5B total new debt: $2.5B in notes (6.250% secured 2034, 6.750% subordinated 2034) and $2.5B in new term loans maturing Aug 2032.","Special cash dividend of approximately $5B to common stockholders and option holders funded by proceeds.","Offerings upsized from previously announced $4B initial debt amount.","Note offerings expected to close Aug 19, 2025; term loan amendment concurrent but not cross-conditioned."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134919,"accession_number":"0001260221-25-000053","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"TransDigm plans $4B debt raise to fund $4.3B special cash dividend","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Plans to issue $1.5B senior secured notes, $1.0B senior subordinated notes, and $1.5B new term loans.","Net proceeds plus cash on hand will fund a special dividend of ~$4.3B to common stockholders.","Offers are concurrent but not cross-conditioned; closings subject to market conditions.","Notes will be guaranteed by TransDigm Group and certain subsidiaries; offered in private placements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134918,"accession_number":"0001260221-25-000050","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"TransDigm appoints Patrick J. Murphy as Co-COO alongside Joel B. Reiss","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Patrick J. Murphy appointed Co-Chief Operating Officer effective August 5, 2025.","Murphy will serve alongside current Co-COO Joel B. Reiss.","Murphy was an Executive VP at TransDigm for the past six years.","Prior to that, he was President at HarcoSemco, a TransDigm subsidiary.","No reportable family relationships or related party transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134917,"accession_number":"0001260221-25-000049","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransDigm Q3 sales up 9% to $2,237M; raises FY EBITDA midpoint guidance by $40M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $2,237M (+9% YoY), net income $493M (+7%), adjusted EPS $9.60 (+7%).","EBITDA As Defined $1,217M (+11.5%), margin 54.4% vs 53.3% a year ago; raised FY EBITDA midpoint by $40M.","Announced agreement to acquire Simmonds from RTX for $765M cash; completed Servotronics buy for $47/share.","Issued $2.65B of 6.375% senior sub notes due 2033, proceeds to redeem $2.65B 5.5% notes due 2027.","Repurchased $131M of stock in Q3 at avg $1,240.91; FY25 sales guidance lowered $60M at midpoint."],"consensus_eps_estimate":null,"consensus_eps_actual":24.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":6394000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134916,"accession_number":"0001260221-25-000042","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"TransDigm board director Jorge Valladares III resigns effective July 25, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Resignation due to new professional obligations at another organization.","Valladares confirmed no disagreement with Company's operations, policies, or practices.","No replacement director has been named in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134915,"accession_number":"0001260221-25-000039","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-07-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"TransDigm General Counsel, Chief Compliance Officer, and Secretary Jessica L. Warren departs effective July 7, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jessica L. Warren ceased as General Counsel, Chief Compliance Officer, and Secretary on July 7, 2025.","No replacement has been announced; remaining officer team structure unchanged.","Ms. Warren receives termination without cause benefits under her stock awards and employment agreement.","Company expresses appreciation for Ms. Warren's contributions during her tenure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151872,"accession_number":"0001260221-25-000037","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TransDigm agrees to acquire Simmonds Precision Products from RTX for $765M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of Simmonds Precision Products from RTX for ~$765M in cash, including tax benefits.","Simmonds expected to generate ~$350M revenue in CY2025; ~40% from aftermarket, nearly all proprietary products.","Transaction financed through existing cash on hand; subject to US regulatory approvals and customary conditions.","Simmonds employs ~900 people, designs fuel & proximity sensing and structural health monitoring solutions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151871,"accession_number":"0001193125-25-123144","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"TransDigm issues $2.65B 6.375% notes due 2033 to redeem 5.5% notes due 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $2,650M aggregate principal of 6.375% Senior Subordinated Notes due 2033 at 99.225% issue price.","Interest payable semiannually on May 31 and Nov 30, beginning Nov 30, 2025; notes mature May 31, 2033.","Net proceeds plus cash on hand will redeem all outstanding 5.500% Senior Subordinated Notes due 2027.","Notes are senior subordinated obligations guaranteed by TransDigm Group and certain restricted subsidiaries.","Indenture includes customary covenants and events of default, with change-of-control and asset-sale repurchase provisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151870,"accession_number":"0001260221-25-000033","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"TransDigm prices $2.65B of 6.375% senior subordinated notes due 2033","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $2,650 million aggregate principal of 6.375% Senior Subordinated Notes due 2033 at 99.225% of par.","Proceeds will redeem all outstanding 5.500% Senior Subordinated Notes due 2027 plus fees.","Offering expected to close May 20, 2025, subject to customary closing conditions.","Notes guaranteed by TransDigm Group and certain issuer subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151869,"accession_number":"0001260221-25-000031","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"TransDigm plans $2.65B senior subordinated notes offering to redeem 5.500% notes due 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering $2,650M aggregate principal amount of senior subordinated notes via private placement under Rule 144A/Reg S.","Net proceeds plus cash on hand will redeem all outstanding 5.500% Senior Subordinated Notes due 2027.","Notes guaranteed by TransDigm Group and certain direct/indirect subsidiaries of TransDigm Inc.","Offering subject to market and other conditions; notes not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151868,"accession_number":"0001260221-25-000025","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"TransDigm CEO Kevin Stein to retire Sept 30, 2025; COO Mike Lisman named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin Stein retires as President & CEO effective Sept 30, 2025; will remain as advisor through March 2026 and continue on board.","Mike Lisman, current Co-COO, appointed President & CEO; previously served as CFO and led M&A at TransDigm.","Chairman cites planned succession following Stein's ~11-year tenure generating shareholder value.","Lisman holds B.S. in aerospace engineering from Notre Dame and MBA from Harvard Business School."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151867,"accession_number":"0001260221-25-000024","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransDigm Q2 EPS $8.24, revenue $2.15B (+12%); reaffirms FY25 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2,150M (+12% YoY); net income $479M (+19%); GAAP EPS $8.24.","Adjusted EPS $9.11 (+14%); EBITDA As Defined $1,162M (+14%), margin 54.0%.","Reaffirmed FY2025 outlook: revenue $8,750–8,950M, adj. EPS $35.51–37.43.","Returned $53M via buybacks in Q2; post-quarter repurchased additional $131M."],"consensus_eps_estimate":null,"consensus_eps_actual":15.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":4156000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170731,"accession_number":"0001260221-25-000017","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-03-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"TransDigm shareholders re-elect all 10 directors, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 10 director nominees re-elected at March 6 annual meeting.","Ernst & Young ratified as auditor for FY2025 with 51.2M for, 1.2M against.","Advisory say-on-pay approved with 47.5M for, 2.7M against.","Broker non-votes of 2.1M recorded on director and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170730,"accession_number":"0001260221-25-000012","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransDigm Q1 net sales up 12% to $2.01B; adjusted EPS $7.83 beats prior year $7.16; reaffirms FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2,006M (+12% YoY); net income $493M (+29%); diluted EPS $7.62 (+56%).","Adjusted EPS $7.83 vs $7.16 a year ago (+9%); EBITDA As Defined $1,061M (+16%), margin 52.9% (+190 bps).","Repurchased 252,800 shares for ~$316M at avg price $1,248.65 during the quarter.","FY2025 guidance reaffirmed: sales $8,750–$8,950M, EBITDA As Defined $4,615–$4,755M, adjusted EPS $35.51–$37.43.","Commercial aftermarket growth seen in high single-digit to low double-digit %; defense growth high single-digit %."],"consensus_eps_estimate":null,"consensus_eps_actual":7.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":2006000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187699,"accession_number":"0001260221-24-000082","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransDigm Q4 revenue up 18% to $2.185B; FY2025 guidance implies 11.5% sales growth at midpoint","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $2,185M (+18% YoY), net income $468M (+13%), EBITDA As Defined $1,149M (+19%), margin 52.6%.","FY2024 revenue $7,940M (+21%), net income $1,715M (+32%), adj. EPS $33.99 (+32%).","Declared special dividend $75/share on Sep 19, paid Oct 18, funded by $3B debt issuance and cash.","FY2025 guide: revenue $8,750-8,950M, EBITDA As Defined $4,615-4,755M, adj. EPS $35.36-37.28.","Market assumptions: commercial OEM mid-single-digit, aftermarket high-single to low-double-digit, defense high-single-digit growth."],"consensus_eps_estimate":null,"consensus_eps_actual":25.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":7940000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204186,"accession_number":"0001193125-24-222468","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2024-09-20T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"TransDigm declares $75/share special dividend; issues $3B debt to fund it","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Special cash dividend of $75 per share declared; record date Oct 4, 2024, payment date Oct 18, 2024.","Issued $1.5B of 6.00% Senior Secured Notes due 2033 and $1.5B of term loans at SOFR+2.5% due 2032.","Proceeds from debt issuance used to fund the special dividend, dividend equivalent payments, and related fees.","CEO states dividend aligns with goal of delivering private-equity-like returns to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204185,"accession_number":"0001260221-24-000074","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2024-09-05T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"TransDigm prices $1.5B 6.00% Senior Secured Notes due 2033, plans $3.5-4.5B special dividend","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.5B aggregate principal of 6.00% Senior Secured Notes due 2033 priced at par; closing expected Sept 19, 2024.","Net proceeds, plus new term loans and cash, to fund special cash dividend of $3.5B to $4.5B to common stockholders.","Notes guaranteed by TransDigm Group and certain subsidiaries; offered via Rule 144A/Regulation S.","Dividend equivalent payments also planned on eligible vested stock options, plus related fees and expenses."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204184,"accession_number":"0001260221-24-000071","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2024-09-03T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"TransDigm plans $3B debt offering to fund $3.5-$4.5B special dividend","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Subsidiary TransDigm Inc. to offer $1.5B senior secured notes and $1.5B new term loans concurrently.","Net proceeds plus cash on hand to fund special cash dividend of $3.5B to $4.5B to common stockholders.","Also make cash dividend equivalent payments on eligible vested stock options.","Offering subject to market conditions; notes and credit amendment not conditional on each other."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204183,"accession_number":"0001260221-24-000066","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransDigm Q3 sales $2,046M (+17%); EPS $7.96, adj EPS $9.00; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $461M (+31% YoY); adjusted net income $521M, adj EPS $9.00 vs $7.25.","EBITDA As Defined $1,091M, margin 53.3% vs 52.5% prior year; organic sales growth 14.6%.","Closed three acquisitions totaling $2.2B: SEI, CPI Electron Device, Raptor Scientific.","Raised FY2024 guidance: sales $7,870M-$7,930M; EBITDA As Defined $4,100M-$4,160M.","Repriced $997M Term Loan J to SOFR+2.50%; amended $2,644M Term Loan I to extended maturity."],"consensus_eps_estimate":null,"consensus_eps_actual":19.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":5754000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":204182,"accession_number":"0001260221-24-000062","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TransDigm completes $655M cash acquisition of Raptor Scientific (test & measurement for aerospace/defense)","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price ~$655M in cash, including certain tax benefits; financed from cash on hand.","Raptor Scientific expected ~$90M revenue for CY 2024; nearly all revenue from proprietary products.","~170 employees; manufacturing sites in CA, CT, AL, and NH.","Acquisition previously announced on May 28, 2024; now closed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220921,"accession_number":"0001260221-24-000060","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2024-06-26T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"TransDigm reaffirms FY2024 guidance at Analyst Day; revenue $7.74B, EBITDA margin 52.3%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["FY2024 midpoint guidance: revenue $7,740M, EBITDA as Defined $4,045M (52.3% margin), reaffirmed from May 7, 2024.","FY2023 pro forma revenue mix: commercial aftermarket 35%, commercial OEM 27%, defense 38%. Proprietary products ~90%.","Since 1993, acquired 92 businesses (77 since IPO); recent acquisitions include Chelton, DART, Calspan, GKN-FPT, SEI, CPI.","Long-term commercial aftermarket drivers: passenger traffic CAGR +6.5% (2023-2029E), installed base CAGR +3%.","No capital structure or dividend update; net debt/EBITDA leverage historically ranges 2-7x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220920,"accession_number":"0001260221-24-000058","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TransDigm completes $1.385B acquisition of CPI Electron Device Business","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired CPI Electron Device Business for approx. $1.385B in cash, financed from cash on hand and Nov 2023 notes offerings.","The business generates ~$300M annual revenue (FY2023), with ~70% aftermarket content and nearly all revenue from proprietary products.","Business employs ~900 people across four manufacturing locations in US and UK.","Products are highly-engineered electronic components serving aerospace & defense aftermarket; deal previously announced Nov 9, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220919,"accession_number":"0001193125-24-154269","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2024-06-04T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"TransDigm reprices $997M loans, extends $2.64B loans to Feb 2031 at lower margin","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repriced $997M of Tranche J term loans from Term SOFR+3.25% to +2.50%.","Extended $2,644M of Tranche I term loans maturity from Aug 2028 to Feb 2031; margin cut to Term SOFR+2.50% from +2.75%.","Issued $83.8M of new Refinancing Term Loans (Tranche J) at Term SOFR+2.50%.","Proceeds used to prepay non-converted Tranche J term loans.","Amendment effective June 4, 2024; conditions satisfied and representations made."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220918,"accession_number":"0001260221-24-000054","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2024-05-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TransDigm to acquire Raptor Scientific for $655M in cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Deal value ~$655M cash including tax benefits; Raptor expected ~$90M revenue in 2024.","Raptor makes proprietary test/measurement solutions for aerospace & defense with strong aftermarket.","Acquisition to be financed with existing cash; subject to US regulatory approvals.","Kevin Stein cites fit with TransDigm's value creation strategy and private equity-like returns.","Raptor employs ~170 people across 5 US manufacturing locations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220917,"accession_number":"0001260221-24-000052","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2024-05-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TransDigm completes $170M cash acquisition of SEI Industries, aerial firefighting products maker","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of SEI Industries for approximately $170M in cash, financed from existing cash on hand.","SEI expected to generate about $30M revenue in 2024; ~85% from aftermarket; employs ~80 people.","SEI's flagship product is the Bambi Bucket, a proprietary collapsible firefighting bucket used globally.","Acquisition aligns with TransDigm's proprietary, aftermarket-focused value creation strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220916,"accession_number":"0001260221-24-000043","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransDigm Q2 net sales up 21% to $1.92B; raises FY2024 guidance across all metrics","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $404M (+33% YoY); diluted EPS $6.97 (+31%); adjusted EPS $7.99 (+34%).","EBITDA As Defined $1,021M (+25%); margin 53.2%, up 190 bps YoY.","FY2024 guidance raised: net sales $7.68B–$7.80B, EBITDA As Defined $3,995M–$4,095M.","Commercial aftermarket revenue grew mid-teens; defense mid-teens; commercial OEM ~20%.","Completed $4.4B senior secured note issuance and refinanced term loans lowering interest costs."],"consensus_eps_estimate":null,"consensus_eps_actual":11.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":3708000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240508,"accession_number":"0001193125-24-075251","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2024-03-22T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"TransDigm reprices $6.2B term loans, extends $1.7B to 2030, issues $550M notes to redeem 7.5% sub notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repriced $6.2B of term loans from SOFR+3.25% to SOFR+2.75%, lowering annual interest cost.","Extended maturity of $1.7B term loan H to March 2030 (previously 2028).","Issued additional $550M of 6.375% Senior Secured Notes due 2029 at 99.75% of par.","Proceeds plus cash on hand to redeem all outstanding 7.50% Senior Subordinated Notes due 2027.","Original issue discount of 0.25% paid to lenders of new tranche K term loans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":71003489674.38385,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}