{"filings":[{"id":3135684,"accession_number":"0001193125-26-406037","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-09-29T12:00:07+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"TransDigm completes $3.0B 6.75% notes due 2035; proceeds to refinance $2.1B of 2028 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$3,000 million of 6.75% senior secured notes due January 31, 2035 priced at 100.00% of principal; interest payable Jan 31 and Jul 31, first payment Jan 31, 2027.","Net proceeds to repurchase TransDigm Inc.'s outstanding $2,100 million 6.75% senior secured notes due 2028 via a concurrent tender offer launched September 14, 2026, plus general corporate purposes.","Notes are guaranteed on a senior secured basis by TransDigm Group and restricted subsidiaries that are credit-facility borrowers/guarantors or issue $200M+ of capital markets debt.","Indenture limits additional debt, liens, dividends/redemptions, investments, affiliate deals and asset sales; includes change-of-control and asset-sale repurchase obligations.","Issued via Rule 144A/Reg S private placement; Bank of New York Mellon Trust Company, N.A. serves as trustee and US collateral agent."],"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":0.45,"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":3110756,"accession_number":"0001260221-26-000064","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-09-28T11:42:34+00:00","items":["8.01","9.01"],"status":"ready","headline":"TransDigm completes $1.066B cash acquisition of Prince & Izant from Industrial Growth Partners","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["TransDigm paid approximately $1.066 billion in cash, including certain tax benefits, funded entirely from cash on hand; deal was first announced July 27, 2026.","Prince & Izant is a Cleveland, Ohio-based maker of highly engineered brazing alloys and specialty metal components for aerospace & defense, aeroderivative turbine and transportation end markets.","P&I expected to generate roughly $390 million in revenue for the calendar year ending December 31, 2026, with the majority of sales from the aftermarket.","Company spans nearly 10,000 active SKUs and derives most revenue from specialty metal alloys including gold, silver and platinum; it employs about 220 people.","P&I manufacturing sites are in Cleveland, Ohio; Tinley Park, Illinois; Franksville, Wisconsin; and Bay Shore, New York; applications include aircraft engine fuel nozzles and rocket engines."],"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":0.68,"calibrated_materiality_score":0.68,"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":2990962,"accession_number":"0001260221-26-000062","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-09-21T20:15:11+00:00","items":["8.01"],"status":"ready","headline":"TransDigm unit Extant Aerospace to acquire rotorcraft/land/bizjet assets for $240M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Extant Aerospace, a TransDigm operating unit, agreed to buy commercial rotorcraft, land systems, and business jet product assets in a $240M cash deal.","Acquired assets include a facility in California; target company not named.","Closing expected in TransDigm's fiscal year 2027, subject to standard regulatory approvals and customary conditions.","TransDigm notes it usually doesn't disclose unit-level asset acquisitions but is doing so due to the transaction's total value."],"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":2854356,"accession_number":"0001260221-26-000059","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-09-14T20:43:31+00:00","items":["7.01"],"status":"ready","headline":"TransDigm subsidiary prices $3B of 6.75% senior secured notes due 2035","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering increased to $3,000M from initial $2,500M; notes priced at 100% of principal.","Issuer TransDigm Inc. to use net proceeds to repurchase all outstanding 2028 6.75% senior secured notes via tender offer.","Remaining proceeds for general corporate purposes; expected close Sept 28, 2026.","Notes guaranteed by TransDigm Group and certain subsidiaries; unregistered Rule 144A/Reg S offering."],"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":2836076,"accession_number":"0001260221-26-000057","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-09-14T13:06:06+00:00","items":["7.01"],"status":"ready","headline":"TransDigm launches cash tender offer for 6.75% Senior Secured Notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Tender offer for any and all 6.75% Senior Secured Notes due 2028; early tender deadline Sept 25, 2026, expiration Oct 13, 2026.","Total consideration $1,008 per $1,000 principal; early tender premium $30; holders after early deadline receive $978.","Accrued interest from most recent payment date to payment date included; offer subject to Refinancing Condition.","Morgan Stanley & Co. LLC sole dealer manager; D.F. King & Co. tender and information agent."],"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":2836036,"accession_number":"0001260221-26-000056","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-09-14T13:04:38+00:00","items":["7.01"],"status":"ready","headline":"TransDigm to offer $2.5B senior secured notes to refinance 2028 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["TransDigm Inc. plans $2.5B aggregate principal senior secured notes offering in a Rule 144A/Reg S private placement.","Net proceeds will fund a tender offer to repurchase all outstanding 6.75% Senior Secured Notes due 2028, plus general corporate purposes.","Notes guaranteed by TransDigm Group and certain subsidiaries; offering subject to market and other conditions.","Notes unregistered, offered only to qualified institutional buyers and non-U.S. persons."],"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":2033596,"accession_number":"0001260221-26-000052","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-08-04T11:17:39+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransDigm Q3 net sales up 23% to $2.74B; raises FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2,741M (+23% YoY); GAAP EPS $9.39 (+11%); adjusted EPS $10.87 (+13%).","EBITDA As Defined $1,447M (+19%); margin 52.8%.","FY2026 guidance raised: sales midpoint $10,510M (+$150M), EBITDA As Defined $5,520M (+$100M), adj. EPS $41.04 (+$1.52).","Completed acquisitions of Jet Parts Engineering & Victor Sierra for ~$2.2B; announced Prince & Izant for ~$1.07B.","Repurchased $1.0B of stock in Q3 ($1.8B YTD); issued $1.5B incremental debt in April."],"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":1868076,"accession_number":"0001260221-26-000048","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-07-27T11:16:56+00:00","items":["8.01","9.01"],"status":"ready","headline":"TransDigm to acquire Prince & Izant for $1.066B in cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Deal value of $1.066B cash includes certain tax benefits; P&I is a portfolio company of Industrial Growth Partners.","P&I expected 2026 revenue of ~$360M; majority from aftermarket with ~10,000 active SKUs.","P&I designs brazing alloys and specialty metal components for aerospace/defense, aeroderivative turbine, and transport.","Acquisition subject to US regulatory approvals and customary closing conditions.","TransDigm CEO expects the deal to create equity value in line with long-term private-equity-like return objectives."],"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":1838876,"accession_number":"0001260221-26-000046","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-07-24T11:15:13+00:00","items":["5.02"],"status":"ready","headline":"TransDigm appoints Irina Krasik to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Irina Krasik appointed to TransDigm Board effective July 22, 2026.","Krasik is a Managing Director at Stellex Capital Management since 2021.","Previously a Principal at Bregal Investments and over eight years at The Wicks Group.","No committee assignments; will receive standard non-employee director compensation.","No related party transactions or arrangements with other persons in her selection."],"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":0.25,"calibrated_materiality_score":0.25,"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":1591679,"accession_number":"0001260221-26-000044","cik":1260221,"company_name":"TransDigm Group INC","ticker":"TDG","form_type":"8-K","filed_at":"2026-07-13T10:45:13+00:00","items":["8.01"],"status":"ready","headline":"TransDigm withdraws from proposed acquisition of Stellant Systems from Arlington Capital Partners","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Withdrew from proposed acquisition of Stellant Systems, Inc. from Arlington Capital Partners.","Decision based on regulatory uncertainty, timeline vs contractual limit, and opportunity cost.","Seller provided termination notice after TransDigm withdrew regulatory filing on July 10, 2026.","Company reaffirms commitment to disciplined acquisition strategy and evaluating other opportunities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","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":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; 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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; 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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; 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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; 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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. 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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; 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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}],"next_cursor":"2024-06-26T23:59:59+00:00|220921"}