Transdigm Group Stock Price, News & Analysis

TransDigm Group (NYSE: TDG) has announced a definitive merger agreement to acquire Servotronics (NYSE American: SVT) for $38.50 per share in cash, valuing the transaction at approximately $110 million. The offer represents a significant 274% premium over Servotronics' closing price on May 16, 2025.

Servotronics, headquartered in Elma, New York, is a leading manufacturer of servo controls and advanced technology components for aerospace and defense applications. The company generates approximately $45 million in annual revenue, with nearly 80% of its business serving commercial aerospace through proprietary products. The acquisition will be funded through TransDigm's cash on hand and is expected to commence with a tender offer by June 9, 2025.

TransDigm Group (NYSE: TDG) announced that CEO Kevin Stein will retire effective September 30, 2025, after more than ten years in senior leadership positions. Mike Lisman, current Co-Chief Operating Officer, will succeed Stein as President and CEO. Stein will remain as an advisor through March 31, 2026, and continue serving on the Board of Directors.

Lisman, who has been with TransDigm since 2015, brings extensive experience including roles as CFO, Executive VP, and leader of M&A. His background includes private equity experience at Warburg Pincus and education from Notre Dame (B.S. in aerospace engineering) and Harvard Business School (MBA).

TransDigm Group (NYSE: TDG) has announced its upcoming fiscal 2025 second quarter earnings release and conference call schedule. The company will release its earnings report before market opens on Tuesday, May 6, 2025, followed by a conference call at 11:00 a.m. Eastern Time.

Interested participants can join the call through telephone registration, which will provide dial-in information and a unique access pin. Additionally, investors can access a live audio webcast of the call through the company's website at transdigm.com. The webcast will be archived and available for replay on the same day.

TransDigm Group (NYSE: TDG) reported strong fiscal 2025 first quarter results with net sales of $2,006 million, up 12% year-over-year. The company achieved a net income of $493 million, increasing 29% from the prior year's quarter, with earnings per share of $7.62, up 56%.

Key highlights include EBITDA As Defined of $1,061 million, representing a 16% increase, with a margin of 52.9%. The company's organic sales growth was 6.6%. During the quarter, TransDigm repurchased 252,800 shares at an average price of $1,248.65, totaling approximately $316 million.

For fiscal 2025, TransDigm maintains its guidance with expected net sales between $8,750-$8,950 million, representing an 11.5% increase at midpoint. The company projects net income of $1,925-$2,037 million and adjusted earnings per share of $35.51-$37.43.

TransDigm Group (NYSE: TDG) has announced it will release its fiscal 2025 first quarter earnings before market opening on Tuesday, February 4, 2025. The company will host a conference call at 11:00 a.m. Eastern Time on the same day. Interested participants need to register to receive dial-in information and a unique pin for accessing the call. Additionally, a live audio webcast will be available on the company's website, www.transdigm.com, with a replay option available later that day.

CEO Advisor has successfully advised Wyvern Technologies on its sale to Extant Aerospace, a subsidiary of TransDigm (NYSE:TDG). Wyvern Technologies, a leader in aerospace and defense electronics and technology components, has been serving military, defense agencies, and military contractors for four decades, providing critical aircraft operations support.

The acquisition brings together complementary companies in the aerospace and defense sector, strengthening their combined product offering. Jim Weber, President of Wyvern Technologies, expressed enthusiasm about finding a strong buyer, crediting CEO Advisor's expertise for finalizing the transaction.

TransDigm Group (NYSE: TDG) reported strong fiscal 2024 fourth quarter results with net sales of $2,185 million, up 18% year-over-year, and net income of $468 million, up 13%. The company achieved an EBITDA As Defined margin of 52.6% and adjusted earnings per share of $9.83, up 22%. For fiscal 2024, net sales reached $7,940 million, up 21%, with net income of $1,715 million, up 32%. The company completed three acquisitions and issued a special dividend of $75.00 per share. For fiscal 2025, TransDigm expects net sales between $8,750-$8,950 million and EBITDA As Defined of $4,615-$4,755 million.

TransDigm Group (NYSE: TDG) has announced it will release its fiscal 2024 fourth quarter earnings before market opens on Thursday, November 7, 2024. The company will host a conference call at 11:00 a.m. Eastern Time on the same day. Interested participants need to register to receive dial-in information and a unique pin for the call. A live audio webcast will be available on TransDigm's website, with a replay option available later that day.