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TDG

TransDigm

$347.13

2.96 (0.86%)

07:17
11/06/18
11/06
07:17
11/06/18
07:17

TransDigm sees FY19 adjusted EPS $15.92-$16.60, consensus $16.88

Sees FY19 revenue $4.125B-$4.215B, consensus $4.11B.

  • 06

    Nov

TDG TransDigm
$347.13

2.96 (0.86%)

10/11/18
BARD
10/11/18
DOWNGRADE
Target $365
BARD
Neutral
TransDigm downgraded to Neutral after 'fixer-up' Esterline deal at Baird
As reported previously, Baird analyst Peter Arment downgraded TransDigm (TDG) to Neutral from Outperform. The analyst said the Esterline (ESL) deal is a shift in the company's strategy in buying a "fixer-up asset" with significantly below average returns that will take time to improve. He believes it will be an overhang on the stock near-term. Arment maintained his $365 price target on TransDigm shares.
10/11/18
10/11/18
UPGRADE
Target $122.5

Neutral
Esterline upgraded to Neutral on TransDigm pending acquisition at Credit Suisse
As previously reported, Credit Suisse analyst Robert Spingarn upgraded Esterline to Neutral from Underperform given pending acquisition by TransDigm (TDG). The analyst also raised his price target on Esterline's shares to $122.50 from $66.
10/11/18
RHCO
10/11/18
NO CHANGE
Target $436
RHCO
Buy
TransDigm price target raised to $436 from $400 at SunTrust
SunTrust analyst Michael Ciarmoli raised his price target on TransDigm (TDG) to $436 and kept his Buy rating to reflect the impact of its Esterline (ESL) acquisition. The analyst notes that while the purchase multiple of 12.5-times his expected FY19 EBITDA "looks rich for a challenged asset", there is "ample runway for cost cutting opportunities". While Ciarmoli expectes some $500M-$600M in revenue to be divested to help finance the deal, he also sees it generating the "next leg up of stock appreciation".
10/11/18
10/11/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Huntington Ingalls (HII) downgraded to Sell from Neutral at Goldman Sachs with analyst Noah Poponak saying the company's pace of growth may not support current valuation levels. 2. Ferrari (RACE) downgraded to Hold from Buy at Jefferies with analyst Philippe Jean Houchois saying he re-based his expectations lower to reflect higher upfront investments and a lower quality of earnings as management's new strategy of less volume and more exclusivity takes hold. 3. Valero (VLO) downgraded to Hold from Buy at Tudor Pickering. 4. TransDigm (TDG) downgraded to Neutral from Outperform at Baird with analyst Peter Arment saying the Esterline (ESL) deal is a shift in the company's strategy in buying a "fixer-up asset" with significantly below average returns that will take time to improve. He believes it will be an overhang on the stock near-term. Arment maintained his $365 price target on TransDigm shares. 5. Tata Motors (TTM) downgraded to Hold from Buy at HSBC with analyst Amyn Pirani saying while the company's India business has surprised positively, Jaguar Land Rover's volumes have continued to decline. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

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CMCSA

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AAPL

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FB

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EMCI

EMC Insurance

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EEX

Emerald Expositions Events

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LIVN

LivaNova

$98.00

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BKH

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SE

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BILI

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LTM

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CE

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BA

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, TSLA

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PLWTY

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VLKAY

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SPY

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RBA

Ritchie Bros.

$34.27

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FL

Foot Locker

$46.10

-2.69 (-5.51%)

17:39
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  • 20

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FE

FirstEnergy

$37.96

-0.58 (-1.50%)

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