Ticker brief
TDG TRANSDIGM GROUP INC
Industrial · Aerospace/Defense
last close
$1,105
1 day
-3.2%
14 days
-0.3%
mkt cap
$75.4B
signals 14d
14
authors 14d
8
crowd 14d
-1.3σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 37% rich · 97 pctile own 1y | IV/HV 1.58× |
| Skew — 25Δ RR 30d | -0.024 79 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.13 elevated | 5-session Δ +0.02 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-07-14 (z=6.8) |
| Next earnings | 2026-11-05 (proj) | in 10d |
| CSP screen | rank #18 · $1057.9 strike · 0.59% prem | on the CSP screen (2026-10-23) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-03 → 2026-10-16 · now -0.15 (−1 bearish … +1 bullish)
Who spoke8
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @_inpractise | B | +0.29 | 6 | -0.10 |
| @SayNoToTrading | A | -0.55 | 2 | +0.08 |
| @DDBlakeFischer | A | -0.47 | 1 | +0.30 |
| @JerryCap | A | -1.62 | 1 | +0.90 |
| @HunterAllen4 | C | -2.09 | 1 | +0.55 |
| @Fiscal_ai | B | -1.43 | 1 | +0.30 |
| @WillBiddy_ | B | +1.23 | 1 | +0.25 |
| @PythiaR | A | -0.50 | 1 | +0.35 |
Recent signals14of 14 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @_inpractise | -0.15 | Cites a former Airbus executive on Airbus developing its own APUs and engines. | -3.0% | tweet ↗ |
| 2026-10-16 | @_inpractise | -0.15 | Cites a former Airbus executive saying TransDigm price increases were capped at 12%. | -3.0% | tweet ↗ |
| 2026-10-13 | @PythiaR | +0.35 | Endorses another person's past calls and expects that person to be right on TDG. | -0.7% | tweet ↗ |
| 2026-10-13 | @_inpractise | -0.30 | Former industry president discusses Siemens holding off on price in relation to TransDigm. | -0.7% | tweet ↗ |
| 2026-10-12 | @SayNoToTrading | +0.15 | Discloses a multi-year TDG holding but expresses caution about leverage and refinancing risk. | -1.3% | tweet ↗ |
| 2026-10-10 | @_inpractise | -0.25 | Highlights thin spare-parts revenue at TransDigm's Calspan business. | -0.3% | tweet ↗ |
| 2026-10-08 | @WillBiddy_ | +0.25 | Calls TDG unusually cheap despite reservations about serial acquirers. | +1.4% | tweet ↗ |
| 2026-10-08 | @_inpractise | +0.00 | Links an expert interview on satellite-tube bids involving Thales. | +1.4% | tweet ↗ |
| 2026-10-07 | @Fiscal_ai | +0.30 | TDG trades at its lowest valuation since the pandemic, at 19.7x EV/EBIT. | +0.8% | tweet ↗ |
| 2026-10-07 | @HunterAllen4 | +0.55 | Aviation aftermarket firms are presented as beneficiaries of aging fleets, constrained deliveries and scarce repair capacity. | +0.8% | tweet ↗ |
| 2026-10-07 | @SayNoToTrading | +0.00 | Reports CW CFO departure and upcoming CEO change amid a 30% decline. | +0.8% | tweet ↗ |
| 2026-10-06 | @JerryCap | +0.90 | Buy TDG. — Explicit forward buy call on TDG. | +0.1% | tweet ↗ |
| 2026-10-05 | @DDBlakeFischer | +0.30 | Recommends choosing among six listed equities without trade mechanics. | +1.1% | tweet ↗ |
| 2026-10-03 | @_inpractise | +0.25 | Highlights expert commentary on the requalification process for Aegis tubes at TransDigm. | +1.3% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.