Can we count your visit with Google Analytics? No ads, no profiles. Details
TDG
NYSENext earningsNov 10tomorrowAnalystsBuy20+18%Industrials · Aerospace & Defense
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Structural read: TDG is an aerospace aftermarket toll on the global installed fleet, not a cyclical OEM bet. ~80% of revenue is sole-source, ~55% segment EBITDA margins, ~75% of EBITDA from aftermarket. Commercial aftermarket re-accelerated as global ASMs cleared 2019 levels and widebody utilization normalized; defense aftermarket compounds off a multi-decade fleet of legacy platforms.
Capital allocation is the second engine - levered balance sheet (~6x net leverage typical), bolt-on M&A at mid-teens IRRs, recurring special dividends rather than buybacks.
It reads our $TDG data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.