TDG
Not exactly a tiny side quest
Chicago Capital LLC decided TransDigm deserved a little more love, lifting its stake 5.3% to 57,377 shares. That position is now worth about $76.3 million and makes TDG the firm’s 15th-largest holding. In portfolio terms, that’s not a casual “I added a nibble” move — it’s a real commitment.
The earnings engine is still running
The interesting part is that this isn’t happening in a vacuum. TransDigm also posted quarterly EPS of $8.23, ahead of the $7.99 Wall Street was expecting, on revenue of $2.29 billion, up 13.9% from a year ago. In other words: the company is still doing the unglamorous but very profitable thing of turning aerospace parts into cash.
Guidance says: keep your goggles on
Management also lifted FY2026 EPS guidance to a range of 37.42 to 39.34. That’s the sort of move that tends to make investors lean forward a bit, because it suggests the business isn’t just coasting on one good quarter — it thinks the runway goes on longer than expected.
Big picture
You’ve got a heavyweight industrial name, a big institutional buyer leaning in, and a fresh earnings beat with guidance to match. That’s not a guarantee the stock goes moon-shot mode, but it does keep the bull case looking pretty polished.