Thornburg不顾内幕销售,在收入丰厚和提高了指导水平之后,购买了0.8%的Trandigum股份。 Thornburg bought a 0.8% stake in Transdigm after strong earnings and raised guidance, despite insider sales.

Thornburg投资管理公司在Transdigm Group(TDG)中获得了0.8%的股份,该集团现在拥有第28个最大的股份,因为航空航天供应商在2026年2月3日报告Q4收入丰厚,比估计数高出8.23 EPS-0.24美元,收入22.9亿美元,比上一年增加13.9%。 Thornburg Investment Management acquired a 0.8% stake in Transdigm Group (TDG), now its 28th largest holding, as the aerospace supplier reported strong Q4 earnings on February 3, 2026, with $8.23 EPS—$0.24 above estimates—and $2.29 billion in revenue, up 13.9% year-over-year. 该公司将其2026年全年EPS指导意见提高到37.42至39.34美元。 The company raised its 2026 full-year EPS guidance to $37.42–$39.34. 尽管存在积极的基本要素,但内部人士在过去90天中出售了超过3.07亿美元的股票,包括一名主任和首席业务干事。 Despite positive fundamentals, insiders sold over $307 million in shares in the past 90 days, including a director and COO. 这股股票于2月26日以1 294.49美元开放, 市场上限为731亿美元, The stock opened at $1,294.49 on February 26, with a market cap of $73.1 billion and a consensus "Moderate Buy" rating.