8-K ·Filed Jul 24, 2026

TDG

TransDigm Group INC
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago SEC0001260221-26-000046
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

This is a routine board appointment with no immediate trading implications. Monitor for any future committee assignments or strategic shifts that could signal a change in capital allocation or M&A focus.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d ⚠ clustered
TDG ▼ -2.94% at T+20d
NEUTRAL call ✗ call lost -2.94% · α vs SPY -6.57% · entry $1,236.71 → $1,200.35
Next anchor: T+60d in 17d
Latest observation: T+46 -9.81% FF3 residual α
Entry anchored
Jul 23, 03:59 PM ET
via exchange tick
T+1d
+4.01%
call +4.01% · α +3.99%
$1,286.27
settled 2mo ago
T+5d
+1.07%
call +1.07% · α +0.69%
$1,249.91
settled 2mo ago
T+20d
-2.94%
call -2.94% · α -6.57%
$1,200.35
settled 6w ago
T+60d
—
call — · α —
—
in 17d

Price Chart

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Executive Summary

TransDigm appointed Irina Krasik, a Managing Director at Stellex Capital Management, to its Board of Directors effective July 22, 2026. This is a routine board addition with no material financial impact, as Ms. Krasik brings M&A and investment experience but has not been assigned to any board committees. No departures, compensation details, or other material changes were disclosed.

Key Facts

  • Irina Krasik appointed to TransDigm's Board of Directors effective July 22, 2026.
  • Ms. Krasik is a Managing Director at Stellex Capital Management with prior roles at Bregal Investments, The Wicks Group, The Carlyle Group, and Merrill Lynch.
  • She has not been appointed to any board committees.
  • No arrangements, understandings, or related person transactions exist between Ms. Krasik and TransDigm.
  • Compensation will follow standard non-employee director arrangements as described in the 2026 proxy statement.

Financial Impact

No financial impact disclosed.

Risk Factors

  • No material risks identified from this filing.

Market Snapshot

Exchange
NYSE
Sector
Aircraft Parts & Auxiliary Equipment, NEC
Analyst Consensus
59% bullish (27 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001260221-26-000046
Document: 0001260221-26-000046-index-headers.html0001260221-26-000046
Document: 0001260221-26-000046-index.html0001260221-26-000046
Document: 0001260221-26-000046.txt0001260221-26-000046
18 reports for TDG
Performance horizon
67% Hit rate 4 of 6 directional calls best @ T+60▲ +12.24%Apr 7, 2026
Filters
Rows
Reports for TDG — sortable, filterable
TypeNow
Sep 14, 2026
18d ago
8-K
NEUTRAL ★ 3/10
$1,111.22 $1,109.65▼ −0.14%▼ −0.25%$1,090.38 (−1.88%)
Sep 14, 2026
18d ago
8-K
NEUTRAL ★ 4/10
$1,111.22 $1,109.65▼ −0.14%▼ −0.25%$1,090.38 (−1.88%)
Aug 19, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$1,222.91 $1,207.06▼ −1.30%▼ −0.91%$1,090.38 (−10.84%)
Aug 4, 2026
8w ago
8-K
BULLISH ★ 6/10
$1,275.05 $1,242.04▼ −2.59%▼ −2.49%$1,090.38 (−14.48%)
Aug 4, 2026
8w ago
Press Release
BULLISH ★ 7/10
$1,275.05 $1,242.04▼ −2.59%▼ −2.49%$1,090.38 (−14.48%)
Jul 27, 2026
9w ago
8-K
BULLISH ★ 5/10
$1,286.27 $1,254.38▼ −2.48%▼ −3.55%$1,090.38 (−15.23%)
Jul 27, 2026
9w ago
Press Release
NEUTRAL ★ 4/10
$1,286.27 $1,254.38▼ −2.48%▼ −3.55%$1,090.38 (−15.23%)
Jul 24, 2026
10w ago
Press Release
NEUTRAL ★ 2/10
$1,286.27 $1,254.38▼ −2.48%▼ −3.55%$1,090.38 (−15.23%)
Jul 24, 2026
10w ago
8-K
NEUTRAL ★ 2/10
$1,236.71 $1,249.91▲ +1.07%▲ +0.69%$1,090.38 (−11.83%)
Jul 21, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$1,205.49 $1,286.27▲ +6.70%▲ +7.93%$1,090.38 (−9.55%)
Showing 10 of 18

US Market Status

Market Closed — Opens Mon (64h 38m)

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