TDGAerospace & Defense
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Get what investors say about TDG next
Follow TDG free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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TDG is on this site because it belongs to a theme we track. It sits below the floor for our nightly options review (≥ 2,000 contracts and ≥ $5) — last settled options session 2026-11-02, so the options tape below may be thin.
Who said what, and what TDG did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about TDG
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-04-19 | Kevin Mahn (Hennion & Walsh)President & CIO, Hennion & Walsh | Bullish | We Study Billionaires | Selling TransDigm from the portfolio to concentrate capital in Amazon, where conviction is higher; the… |
Next report: 10 Nov 2026 after the close
Notable options days
Sessions in the last 120 where TDG’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 16 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-11-02 | ||||||
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| 2026-06-16 | ||||||
| 2026-06-11 |
TDG on the Wheel
TDG did not pass our 1-month put test (V1); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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