Mar Vista U.S. Quality Strategy Q3 2026 Portfolio Review

Mar Vista's U.S. Quality strategy returned +1.45% net-of-fees in the third quarter of 2026. Management guided to further acceleration in Azure growth while maintaining second-half calendar 2026 capital expenditures at current levels. Demand was strong across the iPhone, Mac, and Services businesses.

Seeking Alpha • Oct 21, 2026

Will TransDigm (TDG) Beat Estimates Again in Its Next Earnings Report?

TransDigm (TDG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Zacks Investment Research • Oct 12, 2026

Mar Vista U.S. Quality Premier Portfolio Q3 2026 Activity

Mar Vista's U.S. Quality Premier strategy returned +1.74% net-of-fees in the third quarter of 2026. Microsoft, Mettler-Toledo and NVIDIA were among the portfolio's top contributors for the quarter, appreciating +37.76%, +18.27%, and +14.27%, respectively. During the quarter, we initiated a new position in StandardAero and we exited our remaining position in Oracle.

Seeking Alpha • Oct 8, 2026

Industrial Growth Partners Completes Sale of Prince & Izant to TransDigm

SAN FRANCISCO, Sept. 29, 2026 /PRNewswire/ -- Industrial Growth Partners (IGP) has completed its previously announced sale of Prince & Izant, LLC to TransDigm Group Incorporated (NYSE: TDG) for $1.066 billion.

PRNewsWire • Sep 29, 2026

TransDigm Completes Acquisition of Prince & Izant

CLEVELAND, Sept. 28, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced that it has successfully completed its acquisition of Prince & Izant ("P&I" or "the Company"), formerly a portfolio company of Industrial Growth Partners, for approximately $1.066 billion in cash, including certain tax benefits.

PRNewsWire • Sep 28, 2026

Can Rising Defense Demand Strengthen TransDigm's Growth Outlook?

TDG's defense revenues rise 11% in fiscal Q3 2026 as strong bookings and backlog support its U.S. defense aerospace growth outlook.

Zacks Investment Research • Sep 18, 2026

Meghan Welch on Defense, Aerospace M&A Impacts to Future Battlefields

Meghan Welch, Managing Director at Brown Gibbons Lang & Co., examines the recent boom in M&A in both the commercial aerospace and defense industries and the impact recent geopolitical events have had on the supply chain. Additionally, Meghan goes through the specifics of recent acquisitions by GE Aerospace (GE), Boeing (BA), and TransDigm (TDG) while taking a closer look at the future of the connected battlefield.

Can Strategic Acquisitions Strengthen TransDigm's Growth?

TDG is expanding its proprietary aerospace portfolio through disciplined acquisitions that bolster aftermarket capabilities and long-term growth.

Zacks Investment Research • Sep 4, 2026

TransDigm (TDG) Down 8.1% Since Last Earnings Report: Can It Rebound?

TransDigm (TDG) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Sep 3, 2026

TransDigm Group: High-Leverage Excellence Fueling Exceptional Equity Returns

TransDigm Group commands a dominant aftermarket position with over 50% EBITDA margins and 80% sole-source products, underpinning a BUY rating. TDG's business model delivers stable, high-margin cash flows via inelastic aftermarket demand but is offset by aggressive leverage and $30B in debt. Valuation scenarios suggest 22%–96% upside in base and optimistic DCF cases, though dividend discount models highlight downside risks if debt strategy falters.

Seeking Alpha • Sep 1, 2026