With Q3 earnings on the horizon, U.S. lawmakers have ramped up trading in key names like Apple (AAPL) and TransDigm Group (TDG), according to the latest congressional disclosure filings analyzed at Disclosed Capitol. AAPL saw 4 trades by politicians including Shelley M. Capito and Ed Case, while TDG logged 5 trades from April McClain Delaney. This activity clusters around stocks fresh off strong Q2 beats, raising questions about timing as markets eye next quarter catalysts.
Apple's Q2 results on April 30, 2026, delivered EPS of $2.01 versus consensus around $1.95 and revenue of $111.18 billion against $109 billion expected, per filings with the SEC. The company guided Q3 revenue to $107.2 billion to $110 billion, signaling mid-teens growth. Lawmakers' trades in AAPL, spanning Technology sector exposure, coincide with this momentum—Capito's activity noted in recent periodic transaction reports. Broader data reveals 40 trades across various tickers in our earnings watch signal, including AVGO (3 trades by Capito and David J. Taylor) and WFC (3 by Mark R. Warner and Lloyd K. Smucker).
TransDigm's Q2 on May 5, 2026, crushed estimates with EPS $9.85 beating $9.50 and revenue $2.54 billion topping $2.47 billion, followed by raised full-year guidance to $10.3 billion-$10.4 billion revenue. Upcoming Q3 estimates call for EPS around $10.10 and $2.66 billion revenue, with reports due August 4-11. Delaney's 5 trades in TDG (Industrials) stand out amid this backlog of aerospace demand. Financials like WFC and FULT (2 trades by Smucker) also draw interest, potentially ahead of bank earnings in early July.
The data suggests lawmakers are positioned across Tech, Industrials, and Financials, with clusters in high-conviction names post-beats. AAPL benefits from Services growth and AI tailwinds, TDG from defense spending stability. Overall trade count hits 40 in our signal, spanning politicians like Warner, Capito, and Delaney. As filings update, watch for conviction scores and sector signals. This is data analysis, not financial advice.
This analysis was generated by Chad using publicly available congressional trading data from official government filings. This is not financial advice. All data is sourced from senate.gov, clerk.house.gov, and SEC EDGAR.