Transdigm Group Incorporated (NYSE:TDG) Receives $1,567.40 Average Target Price from Analysts

Transdigm Group Incorporated (NYSE:TDG) has received an average rating of “Moderate Buy” from the seventeen ratings firms that are currently covering the stock, MarketBeat Ratings reports. Eight investment analysts have rated the stock with a hold recommendation, eight have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month price objective among brokerages that have issued ratings on the stock in the last year is $1,567.40.

TDG has been the subject of a number of research reports. Robert W. Baird reissued a “neutral” rating and set a $1,400.00 target price on shares of Transdigm Group in a research note on Wednesday, February 4th. UBS Group dropped their price objective on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Wells Fargo & Company initiated coverage on shares of Transdigm Group in a research note on Wednesday, April 1st. They set an “equal weight” rating and a $1,200.00 price objective for the company. KeyCorp cut shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a research note on Thursday, February 5th. Finally, Weiss Ratings cut shares of Transdigm Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 13th.

Insider Activity at Transdigm Group

In related news, Director W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction dated Monday, April 20th. The shares were sold at an average price of $1,265.06, for a total transaction of $12,817,587.92. Following the completion of the sale, the director owned 21,548 shares of the company’s stock, valued at approximately $27,259,512.88. This represents a 31.98% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $1,280.46, for a total transaction of $4,993,794.00. Following the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,609,656. This represents a 52.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 38,232 shares of company stock valued at $48,248,925. Corporate insiders own 3.20% of the company’s stock.

Institutional Trading of Transdigm Group

Several large investors have recently bought and sold shares of TDG. Empowered Funds LLC grew its stake in shares of Transdigm Group by 5.0% in the 1st quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock valued at $1,898,000 after buying an additional 65 shares during the period. Acadian Asset Management LLC grew its stake in shares of Transdigm Group by 92.3% in the 1st quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock valued at $376,000 after buying an additional 131 shares during the period. NewEdge Advisors LLC grew its stake in shares of Transdigm Group by 152.9% in the 2nd quarter. NewEdge Advisors LLC now owns 2,064 shares of the aerospace company’s stock valued at $3,138,000 after buying an additional 1,248 shares during the period. Sei Investments Co. grew its stake in shares of Transdigm Group by 25.4% in the 2nd quarter. Sei Investments Co. now owns 33,032 shares of the aerospace company’s stock valued at $50,227,000 after buying an additional 6,697 shares during the period. Finally, Treasurer of the State of North Carolina grew its stake in shares of Transdigm Group by 3.6% in the 2nd quarter. Treasurer of the State of North Carolina now owns 25,821 shares of the aerospace company’s stock valued at $39,264,000 after buying an additional 902 shares during the period. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Key Headlines Impacting Transdigm Group

Here are the key news stories impacting Transdigm Group this week:

• Positive Sentiment: Q2 results beat expectations: adjusted EPS of $9.85 topped consensus, revenue of $2.544B was above forecasts and sales rose ~18% YoY — proof of continued top‑line momentum. PR Newswire: Q2 Results
• Positive Sentiment: Management raised FY2026 guidance (EPS $38.83–40.21; revenue $10.3–10.4B), modestly above consensus — suggests confidence in demand and pricing power for the year. MarketBeat: Guidance & Call
• Positive Sentiment: Solid profitability: EBITDA (As Defined) expanded and margin remained robust (52.6%), supporting cash flow generation and the ability to fund acquisitions and aftermarket growth. PR Newswire: Margins
• Neutral Sentiment: Investor materials available: slide deck and earnings presentation provide detail on segment performance, acquisition contributions (including Simmonds) and backlog — useful for modeling but not new headline news. Seeking Alpha: Presentation
• Negative Sentiment: Financial leverage and rising interest expense are notable headwinds: analysts flagged higher interest costs and elevated debt levels that can pressure margins and returns (the company reported a negative ROE metric). Investors should watch interest expense and leverage trends. Zacks: Interest Expense / Debt

Transdigm Group Stock Up 3.7%

TDG stock opened at $1,192.11 on Friday. The stock has a market capitalization of $67.32 billion, a P/E ratio of 38.36, a P/E/G ratio of 2.43 and a beta of 0.90. The firm has a 50-day simple moving average of $1,220.06 and a 200-day simple moving average of $1,296.12. Transdigm Group has a 52 week low of $1,123.61 and a 52 week high of $1,623.82.

Transdigm Group (NYSE:TDG) last released its earnings results on Tuesday, May 5th. The aerospace company reported $9.85 EPS for the quarter, topping analysts’ consensus estimates of $9.46 by $0.39. The business had revenue of $2.54 billion during the quarter, compared to analysts’ expectations of $2.47 billion. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. The company’s quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $9.11 earnings per share. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. On average, analysts expect that Transdigm Group will post 36.71 earnings per share for the current year.

About Transdigm Group

TransDigm Group Incorporated is a designer, producer and supplier of engineered aircraft components and systems for commercial and military aerospace applications. The company’s product portfolio covers a broad range of mission-critical parts and subsystems, including mechanical and electromechanical components, ignition and fuel system parts, sensors and actuators, cockpit and cabin systems, and other safety-critical hardware. TransDigm supplies original equipment manufacturers (OEMs) as well as the aftermarket, providing spare parts, repair and overhaul services and component support throughout an asset’s life cycle.

TransDigm’s operating model places emphasis on proprietary, niche components that are difficult to replace, and the company operates through a collection of independently run subsidiaries and brands that sell specialized products.