Transdigm Group (TDG) Projected to Post Earnings on Thursday

Transdigm Group (NYSE:TDG) is projected to post its Q4 2025 results before the market opens on Thursday, November 6th. Analysts expect the company to announce earnings of $10.33 per share and revenue of $2.4026 billion for the quarter. Interested persons can check the company’s upcoming Q4 2025 earningsummary page for the latest details on the call scheduled for Wednesday, November 12, 2025 at 11:00 AM ET.

Transdigm Group (NYSE:TDG) last announced its earnings results on Tuesday, August 5th. The aerospace company reported $9.60 earnings per share for the quarter, missing the consensus estimate of $9.75 by ($0.15). Transdigm Group had a negative return on equity of 35.27% and a net margin of 20.98%.The business had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.29 billion. During the same period in the previous year, the company earned $9.00 earnings per share. The company’s quarterly revenue was up 9.3% compared to the same quarter last year. On average, analysts expect Transdigm Group to post $35 EPS for the current fiscal year and $40 EPS for the next fiscal year.

Transdigm Group Stock Performance

Transdigm Group stock opened at $1,299.77 on Tuesday. The stock has a market capitalization of $73.24 billion, a P/E ratio of 43.14, a P/E/G ratio of 3.25 and a beta of 1.02. The company’s fifty day moving average price is $1,306.78 and its 200 day moving average price is $1,406.68. Transdigm Group has a 1 year low of $1,183.60 and a 1 year high of $1,623.82.

Transdigm Group Increases Dividend

The business also recently announced a special dividend, which was paid on Friday, September 12th. Stockholders of record on Tuesday, September 2nd were given a $90.00 dividend. This is a positive change from Transdigm Group’s previous special dividend of $75.00. The ex-dividend date was Tuesday, September 2nd.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the stock. BMO Capital Markets initiated coverage on shares of Transdigm Group in a research report on Tuesday, September 30th. They set an “outperform” rating and a $1,420.00 price target for the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Transdigm Group in a research note on Wednesday, October 8th. Morgan Stanley decreased their target price on Transdigm Group from $1,750.00 to $1,600.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 15th. JPMorgan Chase & Co. boosted their price target on Transdigm Group from $1,480.00 to $1,500.00 and gave the stock a “neutral” rating in a research report on Thursday, August 7th. Finally, Truist Financial reduced their price objective on Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating for the company in a research note on Wednesday, October 15th. Twelve investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $1,564.56.

Insider Activity at Transdigm Group

In other news, Director W Nicholas Howley sold 2,736 shares of the business’s stock in a transaction dated Wednesday, October 15th. The shares were sold at an average price of $1,298.87, for a total transaction of $3,553,708.32. Following the transaction, the director owned 21,548 shares of the company’s stock, valued at approximately $27,988,050.76. The trade was a 11.27% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Michael Graff sold 1,760 shares of the company’s stock in a transaction dated Tuesday, August 26th. The shares were sold at an average price of $1,402.10, for a total transaction of $2,467,696.00. Following the completion of the sale, the director directly owned 1,964 shares of the company’s stock, valued at $2,753,724.40. This represents a 47.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 22,512 shares of company stock valued at $29,538,093 in the last three months. Company insiders own 4.09% of the company’s stock.

Hedge Funds Weigh In On Transdigm Group

Institutional investors and hedge funds have recently bought and sold shares of the company. Bank of America Corp DE grew its stake in shares of Transdigm Group by 2.0% in the 2nd quarter. Bank of America Corp DE now owns 359,563 shares of the aerospace company’s stock valued at $546,766,000 after buying an additional 6,947 shares during the period. Corient Private Wealth LLC grew its position in Transdigm Group by 94.6% in the second quarter. Corient Private Wealth LLC now owns 136,898 shares of the aerospace company’s stock worth $208,284,000 after acquiring an additional 66,559 shares during the period. Skye Global Management LP increased its stake in Transdigm Group by 9.1% during the second quarter. Skye Global Management LP now owns 120,000 shares of the aerospace company’s stock worth $182,477,000 after acquiring an additional 10,000 shares during the last quarter. California State Teachers Retirement System lifted its stake in shares of Transdigm Group by 4.6% in the 2nd quarter. California State Teachers Retirement System now owns 93,163 shares of the aerospace company’s stock valued at $141,667,000 after purchasing an additional 4,130 shares during the last quarter. Finally, Raymond James Financial Inc. grew its holdings in shares of Transdigm Group by 2.0% during the 2nd quarter. Raymond James Financial Inc. now owns 74,971 shares of the aerospace company’s stock worth $114,004,000 after purchasing an additional 1,506 shares during the period. 95.78% of the stock is currently owned by institutional investors and hedge funds.

About Transdigm Group

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.