Zacks Research Forecasts Higher Earnings for Transdigm Group

Transdigm Group Incorporated (NYSE:TDG) – Zacks Research raised their Q2 2026 earnings per share estimates for Transdigm Group in a report issued on Wednesday, January 7th. Zacks Research analyst Team now anticipates that the aerospace company will earn $8.48 per share for the quarter, up from their previous forecast of $8.47. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Transdigm Group’s current full-year earnings is $35.13 per share. Zacks Research also issued estimates for Transdigm Group’s Q3 2026 earnings at $9.09 EPS, Q4 2026 earnings at $10.54 EPS, FY2026 earnings at $35.64 EPS, Q1 2027 earnings at $9.68 EPS and FY2027 earnings at $42.36 EPS.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share for the quarter, beating the consensus estimate of $10.33 by $0.49. The company had revenue of $2.44 billion during the quarter, compared to analysts’ expectations of $2.40 billion. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.The firm’s quarterly revenue was up 11.5% compared to the same quarter last year. During the same period in the previous year, the business earned $9.83 earnings per share. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS.

Several other brokerages also recently commented on TDG. Morgan Stanley raised their price target on shares of Transdigm Group from $1,600.00 to $1,660.00 and gave the company an “overweight” rating in a report on Friday, November 14th. JPMorgan Chase & Co. lifted their price objective on Transdigm Group from $1,405.00 to $1,435.00 and gave the company a “neutral” rating in a research note on Friday, November 14th. Weiss Ratings restated a “buy (b-)” rating on shares of Transdigm Group in a research report on Monday, December 29th. BNP Paribas Exane began coverage on Transdigm Group in a report on Tuesday, November 18th. They issued an “outperform” rating and a $1,775.00 price target on the stock. Finally, Susquehanna dropped their price target on Transdigm Group from $1,500.00 to $1,450.00 and set a “neutral” rating for the company in a research report on Thursday, October 9th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Transdigm Group has a consensus rating of “Moderate Buy” and a consensus price target of $1,596.60.

Transdigm Group Trading Down 0.3%

Shares of NYSE:TDG opened at $1,382.55 on Monday. The company has a 50 day moving average of $1,327.96 and a 200 day moving average of $1,372.29. The stock has a market cap of $77.87 billion, a P/E ratio of 43.10, a P/E/G ratio of 3.04 and a beta of 0.94. Transdigm Group has a 12 month low of $1,183.60 and a 12 month high of $1,623.82.

Hedge Funds Weigh In On Transdigm Group

A number of large investors have recently added to or reduced their stakes in TDG. Salomon & Ludwin LLC bought a new position in shares of Transdigm Group during the third quarter valued at about $26,000. Elevation Wealth Partners LLC grew its position in Transdigm Group by 1,100.0% during the 4th quarter. Elevation Wealth Partners LLC now owns 24 shares of the aerospace company’s stock worth $32,000 after acquiring an additional 22 shares during the last quarter. Wealth Watch Advisors INC bought a new position in Transdigm Group during the 3rd quarter worth approximately $34,000. Central Pacific Bank Trust Division increased its stake in Transdigm Group by 44.4% in the 4th quarter. Central Pacific Bank Trust Division now owns 26 shares of the aerospace company’s stock worth $35,000 after purchasing an additional 8 shares during the period. Finally, Bank of Jackson Hole Trust lifted its position in Transdigm Group by 84.6% in the second quarter. Bank of Jackson Hole Trust now owns 24 shares of the aerospace company’s stock valued at $36,000 after purchasing an additional 11 shares during the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Insider Activity

In related news, Director Kevin M. Stein sold 25,000 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $1,373.59, for a total value of $34,339,750.00. Following the completion of the sale, the director owned 8,158 shares in the company, valued at $11,205,747.22. The trade was a 75.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $1,340.00, for a total transaction of $5,226,000.00. Following the transaction, the chief operating officer owned 3,600 shares in the company, valued at $4,824,000. The trade was a 52.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 187,238 shares of company stock worth $252,637,131. 4.09% of the stock is currently owned by insiders.

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.