Q1 EPS Estimates for Transdigm Group Lifted by Analyst

Transdigm Group Incorporated (NYSE:TDG) – Equities researchers at Zacks Research lifted their Q1 2026 earnings estimates for Transdigm Group in a research report issued on Tuesday, July 15th. Zacks Research analyst R. Department now expects that the aerospace company will post earnings of $8.75 per share for the quarter, up from their prior estimate of $8.73. 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 Q1 2026 earnings at $8.75 EPS, Q2 2026 earnings at $9.74 EPS, Q1 2027 earnings at $10.30 EPS, Q2 2027 earnings at $11.09 EPS, Q3 2027 earnings at $11.89 EPS, Q3 2027 earnings at $11.89 EPS, FY2027 earnings at $45.28 EPS and FY2027 earnings at $45.28 EPS.

Other research analysts have also issued reports about the stock. Truist Financial raised their price target on shares of Transdigm Group from $1,553.00 to $1,730.00 and gave the company a “buy” rating in a research note on Friday, July 11th. Wells Fargo & Company lifted their price target on Transdigm Group from $1,375.00 to $1,540.00 and gave the stock an “overweight” rating in a research note on Thursday, May 8th. Stifel Nicolaus assumed coverage on Transdigm Group in a research note on Tuesday, June 24th. They issued a “buy” rating and a $1,710.00 price objective for the company. Susquehanna raised their price objective on Transdigm Group from $1,300.00 to $1,600.00 and gave the company a “neutral” rating in a report on Monday, July 14th. Finally, Wall Street Zen raised shares of Transdigm Group from a “hold” rating to a “buy” rating in a report on Saturday, May 17th. Four investment analysts have rated the stock with a hold rating and twelve have assigned a buy rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,606.47.

Transdigm Group Stock Performance

NYSE:TDG opened at $1,597.36 on Friday. The company has a fifty day moving average of $1,471.71 and a two-hundred day moving average of $1,383.87. Transdigm Group has a fifty-two week low of $1,176.31 and a fifty-two week high of $1,607.31. The stock has a market capitalization of $89.72 billion, a PE ratio of 53.93, a P/E/G ratio of 3.22 and a beta of 1.04.

Transdigm Group (NYSE:TDG) last posted its earnings results on Tuesday, May 6th. The aerospace company reported $9.11 EPS for the quarter, beating analysts’ consensus estimates of $8.83 by $0.28. Transdigm Group had a negative return on equity of 38.71% and a net margin of 21.09%. The firm had revenue of $2.15 billion for the quarter, compared to analysts’ expectations of $2.17 billion. During the same period last year, the firm earned $7.99 EPS. The company’s quarterly revenue was up 12.0% on a year-over-year basis.

Insider Buying and Selling

In other news, Director Robert J. Small sold 45,700 shares of the company’s stock in a transaction on Tuesday, June 10th. The shares were sold at an average price of $1,425.01, for a total value of $65,122,957.00. Following the completion of the transaction, the director owned 88,419 shares in the company, valued at approximately $125,997,959.19. This represents a 34.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director W Nicholas Howley sold 2,736 shares of the business’s stock in a transaction dated Tuesday, July 15th. The shares were sold at an average price of $1,569.86, for a total value of $4,295,136.96. Following the completion of the sale, the director directly owned 21,548 shares of the company’s stock, valued at $33,827,343.28. The trade was a 11.27% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 119,413 shares of company stock valued at $172,987,751 over the last 90 days. 4.09% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Transdigm Group

A number of hedge funds and other institutional investors have recently bought and sold shares of TDG. Vontobel Holding Ltd. purchased a new stake in Transdigm Group during the first quarter worth about $387,000. Dynamic Advisor Solutions LLC acquired a new stake in shares of Transdigm Group during the 1st quarter valued at approximately $1,113,000. Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in shares of Transdigm Group by 4.6% in the 1st quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 8,653 shares of the aerospace company’s stock worth $11,970,000 after acquiring an additional 380 shares during the period. Paragon Advisors LLC grew its holdings in shares of Transdigm Group by 14.2% in the 1st quarter. Paragon Advisors LLC now owns 1,800 shares of the aerospace company’s stock worth $2,490,000 after acquiring an additional 224 shares during the period. Finally, Mutual Advisors LLC purchased a new position in Transdigm Group in the 1st quarter valued at approximately $263,000. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

Transdigm Group Company Profile

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.