Q2 EPS Estimates for Transdigm Group Boosted by Analyst

Transdigm Group Incorporated (NYSE:TDG) – Analysts at Zacks Research lifted their Q2 2027 earnings estimates for shares of Transdigm Group in a research note issued to investors on Wednesday, January 7th. Zacks Research analyst Team now forecasts that the aerospace company will post earnings per share of $10.11 for the quarter, up from their previous estimate of $10.03. Zacks Research 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 2027 earnings at $10.85 EPS, Q4 2027 earnings at $11.72 EPS and Q1 2028 earnings at $10.13 EPS.

TDG has been the subject of a number of other research reports. Susquehanna reduced their target price on Transdigm Group from $1,500.00 to $1,450.00 and set a “neutral” rating for the company in a report on Thursday, October 9th. Jefferies Financial Group cut their price objective on shares of Transdigm Group from $1,650.00 to $1,490.00 and set a “buy” rating for the company in a research report on Wednesday, September 17th. JPMorgan Chase & Co. boosted their price objective on shares of 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 reaffirmed a “buy (b-)” rating on shares of Transdigm Group in a report on Monday, December 29th. Finally, UBS Group raised their price target on shares of Transdigm Group from $1,738.00 to $1,798.00 and gave the company a “buy” rating in a report on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Transdigm Group presently has a consensus rating of “Moderate Buy” and an average target price of $1,596.60.

Transdigm Group Stock Performance

NYSE:TDG opened at $1,392.02 on Friday. The business’s fifty day moving average is $1,324.41 and its 200 day moving average is $1,375.04. The firm has a market cap of $78.40 billion, a price-to-earnings ratio of 43.39, a PEG ratio of 3.02 and a beta of 0.94. Transdigm Group has a 52-week low of $1,183.60 and a 52-week high of $1,623.82.

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

Institutional Investors Weigh In On Transdigm Group

Several hedge funds have recently added to or reduced their stakes in the company. MassMutual Private Wealth & Trust FSB raised its holdings in shares of Transdigm Group by 2.8% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 257 shares of the aerospace company’s stock valued at $391,000 after buying an additional 7 shares in the last quarter. Diversified Enterprises LLC grew its position in Transdigm Group by 3.8% during the second quarter. Diversified Enterprises LLC now owns 193 shares of the aerospace company’s stock valued at $293,000 after acquiring an additional 7 shares during the last quarter. FSM Wealth Advisors LLC grew its position in Transdigm Group by 3.8% during the second quarter. FSM Wealth Advisors LLC now owns 191 shares of the aerospace company’s stock valued at $292,000 after acquiring an additional 7 shares during the last quarter. Fulton Bank N.A. raised its stake in shares of Transdigm Group by 3.3% during the second quarter. Fulton Bank N.A. now owns 254 shares of the aerospace company’s stock worth $386,000 after acquiring an additional 8 shares in the last quarter. Finally, Tower Wealth Partners Inc. lifted its holdings in shares of Transdigm Group by 4.7% in the 2nd quarter. Tower Wealth Partners Inc. now owns 179 shares of the aerospace company’s stock worth $272,000 after acquiring an additional 8 shares during the last quarter. Institutional investors own 95.78% of the company’s stock.

Insider Activity at Transdigm Group

In other Transdigm Group news, Director Kevin M. Stein sold 17,373 shares of the business’s stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $1,407.25, for a total value of $24,448,154.25. Following the completion of the transaction, the director owned 8,158 shares of the company’s stock, valued at $11,480,345.50. The trade was a 68.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Robert J. Small sold 4,700 shares of the firm’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $1,290.19, for a total transaction of $6,063,893.00. Following the sale, the director owned 5,625 shares in the company, valued at approximately $7,257,318.75. This trade represents a 45.52% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 189,974 shares of company stock valued at $256,190,840. Company insiders own 4.09% of the company’s stock.

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.