Transdigm Group (TDG) Projected to Post Earnings on Tuesday

Transdigm Group (NYSE:TDG) is expected to release its Q1 2026 results before the market opens on Tuesday, February 3rd. Analysts expect the company to announce earnings of $7.99 per share and revenue of $2.2585 billion for the quarter. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. Interested persons can check the company’s upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Tuesday, February 3, 2026 at 11:00 AM ET.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share for the quarter, topping the consensus estimate of $10.33 by $0.49. The business had revenue of $2.44 billion for the quarter, compared to analysts’ expectations of $2.40 billion. Transdigm Group had a net margin of 21.69% and a negative return on equity of 31.91%. The company’s revenue was up 11.5% compared to the same quarter last year. During the same quarter last year, the company posted $9.83 EPS. 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 Price Performance

NYSE:TDG opened at $1,438.47 on Tuesday. Transdigm Group has a one year low of $1,183.60 and a one year high of $1,623.82. The business has a fifty day moving average price of $1,352.28 and a 200-day moving average price of $1,366.78. The firm has a market capitalization of $81.01 billion, a price-to-earnings ratio of 44.84, a price-to-earnings-growth ratio of 3.11 and a beta of 0.94.

Insider Activity

In other news, COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $1,429.92, for a total transaction of $5,576,688.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $5,147,712. This trade represents a 52.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Kevin M. Stein sold 7,627 shares of the company’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $1,406.38, for a total transaction of $10,726,460.26. Following the completion of the transaction, the director owned 8,158 shares in the company, valued at approximately $11,473,248.04. The trade was a 48.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 194,485 shares of company stock valued at $263,363,749. Company insiders own 4.09% of the company’s stock.

Institutional Investors Weigh In On Transdigm Group

Large investors have recently added to or reduced their stakes in the stock. Wealth Watch Advisors INC bought a new position in Transdigm Group in the 3rd quarter worth about $34,000. Seven Mile Advisory purchased a new stake in shares of Transdigm Group in the third quarter valued at approximately $200,000. CYBER HORNET ETFs LLC grew its stake in Transdigm Group by 6.1% in the third quarter. CYBER HORNET ETFs LLC now owns 156 shares of the aerospace company’s stock worth $206,000 after purchasing an additional 9 shares in the last quarter. Laurion Capital Management LP bought a new position in Transdigm Group in the third quarter worth approximately $228,000. Finally, Dark Forest Capital Management LP purchased a new position in Transdigm Group during the 3rd quarter worth $236,000. 95.78% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms have recently commented on TDG. Truist Financial decreased their price objective on Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating on the stock in a research note on Wednesday, October 15th. Zacks Research raised shares of Transdigm Group from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. Royal Bank Of Canada raised their target price on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the stock a “sector perform” rating in a research note on Thursday, November 13th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Transdigm Group in a research report on Monday, December 29th. Finally, UBS Group raised their price objective on shares of Transdigm Group from $1,798.00 to $1,804.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $1,597.00.

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.