Transdigm Group (NYSE:TDG) Releases FY 2026 Earnings Guidance

Transdigm Group (NYSE:TDG) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 36.490-38.530 for the period, compared to the consensus earnings per share estimate of 39.290. The company issued revenue guidance of $9.8 billion-$10.0 billion, compared to the consensus revenue estimate of $9.9 billion.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on TDG shares. JPMorgan Chase & Co. boosted their price objective 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. Susquehanna cut their target price on Transdigm Group from $1,500.00 to $1,450.00 and set a “neutral” rating for the company in a research note on Thursday, October 9th. UBS Group raised their price objective on shares of Transdigm Group from $1,815.00 to $1,839.00 and gave the stock a “buy” rating in a report on Thursday, August 7th. KeyCorp lowered their target price on shares of Transdigm Group from $1,700.00 to $1,600.00 and set an “overweight” rating on the stock in a research note on Friday, August 8th. Finally, Jefferies Financial Group cut their price target on shares of Transdigm Group from $1,650.00 to $1,490.00 and set a “buy” rating for the company in a research note on Wednesday, September 17th. Twelve investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Transdigm Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,564.56.

Transdigm Group Trading Up 0.3%

TDG stock opened at $1,292.88 on Wednesday. Transdigm Group has a 1 year low of $1,183.60 and a 1 year high of $1,623.82. The stock has a 50-day moving average price of $1,294.41 and a two-hundred day moving average price of $1,404.22. The stock has a market cap of $72.85 billion, a PE ratio of 42.91, a price-to-earnings-growth ratio of 3.25 and a beta of 1.02.

Transdigm Group Increases Dividend

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

Insider Buying and Selling at Transdigm Group

In related news, Director W Nicholas Howley sold 2,736 shares of the business’s stock in a transaction on Wednesday, October 15th. The shares were sold at an average price of $1,298.87, for a total value of $3,553,708.32. Following the sale, the director owned 21,548 shares of the company’s stock, valued at $27,988,050.76. The trade was a 11.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Robert J. Small sold 5,000 shares of the firm’s stock in a transaction dated Friday, September 12th. The stock was sold at an average price of $1,276.98, for a total value of $6,384,900.00. Following the transaction, the director owned 83,419 shares of the company’s stock, valued at $106,524,394.62. This trade represents a 5.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 22,802 shares of company stock valued at $29,917,993 in the last quarter. Company insiders own 4.09% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Empowered Funds LLC lifted its stake in Transdigm Group by 5.0% during the 1st quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock valued at $1,898,000 after acquiring an additional 65 shares in the last quarter. Acadian Asset Management LLC boosted its position in Transdigm Group by 92.3% during the first quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock worth $376,000 after purchasing an additional 131 shares during the period. NewEdge Advisors LLC raised its holdings in Transdigm Group by 152.9% during the 2nd quarter. NewEdge Advisors LLC now owns 2,064 shares of the aerospace company’s stock valued at $3,138,000 after acquiring an additional 1,248 shares during the period. Sei Investments Co. boosted its stake in Transdigm Group by 25.4% in the 2nd quarter. Sei Investments Co. now owns 33,032 shares of the aerospace company’s stock worth $50,227,000 after purchasing an additional 6,697 shares during the period. Finally, Treasurer of the State of North Carolina increased its holdings in Transdigm Group by 3.6% during the 2nd quarter. Treasurer of the State of North Carolina now owns 25,821 shares of the aerospace company’s stock worth $39,264,000 after acquiring an additional 902 shares during the period. 95.78% of the stock is 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.