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

Transdigm Group (NYSE:TDG) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 37.420-39.340 for the period, compared to the consensus estimate of 37.530. The company issued revenue guidance of $9.8 billion-$10.0 billion, compared to the consensus revenue estimate of $9.9 billion.

Analysts Set New Price Targets

TDG has been the subject of a number of recent research reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of Transdigm Group in a report on Monday, December 29th. Zacks Research upgraded Transdigm Group from a “strong sell” rating to a “hold” rating in a research note on Monday, December 8th. JPMorgan Chase & Co. lifted their price objective on shares of Transdigm Group from $1,405.00 to $1,435.00 and gave the stock a “neutral” rating in a research report on Friday, November 14th. 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 target price on the stock. Finally, Royal Bank Of Canada raised their price target on Transdigm Group from $1,385.00 to $1,400.00 and gave the company a “sector perform” rating in a research note on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,597.00.

Transdigm Group Stock Performance

Transdigm Group stock opened at $1,435.37 on Tuesday. The company has a market capitalization of $81.03 billion, a P/E ratio of 44.74, a PEG ratio of 3.13 and a beta of 0.94. Transdigm Group has a fifty-two week low of $1,183.60 and a fifty-two week high of $1,623.82. The stock has a 50-day simple moving average of $1,360.65 and a 200-day simple moving average of $1,361.59.

Transdigm Group (NYSE:TDG) last released its quarterly earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 EPS for the quarter, topping the consensus estimate of $7.99 by $0.24. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. As a group, analysts forecast that Transdigm Group will post 35.13 earnings per share for the current year.

Insider Buying and Selling at Transdigm Group

In other Transdigm Group news, COO Patrick Joseph Murphy sold 290 shares of the firm’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $1,329.03, for a total transaction of $385,418.70. Following the transaction, the chief operating officer directly owned 1,055 shares of the company’s stock, valued at approximately $1,402,126.65. This trade represents a 21.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Robert J. Small sold 4,700 shares of the company’s stock in a transaction dated 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 completion of the sale, the director directly owned 5,625 shares of the company’s stock, valued at $7,257,318.75. The trade was a 45.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 194,195 shares of company stock worth $262,983,849 in the last 90 days. Company insiders own 4.09% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the stock. Wealth Watch Advisors INC acquired a new stake in shares of Transdigm Group during the third quarter worth $34,000. Seven Mile Advisory purchased a new position in Transdigm Group during the 3rd quarter worth $200,000. CYBER HORNET ETFs LLC lifted its stake in shares of Transdigm Group by 6.1% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 156 shares of the aerospace company’s stock worth $206,000 after acquiring an additional 9 shares during the period. Lazard Asset Management LLC boosted its holdings in shares of Transdigm Group by 7.6% in the second quarter. Lazard Asset Management LLC now owns 156 shares of the aerospace company’s stock valued at $237,000 after acquiring an additional 11 shares in the last quarter. Finally, MUFG Securities EMEA plc acquired a new position in shares of Transdigm Group during the second quarter worth about $252,000. Institutional investors and hedge funds own 95.78% 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.