Stockbridge Partners LLC Acquires New Holdings in Transdigm Group Incorporated $TDG

Posted by Brian Himes on Aug 25th, 2026

Stockbridge Partners LLC bought a new position in shares of Transdigm Group Incorporated (NYSE:TDG – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 434,281 shares of the aerospace company’s stock, valued at approximately $578,480,000. Transdigm Group makes up 12.2% of Stockbridge Partners LLC’s investment portfolio, making the stock its 2nd biggest holding. Stockbridge Partners LLC owned 0.78% of Transdigm Group as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Capital International Investors lifted its position in Transdigm Group by 0.9% in the 4th quarter. Capital International Investors now owns 6,544,423 shares of the aerospace company’s stock valued at $8,702,655,000 after acquiring an additional 55,230 shares in the last quarter. BlackRock Inc. bought a new position in Transdigm Group during the 2nd quarter worth about $6,489,039,000. Capital World Investors raised its stake in shares of Transdigm Group by 0.4% in the 4th quarter. Capital World Investors now owns 3,954,512 shares of the aerospace company’s stock valued at $5,258,898,000 after purchasing an additional 15,825 shares during the period. Capital Research Global Investors lifted its holdings in shares of Transdigm Group by 12.2% in the fourth quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock valued at $3,293,527,000 after purchasing an additional 268,824 shares in the last quarter. Finally, State Street Corp lifted its holdings in shares of Transdigm Group by 2.8% in the fourth quarter. State Street Corp now owns 2,456,186 shares of the aerospace company’s stock valued at $3,266,359,000 after purchasing an additional 67,348 shares in the last quarter. Institutional investors own 95.78% of the company’s stock.

Transdigm Group Stock Performance

TDG opened at $1,198.78 on Tuesday. Transdigm Group Incorporated has a 52-week low of $1,123.61 and a 52-week high of $1,463.03. The firm has a market capitalization of $67.05 billion, a PE ratio of 36.37, a PEG ratio of 2.00 and a beta of 0.91. The business’s 50-day simple moving average is $1,268.22 and its 200 day simple moving average is $1,244.70.

Transdigm Group (NYSE:TDG – Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $10.87 earnings per share for the quarter, beating analysts’ consensus estimates of $10.30 by $0.57. The firm had revenue of $2.74 billion during the quarter, compared to the consensus estimate of $2.68 billion. Transdigm Group had a negative return on equity of 23.65% and a net margin of 19.69%.The business’s revenue was up 22.5% compared to the same quarter last year. During the same period last year, the company earned $9.60 earnings per share. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. On average, research analysts forecast that Transdigm Group Incorporated will post 38.81 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on TDG. Jefferies Financial Group increased their price objective on Transdigm Group from $1,565.00 to $1,575.00 in a report on Monday, May 11th. UBS Group boosted their target price on Transdigm Group from $1,585.00 to $1,695.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Royal Bank Of Canada reduced their price target on Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating for the company in a research report on Wednesday, May 6th. BMO Capital Markets lifted their price objective on shares of Transdigm Group from $1,450.00 to $1,525.00 and gave the company an “outperform” rating in a report on Thursday, July 2nd. Finally, BNP Paribas Exane cut their price objective on shares of Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating on the stock in a research report on Thursday, May 14th. Six investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $1,463.71.

Read Our Latest Report on Transdigm Group

Insider Buying and Selling at Transdigm Group

In other Transdigm Group news, Director W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $1,216.08, for a total transaction of $12,321,322.56. Following the sale, the director directly owned 21,548 shares of the company’s stock, valued at approximately $26,204,091.84. This represents a 31.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,238.76, for a total transaction of $4,831,164.00. Following the completion of the transaction, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,459,536. This trade represents a 52.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 38,196 shares of company stock valued at $48,027,598 over the last three months. 3.20% of the stock is owned by company insiders.

About Transdigm Group

(Free Report)

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.