Transdigm Group (NYSE:TDG) Shares Bought Rep. April McClain Delaney

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on August 03rd, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on July 28th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of Life Time Group (NYSE:LTH) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of Liberty Media Corporation – Liberty Formula One Series C (NASDAQ:FWONK) on 7/31/2026.
• Sold $1,001 – $15,000 in shares of Corpay (NYSE:CPAY) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 7/31/2026.
• Sold $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of Somnigroup International (NYSE:SGI) on 7/30/2026.
• Purchased $1,001 – $15,000 in shares of Entegris (NASDAQ:ENTG) on 7/30/2026.
• Sold $1,001 – $15,000 in shares of Corpay (NYSE:CPAY) on 7/30/2026.
• Purchased $1,001 – $15,000 in shares of Life Time Group (NYSE:LTH) on 7/30/2026.
• Sold $1,001 – $15,000 in shares of Service Corporation International (NYSE:SCI) on 7/30/2026.

Transdigm Group Stock Performance

TDG opened at $1,250.21 on Thursday. The firm’s fifty day moving average is $1,271.99 and its two-hundred day moving average is $1,262.56. The firm has a market cap of $69.92 billion, a PE ratio of 37.93, a price-to-earnings-growth ratio of 2.25 and a beta of 0.91. Transdigm Group Incorporated has a twelve month low of $1,123.61 and a twelve month high of $1,463.03.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $10.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $10.30 by $0.57. The company had revenue of $2.74 billion during the quarter, compared to analyst estimates of $2.68 billion. Transdigm Group had a net margin of 19.69% and a negative return on equity of 23.65%. The firm’s revenue was up 22.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $9.60 EPS. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. Equities analysts forecast that Transdigm Group Incorporated will post 37.77 EPS for the current fiscal year.

Insider Transactions at Transdigm Group

In other news, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $1,276.78, for a total value of $4,979,442.00. Following the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,596,408. This represents a 52.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director W Nicholas Howley sold 10,132 shares of the firm’s stock in a transaction dated 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 completion of the sale, the director owned 21,548 shares of the company’s stock, valued at $26,204,091.84. This trade represents a 31.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 38,196 shares of company stock worth $47,135,464. 3.20% of the stock is owned by insiders.

More Transdigm Group News

Here are the key news stories impacting Transdigm Group this week:

• Positive Sentiment: TransDigm reported adjusted earnings of $10.87 per share, above the $10.30 analyst consensus, while revenue rose 23% year over year to $2.74 billion, exceeding expectations. Adjusted EPS increased 13% from $9.60, supported by broad organic growth. TransDigm Group Reports Fiscal 2026 Third Quarter Results
• Positive Sentiment: Management raised fiscal 2026 guidance to $40.62–$41.46 in EPS and approximately $10.5–$10.6 billion in revenue, above consensus estimates of $39.67 EPS and $10.3 billion in revenue. The company expects continued low-double-digit growth in the commercial aftermarket. TransDigm forecasts fiscal 2026 revenue
• Positive Sentiment: UBS raised its price target on TDG from $1,585 to $1,695 and upgraded its rating to Buy, implying substantial upside from the referenced share price. UBS analyst action reported by Benzinga
• Neutral Sentiment: Operating performance remains robust, with net sales up 23% to $2.741 billion, net income up 10% to $540 million and EBITDA As Defined up 19% to $1.447 billion. However, TDG trades at roughly 39 times earnings, leaving the stock sensitive to valuation concerns if growth expectations moderate.
• Negative Sentiment: Stifel reaffirmed its Hold rating but reduced its price target from $1,525 to $1,405. The downgrade in target contrasts with UBS’s bullish call and may be weighing on sentiment following the earnings release. Stifel analyst action reported by Benzinga

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in TDG. Empowered Funds LLC grew its stake in shares of Transdigm Group by 5.0% in the first quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock valued at $1,898,000 after buying an additional 65 shares in the last quarter. Acadian Asset Management LLC raised 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 acquiring an additional 131 shares in the last quarter. NewEdge Advisors LLC lifted its stake in Transdigm Group by 152.9% in the second 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 last quarter. Sei Investments Co. lifted its stake in Transdigm Group by 25.4% in the second quarter. Sei Investments Co. now owns 33,032 shares of the aerospace company’s stock valued at $50,227,000 after acquiring an additional 6,697 shares during the last quarter. Finally, Treasurer of the State of North Carolina grew its position in shares of Transdigm Group by 3.6% in the 2nd quarter. Treasurer of the State of North Carolina now owns 25,821 shares of the aerospace company’s stock valued at $39,264,000 after acquiring an additional 902 shares during the period. Institutional investors and hedge funds own 95.78% of the company’s stock.

Analyst Ratings Changes

A number of research firms have issued reports on TDG. Susquehanna decreased their target price on Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating for the company in a research note on Wednesday, May 6th. UBS Group lifted their price objective on Transdigm Group from $1,585.00 to $1,695.00 and gave the company a “buy” rating in a report on Wednesday. Morgan Stanley lowered Transdigm Group from an “overweight” rating to an “equal weight” rating and decreased their price objective for the company from $1,680.00 to $1,345.00 in a research report on Wednesday, July 15th. BMO Capital Markets increased their target price on Transdigm Group from $1,450.00 to $1,525.00 and gave the stock an “outperform” rating in a research note on Thursday, July 2nd. Finally, JPMorgan Chase & Co. raised their target price on shares of Transdigm Group from $1,440.00 to $1,450.00 and gave the stock a “neutral” rating in a report on Monday, June 15th. Six research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $1,472.80.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.

April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

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.