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

Transdigm Group (NYSE:TDG) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 38.830-40.210 for the period, compared to the consensus estimate of 38.620. The company issued revenue guidance of $10.3 billion-$10.4 billion, compared to the consensus revenue estimate of $10.1 billion.

Transdigm Group Stock Performance

Shares of NYSE:TDG opened at $1,150.09 on Tuesday. Transdigm Group has a 52 week low of $1,123.61 and a 52 week high of $1,623.82. The company’s fifty day moving average is $1,223.02 and its 200-day moving average is $1,296.44. The company has a market capitalization of $64.95 billion, a PE ratio of 37.00, a P/E/G ratio of 2.44 and a beta of 0.90.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $9.43 by $0.42. Transdigm Group had a negative return on equity of 29.07% and a net margin of 20.50%.The firm had revenue of $2.54 billion during the quarter, compared to the consensus estimate of $2.47 billion. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. On average, analysts forecast that Transdigm Group will post 36.71 EPS for the current year.

Wall Street Analyst Weigh In

A number of brokerages have commented on TDG. UBS Group decreased their price objective on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. Wells Fargo & Company began coverage on shares of Transdigm Group in a report on Wednesday, April 1st. They set an “equal weight” rating and a $1,200.00 price objective on the stock. KeyCorp lowered shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a report on Thursday, February 5th. Weiss Ratings lowered shares of Transdigm Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, April 13th. Finally, Robert W. Baird reissued a “neutral” rating and issued a $1,400.00 price target on shares of Transdigm Group in a report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,567.40.

Insider Activity

In other news, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $1,280.46, for a total value of $4,993,794.00. Following the transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,609,656. This trade represents a 52.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director W Nicholas Howley sold 10,168 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $1,307.68, for a total transaction of $13,296,490.24. Following the completion of the transaction, the director directly owned 21,548 shares in the company, valued at $28,177,888.64. This trade represents a 32.06% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 38,232 shares of company stock valued at $48,248,925. 3.20% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Transdigm Group

Several hedge funds have recently added to or reduced their stakes in the stock. Transamerica Financial Advisors LLC increased its position in shares of Transdigm Group by 1,900.0% in the 4th quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after buying an additional 19 shares in the last quarter. Colonial Trust Co SC increased its position in shares of Transdigm Group by 162.5% in the 4th quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company’s stock valued at $29,000 after buying an additional 13 shares in the last quarter. Kemnay Advisory Services Inc. bought a new stake in shares of Transdigm Group in the 4th quarter valued at $29,000. Meeder Asset Management Inc. increased its position in shares of Transdigm Group by 242.9% in the 4th quarter. Meeder Asset Management Inc. now owns 24 shares of the aerospace company’s stock valued at $32,000 after buying an additional 17 shares in the last quarter. Finally, Wealth Watch Advisors INC bought a new stake in shares of Transdigm Group in the 3rd quarter valued at $34,000. Institutional investors and hedge funds own 95.78% of the company’s stock.

Transdigm Group Company Profile

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.