Transdigm Group (TDG) to Announce Quarterly Earnings on Tuesday

Transdigm Group (NYSE:TDG) is expected to be issuing its Q3 2026 results before the market opens on Tuesday, August 4th. Analysts expect Transdigm Group to announce earnings of $10.30 per share and revenue of $2.6782 billion for the quarter. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. Parties can check the company’s upcoming Q3 2026 earning report for the latest details on the call scheduled for Tuesday, August 4, 2026 at 11:00 AM ET.

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 analysts’ consensus estimates of $9.46 by $0.39. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. The business had revenue of $2.54 billion for the quarter, compared to the consensus estimate of $2.47 billion. During the same period in the previous year, the firm earned $9.11 EPS. The company’s quarterly revenue was up 18.3% compared to the same quarter last year. On average, analysts expect Transdigm Group to post $38 EPS for the current fiscal year and $44 EPS for the next fiscal year.

Transdigm Group Trading Up 4.2%

Shares of NYSE TDG opened at $1,288.46 on Tuesday. Transdigm Group has a 12 month low of $1,123.61 and a 12 month high of $1,623.82. The firm has a market capitalization of $72.07 billion, a PE ratio of 40.21, a price-to-earnings-growth ratio of 2.18 and a beta of 0.90. The firm has a fifty day simple moving average of $1,263.69 and a two-hundred day simple moving average of $1,268.76.

Insider Activity

In other news, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction on Monday, May 18th. The stock was sold at an average price of $1,180.82, for a total transaction of $11,964,068.24. Following the transaction, the director directly owned 21,548 shares of the company’s stock, valued at $25,444,309.36. This represents a 31.98% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $1,276.78, for a total value of $4,979,442.00. Following the completion of the transaction, the chief operating officer directly owned 3,600 shares in the company, valued at $4,596,408. The trade was a 52.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 28,064 shares of company stock valued at $34,814,142 over the last ninety days. Corporate insiders own 3.20% of the company’s stock.

Institutional Trading of Transdigm Group

Hedge funds and other institutional investors have recently modified their holdings of the company. Transamerica Financial Advisors LLC grew its position in shares of Transdigm Group by 1,900.0% during the fourth quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after purchasing an additional 19 shares in the last quarter. Kemnay Advisory Services Inc. bought a new position in Transdigm Group during the fourth quarter valued at $29,000. Colonial Trust Co SC raised its position in Transdigm Group by 162.5% in the 4th quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company’s stock worth $29,000 after purchasing an additional 13 shares during the period. Meeder Asset Management Inc. increased its stake in Transdigm Group by 242.9% in the fourth quarter. Meeder Asset Management Inc. now owns 24 shares of the aerospace company’s stock worth $32,000 after purchasing an additional 17 shares during the period. Finally, Wealth Watch Advisors INC purchased a new position in Transdigm Group in the 3rd quarter worth about $34,000. 95.78% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms have weighed in on TDG. Jefferies Financial Group lifted their price objective on Transdigm Group from $1,565.00 to $1,575.00 in a research report on Monday, May 11th. Wells Fargo & Company initiated coverage on Transdigm Group in a research report on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 target price for the company. BMO Capital Markets raised their target price on Transdigm Group from $1,450.00 to $1,525.00 and gave the company an “outperform” rating in a research note on Thursday, July 2nd. Weiss Ratings lowered Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, June 2nd. Finally, Wall Street Zen cut Transdigm Group from a “buy” rating to a “hold” rating in a research note on Monday, July 20th. Seven equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $1,477.47.

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.