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

Transdigm Group (NYSE:TDG) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 40.620-41.460 for the period, compared to the consensus EPS estimate of 39.670. The company issued revenue guidance of $10.5 billion-$10.6 billion, compared to the consensus revenue estimate of $10.3 billion.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on TDG. Stifel Nicolaus reissued a “hold” rating and issued a $1,405.00 price objective (down from $1,525.00) on shares of Transdigm Group in a research report on Wednesday. BNP Paribas Exane reduced their target price on shares of Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating on the stock in a report on Thursday, May 14th. Wall Street Zen cut shares of Transdigm Group from a “buy” rating to a “hold” rating in a research report on Monday, July 20th. UBS Group increased their price target on Transdigm Group from $1,585.00 to $1,695.00 and gave the company a “buy” rating in a report on Wednesday. Finally, TD Cowen cut their price objective on Transdigm Group from $1,565.00 to $1,450.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Six research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $1,472.80.

Transdigm Group Stock Up 0.3%

NYSE:TDG opened at $1,259.04 on Thursday. Transdigm Group has a 52 week low of $1,123.61 and a 52 week high of $1,463.03. The company has a market cap of $70.42 billion, a PE ratio of 38.21, a P/E/G ratio of 2.25 and a beta of 0.91. The business’s 50 day moving average is $1,271.99 and its two-hundred day moving average is $1,262.56.

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

Insider Activity

In other news, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction on 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 sale, the chief operating officer owned 3,600 shares of the company’s stock, valued at $4,596,408. This trade represents a 52.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $1,180.82, for a total value of $11,964,068.24. Following the completion of the transaction, the director owned 21,548 shares in the company, valued at $25,444,309.36. This represents a 31.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 38,196 shares of company stock valued at $47,135,464 in the last ninety days. Company insiders own 3.20% of the company’s stock.

Institutional Investors Weigh In On Transdigm Group

Several large investors have recently made changes to their positions in TDG. Veritas Asset Management LLP acquired a new position in shares of Transdigm Group during the 4th quarter worth $188,629,000. State Street Corp grew its position in 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 acquiring an additional 67,348 shares during the last quarter. Corient Private Wealth LLC lifted its holdings in shares of Transdigm Group by 94.6% in the second quarter. Corient Private Wealth LLC now owns 136,898 shares of the aerospace company’s stock worth $208,284,000 after acquiring an additional 66,559 shares during the last quarter. Marshall Wace LLP acquired a new stake in shares of Transdigm Group in the 4th quarter valued at approximately $61,951,000. Finally, Estuary Capital Management LP acquired a new stake in shares of Transdigm Group in the 4th quarter valued at approximately $36,597,000. Institutional investors 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.