Transdigm Group (TDG) Projected to Post Quarterly Earnings on Thursday

Transdigm Group (NYSE:TDG) is expected to be announcing its Q4 2025 results before the market opens on Thursday, November 6th. Analysts expect the company to announce earnings of $10.33 per share and revenue of $2.4026 billion for the quarter. Transdigm Group has set its FY 2025 guidance at 36.330-37.150 EPS.Interested persons are encouraged to explore the company’s upcoming Q4 2025 earningoverview page for the latest details on the call scheduled for Tuesday, November 11, 2025 at 12:30 PM ET.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings data on Tuesday, August 5th. The aerospace company reported $9.60 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $9.75 by ($0.15). The firm had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.29 billion. Transdigm Group had a negative return on equity of 35.27% and a net margin of 20.98%.The firm’s quarterly revenue was up 9.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $9.00 earnings per share. On average, analysts expect Transdigm Group to post $35 EPS for the current fiscal year and $40 EPS for the next fiscal year.

Transdigm Group Stock Performance

NYSE:TDG opened at $1,314.98 on Thursday. The company has a market cap of $74.10 billion, a PE ratio of 43.64, a PEG ratio of 3.30 and a beta of 1.02. Transdigm Group has a 52-week low of $1,183.60 and a 52-week high of $1,623.82. The stock has a 50-day simple moving average of $1,312.34 and a 200 day simple moving average of $1,407.04.

Transdigm Group Increases Dividend

The business also recently declared a special dividend, which was paid on Friday, September 12th. Shareholders of record on Tuesday, September 2nd were paid a $90.00 dividend. This is a positive change from Transdigm Group’s previous special dividend of $75.00. The ex-dividend date was Tuesday, September 2nd.

Insider Buying and Selling at Transdigm Group

In other Transdigm Group news, Director Robert J. Small sold 5,000 shares of the firm’s stock in a transaction on Friday, September 12th. The stock was sold at an average price of $1,276.98, for a total transaction of $6,384,900.00. Following the transaction, the director owned 83,419 shares in the company, valued at $106,524,394.62. This trade represents a 5.65% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director W Nicholas Howley sold 2,736 shares of the firm’s stock in a transaction on Wednesday, October 15th. The stock was sold at an average price of $1,298.87, for a total value of $3,553,708.32. Following the transaction, the director owned 21,548 shares in the company, valued at approximately $27,988,050.76. This trade represents a 11.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 22,512 shares of company stock worth $29,538,093 in the last 90 days. Company insiders own 4.09% of the company’s stock.

Hedge Funds Weigh In On Transdigm Group

A number of hedge funds have recently added to or reduced their stakes in the stock. Bank of America Corp DE increased its stake in Transdigm Group by 2.0% during the 2nd quarter. Bank of America Corp DE now owns 359,563 shares of the aerospace company’s stock worth $546,766,000 after acquiring an additional 6,947 shares during the period. Corient Private Wealth LLC increased its stake in Transdigm Group by 94.6% during the 2nd 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 period. Skye Global Management LP increased its stake in Transdigm Group by 9.1% during the 2nd quarter. Skye Global Management LP now owns 120,000 shares of the aerospace company’s stock worth $182,477,000 after acquiring an additional 10,000 shares during the period. California State Teachers Retirement System increased its stake in Transdigm Group by 4.6% during the 2nd quarter. California State Teachers Retirement System now owns 93,163 shares of the aerospace company’s stock worth $141,667,000 after acquiring an additional 4,130 shares during the period. Finally, Raymond James Financial Inc. increased its stake in Transdigm Group by 2.0% during the 2nd quarter. Raymond James Financial Inc. now owns 74,971 shares of the aerospace company’s stock worth $114,004,000 after acquiring an additional 1,506 shares during the period. Institutional investors own 95.78% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the company. UBS Group raised their price target on Transdigm Group from $1,815.00 to $1,839.00 and gave the company a “buy” rating in a research note on Thursday, August 7th. Citigroup raised their price objective on Transdigm Group from $1,635.00 to $1,795.00 and gave the company a “buy” rating in a research report on Monday, July 14th. Royal Bank Of Canada cut Transdigm Group from an “outperform” rating to a “sector perform” rating and cut their price objective for the company from $1,550.00 to $1,385.00 in a research report on Monday, September 8th. Morgan Stanley dropped their price target on Transdigm Group from $1,750.00 to $1,600.00 and set an “overweight” rating for the company in a report on Wednesday, October 15th. Finally, JPMorgan Chase & Co. lifted their price target on Transdigm Group from $1,480.00 to $1,500.00 and gave the stock a “neutral” rating in a report on Thursday, August 7th. Twelve analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,564.56.

Transdigm Group Company Profile

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.