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

Transdigm Group (NYSE:TDG) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) 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 Analysts Forecast Growth

A number of analysts recently commented on TDG shares. 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 note on Wednesday, July 15th. Jefferies Financial Group boosted their target price on shares of Transdigm Group from $1,565.00 to $1,575.00 in a research note on Monday, May 11th. 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. Susquehanna decreased their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 6th. Finally, Wall Street Zen downgraded shares of Transdigm Group from a “buy” rating to a “hold” rating in a report on Monday, July 20th. Seven research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $1,477.47.

Transdigm Group Stock Down 2.7%

Shares of TDG stock traded down $34.29 during mid-day trading on Tuesday, hitting $1,251.27. 278,880 shares of the company’s stock were exchanged, compared to its average volume of 389,313. Transdigm Group has a fifty-two week low of $1,123.61 and a fifty-two week high of $1,466.13. The stock has a 50-day simple moving average of $1,270.89 and a two-hundred day simple moving average of $1,264.88. The stock has a market cap of $69.98 billion, a price-to-earnings ratio of 39.09, a PEG ratio of 2.21 and a beta of 0.91.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, beating analysts’ consensus estimates of $10.30 by $0.57. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.The business had revenue of $2.74 billion during the quarter, compared to the consensus estimate of $2.68 billion. During the same quarter in the previous year, the business earned $9.60 earnings per share. The business’s revenue for the quarter 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, analysts anticipate that Transdigm Group will post 37.77 earnings per share for the current fiscal year.

Insider Transactions at Transdigm Group

In other news, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction dated Monday, May 18th. The shares were 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 in the company, valued at $25,444,309.36. This represents a 31.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $1,276.78, for a total transaction of $4,979,442.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares in the company, valued at $4,596,408. This represents a 52.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 38,196 shares of company stock valued at $47,135,464. Corporate insiders own 3.20% of the company’s stock.

Institutional Trading of Transdigm Group

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

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.