Rep. April McClain Delaney Buys Transdigm Group Incorporated (NYSE:TDG) Stock

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on August 03rd, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on July 28th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of Life Time Group (NYSE:LTH) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of Liberty Media Corporation – Liberty Formula One Series C (NASDAQ:FWONK) on 7/31/2026.
• Sold $1,001 – $15,000 in shares of Corpay (NYSE:CPAY) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 7/31/2026.
• Sold $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 7/31/2026.
• Purchased $15,001 – $50,000 in shares of Somnigroup International (NYSE:SGI) on 7/30/2026.
• Purchased $1,001 – $15,000 in shares of Entegris (NASDAQ:ENTG) on 7/30/2026.
• Sold $1,001 – $15,000 in shares of Corpay (NYSE:CPAY) on 7/30/2026.
• Purchased $1,001 – $15,000 in shares of Life Time Group (NYSE:LTH) on 7/30/2026.
• Sold $1,001 – $15,000 in shares of Service Corporation International (NYSE:SCI) on 7/30/2026.

Transdigm Group Price Performance

TDG stock opened at $1,275.64 on Wednesday. Transdigm Group Incorporated has a one year low of $1,123.61 and a one year high of $1,466.13. The stock has a market cap of $71.35 billion, a price-to-earnings ratio of 39.81, a price-to-earnings-growth ratio of 2.26 and a beta of 0.91. The company has a fifty day moving average price of $1,271.83 and a two-hundred day moving average price of $1,263.85.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $10.87 earnings per share for the quarter, beating the consensus estimate of $10.30 by $0.57. The company had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.68 billion. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. The company’s revenue was up 22.5% on a year-over-year basis. During the same period in the prior year, the firm earned $9.60 earnings per share. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. Research analysts anticipate that Transdigm Group Incorporated will post 37.77 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

TDG has been the topic of several research analyst reports. Deutsche Bank Aktiengesellschaft increased their price target on shares of Transdigm Group from $1,306.00 to $1,350.00 and gave the company a “hold” rating in a report on Wednesday, May 6th. Royal Bank Of Canada lowered their target price on Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating on the stock in a research note on Wednesday, May 6th. JPMorgan Chase & Co. boosted their price target on Transdigm Group from $1,440.00 to $1,450.00 and gave the company a “neutral” rating in a research note on Monday, June 15th. BMO Capital Markets increased their price objective on Transdigm Group from $1,450.00 to $1,525.00 and gave the stock an “outperform” rating in a research report on Thursday, July 2nd. Finally, Wall Street Zen downgraded 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 given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $1,477.47.

Hedge Funds Weigh In On Transdigm Group

A number of hedge funds have recently added to or reduced their stakes in the stock. IFP Advisors Inc boosted its position in shares of Transdigm Group by 392.9% during the 4th quarter. IFP Advisors Inc now owns 1,592 shares of the aerospace company’s stock worth $2,117,000 after acquiring an additional 1,269 shares in the last quarter. DNB Asset Management AS lifted its stake in Transdigm Group by 11.6% during the fourth quarter. DNB Asset Management AS now owns 25,824 shares of the aerospace company’s stock worth $34,342,000 after purchasing an additional 2,685 shares during the last quarter. HighTower Advisors LLC boosted its holdings in shares of Transdigm Group by 8.0% in the 4th quarter. HighTower Advisors LLC now owns 17,230 shares of the aerospace company’s stock valued at $22,914,000 after purchasing an additional 1,281 shares in the last quarter. Capital Research Global Investors increased its stake in shares of Transdigm Group by 12.2% in the 4th quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock valued at $3,293,527,000 after purchasing an additional 268,824 shares during the last quarter. Finally, Pier 88 Investment Partners LLC bought a new stake in shares of Transdigm Group during the 4th quarter worth $3,192,000. Institutional investors own 95.78% of the company’s stock.

Insider Transactions at Transdigm Group

In other Transdigm Group news, Director W Nicholas Howley sold 10,132 shares of the business’s stock in a transaction dated 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 completion of the transaction, the director owned 21,548 shares of the company’s stock, valued at approximately $25,444,309.36. The trade was a 31.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction that occurred on Monday, June 15th. The shares were 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 owned 3,600 shares in the company, valued at approximately $4,596,408. The trade was a 52.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 38,196 shares of company stock worth $47,135,464. Company insiders own 3.20% of the company’s stock.

Transdigm Group News Summary

Here are the key news stories impacting Transdigm Group this week:

• Positive Sentiment: Results exceeded expectations. Adjusted EPS was $10.87 versus the $10.30 consensus estimate, while revenue reached $2.74 billion compared with expectations of $2.68 billion. Revenue increased 23% year over year, supported by broad organic growth. TransDigm’s Q3 Earnings Surpass Estimates, Sales Increase Y/Y
• Positive Sentiment: Profitability remained strong. Adjusted EBITDA rose 19% to $1.45 billion, with a 52.8% margin. Net income increased 10% to $540 million, and adjusted EPS grew 13% from $9.60 a year earlier. TransDigm Group Reports Fiscal 2026 Third Quarter Results
• Positive Sentiment: Fiscal 2026 guidance was raised. TDG now expects adjusted EPS of $40.62-$41.46 and revenue of $10.5-$10.6 billion, above analyst forecasts of approximately $39.67 EPS and $10.3 billion in revenue. TransDigm Group Beats Q3 Earnings and Revenue Estimates
• Neutral Sentiment: The earnings call transcript and company materials reinforce the positive quarterly update, with investors focused on continued aftermarket demand, defense activity, margins and the company’s ability to sustain its growth momentum. TransDigm Q3 2026 Earnings Call Transcript
• Negative Sentiment: Valuation may be limiting the reaction. TDG trades at roughly 40 times earnings, so the strong results and higher outlook may already be reflected in the share price. Profit-taking or concerns about sustaining such a high growth and margin profile could outweigh the earnings beat in the near term.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.

April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

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.