Q3 2025 EPS Estimates for TransDigm Group Incorporated (NYSE:TDG) Increased by Analyst

TransDigm Group Incorporated (NYSE:TDG - Free Report) - Equities researchers at Zacks Research boosted their Q3 2025 EPS estimates for shares of TransDigm Group in a note issued to investors on Monday, April 22nd. Zacks Research analyst R. Department now expects that the aerospace company will post earnings of $8.56 per share for the quarter, up from their previous forecast of $8.35. The consensus estimate for TransDigm Group's current full-year earnings is $29.08 per share. Zacks Research also issued estimates for TransDigm Group's Q4 2025 earnings at $9.84 EPS, FY2025 earnings at $33.86 EPS and FY2026 earnings at $39.37 EPS.

Other equities research analysts also recently issued research reports about the stock. Stifel Nicolaus boosted their target price on shares of TransDigm Group from $1,100.00 to $1,200.00 and gave the stock a "hold" rating in a research report on Wednesday, April 17th. StockNews.com raised shares of TransDigm Group from a "hold" rating to a "buy" rating in a research report on Tuesday, April 9th. Barclays boosted their price objective on shares of TransDigm Group from $1,150.00 to $1,250.00 and gave the company an "overweight" rating in a research report on Monday, February 12th. Susquehanna boosted their price objective on shares of TransDigm Group from $875.00 to $1,100.00 and gave the company a "neutral" rating in a research report on Friday, February 9th. Finally, Truist Financial boosted their price objective on shares of TransDigm Group from $1,158.00 to $1,267.00 and gave the company a "buy" rating in a research report on Friday, February 9th. Six equities research analysts have rated the stock with a hold rating and eleven have given a buy rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $1,170.27.

TransDigm Group Stock Down 0.1 %

Shares of TDG traded down $0.78 during midday trading on Wednesday, hitting $1,241.62. The company had a trading volume of 218,686 shares, compared to its average volume of 207,623. The company's 50 day moving average price is $1,198.81 and its 200 day moving average price is $1,055.92. The stock has a market cap of $69.05 billion, a price-to-earnings ratio of 52.70, a PEG ratio of 2.44 and a beta of 1.42. TransDigm Group has a 52 week low of $741.74 and a 52 week high of $1,255.59.

TransDigm Group (NYSE:TDG - Get Free Report) last released its quarterly earnings results on Thursday, February 8th. The aerospace company reported $7.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.41 by $0.75. TransDigm Group had a net margin of 20.80% and a negative return on equity of 59.61%. The firm had revenue of $1.79 billion for the quarter, compared to the consensus estimate of $1.68 billion. During the same quarter in the previous year, the firm posted $4.15 EPS. The firm's quarterly revenue was up 28.1% on a year-over-year basis.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in TDG. Deutsche Bank AG increased its stake in TransDigm Group by 1,947.8% in the 3rd quarter. Deutsche Bank AG now owns 3,391,382 shares of the aerospace company's stock valued at $2,859,376,000 after buying an additional 3,225,771 shares during the period. Norges Bank bought a new stake in TransDigm Group in the fourth quarter worth approximately $790,822,000. JPMorgan Chase & Co. grew its position in TransDigm Group by 46.1% in the third quarter. JPMorgan Chase & Co. now owns 1,107,497 shares of the aerospace company's stock worth $933,765,000 after acquiring an additional 349,409 shares in the last quarter. Cerity Partners LLC grew its position in TransDigm Group by 34,288.0% in the fourth quarter. Cerity Partners LLC now owns 205,640 shares of the aerospace company's stock worth $208,025,000 after acquiring an additional 205,042 shares in the last quarter. Finally, FMR LLC grew its position in TransDigm Group by 9.0% in the third quarter. FMR LLC now owns 1,651,413 shares of the aerospace company's stock worth $1,392,355,000 after acquiring an additional 136,834 shares in the last quarter. Institutional investors and hedge funds own 95.78% of the company's stock.

Insider Buying and Selling

In related news, COO Joel Reiss sold 3,000 shares of the business's stock in a transaction that occurred on Monday, April 15th. The shares were sold at an average price of $1,233.10, for a total value of $3,699,300.00. Following the sale, the chief operating officer now directly owns 3,600 shares in the company, valued at approximately $4,439,160. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In other news, COO Joel Reiss sold 3,000 shares of the business's stock in a transaction that occurred on Monday, April 15th. The shares were sold at an average price of $1,233.10, for a total transaction of $3,699,300.00. Following the sale, the chief operating officer now owns 3,600 shares in the company, valued at $4,439,160. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Kevin M. Stein sold 10,000 shares of the business's stock in a transaction that occurred on Friday, April 12th. The shares were sold at an average price of $1,216.16, for a total transaction of $12,161,600.00. Following the sale, the chief executive officer now owns 8,158 shares in the company, valued at approximately $9,921,433.28. The disclosure for this sale can be found here. Insiders have sold 59,087 shares of company stock worth $69,840,358 in the last ninety days. 4.96% of the stock is currently owned by corporate insiders.

About TransDigm Group

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.