Zacks Research Brokers Increase Earnings Estimates for TransDigm Group Incorporated (NYSE:TDG)

TransDigm Group Incorporated (NYSE:TDG - Free Report) - Equities researchers at Zacks Research lifted their Q1 2025 earnings per share estimates for shares of TransDigm Group in a research report issued on Monday, April 29th. Zacks Research analyst R. Department now expects that the aerospace company will post earnings per share of $7.27 for the quarter, up from their previous estimate of $7.22. 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 Q2 2025 earnings at $8.24 EPS, Q3 2025 earnings at $8.57 EPS, Q4 2025 earnings at $9.85 EPS and Q2 2026 earnings at $9.91 EPS.

A number of other analysts also recently commented on TDG. StockNews.com raised TransDigm Group from a "hold" rating to a "buy" rating in a research note on Tuesday, April 9th. Susquehanna boosted their price objective on TransDigm Group from $875.00 to $1,100.00 and gave the stock a "neutral" rating in a research note on Friday, February 9th. Barclays lifted their target price on TransDigm Group from $1,150.00 to $1,250.00 and gave the stock an "overweight" rating in a report on Monday, February 12th. Stifel Nicolaus lifted their target price on TransDigm Group from $1,100.00 to $1,200.00 and gave the stock a "hold" rating in a report on Wednesday, April 17th. Finally, KeyCorp lifted their price target on TransDigm Group from $1,220.00 to $1,325.00 and gave the company an "overweight" rating in a report on Monday, April 22nd. Six equities research analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $1,170.27.

TransDigm Group Price Performance

Shares of TDG traded down $10.57 during midday trading on Tuesday, reaching $1,248.15. The stock had a trading volume of 238,226 shares, compared to its average volume of 206,483. TransDigm Group has a 52 week low of $750.86 and a 52 week high of $1,269.51. The firm's 50 day moving average price is $1,207.04 and its 200-day moving average price is $1,068.32. The company has a market capitalization of $69.41 billion, a P/E ratio of 52.98, a P/E/G ratio of 2.56 and a beta of 1.42.

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

Insider Activity at TransDigm Group

In related news, Director Michael Graff sold 3,460 shares of the stock in a transaction that occurred on Tuesday, February 13th. The stock was sold at an average price of $1,108.17, for a total transaction of $3,834,268.20. Following the completion of the sale, the director now owns 4,879 shares in the company, valued at approximately $5,406,761.43. The sale was disclosed in a filing with the SEC, which is available through the SEC website. In other TransDigm Group news, Director Michael Graff sold 3,460 shares of the company's stock in a transaction that occurred on Tuesday, February 13th. The stock was sold at an average price of $1,108.17, for a total value of $3,834,268.20. Following the completion of the transaction, the director now owns 4,879 shares of the company's stock, valued at approximately $5,406,761.43. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Kevin M. Stein sold 10,000 shares of the company'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 value of $12,161,600.00. Following the completion of the transaction, the chief executive officer now directly owns 8,158 shares of the company's stock, valued at approximately $9,921,433.28. The disclosure for this sale can be found here. Insiders sold a total of 59,087 shares of company stock worth $69,840,358 in the last 90 days. 4.96% of the stock is owned by company insiders.

Hedge Funds Weigh In On TransDigm Group

A number of hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. raised its holdings in shares of TransDigm Group by 1.8% in the 3rd quarter. Vanguard Group Inc. now owns 5,903,014 shares of the aerospace company's stock worth $4,977,008,000 after buying an additional 104,433 shares in the last quarter. Deutsche Bank AG raised its holdings in shares of 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 worth $2,859,376,000 after buying an additional 3,225,771 shares in the last quarter. Capital World Investors increased its holdings in TransDigm Group by 4.0% during the 4th quarter. Capital World Investors now owns 3,093,357 shares of the aerospace company's stock valued at $3,129,240,000 after purchasing an additional 120,058 shares in the last quarter. FMR LLC increased its holdings in TransDigm Group by 9.0% during the 3rd quarter. FMR LLC now owns 1,651,413 shares of the aerospace company's stock valued at $1,392,355,000 after purchasing an additional 136,834 shares in the last quarter. Finally, JPMorgan Chase & Co. increased its holdings in TransDigm Group by 46.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,107,497 shares of the aerospace company's stock valued at $933,765,000 after purchasing an additional 349,409 shares in the last quarter. 95.78% of the stock is owned by institutional investors and hedge funds.

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.