Transdigm Group (TDG) Stock Price, News & Analysis

Company Overview

TransDigm Group Incorporated (NYSE: TDG) is a global manufacturer and supplier of highly engineered aerospace components for commercial, military, and regional aircraft applications. Founded in 1993 and headquartered in the Cleveland, Ohio area, the company specializes in the design, production and aftermarket support of proprietary systems and components that are critical to aircraft performance and safety. TransDigm’s business model emphasizes niche products with strong aftermarket demand and high barriers to entry.

The company’s product portfolio spans a broad range of mission-critical components, including electromechanical actuators, pumps, valves, ignition systems, sensors, latches, and power generation and conversion equipment. These products serve original equipment manufacturers (OEMs) as well as maintenance, repair and overhaul (MRO) providers. By maintaining a focus on differentiated designs and in-house engineering, TransDigm seeks to deliver reliable solutions that meet stringent certification and performance standards.

TransDigm operates through a network of production facilities, sales offices and support centers in North America, Europe, Asia-Pacific, Latin America and the Middle East. Its global footprint enables responsive customer service, flexible sourcing and efficient aftermarket distribution. Strategic acquisitions of niche aerospace suppliers have been a key driver of growth, allowing the company to broaden its product offerings and strengthen its presence in specialized market segments.

Led by an experienced management team with deep aerospace expertise, TransDigm continues to invest in research and development, manufacturing capabilities and aftermarket infrastructure. This focus on innovation and operational excellence aims to sustain the company’s market leadership and long-term value proposition for customers and stakeholders.

Key Stats

• Today's Range: $1,392.29 to $1,402.50
• 50-Day Range: $1,388.60 to $1,622.16
• 52-Week Range: $1,183.60 to $1,623.82
• Volume: 311,909 shs
• Average Volume: 436,498 shs
• Market Capitalization: $78.93 billion
• P/E Ratio: 46.49
• Dividend Yield: N/A
• Price Target: $1,624.69
• Consensus Rating: Moderate Buy

Transdigm Group Stock Analysis - MarketRank™

Transdigm Group scored higher than 94% of companies evaluated by MarketBeat, and ranked 4th out of 58 stocks in the aerospace sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 3.3 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Transdigm Group has received a consensus rating of Moderate Buy. The company's average rating score is 2.69, and is based on 9 buy ratings, 4 hold ratings, and no sell ratings.

Amount of Analyst Coverage

Transdigm Group has been the subject of 9 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 14.09%

Earnings Growth

Earnings for Transdigm Group are expected to grow by 14.09% in the coming year, from $35.13 to $40.08 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Transdigm Group is 46.49, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 269.60.

Price to Earnings Ratio vs. Sector

The P/E ratio of Transdigm Group is 46.49, which means that it is trading at a less expensive P/E ratio than the Aerospace sector average P/E ratio of about 78.58.

Price to Earnings Growth Ratio

Transdigm Group has a PEG Ratio of 2.95. PEG Ratios above 1 indicate that a company could be overvalued.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.07% of the float of Transdigm Group has been sold short.

Short Interest Ratio / Days to Cover

Transdigm Group has a short interest ratio ("days to cover") of 3.9, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Transdigm Group has recently decreased by 8.94%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 0.0 / 5
• Dividend Strength: N/A

Dividend Yield

Transdigm Group does not currently pay a dividend.

Dividend Growth

Transdigm Group does not have a long track record of dividend growth.

Sustainability and ESG

• Score: 0.6 / 5
• Environmental Score: -4.27

Percentage of Shares Shorted

2.07% of the float of Transdigm Group has been sold short.

Short Interest Ratio / Days to Cover

Transdigm Group has a short interest ratio ("days to cover") of 3.9, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Transdigm Group has recently decreased by 8.94%, indicating that investor sentiment is improving significantly.

News and Social Media

• Score: 4.1 / 5
• News Sentiment: 1.31

News Sentiment

Transdigm Group has a news sentiment score of 1.31. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 1.01 average news sentiment score of Aerospace companies.

News Coverage This Week

MarketBeat has tracked 34 news articles for Transdigm Group this week, compared to 27 articles on an average week.

Search Interest

12 people have searched for TDG on MarketBeat in the last 30 days. This is an increase of 71% compared to the previous 30 days.

MarketBeat Follows

10 people have added Transdigm Group to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Transdigm Group insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $96,378,273.00 in company stock.

Percentage Held by Insiders

Only 4.09% of the stock of Transdigm Group is held by insiders.

Percentage Held by Institutions

95.78% of the stock of Transdigm Group is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

TDG Stock Analysis - Frequently Asked Questions

How have TDG shares performed this year?

Transdigm Group's stock was trading at $1,267.28 on January 1st, 2025. Since then, TDG shares have increased by 10.5% and is now trading at $1,400.7650.

How were Transdigm Group's earnings last quarter?

Transdigm Group Incorporated (NYSE:TDG) announced its quarterly earnings data on Tuesday, August, 5th. The aerospace company reported $9.60 EPS for the quarter, missing analysts' consensus estimates of $9.75 by $0.15. Transdigm Group's revenue was up 9.3% compared to the same quarter last year.
Read the conference call transcript.

Does Transdigm Group have any subsidiaries?

Transdigm Group subsidiaries include these companies: DART Aerospace, Cobham Aero Connectivity, Esterline Technologies Corporation, Esterline, Skandia, Symetrics Industries, Kirkhill Elastomers, and more.

Who are Transdigm Group's major shareholders?

Top institutional investors of Transdigm Group include Vanguard Group Inc. (11.88%), State Street Corp (4.16%), Geode Capital Management LLC (2.16%) and Norges Bank (1.49%). Insiders that own company stock include Robert J Small, Sean P Hennessy, W Nicholas Howley, Jorge Valladares, Kevin M Stein, Joel Reiss, Sarah Wynne, Michael Graff, Michele Santana, Jessica L Warren and Michael Lisman.
View institutional ownership trends.

How do I buy shares of Transdigm Group?

Shares of TDG stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Transdigm Group own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Transdigm Group investors own include NVIDIA (NVDA), Meta Platforms (META), Broadcom (AVGO), Adobe (ADBE), ServiceNow (NOW), Advanced Micro Devices (AMD) and Arista Networks (ANET).

Company Calendar

• Last Earnings: 8/05/2025
• Today: 8/29/2025
• Record date for 9/12 Dividend: 9/02/2025
• Ex-Dividend for 9/12 Dividend: 9/02/2025
• Dividend Payable: 9/12/2025
• Fiscal Year End: 9/30/2025
• Next Earnings (Estimated): 11/06/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Aerospace
• Industry: AEROSP/DEF EQ
• Sub-Industry: Aerospace & Defense
• Current Symbol: NYSE:TDG
• CIK: 1260221
• Web: www.transdigm.com
• Phone: (216) 706-2960
• Fax: 302-636-5454
• Employees: 16,600
• Year Founded: 1993

Price Target and Rating

• Average Price Target for Transdigm Group: $1,624.69
• High Price Target: $1,839.00
• Low Price Target: $1,348.00
• Potential Upside/Downside: +16.0%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.69
• Research Coverage: 13 Analysts

Profitability

• EPS (Trailing Twelve Months): $30.13
• Trailing P/E Ratio: 46.49
• Forward P/E Ratio: 39.87
• P/E Growth: 2.95
• Net Income: $1.71 billion
• Net Margins: 20.98%
• Pretax Margin: 28.93%
• Return on Equity: -35.27%
• Return on Assets: 8.92%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 3.13
• Quick Ratio: 2.19

Sales & Book Value

• Annual Sales: $8.58 billion
• Price / Sales: 9.20
• Cash Flow: $38.88 per share
• Price / Cash Flow: 36.03
• Book Value: ($88.66) per share
• Price / Book: -15.80

Miscellaneous

• Outstanding Shares: 56,350,000
• Free Float: 54,045,000
• Market Cap: $78.93 billion
• Optionable: Optionable
• Beta: 1.07