Transdigm Group (NYSE:TDG) Price Target Cut to $1,645.00 by Analysts at UBS Group

Key Points

• UBS cut its price target on Transdigm from $1,745 to $1,645 but kept a "buy" rating, implying roughly a 33% upside; the consensus analyst target is about $1,538 with an average rating of "Moderate Buy."
• Strong Q2 results and raised guidance: TDG beat estimates with $9.85 EPS and $2.54B revenue and management raised FY2026 guidance to $38.83–40.21 EPS and $10.3–10.4B revenue, which helped push the stock higher.
• Risks and insider activity: Several firms trimmed price targets and flagged rising interest expense/leverage as headwinds, while insiders sold ~38,232 shares in the past 90 days, potentially capping near‑term upside.

Transdigm Group (NYSE:TDG - Get Free Report) had its price objective dropped by stock analysts at UBS Group from $1,745.00 to $1,645.00 in a research note issued on Wednesday,Benzinga reports. The brokerage presently has a "buy" rating on the aerospace company's stock. UBS Group's target price would suggest a potential upside of 33.28% from the stock's current price.

A number of other research firms have also weighed in on TDG. Stifel Nicolaus reduced their target price on Transdigm Group from $1,650.00 to $1,525.00 and set a "buy" rating for the company in a report on Wednesday. Wells Fargo & Company started coverage on Transdigm Group in a report on Wednesday, April 1st. They set an "equal weight" rating and a $1,200.00 target price for the company. KeyCorp lowered Transdigm Group from an "overweight" rating to a "sector weight" rating in a report on Thursday, February 5th. Robert W. Baird reaffirmed a "neutral" rating and set a $1,400.00 target price on shares of Transdigm Group in a report on Wednesday, February 4th. Finally, Royal Bank Of Canada reduced their target price on Transdigm Group from $1,400.00 to $1,350.00 and set a "sector perform" rating for the company in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $1,538.73.

Transdigm Group Stock Up 3.6%

TDG traded up $42.92 during trading hours on Wednesday, hitting $1,234.25. The stock had a trading volume of 472,758 shares, compared to its average volume of 395,416. The company's fifty day simple moving average is $1,220.06 and its 200 day simple moving average is $1,296.12. Transdigm Group has a 1 year low of $1,123.61 and a 1 year high of $1,623.82. The stock has a market cap of $69.70 billion, a PE ratio of 39.71, a price-to-earnings-growth ratio of 2.43 and a beta of 0.90.

Transdigm Group (NYSE:TDG - Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share for the quarter, topping the consensus estimate of $9.46 by $0.39. Transdigm Group had a negative return on equity of 29.07% and a net margin of 20.50%.The company had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.47 billion. During the same quarter last year, the firm posted $9.11 EPS. The firm's revenue for the quarter was up 18.3% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. As a group, equities analysts expect that Transdigm Group will post 36.71 EPS for the current year.

Insider Activity

In other Transdigm Group news, CEO Michael Lisman purchased 950 shares of the company's stock in a transaction dated Friday, February 6th. The stock was purchased at an average price of $1,284.26 per share, for a total transaction of $1,220,047.00. Following the transaction, the chief executive officer owned 3,259 shares in the company, valued at $4,185,403.34. The trade was a 41.14% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $1,280.46, for a total value of $4,993,794.00. Following the sale, the chief operating officer owned 3,600 shares of the company's stock, valued at approximately $4,609,656. This trade represents a 52.00% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 38,232 shares of company stock worth $48,248,925. 3.20% of the stock is currently owned by insiders.

Institutional Trading of Transdigm Group

Hedge funds have recently bought and sold shares of the company. Ares Financial Consulting LLC bought a new stake in Transdigm Group in the 4th quarter worth approximately $25,000. Elyxium Wealth LLC bought a new stake in Transdigm Group in the 4th quarter worth approximately $25,000. MCF Advisors LLC lifted its position in Transdigm Group by 900.0% in the 4th quarter. MCF Advisors LLC now owns 20 shares of the aerospace company's stock worth $27,000 after buying an additional 18 shares during the last quarter. Transamerica Financial Advisors LLC lifted its position in 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 last quarter. Finally, Colonial Trust Co SC lifted its position in Transdigm Group by 162.5% in the 4th quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company's stock worth $29,000 after buying an additional 13 shares during the last quarter. Institutional investors own 95.78% of the company's stock.

Key Stories Impacting Transdigm Group

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

• Positive Sentiment: Q2 results and guidance raise — TDG reported Q2 revenue of $2.544B (up 18% YoY) and adjusted EPS of $9.85, beating estimates; management raised FY2026 EPS and revenue guidance (EPS 38.83–40.21, revenue $10.3–10.4B), a primary driver of the stock lift. TransDigm Group Reports Fiscal 2026 Second Quarter Results
• Neutral Sentiment: Investor materials available — Company released the earnings slide deck and hosted the conference call; these provide detail on margin drivers, segment performance and guidance assumptions for analysts and models. Slide Deck / Press Release
• Negative Sentiment: Analyst price‑target trims — Stifel cut its PT from $1,650 to $1,525 (still a "buy"), RBC trimmed its PT to $1,350 and moved to "sector perform", and Susquehanna lowered its PT to $1,350 with a "neutral" rating. These cuts cap near‑term upside expectations and add selling pressure. Stifel/TickerReport
• Negative Sentiment: Insider reduced stake — A reported insider sale cut their stake by ~58%, which can be interpreted by some investors as a negative signal on insider conviction and may add downward pressure. Insider Reduced Stake (Yahoo)
• Negative Sentiment: Rising interest expense / leverage watch — Coverage notes that higher interest expense and elevated debt levels are a watch item despite strong operating results; that raises sensitivity to rates and could pressure valuation. Zacks: Q2 Analysis

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.

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