Transdigm Group (NYSE:TDG) Shares Acquired Rep. April McClain Delaney

Key Points

• Rep. April McClain Delaney disclosed in a May 6 filing that she bought between $1,001 and $15,000 of Transdigm (NYSE:TDG) stock in April.
• TransDigm beat Q2 estimates — reporting $9.85 EPS vs. $9.46 expected and $2.54B revenue (up ~18% y/y) — and raised FY‑2026 EPS guidance to 38.83–40.21, while executing roughly $800M of buybacks.
• Despite the beat and a UBS buy rating with a $1,645 target, the stock faces mixed sentiment from analyst target cuts and substantial insider selling (38,232 shares worth ~$48.3M over 90 days), which could temper upside.

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Transdigm Group Incorporated NYSE: TDG. In a filing disclosed on May 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on April 15th.

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

• Sold $1,001 - $15,000 in shares of Service Corporation International NYSE: SCI on 4/30/2026.
• Purchased $1,001 - $15,000 in shares of Markel Group NYSE: MKL on 4/30/2026.
• Purchased $1,001 - $15,000 in shares of STERIS NYSE: STE on 4/30/2026.
• Sold $1,001 - $15,000 in shares of Clean Harbors NYSE: CLH on 4/30/2026.
• Purchased $1,001 - $15,000 in shares of Transdigm Group NYSE: TDG on 4/29/2026.
• Purchased $1,001 - $15,000 in shares of Packaging Corporation of America NYSE: PKG on 4/29/2026.
• Purchased $1,001 - $15,000 in shares of Packaging Corporation of America NYSE: PKG on 4/24/2026.
• Purchased $1,001 - $15,000 in shares of Nasdaq NASDAQ: NDAQ on 4/24/2026.
• Sold $1,001 - $15,000 in shares of Fortune Brands Innovations NYSE: FBIN on 4/24/2026.
• Sold $15,001 - $50,000 in shares of C.H. Robinson Worldwide NASDAQ: CHRW on 4/24/2026.

Transdigm Group Stock Performance

Shares of NYSE:TDG opened at $1,242.28 on Friday. The business's 50 day simple moving average is $1,217.81 and its two-hundred day simple moving average is $1,295.83. The firm has a market cap of $69.48 billion, a P/E ratio of 38.77, a PEG ratio of 2.60 and a beta of 0.90. Transdigm Group Incorporated has a 52-week low of $1,123.61 and a 52-week high of $1,623.82.

Transdigm Group (NYSE:TDG - Get Free Report) last posted its earnings results on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share for the quarter, beating analysts' consensus estimates of $9.46 by $0.39. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.The company had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.47 billion. During the same quarter last year, the company earned $9.11 earnings per share. The company'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. On average, equities analysts forecast that Transdigm Group Incorporated will post 36.71 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Transdigm Group

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its position in Transdigm Group by 1.8% during the third quarter. Vanguard Group Inc. now owns 6,814,938 shares of the aerospace company's stock worth $8,982,225,000 after buying an additional 121,049 shares in the last quarter. Capital International Investors grew its position in Transdigm Group by 0.9% during the fourth quarter. Capital International Investors now owns 6,544,423 shares of the aerospace company's stock worth $8,702,655,000 after buying an additional 55,230 shares in the last quarter. Capital World Investors grew its position in Transdigm Group by 0.4% during the fourth quarter. Capital World Investors now owns 3,954,512 shares of the aerospace company's stock worth $5,258,898,000 after buying an additional 15,825 shares in the last quarter. Capital Research Global Investors grew its position in Transdigm Group by 12.2% during the fourth quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company's stock worth $3,293,527,000 after buying an additional 268,824 shares in the last quarter. Finally, State Street Corp grew its position in Transdigm Group by 2.8% during the fourth quarter. State Street Corp now owns 2,456,186 shares of the aerospace company's stock worth $3,266,359,000 after buying an additional 67,348 shares in the last quarter. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $1,280.46, for a total transaction of $4,993,794.00. Following the completion of the sale, the chief operating officer owned 3,600 shares of the company's stock, valued at $4,609,656. The trade was a 52.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director W Nicholas Howley sold 10,168 shares of Transdigm Group stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $1,307.68, for a total value of $13,296,490.24. Following the sale, the director directly owned 21,548 shares of the company's stock, valued at approximately $28,177,888.64. This trade represents a 32.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 38,232 shares of company stock valued at $48,248,925. 3.20% of the stock is owned by company insiders.

Key Headlines Impacting Transdigm Group

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

• Positive Sentiment: Q2 results beat and guidance lift — TransDigm reported Q2 sales of $2.544B (up ~18%) and an EPS beat; management raised FY guidance, highlighting 11% organic growth and durable pricing power in sole-source aftermarket aerospace parts. This is the primary catalyst behind the positive price action. Article Title
• Positive Sentiment: Share repurchases and bullish market chatter — the company executed roughly $800M of buybacks in April (during a pullback), and social/quant commentary highlighted upside vs. fair value and the resilience of the business model, supporting sentiment. Article Title
• Positive Sentiment: UBS reiterates buy with a new $1,645 target — UBS published a new $1,645 price target and maintained a Buy rating (target trimmed from $1,745 but still implies material upside), which likely reassures growth-oriented investors. Article Title
• Neutral Sentiment: Analyst price-target adjustments — several firms trimmed targets (Stifel to $1,525; RBC to $1,350; Susquehanna to $1,350) while many ratings remain Buy/Overweight; the net effect is mixed — supportive on beat/guidance but compresses near-term upside expectations. Article Title
• Negative Sentiment: Insider and institutional selling — public data show heavy insider sales by several execs over the last six months and sizable institutional reductions (UBS AM, FMR, JPM trimmed large positions), and one reported insider reduced a stake by ~58%, which can pressure sentiment despite CEO purchases. Article Title

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. UBS Group dropped their price target on Transdigm Group from $1,745.00 to $1,645.00 and set a "buy" rating on the stock in a report on Wednesday. Wells Fargo & Company assumed coverage on Transdigm Group in a report on Wednesday, April 1st. They set an "equal weight" rating and a $1,200.00 price target on the stock. Stifel Nicolaus dropped their price target on Transdigm Group from $1,650.00 to $1,525.00 and set a "buy" rating on the stock in a report on Wednesday. Robert W. Baird reiterated a "neutral" rating and set a $1,400.00 price target on shares of Transdigm Group in a report on Wednesday, February 4th. Finally, Susquehanna decreased their target price on Transdigm Group from $1,400.00 to $1,350.00 and set a "neutral" rating for the company in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, Transdigm Group has an average rating of "Moderate Buy" and an average target price of $1,538.73.

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.

About Transdigm Group

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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