Transdigm Group (TDG) Projected to Announce Quarterly Earnings on Tuesday

Key Points

• TransDigm is expected to report Q4 2026 results before markets open November 10, with analysts forecasting $12.21 earnings per share and $2.95 billion in revenue.
• In its previous quarter, the aerospace company beat earnings and revenue estimates, with revenue rising 22.5% year over year to $2.74 billion.
• Analyst sentiment is mostly neutral: the stock carries a consensus “Hold” rating and an average price target of $1,428.40. Insiders have sold 22,032 shares over the past 90 days.

Transdigm Group (NYSE:TDG - Get Free Report) is anticipated to issue its Q4 2026 results before the market opens on Tuesday, November 10th. Analysts expect the company to post earnings of $12.21 per share and revenue of $2.95 billion for the quarter. Parties can find conference call details on the company's upcoming Q4 2026 earnings report page for the latest details on the call scheduled for Tuesday, November 10, 2026 at 10:00 AM ET.

Transdigm Group (NYSE:TDG - Get Free Report) last announced its earnings results on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, beating the consensus estimate of $10.30 by $0.57. Transdigm Group had a net margin of 19.69% and a negative return on equity of 23.65%. The company had revenue of $2.74 billion during the quarter, compared to the consensus estimate of $2.68 billion. During the same quarter in the prior year, the company posted $9.60 earnings per share. The firm's revenue for the quarter was up 22.5% on a year-over-year basis. On average, analysts expect Transdigm Group to post $38.81 EPS for the current fiscal year and $44.94 EPS for the next fiscal year.

Transdigm Group Trading Down 0.6%

TDG stock opened at $1,206.02 on Wednesday. The stock has a market cap of $67.45 billion, a P/E ratio of 36.59, a P/E/G ratio of 1.74 and a beta of 0.98. The stock's fifty day simple moving average is $1,129.59 and its two-hundred day simple moving average is $1,226.80. Transdigm Group has a 1-year low of $1,071.25 and a 1-year high of $1,463.03.

Insider Activity

In other news, Director W. Howley sold 10,132 shares of the company's stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $1,236.28, for a total value of $12,525,988.96. Following the completion of the transaction, the director directly owned 21,548 shares in the company, valued at approximately $26,639,361.44. This represents a 31.98% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Joel Reiss sold 4,100 shares of the stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $1,128.04, for a total value of $4,624,964.00. Following the transaction, the chief operating officer owned 3,600 shares in the company, valued at $4,060,944. This trade represents a 53.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 22,032 shares of company stock valued at $26,250,979. Corporate insiders own 3.20% of the company's stock.

Wall Street Analysts Forecast Growth

TDG has been the topic of a number of recent analyst reports. Guggenheim started coverage on shares of Transdigm Group in a report on Tuesday, September 15th. They issued a "neutral" rating on the stock. Royal Bank Of Canada cut their price objective on Transdigm Group from $1,350.00 to $1,200.00 and set a "sector perform" rating for the company in a report on Thursday, October 15th. Weiss Ratings restated a "hold (c)" rating on shares of Transdigm Group in a research report on Friday, August 28th. Wall Street Zen downgraded shares of Transdigm Group from a "buy" rating to a "hold" rating in a research note on Monday, July 20th. Finally, TD Cowen dropped their target price on shares of Transdigm Group from $1,450.00 to $1,300.00 and set a "buy" rating for the company in a research report on Friday, October 9th. Five research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to MarketBeat, Transdigm Group presently has an average rating of "Hold" and an average target price of $1,428.40.

Transdigm Group Company Profile

TransDigm Group Incorporated NYSE: TDG is a global aerospace manufacturing company that designs, produces and supplies aircraft components, systems and related products. Its portfolio includes mechanical and electrical systems, cockpit and cabin products, airframe components, power and control systems, engine components, and other specialized equipment used in commercial, business and general aviation, and military aircraft.

The company serves aircraft manufacturers, airlines, aircraft operators, maintenance providers and defense customers.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.