Analysts Offer Predictions for Transdigm Group Q1 Earnings

Transdigm Group Incorporated (NYSE:TDG - Free Report) - Research analysts at Zacks Research boosted their Q1 2026 EPS estimates for Transdigm Group in a report released on Tuesday, July 15th. Zacks Research analyst R. Department now expects that the aerospace company will earn $8.75 per share for the quarter, up from their prior forecast of $8.73. The consensus estimate for Transdigm Group's current full-year earnings is $35.13 per share. Zacks Research also issued estimates for Transdigm Group's Q1 2026 earnings at $8.75 EPS, Q2 2026 earnings at $9.74 EPS, Q1 2027 earnings at $10.30 EPS, Q2 2027 earnings at $11.09 EPS, Q3 2027 earnings at $11.89 EPS, Q3 2027 earnings at $11.89 EPS, FY2027 earnings at $45.28 EPS and FY2027 earnings at $45.28 EPS.

Several other brokerages have also recently issued reports on TDG. Citigroup increased their price target on shares of Transdigm Group from $1,635.00 to $1,795.00 and gave the stock a "buy" rating in a research report on Monday, July 14th. Northcoast Research raised Transdigm Group from a "neutral" rating to a "buy" rating and set a $1,500.00 target price for the company in a report on Wednesday, April 9th. Susquehanna lifted their price target on Transdigm Group from $1,300.00 to $1,600.00 and gave the stock a "neutral" rating in a research note on Monday, July 14th. Wall Street Zen raised shares of Transdigm Group from a "hold" rating to a "buy" rating in a research note on Saturday, May 17th. Finally, Wells Fargo & Company lifted their price target on Transdigm Group from $1,375.00 to $1,540.00 and gave the company an "overweight" rating in a report on Thursday, May 8th. Four equities research analysts have rated the stock with a hold rating and twelve have assigned a buy rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $1,606.47.

Transdigm Group Stock Performance

Shares of TDG traded up $2.11 during trading hours on Friday, hitting $1,597.36. The stock had a trading volume of 225,970 shares, compared to its average volume of 261,387. The firm has a 50-day moving average price of $1,471.71 and a 200 day moving average price of $1,383.87. Transdigm Group has a fifty-two week low of $1,176.31 and a fifty-two week high of $1,607.31. The firm has a market capitalization of $89.72 billion, a price-to-earnings ratio of 53.93, a PEG ratio of 3.22 and a beta of 1.04.

Transdigm Group (NYSE:TDG - Get Free Report) last posted its earnings results on Tuesday, May 6th. The aerospace company reported $9.11 EPS for the quarter, beating analysts' consensus estimates of $8.83 by $0.28. The business had revenue of $2.15 billion for the quarter, compared to the consensus estimate of $2.17 billion. Transdigm Group had a net margin of 21.09% and a negative return on equity of 38.71%. The company's revenue for the quarter was up 12.0% on a year-over-year basis. During the same quarter last year, the firm posted $7.99 EPS.

Institutional Investors Weigh In On Transdigm Group

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Bruce G. Allen Investments LLC grew its holdings in Transdigm Group by 111.1% in the 1st quarter. Bruce G. Allen Investments LLC now owns 19 shares of the aerospace company's stock valued at $26,000 after buying an additional 10 shares during the last quarter. Winch Advisory Services LLC grew its holdings in shares of Transdigm Group by 53.8% during the 1st quarter. Winch Advisory Services LLC now owns 20 shares of the aerospace company's stock worth $28,000 after purchasing an additional 7 shares in the last quarter. Saudi Central Bank bought a new position in shares of Transdigm Group during the 1st quarter worth approximately $30,000. Park Square Financial Group LLC bought a new position in shares of Transdigm Group during the 4th quarter worth approximately $32,000. Finally, Meeder Asset Management Inc. raised its position in Transdigm Group by 210.0% in the 4th quarter. Meeder Asset Management Inc. now owns 31 shares of the aerospace company's stock valued at $39,000 after purchasing an additional 21 shares during the last quarter. 95.78% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Transdigm Group

In related news, Director Sean P. Hennessy sold 4,700 shares of the stock in a transaction on Tuesday, May 20th. The stock was sold at an average price of $1,436.52, for a total value of $6,751,644.00. Following the completion of the transaction, the director owned 33,713 shares in the company, valued at $48,429,398.76. This trade represents a 12.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director W Nicholas Howley sold 2,736 shares of the stock in a transaction dated Tuesday, July 15th. The stock was sold at an average price of $1,569.86, for a total value of $4,295,136.96. Following the completion of the sale, the director directly owned 21,548 shares of the company's stock, valued at approximately $33,827,343.28. This represents a 11.27% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 119,413 shares of company stock valued at $172,987,751 over the last three months. 4.09% of the stock is currently owned by company insiders.

About Transdigm Group

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.