Free Trial

Transdigm Group (TDG) Stock Forecast & Price Target

Transdigm Group logo
$1,202.47 -42.53 (-3.42%)
As of 02:16 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Transdigm Group - Analysts' Recommendations and Stock Price Forecast (2026)

Consensus Rating

Sell
0
Hold
13
Buy
5

Based on 18 Wall Street analysts who have issued ratings for Transdigm Group in the last 12 months, the stock has a consensus rating of "Hold." Out of the 18 analysts, 13 have given a hold rating, and 5 have given a buy rating for TDG.

Consensus Price Target

$1,431.13
19.02% Upside
According to the 18 analysts' twelve-month price targets for Transdigm Group, the average price target is $1,431.13. The highest price target for TDG is $1,750.00, while the lowest price target for TDG is $1,210.00. The average price target represents a forecasted upside of 19.02% from the current price of $1,202.47.
MarketBeat calculates consensus analyst ratings for stocks using the most recent rating from each Wall Street analyst that has rated a stock within the last twelve months. Each analyst's rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0 to .5 = Strong Sell, .5 to 1 = Sell, 1 to 1.5 = Reduce, 1.5 to 2.5 = Hold, 2.5 to 3.0 = Moderate Buy, 3.0 to 3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
Get the Latest News and Ratings for TDG and Related Stocks

Enter your email address to receive the latest news and analysts' ratings for Transdigm Group and its competitors.

Sign Up
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

TDG Analyst Ratings Over Time

TypeCurrent Forecast
11/12/25 to 11/12/26
1 Month Ago
10/13/25 to 10/13/26
3 Months Ago
8/14/25 to 8/14/26
1 Year Ago
11/12/24 to 11/12/25
Strong Buy
0 Strong Buy rating(s)
0 Strong Buy rating(s)
0 Strong Buy rating(s)
0 Strong Buy rating(s)
Buy
5 Buy rating(s)
6 Buy rating(s)
6 Buy rating(s)
12 Buy rating(s)
Hold
13 Hold rating(s)
13 Hold rating(s)
11 Hold rating(s)
5 Hold rating(s)
Sell
0 Sell rating(s)
0 Sell rating(s)
0 Sell rating(s)
1 Sell rating(s)
Consensus Price Target$1,431.13$1,454.25$1,463.71$1,564.56
Forecasted Upside19.02% Upside30.79% Upside16.68% Upside19.62% Upside
Consensus RatingHoldHoldHoldModerate Buy

TDG Analyst Recommendations By Month

The chart below shows how a company's ratings by analysts have changed over time. Each bar represents the previous year of ratings for that month. Within each bar, the sell ratings are shown in red, the hold ratings are shown in yellow, the buy ratings are shown in green, and the strong buy ratings are shown in dark green.
Skip Chart & View Analyst Rating History

TDG Price Targets by Month

The chart below shows how a company's share price and consensus price target have changed over time. The dark blue line represents the company's actual price. The lighter blue line represents the stock's consensus price target. The even lighter blue range in the background of the two lines represents the low price target and the high price target for each stock.
Skip Chart and View Analyst Price Target HistorySkip Chart & View Price History Table

Transdigm Group Stock vs. The Competition

TypeTransdigm GroupIndustrials CompaniesBroader Market
Consensus Rating Score
2.28
2.29
2.52
Consensus RatingHoldHoldModerate Buy
Predicted Upside14.99% Upside51.68% Upside13.63% Upside
News Sentiment Rating
Positive News

See Recent TDG News
Positive News
Positive News
Report Date
0 Results
DateBrokerageAnalystActionRatingPrice TargetReport Date
Upside/Downside
Details
11/11/2026
UBS Group AG logo
UBS Group
4 of 5 stars
Gavin Parsons
Gavin Parsons
4 of 5 stars
Lower TargetBuy$1,509.00 ➝ $1,481.00+19.00%
11/11/2026
Morgan Stanley logo
Morgan Stanley
3 of 5 stars
Kristine Liwag
Kristine Liwag
4 of 5 stars
Boost TargetEqual Weight$1,300.00 ➝ $1,405.00+12.81%
11/11/2026
TD Cowen logo
TD Cowen
3 of 5 stars
Gautam Khanna
Gautam Khanna
3 of 5 stars
Boost TargetBuy$1,300.00 ➝ $1,350.00+9.04%
11/11/2026Boost TargetSector Perform$1,200.00 ➝ $1,300.00+5.76%
10/12/2026Lower TargetBuy$1,972.00 ➝ $1,745.00+56.23%
9/30/2026Lower TargetEqual Weight$1,450.00 ➝ $1,210.00+10.87%
9/28/2026Lower TargetOutperform$1,525.00 ➝ $1,400.00+26.01%
9/17/2026Lower TargetNeutral$1,450.00 ➝ $1,415.00+30.22%
9/15/2026Initiated CoverageNeutral
9/14/2026 DowngradeBuy ➝ Hold$1,331.00+19.81%
8/28/2026 Reiterated RatingHold (C)
8/5/2026DowngradeBuy ➝ Hold$1,525.00 ➝ $1,405.00+10.14%
5/14/2026 Lower TargetOutperform$1,800.00 ➝ $1,750.00+47.70%
5/11/2026 Boost Target$1,565.00 ➝ $1,575.00+30.74%
5/6/2026 Boost TargetHold$1,306.00 ➝ $1,350.00+12.02%
5/6/2026Lower TargetNeutral$1,400.00 ➝ $1,350.00+8.86%
2/5/2026DowngradeOverweight ➝ Sector Weight
2/4/2026 DowngradeOutperform ➝ Neutral$1,400.00+7.89%
12/8/2025 UpgradeStrong Sell ➝ Hold
10/15/2025Lower TargetBuy$1,730.00 ➝ $1,647.00+30.94%
7/14/2025Boost TargetBuy$1,635.00 ➝ $1,795.00+14.27%
4/9/2025UpgradeNeutral ➝ Buy$1,500.00+21.97%
1/6/2025Reiterated RatingOverweight ➝ Equal Weight$1,500.00 ➝ $1,500.00+17.60%

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Thursday at 02:16 PM ET.


Should I Buy Transdigm Group Stock? TDG Pros and Cons Explained

These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Thursday, November 5, 2026. Please send any questions or comments about these Transdigm Group pros and cons to contact@marketbeat.com.

Transdigm Group
Bull Case

green Wall Street bull icon

Here are some ways that investors could benefit from investing in TransDigm Group Incorporated:

  • TransDigm Group Incorporated has demonstrated consistent earnings strength, beating analyst expectations in its most recent reported quarter with an EPS of $10.87 against a consensus of $10.30, while also exceeding revenue forecasts with $2.74 billion in sales compared to the expected $2.68 billion, indicating robust operational performance.
  • The company is positioned for continued growth with full-year 2026 revenue guidance of $10.5 billion to $10.6 billion, which exceeds the consensus estimate of $10.3 billion, and EPS guidance of $40.62 to $41.46, surpassing the consensus of $39.67, suggesting strong forward momentum.
  • TransDigm Group Incorporated is currently trading at $1,190.12, which is below the consensus price target of $1,428.40, implying potential upside of approximately 20% for investors who believe the current valuation reflects temporary market sentiment rather than fundamental weakness.
  • The stock recently crossed above its 50-day moving average of $1,130.06, a technical indicator that often signals a shift in short-term momentum and can attract technical traders and institutional investors looking for confirmation of a trend reversal.
  • TransDigm Group Incorporated maintains a diversified portfolio across Power & Control, Airframe, and Non-aviation segments, serving commercial, business, general aviation, and military customers, which reduces reliance on any single market segment and provides stability through varied revenue streams.

Transdigm Group
Bear Case

red Wall Street bear icon

Investors should be bearish about investing in TransDigm Group Incorporated for these reasons:

  • TransDigm Group Incorporated carries a high P/E ratio of 32.14, which is significantly above the market average, indicating that investors are paying a premium for earnings that may not be sustainable if growth slows or if the company faces increased competition or cost pressures.
  • Recent insider activity shows significant selling, with COO Joel Reiss and Director W. Nicholas Howley selling substantial blocks of shares in late 2026, which can signal a lack of confidence from company leadership or a desire to diversify personal holdings, potentially dampening investor sentiment.
  • The company has a high level of institutional ownership at 95.78%, which can lead to significant selling pressure if large institutional investors decide to reduce their positions, as seen with AIA Group Ltd cutting its stake by 29.5% and Sumitomo Mitsui Trust Group Inc. selling 64,782 shares in the third quarter.
  • TransDigm Group Incorporated has a negative return on equity of 23.65%, which indicates that the company is not efficiently using its equity to generate profits, potentially due to high debt levels or other financial structures that may limit shareholder returns.
  • The stock has experienced volatility, with a 52-week low of $1,071.25 and a recent decline from its 52-week high of $1,463.03, reflecting market uncertainty and potential risks associated with the aerospace and defense sector, including supply chain disruptions and economic downturns.

TDG Forecast - Frequently Asked Questions

According to the research reports of 18 Wall Street equities research analysts, the average twelve-month stock price forecast for Transdigm Group is $1,431.13, with a high forecast of $1,750.00 and a low forecast of $1,210.00.

18 Wall Street equities research analysts have issued "buy," "hold," and "sell" ratings for Transdigm Group in the last twelve months. There are currently 13 hold ratings and 5 buy ratings for the stock. The consensus among Wall Street equities research analysts is that investors should "hold" TDG shares. A hold rating indicates that analysts believe investors should maintain any existing positions they have in TDG, but not buy additional shares or sell existing shares.

According to analysts, Transdigm Group's stock has a predicted upside of 19.02% based on their 12-month stock forecasts.

Over the previous 90 days, Transdigm Group's stock had 1 downgrade by analysts.

Analysts like Transdigm Group less than other "industrials" companies. The consensus rating score for Transdigm Group is 2.28 while the average consensus rating score for "industrials" companies is 2.29. Learn more on how TDG compares to other companies.


MarketBeat monitors more than a dozen sources for Transdigm Group analyst ratings, with the most recent rating issued on 11/11/2026.
From Our Partners