Transdigm Group (NYSE:TDG) Releases FY 2026 Earnings Guidance

Transdigm Group (NYSE:TDG) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 37.420-39.340 for the period, compared to the consensus earnings per share estimate of 37.530. The company issued revenue guidance of $9.8 billion-$10.0 billion, compared to the consensus revenue estimate of $9.9 billion.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on TDG. BNP Paribas Exane initiated coverage on Transdigm Group in a report on Tuesday, November 18th. They issued an “outperform” rating and a $1,775.00 price objective for the company. BMO Capital Markets boosted their price objective on shares of Transdigm Group from $1,420.00 to $1,500.00 and gave the stock an “outperform” rating in a research note on Thursday, November 13th. UBS Group upped their price objective on shares of Transdigm Group from $1,798.00 to $1,804.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Morgan Stanley lifted their target price on shares of Transdigm Group from $1,600.00 to $1,660.00 and gave the company an “overweight” rating in a report on Friday, November 14th. Finally, Zacks Research raised Transdigm Group from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $1,597.00.

Transdigm Group Price Performance

TDG stock opened at $1,311.60 on Tuesday. The stock has a market capitalization of $74.04 billion, a P/E ratio of 41.08, a P/E/G ratio of 3.13 and a beta of 0.94. The business has a fifty day moving average price of $1,360.65 and a 200-day moving average price of $1,361.59. Transdigm Group has a 1-year low of $1,183.60 and a 1-year high of $1,623.82.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 EPS for the quarter, topping analysts’ consensus estimates of $7.99 by $0.24. Transdigm Group had a net margin of 21.69% and a negative return on equity of 31.91%. During the same period last year, the firm earned $7.83 earnings per share. Transdigm Group’s revenue for the quarter was up 13.9% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. As a group, analysts anticipate that Transdigm Group will post 35.13 earnings per share for the current year.

Insider Transactions at Transdigm Group

In related news, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $1,429.92, for a total transaction of $5,576,688.00. Following the completion of the transaction, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $5,147,712. The trade was a 52.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO Patrick Joseph Murphy sold 290 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $1,329.03, for a total transaction of $385,418.70. Following the completion of the sale, the chief operating officer directly owned 1,055 shares of the company’s stock, valued at approximately $1,402,126.65. This trade represents a 21.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 194,195 shares of company stock valued at $262,983,849. 4.09% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in TDG. Wealth Watch Advisors INC purchased a new position in Transdigm Group during the 3rd quarter valued at approximately $34,000. Seven Mile Advisory bought a new position in shares of Transdigm Group during the 3rd quarter valued at approximately $200,000. CYBER HORNET ETFs LLC raised its holdings in Transdigm Group by 6.1% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 156 shares of the aerospace company’s stock valued at $206,000 after buying an additional 9 shares during the period. Laurion Capital Management LP bought a new stake in shares of Transdigm Group in the 3rd quarter worth about $228,000. Finally, Dark Forest Capital Management LP bought a new stake in Transdigm Group in the third quarter worth about $236,000. Hedge funds and other institutional investors own 95.78% of the company’s stock.

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.