Equities Analysts Issue Forecasts for TransDigm Group Incorporated’s Q3 2025 Earnings (NYSE:TDG)

TransDigm Group Incorporated (NYSE:TDG) – Zacks Research boosted their Q3 2025 earnings per share estimates for shares of TransDigm Group in a report released on Monday, April 22nd. Zacks Research analyst R. Department now anticipates that the aerospace company will earn $8.56 per share for the quarter, up from their previous estimate of $8.35. The consensus estimate for TransDigm Group’s current full-year earnings is $29.08 per share. Zacks Research also issued estimates for TransDigm Group’s Q4 2025 earnings at $9.84 EPS, FY2025 earnings at $33.86 EPS and FY2026 earnings at $39.37 EPS.

TransDigm Group (NYSE:TDG) last released its earnings results on Thursday, February 8th. The aerospace company reported $7.16 EPS for the quarter, beating the consensus estimate of $6.41 by $0.75. The company had revenue of $1.79 billion during the quarter, compared to analysts’ expectations of $1.68 billion. TransDigm Group had a negative return on equity of 59.61% and a net margin of 20.80%. The business’s revenue was up 28.1% on a year-over-year basis. During the same period in the prior year, the business posted $4.15 EPS.

Several other research firms have also recently commented on TDG. Royal Bank of Canada increased their target price on TransDigm Group from $1,150.00 to $1,250.00 and gave the company an “outperform” rating in a research note on Friday, February 9th. StockNews.com upgraded TransDigm Group from a “hold” rating to a “buy” rating in a research note on Tuesday, April 9th. Susquehanna raised their price objective on TransDigm Group from $875.00 to $1,100.00 and gave the stock a “neutral” rating in a research note on Friday, February 9th. Stifel Nicolaus raised their price objective on TransDigm Group from $1,100.00 to $1,200.00 and gave the stock a “hold” rating in a research note on Wednesday, April 17th. Finally, The Goldman Sachs Group raised their price objective on TransDigm Group from $1,285.00 to $1,518.00 and gave the stock a “buy” rating in a research note on Tuesday, April 16th. Six equities research analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,170.27.

TransDigm Group Trading Up 1.3 %

TransDigm Group stock opened at $1,257.36 on Wednesday. The stock has a market cap of $69.92 billion, a P/E ratio of 53.37, a price-to-earnings-growth ratio of 2.53 and a beta of 1.42. The stock has a 50 day moving average of $1,200.78 and a 200-day moving average of $1,057.32. TransDigm Group has a 52 week low of $741.74 and a 52 week high of $1,265.25.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Compagnie Lombard Odier SCmA acquired a new position in shares of TransDigm Group during the fourth quarter valued at $25,000. Oakworth Capital Inc. acquired a new position in TransDigm Group during the fourth quarter worth about $26,000. Oliver Lagore Vanvalin Investment Group grew its holdings in TransDigm Group by 48.0% during the fourth quarter. Oliver Lagore Vanvalin Investment Group now owns 37 shares of the aerospace company’s stock worth $38,000 after acquiring an additional 12 shares during the period. VisionPoint Advisory Group LLC acquired a new position in TransDigm Group during the fourth quarter worth about $37,000. Finally, Optiver Holding B.V. acquired a new position in TransDigm Group during the third quarter worth about $35,000. 95.78% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other TransDigm Group news, Director Michael Graff sold 3,460 shares of the stock in a transaction on Tuesday, February 13th. The stock was sold at an average price of $1,108.17, for a total value of $3,834,268.20. Following the sale, the director now directly owns 4,879 shares of the company’s stock, valued at $5,406,761.43. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. In other news, Director Michael Graff sold 3,460 shares of the firm’s stock in a transaction on Tuesday, February 13th. The stock was sold at an average price of $1,108.17, for a total transaction of $3,834,268.20. Following the transaction, the director now directly owns 4,879 shares of the company’s stock, valued at $5,406,761.43. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Kevin M. Stein sold 10,000 shares of the firm’s stock in a transaction on Friday, April 12th. The shares were sold at an average price of $1,216.16, for a total value of $12,161,600.00. Following the transaction, the chief executive officer now directly owns 8,158 shares in the company, valued at $9,921,433.28. The disclosure for this sale can be found here. Insiders have sold 59,087 shares of company stock valued at $69,840,358 over the last three months. Company insiders own 4.96% of the company’s stock.

TransDigm Group Company Profile

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.