Transdigm Group (NYSE:TDG) Releases Earnings Results, Beats Estimates By $0.49 EPS

Transdigm Group (NYSE:TDG) released its quarterly earnings results on Wednesday. The aerospace company reported $10.82 earnings per share for the quarter, beating the consensus estimate of $10.33 by $0.49, Briefing.com reports. The company had revenue of $2.44 billion for the quarter, compared to analyst estimates of $2.40 billion. Transdigm Group had a negative return on equity of 35.27% and a net margin of 20.98%.Transdigm Group’s quarterly revenue was up 11.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $9.83 EPS. Transdigm Group updated its FY 2026 guidance to 36.490-38.530 EPS.

Transdigm Group Trading Up 2.0%

Shares of TDG stock traded up $25.32 during trading hours on Wednesday, reaching $1,319.32. 227,666 shares of the company’s stock were exchanged, compared to its average volume of 296,921. Transdigm Group has a 1 year low of $1,183.60 and a 1 year high of $1,623.82. The stock has a market cap of $74.34 billion, a PE ratio of 43.98, a PEG ratio of 3.25 and a beta of 1.02. The stock’s fifty day moving average price is $1,294.41 and its two-hundred day moving average price is $1,404.22.

Transdigm Group Increases Dividend

The firm also recently declared a special dividend, which was paid on Friday, September 12th. Shareholders of record on Tuesday, September 2nd were issued a $90.00 dividend. This is a boost from Transdigm Group’s previous special dividend of $75.00. The ex-dividend date of this dividend was Tuesday, September 2nd.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on TDG. KeyCorp decreased their price objective on shares of Transdigm Group from $1,700.00 to $1,600.00 and set an “overweight” rating for the company in a research note on Friday, August 8th. Royal Bank Of Canada downgraded Transdigm Group from an “outperform” rating to a “sector perform” rating and cut their price objective for the company from $1,550.00 to $1,385.00 in a research report on Monday, September 8th. Truist Financial decreased their target price on Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating for the company in a research report on Wednesday, October 15th. Morgan Stanley cut their price target on shares of Transdigm Group from $1,750.00 to $1,600.00 and set an “overweight” rating on the stock in a report on Wednesday, October 15th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Transdigm Group in a report on Wednesday, October 8th. Twelve equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Transdigm Group presently has an average rating of “Moderate Buy” and a consensus price target of $1,564.56.

Insider Activity at Transdigm Group

In other Transdigm Group news, Director W Nicholas Howley sold 2,736 shares of the firm’s stock in a transaction on Wednesday, October 15th. The shares were sold at an average price of $1,298.87, for a total value of $3,553,708.32. Following the completion of the transaction, the director owned 21,548 shares of the company’s stock, valued at approximately $27,988,050.76. This trade represents a 11.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, COO Patrick Joseph Murphy sold 290 shares of Transdigm Group stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $1,310.00, for a total transaction of $379,900.00. Following the transaction, the chief operating officer directly owned 1,055 shares of the company’s stock, valued at approximately $1,382,050. 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. Insiders have sold 22,802 shares of company stock worth $29,917,993 in the last 90 days. 4.09% of the stock is owned by insiders.

Hedge Funds Weigh In On Transdigm Group

Several hedge funds and other institutional investors have recently made changes to their positions in TDG. Empowered Funds LLC grew its position in Transdigm Group by 5.0% in the first quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock worth $1,898,000 after acquiring an additional 65 shares during the period. Acadian Asset Management LLC lifted its position in Transdigm Group by 92.3% in the first quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock valued at $376,000 after buying an additional 131 shares during the last quarter. NewEdge Advisors LLC boosted its stake in Transdigm Group by 152.9% during the second quarter. NewEdge Advisors LLC now owns 2,064 shares of the aerospace company’s stock worth $3,138,000 after buying an additional 1,248 shares during the period. Sei Investments Co. increased its position in shares of Transdigm Group by 25.4% during the second quarter. Sei Investments Co. now owns 33,032 shares of the aerospace company’s stock valued at $50,227,000 after acquiring an additional 6,697 shares during the last quarter. Finally, Treasurer of the State of North Carolina increased its position in shares of Transdigm Group by 3.6% during the second quarter. Treasurer of the State of North Carolina now owns 25,821 shares of the aerospace company’s stock valued at $39,264,000 after acquiring an additional 902 shares during the last quarter. Hedge funds and other institutional investors own 95.78% 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.