TransDigm Group (NYSE:TDG) Updates FY 2025 Earnings Guidance

TransDigm Group (NYSE:TDG) issued an update on its FY 2025 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 35.510-37.430 for the period, compared to the consensus earnings per share estimate of 37.370. The company issued revenue guidance of $8.8 billion-$9.0 billion, compared to the consensus revenue estimate of $8.9 billion.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on TDG. Wells Fargo & Company lowered their price target on TransDigm Group from $1,410.00 to $1,375.00 and set an “overweight” rating on the stock in a research note on Tuesday, April 15th. UBS Group raised shares of TransDigm Group from a “neutral” rating to a “buy” rating and set a $1,595.00 target price for the company in a report on Monday, February 24th. StockNews.com raised shares of TransDigm Group from a “hold” rating to a “buy” rating in a research note on Wednesday, April 23rd. Truist Financial dropped their price objective on shares of TransDigm Group from $1,534.00 to $1,490.00 and set a “buy” rating for the company in a research note on Thursday, April 17th. Finally, Susquehanna raised their target price on shares of TransDigm Group from $1,250.00 to $1,300.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 2nd. Five analysts have rated the stock with a hold rating and thirteen have given a buy rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $1,464.41.

TransDigm Group Stock Down 5.4 %

TDG opened at $1,393.41 on Wednesday. TransDigm Group has a 52 week low of $1,176.31 and a 52 week high of $1,488.54. The business has a fifty day simple moving average of $1,352.62 and a 200-day simple moving average of $1,321.36. The firm has a market cap of $78.15 billion, a P/E ratio of 49.15, a P/E/G ratio of 2.76 and a beta of 1.09.

TransDigm Group (NYSE:TDG) last announced 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 company had revenue of $2.15 billion during the quarter, compared to analysts’ expectations of $2.17 billion. TransDigm Group had a negative return on equity of 42.87% and a net margin of 20.76%. TransDigm Group’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same period last year, the business posted $7.99 EPS. Sell-side analysts expect that TransDigm Group will post 35.13 earnings per share for the current year.

Insider Buying and Selling

In other news, CEO Kevin M. Stein sold 20,000 shares of the company’s stock in a transaction on Wednesday, February 12th. The stock was sold at an average price of $1,354.08, for a total transaction of $27,081,600.00. Following the sale, the chief executive officer now owns 8,158 shares of the company’s stock, valued at approximately $11,046,584.64. This represents a 71.03 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Joel Reiss sold 3,000 shares of TransDigm Group stock in a transaction on Thursday, February 20th. The shares were sold at an average price of $1,323.02, for a total value of $3,969,060.00. Following the completion of the transaction, the chief operating officer now owns 3,600 shares of the company’s stock, valued at approximately $4,762,872. This trade represents a 45.45 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 174,135 shares of company stock valued at $240,122,586 in the last ninety days. Company insiders own 4.09% of the company’s stock.

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.