William Blair Raises Earnings Estimates for TransDigm Group

TransDigm Group Incorporated (NYSE:TDG) – Stock analysts at William Blair increased their FY2025 earnings per share (EPS) estimates for shares of TransDigm Group in a research note issued to investors on Wednesday, May 7th. William Blair analyst L. Dipalma now forecasts that the aerospace company will post earnings per share of $34.34 for the year, up from their previous estimate of $34.10. The consensus estimate for TransDigm Group’s current full-year earnings is $35.13 per share. William Blair also issued estimates for TransDigm Group’s FY2026 earnings at $41.03 EPS.

TransDigm Group (NYSE:TDG) last issued its earnings results on Tuesday, May 6th. The aerospace company reported $9.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $8.83 by $0.28. The business had revenue of $2.15 billion for 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%. The company’s quarterly revenue was up 12.0% on a year-over-year basis. During the same period in the previous year, the firm posted $7.99 EPS.

Other equities analysts have also recently issued reports about the company. Northcoast Research upgraded TransDigm Group from a “neutral” rating to a “buy” rating and set a $1,500.00 target price on the stock in a report on Wednesday, April 9th. Truist Financial decreased their target price on TransDigm Group from $1,534.00 to $1,490.00 and set a “buy” rating for the company in a research report on Thursday, April 17th. Susquehanna raised their target price on TransDigm Group from $1,250.00 to $1,300.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 2nd. StockNews.com cut TransDigm Group from a “buy” rating to a “hold” rating in a research report on Friday, May 9th. Finally, UBS Group raised their target price on TransDigm Group from $1,451.00 to $1,645.00 and gave the stock a “buy” rating in a research report on Wednesday, May 7th. Six analysts have rated the stock with a hold rating and ten have issued a buy rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,490.20.

TransDigm Group Stock Up 0.0%

Shares of NYSE TDG opened at $1,417.26 on Monday. The stock has a market capitalization of $79.60 billion, a price-to-earnings ratio of 49.99, a PEG ratio of 2.76 and a beta of 1.09. The stock’s fifty day simple moving average is $1,355.98 and its 200 day simple moving average is $1,322.61. TransDigm Group has a 52-week low of $1,176.31 and a 52-week high of $1,488.54.

Insider Transactions at TransDigm Group

In related news, Director W Nicholas Howley sold 5,472 shares of the stock in a transaction that occurred on Tuesday, February 18th. The stock was sold at an average price of $1,315.93, for a total transaction of $7,200,768.96. Following the completion of the sale, the director now owns 21,548 shares in the company, valued at $28,355,659.64. This represents a 20.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, COO Joel Reiss sold 3,000 shares of the stock in a transaction that occurred 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 sale, the chief operating officer now owns 3,600 shares of the company’s stock, valued at approximately $4,762,872. The trade was a 45.45% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 154,135 shares of company stock worth $213,040,986. 4.09% of the stock is owned by corporate insiders.

Institutional Trading of TransDigm Group

Hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its position in shares of TransDigm Group by 1.4% in the 1st quarter. Vanguard Group Inc. now owns 6,359,924 shares of the aerospace company’s stock worth $8,797,619,000 after acquiring an additional 89,121 shares during the period. Capital World Investors lifted its position in shares of TransDigm Group by 4.3% in the 4th quarter. Capital World Investors now owns 3,791,927 shares of the aerospace company’s stock worth $4,805,434,000 after acquiring an additional 155,541 shares during the period. JPMorgan Chase & Co. lifted its position in shares of TransDigm Group by 10.4% in the 4th quarter. JPMorgan Chase & Co. now owns 2,204,649 shares of the aerospace company’s stock worth $2,793,908,000 after acquiring an additional 206,822 shares during the period. Principal Financial Group Inc. lifted its position in shares of TransDigm Group by 9.6% in the 4th quarter. Principal Financial Group Inc. now owns 2,126,274 shares of the aerospace company’s stock worth $2,694,585,000 after acquiring an additional 185,422 shares during the period. Finally, FMR LLC lifted its position in shares of TransDigm Group by 0.3% in the 4th quarter. FMR LLC now owns 1,925,595 shares of the aerospace company’s stock worth $2,440,268,000 after acquiring an additional 5,414 shares during the period. Institutional investors own 95.78% 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.