Zacks Research Analysts Raise Earnings Estimates for TransDigm Group Incorporated (NYSE:TDG)

TransDigm Group Incorporated (NYSE:TDG) – Zacks Research raised their Q1 2025 earnings estimates for TransDigm Group in a report released on Monday, April 29th. Zacks Research analyst R. Department now expects that the aerospace company will earn $7.27 per share for the quarter, up from their previous estimate of $7.22. 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 Q2 2025 earnings at $8.24 EPS, Q3 2025 earnings at $8.57 EPS, Q4 2025 earnings at $9.85 EPS and Q2 2026 earnings at $9.91 EPS.

TDG has been the topic of several other research reports. Citigroup lifted their price target on shares of TransDigm Group from $1,380.00 to $1,395.00 and gave the company a “buy” rating in a report on Thursday, April 4th. KeyCorp boosted their price target on shares of TransDigm Group from $1,220.00 to $1,325.00 and gave the company an “overweight” rating in a research report on Monday, April 22nd. Royal Bank of Canada raised their price objective on shares of TransDigm Group from $1,150.00 to $1,250.00 and gave the stock an “outperform” rating in a report on Friday, February 9th. Susquehanna lifted their price objective on TransDigm Group from $875.00 to $1,100.00 and gave the company a “neutral” rating in a research report on Friday, February 9th. Finally, Stifel Nicolaus increased their target price on TransDigm Group from $1,100.00 to $1,200.00 and gave the stock a “hold” rating in a research report on Wednesday, April 17th. Six analysts have rated the stock with a hold rating and eleven have issued a buy rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $1,170.27.

TransDigm Group Stock Performance

TDG opened at $1,249.88 on Tuesday. The stock has a market capitalization of $69.50 billion, a PE ratio of 53.05, a price-to-earnings-growth ratio of 2.56 and a beta of 1.42. The stock’s 50 day moving average price is $1,208.75 and its 200-day moving average price is $1,069.59. TransDigm Group has a 52-week low of $750.86 and a 52-week high of $1,269.51.

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

Insider Activity at TransDigm Group

In other TransDigm Group news, Director W Nicholas Howley sold 2,391 shares of the business’s stock in a transaction on Friday, February 16th. The stock was sold at an average price of $1,160.55, for a total value of $2,774,875.05. Following the sale, the director now directly owns 21,549 shares of the company’s stock, valued at $25,008,691.95. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. In other news, Director Michael Graff sold 3,460 shares of the company’s stock in a transaction that occurred on Tuesday, February 13th. The shares were sold at an average price of $1,108.17, for a total value of $3,834,268.20. Following the transaction, the director now owns 4,879 shares in the company, valued at $5,406,761.43. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director W Nicholas Howley sold 2,391 shares of the firm’s stock in a transaction that occurred on Friday, February 16th. The shares were sold at an average price of $1,160.55, for a total transaction of $2,774,875.05. Following the sale, the director now directly owns 21,549 shares of the company’s stock, valued at approximately $25,008,691.95. The disclosure for this sale can be found here. Insiders sold a total of 59,087 shares of company stock valued at $69,840,358 in the last 90 days. Corporate insiders own 4.96% of the company’s stock.

Hedge Funds Weigh In On TransDigm Group

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TDG. Vanguard Group Inc. lifted its holdings in shares of TransDigm Group by 1.8% during the third quarter. Vanguard Group Inc. now owns 5,903,014 shares of the aerospace company’s stock valued at $4,977,008,000 after purchasing an additional 104,433 shares in the last quarter. Deutsche Bank AG raised its position in TransDigm Group by 1,947.8% in the 3rd quarter. Deutsche Bank AG now owns 3,391,382 shares of the aerospace company’s stock worth $2,859,376,000 after buying an additional 3,225,771 shares during the last quarter. Capital World Investors lifted its stake in TransDigm Group by 4.0% during the 4th quarter. Capital World Investors now owns 3,093,357 shares of the aerospace company’s stock valued at $3,129,240,000 after acquiring an additional 120,058 shares during the period. FMR LLC boosted its holdings in shares of TransDigm Group by 9.0% during the 3rd quarter. FMR LLC now owns 1,651,413 shares of the aerospace company’s stock valued at $1,392,355,000 after acquiring an additional 136,834 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its stake in shares of TransDigm Group by 46.1% in the third quarter. JPMorgan Chase & Co. now owns 1,107,497 shares of the aerospace company’s stock worth $933,765,000 after acquiring an additional 349,409 shares during the period. 95.78% of the stock is owned by institutional investors.

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.