Transdigm Group (NYSE:TDG) Issues FY 2026 Earnings Guidance

Transdigm Group (NYSE:TDG) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 36.490-38.530 for the period, compared to the consensus EPS estimate of 39.290. The company issued revenue guidance of $9.8 billion-$10.0 billion, compared to the consensus revenue estimate of $9.9 billion.

Analyst Ratings Changes

A number of research firms have recently commented on TDG. Susquehanna dropped their target price on Transdigm Group from $1,500.00 to $1,450.00 and set a “neutral” rating on the stock in a research report on Thursday, October 9th. Weiss Ratings reiterated a “buy (b)” rating on shares of Transdigm Group in a research report on Wednesday, October 8th. KeyCorp decreased their target price on Transdigm Group from $1,700.00 to $1,600.00 and set an “overweight” rating on the stock in a research report on Friday, August 8th. Truist Financial cut their price target on shares of Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating for the company in a report on Wednesday, October 15th. Finally, Jefferies Financial Group reduced their price objective on shares of Transdigm Group from $1,650.00 to $1,490.00 and set a “buy” rating for the company in a research report on Wednesday, September 17th. Twelve equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Transdigm Group has an average rating of “Moderate Buy” and a consensus target price of $1,564.56.

Transdigm Group Stock Up 0.3%

Shares of Transdigm Group stock opened at $1,292.88 on Wednesday. Transdigm Group has a 52-week low of $1,183.60 and a 52-week high of $1,623.82. The company has a 50 day moving average of $1,294.41 and a 200 day moving average of $1,404.22. The company has a market capitalization of $72.85 billion, a P/E ratio of 42.91, a P/E/G ratio of 3.25 and a beta of 1.02.

Transdigm Group Increases Dividend

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

Insiders Place Their Bets

In other news, Director Robert J. Small sold 5,000 shares of the business’s stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $1,276.98, for a total transaction of $6,384,900.00. Following the transaction, the director directly owned 83,419 shares in the company, valued at $106,524,394.62. The trade was a 5.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director W Nicholas Howley sold 2,736 shares of the 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 sale, the director owned 21,548 shares in the company, valued at approximately $27,988,050.76. This trade represents a 11.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 22,802 shares of company stock worth $29,917,993. Corporate insiders own 4.09% of the company’s stock.

Hedge Funds Weigh In On Transdigm Group

A number of large investors have recently bought and sold shares of the stock. Lazard Asset Management LLC grew its holdings in shares of Transdigm Group by 7.6% during the 2nd quarter. Lazard Asset Management LLC now owns 156 shares of the aerospace company’s stock worth $237,000 after purchasing an additional 11 shares during the period. Keel Point LLC grew its stake in shares of Transdigm Group by 6.8% in the second quarter. Keel Point LLC now owns 282 shares of the aerospace company’s stock valued at $429,000 after buying an additional 18 shares in the last quarter. Orion Porfolio Solutions LLC raised its holdings in shares of Transdigm Group by 2.1% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 1,380 shares of the aerospace company’s stock valued at $2,098,000 after buying an additional 28 shares during the period. IHT Wealth Management LLC lifted its position in Transdigm Group by 20.1% during the 2nd quarter. IHT Wealth Management LLC now owns 185 shares of the aerospace company’s stock worth $281,000 after acquiring an additional 31 shares in the last quarter. Finally, Alaethes Wealth LLC grew its position in Transdigm Group by 3.7% in the second quarter. Alaethes Wealth LLC now owns 1,519 shares of the aerospace company’s stock valued at $2,311,000 after acquiring an additional 54 shares in 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.