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

Transdigm Group (NYSE:TDG) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 40.620-41.460 for the period, compared to the consensus estimate of 39.670. The company issued revenue guidance of $10.5 billion-$10.6 billion, compared to the consensus revenue estimate of $10.3 billion.

Transdigm Group Trading Up 0.6%

Shares of Transdigm Group stock opened at $1,293.77 on Tuesday. Transdigm Group has a 1 year low of $1,123.61 and a 1 year high of $1,466.13. The company’s fifty day simple moving average is $1,270.89 and its 200-day simple moving average is $1,264.88. The company has a market cap of $72.36 billion, a price-to-earnings ratio of 40.94, a PEG ratio of 2.21 and a beta of 0.91.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, beating the consensus estimate of $10.30 by $0.57. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.The firm had revenue of $2.74 billion during the quarter, compared to analysts’ expectations of $2.68 billion. During the same quarter in the prior year, the firm posted $9.60 EPS. The company’s revenue for the quarter was up 22.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. As a group, research analysts forecast that Transdigm Group will post 37.77 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. BNP Paribas Exane decreased their target price on Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating on the stock in a report on Thursday, May 14th. TD Cowen dropped their target price on shares of Transdigm Group from $1,565.00 to $1,450.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. Morgan Stanley lowered Transdigm Group from an “overweight” rating to an “equal weight” rating and decreased their price objective for the company from $1,680.00 to $1,345.00 in a research report on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft boosted their price objective on Transdigm Group from $1,306.00 to $1,350.00 and gave the stock a “hold” rating in a report on Wednesday, May 6th. Finally, Susquehanna lowered their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating for the company in a research report on Wednesday, May 6th. Seven equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat, Transdigm Group has a consensus rating of “Hold” and a consensus target price of $1,477.47.

Insider Activity

In related news, Director W Nicholas Howley sold 10,132 shares of the firm’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $1,180.82, for a total value of $11,964,068.24. Following the completion of the sale, the director directly owned 21,548 shares in the company, valued at approximately $25,444,309.36. This trade represents a 31.98% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $1,276.78, for a total transaction of $4,979,442.00. Following the completion of the transaction, the chief operating officer owned 3,600 shares in the company, valued at approximately $4,596,408. This represents a 52.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 38,196 shares of company stock valued at $47,135,464 over the last ninety days. 3.20% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Transamerica Financial Advisors LLC increased its position in shares of Transdigm Group by 1,900.0% during the fourth quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after buying an additional 19 shares during the period. Kemnay Advisory Services Inc. acquired a new stake in Transdigm Group during the 4th quarter worth about $29,000. Colonial Trust Co SC raised its position in shares of Transdigm Group by 162.5% in the 4th quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company’s stock worth $29,000 after acquiring an additional 13 shares in the last quarter. Meeder Asset Management Inc. boosted its position in shares of Transdigm Group by 242.9% during the 4th quarter. Meeder Asset Management Inc. now owns 24 shares of the aerospace company’s stock valued at $32,000 after purchasing an additional 17 shares in the last quarter. Finally, Wealth Watch Advisors INC acquired a new stake in Transdigm Group during the third quarter worth approximately $34,000. Institutional investors own 95.78% of the company’s stock.

About Transdigm Group

TransDigm Group Incorporated is a designer, producer and supplier of engineered aircraft components and systems for commercial and military aerospace applications. The company’s product portfolio covers a broad range of mission-critical parts and subsystems, including mechanical and electromechanical components, ignition and fuel system parts, sensors and actuators, cockpit and cabin systems, and other safety-critical hardware. TransDigm supplies original equipment manufacturers (OEMs) as well as the aftermarket, providing spare parts, repair and overhaul services and component support throughout an asset’s life cycle.

TransDigm’s operating model places emphasis on proprietary, niche components that are difficult to replace, and the company operates through a collection of independently run subsidiaries and brands that sell specialized products.