Transdigm Group (NYSE:TDG) Issues FY 2027 Earnings Guidance

Transdigm Group (NYSE:TDG) updated its FY 2027 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 47.090-47.940 for the period, compared to the consensus earnings per share estimate of 47.910. The company issued revenue guidance of $12.0 billion-$12.2 billion, compared to the consensus revenue estimate of $11.7 billion.

Transdigm Group Trading Up 1.6%

NYSE TDG opened at $1,244.56 on Thursday. The stock has a 50-day simple moving average of $1,133.59 and a 200 day simple moving average of $1,220.18. The company has a market capitalization of $69.61 billion, a PE ratio of 35.02, a P/E/G ratio of 1.75 and a beta of 0.98. Transdigm Group has a 12 month low of $1,071.25 and a 12 month high of $1,463.03.

Transdigm Group (NYSE:TDG) last released its earnings results on Tuesday, November 10th. The aerospace company reported $12.44 earnings per share for the quarter, beating the consensus estimate of $12.21 by $0.23. The firm had revenue of $2.99 billion for the quarter, compared to analyst estimates of $2.95 billion. Transdigm Group had a negative return on equity of 24.14% and a net margin of 19.94%. The company’s quarterly revenue was up 22.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $10.82 earnings per share. Transdigm Group has set its FY 2027 guidance at 47.090-47.940 EPS. As a group, sell-side analysts predict that Transdigm Group will post 44.94 earnings per share for the current fiscal year.

Analysts Set New Price Targets

TDG has been the topic of a number of analyst reports. Wall Street Zen downgraded shares of Transdigm Group from a “buy” rating to a “hold” rating in a research report on Monday, July 20th. Guggenheim started coverage on shares of Transdigm Group in a report on Tuesday, September 15th. They set a “neutral” rating for the company. UBS Group lowered their target price on shares of Transdigm Group from $1,509.00 to $1,481.00 and set a “buy” rating for the company in a research note on Wednesday. Melius Research lowered shares of Transdigm Group from a “buy” rating to a “hold” rating and set a $1,331.00 target price on the stock. in a report on Monday, September 14th. Finally, Stifel Nicolaus lowered shares of Transdigm Group from a “buy” rating to a “hold” rating and cut their target price for the stock from $1,525.00 to $1,405.00 in a report on Wednesday, August 5th. Five analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Transdigm Group currently has a consensus rating of “Hold” and an average target price of $1,431.13.

Insider Transactions at Transdigm Group

In other news, COO Joel Reiss sold 4,100 shares of the firm’s stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $1,128.04, for a total transaction of $4,624,964.00. Following the sale, the chief operating officer owned 3,600 shares of the company’s stock, valued at $4,060,944. This trade represents a 53.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director W. Howley sold 10,132 shares of Transdigm Group stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $1,236.28, for a total value of $12,525,988.96. Following the transaction, the director owned 21,548 shares in the company, valued at $26,639,361.44. This trade represents a 31.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 22,032 shares of company stock valued at $26,250,979. Insiders own 3.20% of the company’s stock.

Key Stories Impacting Transdigm Group

These are some of the TDG stories that stood out recently:

• Positive Sentiment: TransDigm beat fourth-quarter estimates, reporting $12.44 in adjusted earnings per share and $2.99 billion in revenue; sales increased 22.6% year over year, with organic sales growth also reported at 14%. TransDigm Q4 earnings article
• Negative Sentiment: Fiscal 2027 EPS guidance of $47.09–$47.94 has a midpoint below the $47.91 consensus, contributing to concerns about the profit outlook despite the quarterly beat. Fiscal 2027 profit outlook
• Negative Sentiment: UBS lowered its price target to $1,481 from $1,509, although it maintained a Buy rating. UBS price target update

Transdigm Group Company Profile

TransDigm Group Incorporated designs, produces and supplies highly engineered components for the aerospace industry. Its products include mechanical and electromechanical systems, pumps, valves, ignition systems, batteries, power-conditioning devices and cockpit components. The company serves commercial, military and business aviation markets, supplying components for both original aircraft production and the aftermarket. Its products are used on aircraft operated around the world, and its aftermarket business provides replacement parts and related support.