Transdigm Group Q2 EPS Estimate Increased by Zacks Research

Transdigm Group Incorporated (NYSE:TDG) – Research analysts at Zacks Research raised their Q2 2027 earnings per share estimates for Transdigm Group in a report released on Wednesday, January 7th. Zacks Research analyst Team now anticipates that the aerospace company will post earnings of $10.11 per share for the quarter, up from their prior forecast of $10.03. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Transdigm Group’s current full-year earnings is $35.13 per share. Zacks Research also issued estimates for Transdigm Group’s Q3 2027 earnings at $10.85 EPS, Q4 2027 earnings at $11.72 EPS and Q1 2028 earnings at $10.13 EPS.

Transdigm Group (NYSE:TDG) last released its quarterly earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share for the quarter, topping analysts’ consensus estimates of $10.33 by $0.49. The business had revenue of $2.44 billion during the quarter, compared to analysts’ expectations of $2.40 billion. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.The company’s revenue was up 11.5% compared to the same quarter last year. During the same period in the prior year, the business posted $9.83 EPS. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS.

TDG has been the subject of a number of other research reports. Jefferies Financial Group lowered 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. Morgan Stanley lifted their price objective on Transdigm Group from $1,600.00 to $1,660.00 and gave the company an “overweight” rating in a research note on Friday, November 14th. UBS Group increased their target price on Transdigm Group from $1,738.00 to $1,798.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. BNP Paribas upgraded Transdigm Group to a “strong-buy” rating in a report on Tuesday, November 18th. Finally, Royal Bank Of Canada boosted their price target on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the stock a “sector perform” rating in a research note on Thursday, November 13th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $1,596.60.

Transdigm Group Price Performance

Shares of TDG opened at $1,377.36 on Friday. The firm has a 50-day simple moving average of $1,322.74 and a two-hundred day simple moving average of $1,375.59. The stock has a market cap of $77.57 billion, a PE ratio of 42.94, a P/E/G ratio of 3.06 and a beta of 0.94. Transdigm Group has a 1-year low of $1,183.60 and a 1-year high of $1,623.82.

Insider Activity

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $1,290.52, for a total value of $5,033,028.00. Following the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,645,872. This represents a 52.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Robert J. Small sold 4,700 shares of the firm’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $1,290.19, for a total transaction of $6,063,893.00. Following the completion of the sale, the director owned 5,625 shares in the company, valued at $7,257,318.75. The trade was a 45.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 172,601 shares of company stock valued at $231,742,685 over the last three months. 4.09% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Transdigm Group

Several large investors have recently bought and sold shares of TDG. Integrated Wealth Concepts LLC boosted its position in shares of Transdigm Group by 39.4% during the 1st quarter. Integrated Wealth Concepts LLC now owns 916 shares of the aerospace company’s stock worth $1,268,000 after acquiring an additional 259 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Transdigm Group by 4.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 5,866 shares of the aerospace company’s stock worth $8,114,000 after purchasing an additional 246 shares during the last quarter. Ashton Thomas Private Wealth LLC acquired a new position in Transdigm Group in the first quarter valued at approximately $346,000. Empowered Funds LLC increased its stake in Transdigm Group by 5.0% in the first quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock valued at $1,898,000 after purchasing an additional 65 shares during the last quarter. Finally, Woodline Partners LP raised its holdings in Transdigm Group by 181.5% during the first quarter. Woodline Partners LP now owns 6,359 shares of the aerospace company’s stock worth $8,796,000 after purchasing an additional 4,100 shares in the last quarter. Hedge funds and other 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.