Zacks Research Expects Stronger Earnings for TransDigm Group

TransDigm Group Incorporated (NYSE:TDG) – Investment analysts at Zacks Research increased their Q1 2025 earnings per share (EPS) estimates for TransDigm Group in a research report issued to clients and investors on Tuesday, October 22nd. Zacks Research analyst R. Department now anticipates that the aerospace company will earn $7.27 per share for the quarter, up from their prior estimate of $7.25. The consensus estimate for TransDigm Group’s current full-year earnings is $30.71 per share. Zacks Research also issued estimates for TransDigm Group’s Q3 2025 earnings at $8.95 EPS, FY2025 earnings at $34.60 EPS, Q1 2026 earnings at $8.77 EPS, Q2 2026 earnings at $9.58 EPS, Q4 2026 earnings at $10.79 EPS and FY2026 earnings at $39.07 EPS.

TransDigm Group (NYSE:TDG) last announced its earnings results on Tuesday, August 6th. The aerospace company reported $9.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.77 by $1.23. The firm had revenue of $2.05 billion for the quarter, compared to analyst estimates of $2.01 billion. TransDigm Group had a negative return on equity of 66.70% and a net margin of 21.83%. The business’s revenue was up 17.3% on a year-over-year basis. During the same quarter last year, the firm posted $6.55 EPS.

A number of other equities analysts have also weighed in on the stock. Truist Financial boosted their price target on shares of TransDigm Group from $1,425.00 to $1,483.00 and gave the stock a “buy” rating in a research report on Wednesday, July 17th. JPMorgan Chase & Co. raised their target price on TransDigm Group from $1,435.00 to $1,555.00 and gave the stock a “neutral” rating in a research note on Monday, October 14th. Susquehanna boosted their price target on shares of TransDigm Group from $1,200.00 to $1,250.00 and gave the company a “neutral” rating in a research report on Wednesday, August 7th. Morgan Stanley raised their price objective on shares of TransDigm Group from $1,550.00 to $1,575.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 7th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on shares of TransDigm Group from $1,524.00 to $1,577.00 and gave the company a “buy” rating in a report on Thursday, October 3rd. Eight equities research analysts have rated the stock with a hold rating and thirteen have issued a buy rating to the company’s stock. According to data from MarketBeat.com, TransDigm Group presently has a consensus rating of “Moderate Buy” and an average price target of $1,451.94.

TransDigm Group Price Performance

Shares of TransDigm Group stock opened at $1,345.56 on Friday. The business has a 50 day simple moving average of $1,363.90 and a two-hundred day simple moving average of $1,306.84. The stock has a market capitalization of $75.50 billion, a P/E ratio of 49.78, a PEG ratio of 1.84 and a beta of 1.43. TransDigm Group has a 12 month low of $811.42 and a 12 month high of $1,451.32.

Institutional Trading of TransDigm Group

Several hedge funds have recently made changes to their positions in the company. Wellington Management Group LLP lifted its position in TransDigm Group by 22.2% in the fourth quarter. Wellington Management Group LLP now owns 2,640 shares of the aerospace company’s stock valued at $2,671,000 after purchasing an additional 479 shares during the period. Dynamic Advisor Solutions LLC lifted its holdings in shares of TransDigm Group by 25.6% in the 1st quarter. Dynamic Advisor Solutions LLC now owns 1,133 shares of the aerospace company’s stock valued at $1,395,000 after buying an additional 231 shares during the period. Wealth Enhancement Advisory Services LLC boosted its stake in shares of TransDigm Group by 10.4% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 3,331 shares of the aerospace company’s stock valued at $4,102,000 after buying an additional 315 shares in the last quarter. Hennion & Walsh Asset Management Inc. acquired a new position in TransDigm Group during the first quarter worth $325,000. Finally, Red Door Wealth Management LLC raised its position in TransDigm Group by 5.2% in the first quarter. Red Door Wealth Management LLC now owns 6,757 shares of the aerospace company’s stock worth $8,322,000 after acquiring an additional 332 shares in the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

Insider Activity

In other TransDigm Group news, CEO Kevin M. Stein sold 10,000 shares of TransDigm Group stock in a transaction on Monday, August 12th. The shares were sold at an average price of $1,228.24, for a total value of $12,282,400.00. Following the transaction, the chief executive officer now directly owns 8,158 shares in the company, valued at approximately $10,019,981.92. The trade was a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In related news, COO Joel Reiss sold 3,000 shares of the stock in a transaction on Monday, September 16th. The stock was sold at an average price of $1,375.89, for a total transaction of $4,127,670.00. Following the completion of the sale, the chief operating officer now directly owns 3,600 shares of the company’s stock, valued at $4,953,204. This trade represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Kevin M. Stein sold 10,000 shares of TransDigm Group stock in a transaction on Monday, August 12th. The shares were sold at an average price of $1,228.24, for a total transaction of $12,282,400.00. Following the completion of the transaction, the chief executive officer now owns 8,158 shares in the company, valued at approximately $10,019,981.92. This trade represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 26,944 shares of company stock valued at $35,823,485. 4.96% of the stock is currently owned by company insiders.

TransDigm Group Increases Dividend

The company also recently declared a special dividend, which was paid on Friday, October 18th. Investors of record on Friday, October 4th were paid a dividend of $75.00 per share. The ex-dividend date of this dividend was Friday, October 4th. This is an increase from TransDigm Group’s previous special dividend of $32.50.

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.