Zacks Research Expects Reduced Earnings for TransDigm Group

TransDigm Group Incorporated (NYSE:TDG) – Research analysts at Zacks Research decreased their FY2025 earnings per share (EPS) estimates for shares of TransDigm Group in a note issued to investors on Wednesday, January 15th. Zacks Research analyst R. Department now anticipates that the aerospace company will earn $31.68 per share for the year, down from their previous forecast of $31.72. The consensus estimate for TransDigm Group’s current full-year earnings is $34.23 per share. Zacks Research also issued estimates for TransDigm Group’s Q4 2025 earnings at $8.91 EPS, Q1 2026 earnings at $8.50 EPS, Q2 2026 earnings at $8.53 EPS, Q4 2026 earnings at $9.80 EPS, FY2026 earnings at $36.00 EPS and Q1 2027 earnings at $9.85 EPS.

Several other brokerages have also weighed in on TDG. StockNews.com raised TransDigm Group from a “hold” rating to a “buy” rating in a research report on Wednesday, January 8th. Deutsche Bank Aktiengesellschaft downgraded TransDigm Group from a “buy” rating to a “hold” rating and cut their target price for the stock from $1,444.00 to $1,348.00 in a research note on Thursday, January 2nd. Wells Fargo & Company lowered their target price on TransDigm Group from $1,500.00 to $1,375.00 and set an “equal weight” rating on the stock in a report on Wednesday, December 11th. Truist Financial boosted their target price on shares of TransDigm Group from $1,482.00 to $1,534.00 and gave the company a “buy” rating in a research note on Tuesday, January 14th. Finally, Citigroup raised their target price on shares of TransDigm Group from $1,563.00 to $1,600.00 and gave the stock a “buy” rating in a research report on Thursday, December 5th. Eight analysts have rated the stock with a hold rating and eleven have issued a buy rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,455.00.

TransDigm Group Stock Up 1.4 %

NYSE:TDG opened at $1,340.40 on Monday. The company has a market capitalization of $75.37 billion, a P/E ratio of 52.36, a P/E/G ratio of 2.84 and a beta of 1.38. TransDigm Group has a 52 week low of $1,032.43 and a 52 week high of $1,451.32. The stock’s fifty day moving average is $1,277.54 and its two-hundred day moving average is $1,307.04.

Hedge Funds Weigh In On TransDigm Group

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Secure Asset Management LLC lifted its holdings in shares of TransDigm Group by 3.4% in the fourth quarter. Secure Asset Management LLC now owns 306 shares of the aerospace company’s stock valued at $388,000 after purchasing an additional 10 shares in the last quarter. Red Door Wealth Management LLC lifted its position in shares of TransDigm Group by 4.4% in the fourth quarter. Red Door Wealth Management LLC now owns 7,728 shares of the aerospace company’s stock worth $9,794,000 after purchasing an additional 325 shares in the last quarter. Teamwork Financial Advisors LLC grew its position in TransDigm Group by 24.6% in the fourth quarter. Teamwork Financial Advisors LLC now owns 13,636 shares of the aerospace company’s stock valued at $17,281,000 after purchasing an additional 2,691 shares in the last quarter. Janney Montgomery Scott LLC increased its stake in TransDigm Group by 27.5% in the 4th quarter. Janney Montgomery Scott LLC now owns 16,252 shares of the aerospace company’s stock valued at $20,596,000 after buying an additional 3,507 shares during the last quarter. Finally, Daymark Wealth Partners LLC lifted its position in TransDigm Group by 7.0% during the 4th quarter. Daymark Wealth Partners LLC now owns 200 shares of the aerospace company’s stock worth $254,000 after buying an additional 13 shares in the last quarter. 95.78% of the stock is owned by institutional investors.

Insider Activity

In other TransDigm Group news, CEO Kevin M. Stein sold 20,000 shares of the stock in a transaction on Thursday, December 12th. The stock was sold at an average price of $1,248.07, for a total value of $24,961,400.00. Following the transaction, the chief executive officer now directly owns 8,158 shares in the company, valued at approximately $10,181,755.06. This trade represents a 71.03 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director W Nicholas Howley sold 5,472 shares of the business’s stock in a transaction that occurred on Wednesday, January 15th. The stock was sold at an average price of $1,296.77, for a total transaction of $7,095,925.44. Following the sale, the director now directly owns 21,548 shares of the company’s stock, valued at approximately $27,942,799.96. This trade represents a 20.25 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 86,525 shares of company stock worth $108,692,621. 4.96% of the stock is currently owned by corporate insiders.

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.