TransDigm Group Incorporated (TDG)
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- symbol TDG
- Rev/Share 151.9793
- Book/Share -166.5921
- PB -8.6003
- Debt/Equity -3.1004
- CurrentRatio 3.2136
- ROIC 0.1522
- MktCap 80749230741.0
- FreeCF/Share 31.2565
- PFCF 44.4654
- PE 40.1652
- Debt/Assets 1.3108
- DivYield 0.0628
- ROE -0.3117
- Rating C+
- Score 2
- Recommendation Sell
- P/E Score 2
- DCF Score 3
- P/B Score 1
- D/E Score 1
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Initiation | TDG | BNP Paribas Exane | -- | Outperform | -- | $1775 | Nov. 18, 2025 |
| Initiation | TDG | BMO Capital Markets | -- | Outperform | -- | $1420 | Sept. 30, 2025 |
| Reiterated | TDG | Jefferies | -- | Buy | $1650 | $1490 | Sept. 17, 2025 |
| Downgrade | TDG | RBC Capital Mkts | Outperform | Sector Perform | -- | $1385 | Sept. 8, 2025 |
| Resumed | TDG | Stifel | -- | Buy | -- | $1710 | June 24, 2025 |
| Upgrade | TDG | Northcoast | Neutral | Buy | -- | $1500 | April 9, 2025 |
| Upgrade | TDG | UBS | Neutral | Buy | -- | $1595 | Feb. 24, 2025 |
| Upgrade | TDG | Wells Fargo | Equal Weight | Overweight | $1375 | $1500 | Feb. 7, 2025 |
| Downgrade | TDG | Barclays | Overweight | Equal Weight | -- | $1500 | Jan. 6, 2025 |
| Downgrade | TDG | Deutsche Bank | Buy | Hold | $1444 | $1348 | Jan. 2, 2025 |
News
These 2 Aerospace Stocks Could Beat Earnings: Why They Should Be on Your Radar
Published: January 16, 2026 by: Zacks Investment Research
Sentiment: Positive
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
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Vance Street Capital Agrees to Sell Jet Parts Engineering and Victor Sierra Aviation to TransDigm for $2.2 Billion
Published: January 16, 2026 by: PRNewsWire
Sentiment: Neutral
LOS ANGELES, Jan. 16, 2026 /PRNewswire/ -- Vance Street Capital LLC ("Vance Street") is pleased to announce that it has signed a binding Stock Purchase Agreement to sell two of its portfolio companies, Jet Parts Engineering ("Jet Parts") and Victor Sierra Aviation Holdings ("Victor Sierra"), to TransDigm Group Incorporated ("TransDigm") (NYSE: TDG), a leading global producer of highly engineered aerospace components, for $2.2 billion. Jet Parts, headquartered in Seattle, Washington, is a leading independent designer and manufacturer of aerospace aftermarket solutions, including proprietary OEM-alternative parts and repairs.
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These 2 Aerospace Stocks Could Beat Earnings: Why They Should Be on Your Radar
Published: January 14, 2026 by: Zacks Investment Research
Sentiment: Positive
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Read More
TransDigm to Buy Stellant Systems for $960M & Expand Product Portfolio
Published: January 02, 2026 by: Zacks Investment Research
Sentiment: Positive
TDG agrees to buy Stellant Systems for $960 million, expanding its aerospace and defense portfolio with proprietary, aftermarket-rich high-power electronic components.
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Arlington Capital Partners to Sell Stellant Systems, Inc to TransDigm Group for $960 Million
Published: December 31, 2025 by: Business Wire
Sentiment: Neutral
WASHINGTON--(BUSINESS WIRE)--Arlington Capital Partners, a Washington, D.C.-area private investment firm specializing in government regulated industries, today announced it has agreed to sell Stellant Systems, Inc (“Stellant” or “the Company”), a premier designer and manufacturer of radio frequency (“RF”) and microwave amplification products, to TransDigm Group Incorporated ("TransDigm Group") (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components.
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TransDigm Announces Acquisition of Stellant Systems, Inc.
Published: December 31, 2025 by: PRNewsWire
Sentiment: Neutral
CLEVELAND, Dec. 31, 2025 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced it has entered into a definitive agreement to acquire Stellant Systems, Inc. ("Stellant" or "the Company"), a portfolio company of Arlington Capital Partners, for approximately $960 million in cash, including certain tax benefits. Stellant, headquartered in Torrance, California, is a leading global designer and manufacturer of high-power electronic components and subsystems serving the aerospace and defense end market.
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RKLB, ASTS, TDG: Insiders are Selling These 3 Space Stocks
Published: December 22, 2025 by: MarketBeat
Sentiment: Neutral
Some of the most talked-about space stocks among retail investors have seen recent bouts of insider selling. Below, we'll detail the selling surrounding Rocket Lab NASDAQ: RKLB and AST SpaceMobile NASDAQ: ASTS.
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TransDigm Group: Solid Business With Great Fundamentals
Published: December 17, 2025 by: Seeking Alpha
Sentiment: Positive
TransDigm Group (TDG) earns a buy rating, driven by structural pricing power, visible growth catalysts, and disciplined capital allocation. TDG benefits from proprietary, mission-critical components with high aftermarket exposure, locking in long-duration revenue streams and strong pricing power. Defense demand is robust, with 13% FY25 growth and new program wins, while commercial OEM headwinds are easing as destocking ends.
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Why Is TransDigm (TDG) Down 0.6% Since Last Earnings Report?
Published: December 12, 2025 by: Zacks Investment Research
Sentiment: Negative
TransDigm (TDG) reported earnings 30 days ago. What's next for the stock?
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Alger Growth & Income Fund Q3 2025 Portfolio Update
Published: November 18, 2025 by: Seeking Alpha
Sentiment: Positive
Class A shares of the Alger Growth & Income Fund outperformed the S&P 500 Index during the third quarter of 2025. Apple Inc., Broadcom Inc., and Alphabet Inc. were among the top contributors to performance. Honeywell International Inc., Eli Lilly and Company, and TransDigm Group Incorporated were among the top detractors from performance.
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TransDigm (TDG) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Published: November 13, 2025 by: Zacks Investment Research
Sentiment: Positive
The headline numbers for TransDigm (TDG) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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TransDigm Group Incorporated (TDG) Q4 2025 Earnings Call Transcript
Published: November 12, 2025 by: Seeking Alpha
Sentiment: Neutral
TransDigm Group Incorporated ( TDG ) Q4 2025 Earnings Call November 12, 2025 11:00 AM EST Company Participants Jaimie Stemen - Manager of Financial Reporting Michael Lisman - CEO, President & Director Joel Reiss - Co-Chief Operating Officer Sarah Wynne - Chief Financial Officer Conference Call Participants Scott Mikus - Melius Research LLC Robert Stallard - Vertical Research Partners, LLC Kenneth Herbert - RBC Capital Markets, Research Division Kristine Liwag - Morgan Stanley, Research Division Myles Walton - Wolfe Research, LLC Sheila Kahyaoglu - Jefferies LLC, Research Division Gavin Parsons - UBS Investment Bank, Research Division Seth Seifman - JPMorgan …
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TransDigm Group Q4 Earnings Surpass Estimates, Sales Increase Y/Y
Published: November 12, 2025 by: Zacks Investment Research
Sentiment: Positive
TDG posts higher Q4 earnings and revenues year over year, outpacing expectations on strong execution.
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TransDigm: A Long-Term Buy Opportunity On Aerospace Destocking Overreaction
Published: November 12, 2025 by: Seeking Alpha
Sentiment: Positive
TransDigm stock has declined, but transient destocking by Boeing and Airbus is overshadowing its strong long-term growth prospects. TDG faces short-term sales pressure from OEM inventory reductions and the timing of rate hikes. Despite downward revisions to free cash flow estimates, EBITDA growth remains robust, and the stock offers 14-22% upside.
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What TransDigm Earnings Say About a Surging Aerospace Sector. Outlook Surprises.
Published: November 12, 2025 by: Barrons
Sentiment: Positive
Wednesday, TransDigm reported fiscal fourth-quarter adjusted EPS of $10.82 from sales of $2.4 billion. Wall Street was looking for EPS of $10.08 and sales of $2.4 billion.
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TransDigm Group (TDG) Beats Q4 Earnings and Revenue Estimates
Published: November 12, 2025 by: Zacks Investment Research
Sentiment: Positive
TransDigm Group (TDG) came out with quarterly earnings of $10.82 per share, beating the Zacks Consensus Estimate of $10.25 per share. This compares to earnings of $9.83 per share a year ago.
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Exploring Analyst Estimates for TransDigm (TDG) Q4 Earnings, Beyond Revenue and EPS
Published: November 07, 2025 by: Zacks Investment Research
Sentiment: Positive
Beyond analysts' top-and-bottom-line estimates for TransDigm (TDG), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2025.
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Is the Options Market Predicting a Spike in TransDigm Stock?
Published: November 07, 2025 by: Zacks Investment Research
Sentiment: Neutral
Investors need to pay close attention to TDG stock based on the movements in the options market lately.
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TransDigm to Report Q4 Results: What's in Store for the Stock?
Published: November 06, 2025 by: Zacks Investment Research
Sentiment: Positive
TDG's Q4 results are likely to see gains from robust commercial aftermarket and defense sales, though earnings beat odds appear slim.
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TransDigm Group (TDG) Earnings Expected to Grow: What to Know Ahead of Q4 Release
Published: October 30, 2025 by: Zacks Investment Research
Sentiment: Neutral
TransDigm (TDG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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TransDigm Buys Simmonds Precision Products for $765M, Boosts Portfolio
Published: October 07, 2025 by: Zacks Investment Research
Sentiment: Positive
TDG expands its product offering with a $765 million cash buyout of Simmonds Precision Products from RTX.
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S&P 500 Losers: From Lululemon To MGM — What Went Wrong?
Published: September 08, 2025 by: Forbes
Sentiment: Negative
During the week ending September 5, the S&P 500 was essentially unchanged, slipping 0.12%. In contrast, several notable S&P 500 stocks fell sharply, driven by a mix of earnings outlook revisions, regulatory risk, downgrades, demand concerns, and leadership changes.
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Defense Dividends: 3 Strong Performers That Are Raising Payouts
Published: August 29, 2025 by: MarketBeat
Sentiment: Positive
When it comes to industry-specific performance, undoubtedly one of the most impressive showings in 2025 has come from aerospace and defense stocks. The SPDR S&P Aerospace & Defense ETF NYSEARCA: XAR, a diversified barometer for the industry, has provided a total return of nearly 31% year to date.
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Next-Gen Defense: 3 Stocks Riding the New Global Arms Race
Published: August 18, 2025 by: MarketBeat
Sentiment: Negative
Global military expenditure climbed by nearly 10% between 2023 and 2024, reaching $2.7 trillion last year as spending accelerated faster since the Cold War. Ongoing conflicts throughout Eastern Europe and the Middle East threaten to continue driving a worldwide race toward defense growth into the foreseeable future.
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Final Trades: Toast, Transdigm, Thermo Fisher and Amazon
Published: August 13, 2025 by: CNBC Television
Sentiment: Neutral
The Investment Committee give you their top stocks to watch for the second half.
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TransDigm (TDG) Loses 7.4% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
Published: August 06, 2025 by: Zacks Investment Research
Sentiment: Negative
TransDigm (TDG) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
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TransDigm (TDG) Reports Q3 Earnings: What Key Metrics Have to Say
Published: August 06, 2025 by: Zacks Investment Research
Sentiment: Neutral
While the top- and bottom-line numbers for TransDigm (TDG) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Read More
TransDigm Group Incorporated (TDG) Q3 2025 Earnings Call Transcript
Published: August 05, 2025 by: Seeking Alpha
Sentiment: Neutral
TransDigm Group Incorporated (NYSE:TDG ) Q3 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Jaimie Stemen - Manager of Financial Reporting Kevin M. Stein - President, CEO & Director Michael J.
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TransDigm Q3 Earnings Miss Estimates, Sales Increase Y/Y
Published: August 05, 2025 by: Zacks Investment Research
Sentiment: Negative
TDG's Q3 earnings rose 6.7% year over year and sales grew 9.3% but both missed estimates; guidance narrowed for fiscal 2025.
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TransDigm Group (TDG) Q3 Earnings and Revenues Lag Estimates
Published: August 05, 2025 by: Zacks Investment Research
Sentiment: Negative
TransDigm Group (TDG) came out with quarterly earnings of $9.6 per share, missing the Zacks Consensus Estimate of $9.78 per share. This compares to earnings of $9 per share a year ago.
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About TransDigm Group Incorporated (TDG)
- IPO Date 2006-03-15
- Website https://www.transdigm.com
- Industry Aerospace & Defense
- CEO Michael J. Lisman
- Employees 16600