TransDigm Group Incorporated (TDG)
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Start Your Free Trial NowKey Metrics & Ratings
- symbol TDG
- Rev/Share 156.512
- Book/Share -159.1581
- PB -7.9371
- Debt/Equity -3.2302
- CurrentRatio 2.7499
- ROIC 0.1513
- MktCap 71340793195.0
- FreeCF/Share 32.268
- PFCF 37.9876
- PE 36.2891
- Debt/Assets 1.2595
- DivYield 0.0712
- ROE -0.2736
- Rating C+
- Score 2
- Recommendation Sell
- P/E Score 1
- DCF Score 4
- 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 |
|---|---|---|---|---|---|---|---|
| Downgrade | TDG | KeyBanc Capital Markets | Overweight | Sector Weight | -- | -- | Feb. 5, 2026 |
| Downgrade | TDG | Robert W. Baird | Outperform | Neutral | -- | $1400 | Feb. 4, 2026 |
| 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 |
News
Down 8.7% in 4 Weeks, Here's Why TransDigm (TDG) Looks Ripe for a Turnaround
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive
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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Compared to Estimates, TransDigm (TDG) Q1 Earnings: A Look at Key Metrics
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive
The headline numbers for TransDigm (TDG) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Read More
TransDigm's Q1 Earnings Surpass Estimates, Sales Increase Y/Y
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive
TDG beats Q1 earnings and sales estimates as revenues jump 14%. It also raises its fiscal 2026 sales and adjusted EPS guidance.
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TransDigm Group (TDG) Q1 Earnings and Revenues Top Estimates
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive
TransDigm Group (TDG) came out with quarterly earnings of $8.23 per share, beating the Zacks Consensus Estimate of $8.02 per share. This compares to earnings of $7.83 per share a year ago.
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TransDigm Group Reports Fiscal 2026 First Quarter Results
Published: February 03, 2026 by: PRNewsWire
Sentiment: Neutral
CLEVELAND, Feb. 3, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported results for the first quarter ended December 27, 2025. First quarter highlights include: Net sales of $2,285 million, up 14% from $2,006 million in the prior year's quarter; Net income of $445 million; Earnings per share of $6.62; EBITDA As Defined of $1,197 million, up 13% from $1,061 million in the prior year's quarter; EBITDA As Defined margin of 52.4% Adjusted earnings per share of $8.23, up 5% from $7.83 in the prior year's quarter; …
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Transdigm to Report Q1 Earnings: Here's What You Need to Know
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive
TDG's fiscal Q1 earnings are expected to benefit from Simmonds acquisition, rising aftermarket and defense demand boosting results.
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Curious about TransDigm (TDG) Q1 Performance? Explore Wall Street Estimates for Key Metrics
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for TransDigm (TDG), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
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TransDigm Group (TDG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Positive
TransDigm (TDG) possesses 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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TDG to Buy Jet Parts Engineering and Victor Sierra Aviation for $2.2B
Published: January 19, 2026 by: Zacks Investment Research
Sentiment: Positive
TransDigm to buy Jet Parts Engineering and Victor Sierra Aviation for $2.2 billion, expanding its proprietary aftermarket portfolio across commercial aviation.
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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.
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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.
Read More
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.
Read More
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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About TransDigm Group Incorporated (TDG)
- IPO Date 2006-03-15
- Website https://www.transdigm.com
- Industry Aerospace & Defense
- CEO Michael J. Lisman
- Employees 16600