Transdigm Group Incorporated
$ 1214.66
-0.92%
13 Mar - close price
- Market Cap 68,596,183,000 USD
- Current Price $ 1214.66
- High / Low $ 1251.56 / 1208.49
- Stock P/E 39.06
- Book Value -164.37
- EPS 31.10
- Next Earning Report 2026-05-05
- Dividend Per Share N/A
- Dividend Yield 0 %
- Next Dividend Date -
- ROA 0.12 %
- ROE N/A %
- 52 Week High 1511.83
- 52 Week Low 1101.96
About
TransDigm Group is a publicly traded aerospace manufacturing company headquartered in Cleveland, Ohio. TransDigm develops and manufactures engineered aerospace components.
Analyst Target Price
$1594.00
Quarterly Earnings
| Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | Dec 2023 | Sep 2023 | Jun 2023 | Mar 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reported Date | 2026-02-03 | 2025-11-06 | 2025-08-05 | 2025-05-06 | 2025-02-04 | 2024-11-07 | 2024-08-06 | 2024-05-07 | 2024-02-08 | 2023-11-09 | 2023-08-08 | 2023-05-09 |
| Reported EPS | 8.23 | 10.82 | 9.6 | 9.11 | 7.83 | 9.83 | 9 | 7.99 | 7.16 | 8.03 | 7.25 | 5.98 |
| Estimated EPS | 8.09 | 10.32 | 9.9 | 8.95 | 7.74 | 9.28 | 8.56 | 7.42 | 6.41 | 7.54 | 6.39 | 5.45 |
| Surprise | 0.14 | 0.5 | -0.3 | 0.16 | 0.09 | 0.55 | 0.44 | 0.57 | 0.75 | 0.49 | 0.86 | 0.53 |
| Surprise Percentage | 1.7305% | 4.845% | -3.0303% | 1.7877% | 1.1628% | 5.9267% | 5.1402% | 7.6819% | 11.7005% | 6.4987% | 13.4585% | 9.7248% |
Next Quarterly Earnings
| Mar 2026 | |
|---|---|
| Reported Date | 2026-05-05 |
| Fiscal Date Ending | 2026-03-31 |
| Estimated EPS | 8.55 |
| Currency | USD |
Previous Dividend Records
| Sep 2025 | Oct 2024 | Nov 2023 | Aug 2022 | Jan 1970 | Jan 1970 | Jan 1970 | Jan 1970 | Jan 1970 | Jan 1970 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Payment Date | 2025-09-12 | 2024-10-18 | 2023-11-27 | 2022-08-26 | None | None | None | None | None | None |
| Amount | $90.0 | $75.0 | $35.0 | $18.5 | $32.5 | $30.0 | $22.0 | $24.0 | $25.0 | $22.0 |
Next Dividend Records
| Dividend per share (year): | - |
| Dividend Yield | - |
| Next Dividend Date | - |
| Ex-Dividend Date | - |
Recent News: TDG
2026-03-15 08:46:05
Bamco Inc. NY decreased its position in Transdigm Group Incorporated by 6.5%, selling 5,695 shares, but still owning 82,149 shares valued at approximately $108.3 million. Transdigm Group exceeded quarterly earnings estimates with $8.23 EPS and $2.29 billion in revenue, also providing strong FY2026 EPS guidance. Institutional ownership remains high at 95.78%, while recent insider activity shows significant selling by directors and buying by the CEO.
2026-03-15 07:24:13
Advent International L.P. reduced its stake in Transdigm Group Incorporated by 30.8% in the third quarter, selling 9,890 shares and holding 22,264 shares valued at $29.34 million. Despite Advent's reduction, other institutional investors like Sumitomo Mitsui Trust Group Inc. and Principal Financial Group Inc. increased their positions. Insiders, including Director W Nicholas Howley and Kevin M. Stein, also sold a significant number of shares, while analysts hold a "Moderate Buy" consensus rating for Transdigm.
2026-03-14 06:50:55
Anabranch Capital Management LP increased its stake in Transdigm Group (NYSE:TDG) by 28.6% in the third quarter, acquiring an additional 6,136 shares. The investment firm now owns 27,555 shares of Transdigm Group, valued at $36.32 million, making it their second-largest position at 22.9% of their portfolio. Other institutional investors have also adjusted their holdings, while insider activity includes recent sales by a director and purchases by the CEO.
2026-03-14 06:50:13
Transdigm Group Incorporated (NYSE:TDG) has received a "Moderate Buy" consensus rating from eighteen brokerages, with an average 12-month price target of $1,584.44. The company recently reported strong quarterly earnings, exceeding estimates, and provided robust FY2026 EPS guidance. Despite significant insider selling over the past 90 days, institutional ownership remains high at approximately 95.78%.
2026-03-13 16:52:57
AAR Corp. (AIR) is highlighted as a strong investment pick due to its robust presence in the aerospace Maintenance, Repair and Overhaul (MRO) market, solid liquidity, and low debt. The company shows promising growth projections for fiscal 2026 sales and earnings, along with a history of beating earnings estimates. Its strategic expansion in MRO facilities is expected to further boost its capacity and annual sales.
2026-03-13 15:51:04
Teledyne Technologies (TDY) is experiencing positive growth driven by increased U.S. defense budgets, a rebound in commercial aviation, and strategic acquisitions in sensing and maritime technologies. Despite these drivers, the company faces challenges from ongoing supply chain disruptions and tariffs. Investors might also consider other strong performers in the sector like BWX Technologies (BWXT), Woodward, Inc. (WWD), and TransDigm Group Inc. (TDG).
