Zacks Research Predicts Weaker Earnings for TransDigm Group

TransDigm Group Incorporated (NYSE:TDG) – Zacks Research decreased their Q3 2026 earnings per share (EPS) estimates for TransDigm Group in a research note issued to investors on Wednesday, January 15th. Zacks Research analyst R. Department now anticipates that the aerospace company will post earnings per share of $9.18 for the quarter, down from their prior forecast of $9.20. The consensus estimate for TransDigm Group’s current full-year earnings is $34.23 per share.

Several other equities research analysts also recently commented on the stock. Citigroup upped their price objective on shares of TransDigm Group from $1,563.00 to $1,600.00 and gave the company a “buy” rating in a report on Thursday, December 5th. StockNews.com raised shares of TransDigm Group from a “hold” rating to a “buy” rating in a report on Wednesday, January 8th. JPMorgan Chase & Co. boosted their target price on shares of TransDigm Group from $1,435.00 to $1,555.00 and gave the company a “neutral” rating in a report on Monday, October 14th. KeyCorp raised their price target on TransDigm Group from $1,440.00 to $1,500.00 and gave the stock an “overweight” rating in a report on Thursday, October 24th. Finally, Wells Fargo & Company decreased their price objective on TransDigm Group from $1,500.00 to $1,375.00 and set an “equal weight” rating on the stock in a research note on Wednesday, December 11th. Eight equities research analysts have rated the stock with a hold rating and eleven have issued a buy rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,455.00.

TransDigm Group Price Performance

Shares of NYSE TDG opened at $1,340.40 on Friday. The stock has a market capitalization of $75.37 billion, a PE ratio of 52.36, a P/E/G ratio of 2.84 and a beta of 1.38. TransDigm Group has a one year low of $1,032.43 and a one year high of $1,451.32. The business’s fifty day moving average price is $1,277.54 and its 200-day moving average price is $1,306.88.

Hedge Funds Weigh In On TransDigm Group

Several institutional investors and hedge funds have recently made changes to their positions in TDG. First Personal Financial Services purchased a new stake in TransDigm Group during the third quarter valued at about $29,000. Erste Asset Management GmbH purchased a new position in TransDigm Group in the 3rd quarter worth approximately $29,000. Trust Co. of Vermont lifted its position in TransDigm Group by 150.0% in the fourth quarter. Trust Co. of Vermont now owns 25 shares of the aerospace company’s stock valued at $32,000 after purchasing an additional 15 shares during the last quarter. Versant Capital Management Inc boosted its stake in shares of TransDigm Group by 225.0% during the fourth quarter. Versant Capital Management Inc now owns 26 shares of the aerospace company’s stock valued at $33,000 after purchasing an additional 18 shares during the period. Finally, DT Investment Partners LLC grew its holdings in shares of TransDigm Group by 68.8% in the third quarter. DT Investment Partners LLC now owns 27 shares of the aerospace company’s stock worth $39,000 after purchasing an additional 11 shares during the last quarter. Institutional investors own 95.78% of the company’s stock.

Insiders Place Their Bets

In other news, Director W Nicholas Howley sold 5,472 shares of the company’s stock in a transaction dated Wednesday, January 15th. The stock was sold at an average price of $1,296.77, for a total value of $7,095,925.44. Following the completion of the transaction, the director now directly owns 21,548 shares in the company, valued at approximately $27,942,799.96. This represents a 20.25 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Kevin M. Stein sold 20,000 shares of the firm’s stock in a transaction dated Monday, January 13th. The shares were sold at an average price of $1,267.21, for a total value of $25,344,200.00. Following the transaction, the chief executive officer now directly owns 8,158 shares in the company, valued at approximately $10,337,899.18. This represents a 71.03 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 86,525 shares of company stock valued at $108,692,621 in the last quarter. Corporate insiders own 4.96% of the company’s stock.

About TransDigm Group

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.