Zacks Research Forecasts Weaker Earnings for TransDigm Group

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

A number of other research analysts have also weighed in on TDG. Wells Fargo & Company cut their price target on shares of 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. StockNews.com raised shares of TransDigm Group from a “hold” rating to a “buy” rating in a research note on Wednesday, January 8th. KeyCorp boosted their price target on TransDigm Group from $1,440.00 to $1,500.00 and gave the company an “overweight” rating in a report on Thursday, October 24th. Citigroup boosted their price target 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. Finally, Barclays reissued an “equal weight” rating and set a $1,500.00 price target on shares of TransDigm Group in a research report on Monday, January 6th. Eight research analysts have rated the stock with a hold rating and eleven have given a buy rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $1,455.00.

TransDigm Group Price Performance

NYSE:TDG opened at $1,320.63 on Friday. The business’s 50-day simple moving average is $1,277.95 and its 200-day simple moving average is $1,305.97. TransDigm Group has a fifty-two week low of $1,025.01 and a fifty-two week high of $1,451.32. The stock has a market capitalization of $74.26 billion, a PE ratio of 51.59, a price-to-earnings-growth ratio of 2.84 and a beta of 1.38.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of TDG. Windacre Partnership LLC increased its stake in TransDigm Group by 42.7% in the third quarter. Windacre Partnership LLC now owns 728,000 shares of the aerospace company’s stock valued at $1,038,951,000 after acquiring an additional 217,700 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of TransDigm Group by 9.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,997,827 shares of the aerospace company’s stock valued at $2,851,160,000 after purchasing an additional 173,642 shares in the last quarter. Darsana Capital Partners LP acquired a new position in shares of TransDigm Group during the 2nd quarter worth $210,806,000. International Assets Investment Management LLC lifted its position in shares of TransDigm Group by 108,517.8% during the 3rd quarter. International Assets Investment Management LLC now owns 48,878 shares of the aerospace company’s stock worth $69,755,000 after buying an additional 48,833 shares during the last quarter. Finally, Point72 Asset Management L.P. boosted its stake in TransDigm Group by 2,868.8% in the second quarter. Point72 Asset Management L.P. now owns 47,069 shares of the aerospace company’s stock valued at $60,136,000 after buying an additional 48,769 shares in the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

Insider Buying and Selling

In other news, Director W Nicholas Howley sold 5,472 shares of TransDigm Group stock in a transaction 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 completion of the sale, the director now 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Kevin M. Stein sold 20,000 shares of the firm’s stock in a transaction dated Thursday, December 12th. The stock was sold at an average price of $1,248.07, for a total transaction 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 represents a 71.03 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 86,525 shares of company stock valued at $108,692,621. 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.