Q2 EPS Estimates for TransDigm Group Raised by Analyst

TransDigm Group Incorporated (NYSE:TDG) – Equities research analysts at Zacks Research lifted their Q2 2025 earnings per share (EPS) estimates for shares of TransDigm Group in a report issued on Tuesday, February 25th. Zacks Research analyst R. Department now forecasts that the aerospace company will post earnings per share of $8.17 for the quarter, up from their prior forecast of $8.11. The consensus estimate for TransDigm Group’s current full-year earnings is $35.13 per share. Zacks Research also issued estimates for TransDigm Group’s Q2 2025 earnings at $8.17 EPS, Q3 2025 earnings at $9.04 EPS, Q3 2025 earnings at $9.04 EPS, Q4 2025 earnings at $9.78 EPS, Q4 2025 earnings at $9.78 EPS, FY2025 earnings at $34.48 EPS, FY2025 earnings at $34.48 EPS, Q1 2026 earnings at $8.79 EPS, Q1 2026 earnings at $8.79 EPS, Q2 2026 earnings at $9.84 EPS, Q2 2026 earnings at $9.84 EPS, Q3 2026 earnings at $10.76 EPS, Q3 2026 earnings at $10.76 EPS, Q4 2026 earnings at $11.08 EPS, Q4 2026 earnings at $11.08 EPS, FY2026 earnings at $40.47 EPS, FY2026 earnings at $40.47 EPS, Q1 2027 earnings at $10.54 EPS, Q1 2027 earnings at $10.54 EPS and FY2027 earnings at $45.98 EPS.

TransDigm Group (NYSE:TDG) last announced its quarterly earnings data on Tuesday, February 4th. The aerospace company reported $7.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.73 by $0.84. The business had revenue of $2.01 billion during the quarter, compared to analysts’ expectations of $2.03 billion. TransDigm Group had a negative return on equity of 42.87% and a net margin of 20.76%. The firm’s quarterly revenue was up 12.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $7.16 earnings per share.

TDG has been the subject of a number of other research reports. Barclays reiterated an “equal weight” rating and set a $1,500.00 price objective on shares of TransDigm Group in a research note on Monday, January 6th. Wells Fargo & Company raised TransDigm Group from an “equal weight” rating to an “overweight” rating and lifted their price objective for the stock from $1,375.00 to $1,500.00 in a report on Friday, February 7th. StockNews.com raised shares of TransDigm Group from a “hold” rating to a “buy” rating in a report on Wednesday, January 8th. UBS Group raised shares of TransDigm Group from a “neutral” rating to a “buy” rating and set a $1,595.00 price objective for the company in a research report on Monday. Finally, Truist Financial lifted their target price on TransDigm Group from $1,482.00 to $1,534.00 and gave the company a “buy” rating in a research report on Tuesday, January 14th. Six equities research analysts have rated the stock with a hold rating and thirteen have issued a buy rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $1,472.47.

TransDigm Group Trading Up 1.2 %

Shares of NYSE:TDG opened at $1,348.25 on Friday. The stock has a fifty day simple moving average of $1,312.27 and a two-hundred day simple moving average of $1,322.71. The stock has a market capitalization of $75.62 billion, a price-to-earnings ratio of 47.56, a PEG ratio of 2.76 and a beta of 1.40. TransDigm Group has a 12-month low of $1,136.27 and a 12-month high of $1,451.32.

Hedge Funds Weigh In On TransDigm Group

Institutional investors have recently made changes to their positions in the company. First Personal Financial Services purchased a new position in shares of TransDigm Group during the third quarter valued at $29,000. Erste Asset Management GmbH purchased a new position in shares of TransDigm Group during the third quarter valued at $29,000. Capital Advisors Ltd. LLC increased its stake in shares of TransDigm Group by 200.0% during the fourth quarter. Capital Advisors Ltd. LLC now owns 24 shares of the aerospace company’s stock valued at $30,000 after buying an additional 16 shares during the period. Trust Co. of Vermont increased its stake in shares of TransDigm Group by 150.0% during the fourth quarter. Trust Co. of Vermont now owns 25 shares of the aerospace company’s stock valued at $32,000 after buying an additional 15 shares during the period. Finally, Versant Capital Management Inc boosted its position in 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 in the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Insider Transactions at TransDigm Group

In other TransDigm Group news, COO Joel Reiss sold 3,000 shares of the stock in a transaction on Friday, December 20th. The stock was sold at an average price of $1,257.09, for a total value of $3,771,270.00. Following the sale, the chief operating officer now owns 3,600 shares in the company, valued at $4,525,524. This trade represents a 45.45 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Kevin M. Stein sold 20,000 shares of the stock in a transaction on Thursday, December 12th. The stock was sold at an average price of $1,248.07, for a total value of $24,961,400.00. Following the completion of the sale, the chief executive officer now owns 8,158 shares in the company, valued at approximately $10,181,755.06. The trade was a 71.03 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 121,647 shares of company stock valued at $155,847,223 in the last ninety days. Corporate insiders own 4.09% of the company’s stock.

TransDigm Group Company Profile

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.