New insider activity at Transdigm Group ( (TDG) ) has taken place on December 5, 2025.
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Director Kevin Stein has executed a significant transaction by selling 17,526 shares of Transdigm Group stock, amounting to a substantial $23,875,298.
Recent Updates on TDG stock
In the last 24 hours, TransDigm Group has seen notable developments following its Q4 earnings report, which demonstrated strong financial performance with significant increases in net sales, net income, and earnings per share. The company reported a 12% increase in net sales to $2.44 billion, surpassing consensus expectations. Analysts have responded positively, with several raising their price targets for TransDigm. Morgan Stanley, JPMorgan, and Goldman Sachs all increased their price targets, citing the company’s robust aftermarket growth, strategic acquisitions, and strong defense market performance as key drivers. Despite challenges in OEM production and margin dilution from recent acquisitions, TransDigm’s strategic capital allocation, including significant share repurchases and a special dividend, has reinforced investor confidence. Looking ahead, the company projects continued growth in fiscal 2026, with anticipated revenue increases across its commercial and defense segments, although it remains cautious about potential headwinds from OEM performance issues.
Spark’s Take on TDG Stock
According to Spark, TipRanks’ AI Analyst, TDG is a Neutral.
Transdigm Group’s strong financial performance and positive earnings call outlook are offset by high leverage and valuation concerns. The technical indicators suggest bullish momentum, but the high P/E ratio indicates potential overvaluation. The company’s strategic focus on acquisitions and M&A supports long-term growth despite OEM challenges.
To see Spark’s full report on TDG stock, click here.
More about Transdigm Group
YTD Price Performance: 14.70%
Average Trading Volume: 307,535
Technical Sentiment Signal: Strong Buy
Current Market Cap: $76.6B