TransDigm price target raised to $1,871 from $1,684 at Goldman Sachs

Goldman Sachs analyst Noah Poponak raised the firm’s price target on TransDigm (TDG) to $1,871 from $1,684 and keeps a Buy rating on the shares. TransDigm recently announced two sizable acquisitions: Stellant Systems for $960M and Jet Parts Engineering with Victor Sierra Aviation for $2.2B, together representing roughly 6.4% of CY25 revenue, the analyst tells investors in a research note. Stellant aligns closely with TransDigm’s proprietary, aftermarket-focused model, while the PMA-heavy Jet Parts and Victor Sierra acquisitions offer high-margin growth and strategic optionality, underscoring ongoing acquisition opportunities in the aerospace supply chain, the firm says.