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Transdigm Group Inc. (TDG)
NYSE:TDG

Transdigm Group (TDG) Price & Analysis

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TDG Stock Chart & Stats


Bulls Say, Bears Say

Bulls Say
Financial PerformanceTransDigm continues its impressive margin expansion, reaching a 54% adjusted EBITDA margin in the quarter, driven by cost initiatives taken in the first quarter and a higher mix of aftermarket sales.
Growth OpportunitiesAftermarket and defense exposure are robust, providing strong growth potential.
Market DemandStrong defense and aero A/M demand has been revealed, indicating robust market interest.
Bears Say
Margin CompressionThe reiterated guidance implies a second-half margin compression, which may have pressured shares today, although the guide is likely conservative.
Margin ContractionWeaker OE and a reiteration of the margin guide implying more than 100 bps of contraction drove a negative share reaction.
Revenue PerformanceSecond-quarter revenue was slightly below consensus on 7% organic growth.

Financials

Ownership Overview

1.36%43.47%0.30%33.71%
0.30% Other Institutional Investors
33.71% Public Companies and Individual Investors

TDG FAQ

What was Transdigm Group Inc.’s price range in the past 12 months?
Transdigm Group Inc. lowest stock price was $1176.31 and its highest was $1488.54 in the past 12 months.
    What is Transdigm Group Inc.’s market cap?
    Transdigm Group Inc.’s market cap is $80.17B.
      When is Transdigm Group Inc.’s upcoming earnings report date?
      Transdigm Group Inc.’s upcoming earnings report date is Aug 12, 2025 which is in 54 days.
        How were Transdigm Group Inc.’s earnings last quarter?
        Transdigm Group Inc. released its earnings results on May 06, 2025. The company reported $9.11 earnings per share for the quarter, beating the consensus estimate of $8.958 by $0.152.
          Is Transdigm Group Inc. overvalued?
          According to Wall Street analysts Transdigm Group Inc.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Transdigm Group Inc. pay dividends?
            Transdigm Group Inc. pays a Notavailable dividend of $75 which represents an annual dividend yield of N/A. See more information on Transdigm Group Inc. dividends here
              What is Transdigm Group Inc.’s EPS estimate?
              Transdigm Group Inc.’s EPS estimate is 9.82.
                How many shares outstanding does Transdigm Group Inc. have?
                Transdigm Group Inc. has 56,167,084 shares outstanding.
                  What happened to Transdigm Group Inc.’s price movement after its last earnings report?
                  Transdigm Group Inc. reported an EPS of $9.11 in its last earnings report, beating expectations of $8.958. Following the earnings report the stock price went down -5.484%.
                    Which hedge fund is a major shareholder of Transdigm Group Inc.?
                    Currently, no hedge funds are holding shares in TDG

                    Company Description

                    Transdigm Group Inc.

                    TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. Its 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. This segment serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. The company's Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, engineered audio, radio and antenna systems, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, and parachutes. This segment serves airframe manufacturers, cabin system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. Its Non-aviation segment offers seat belts and safety restraints for ground transportation applications; electro-mechanical actuators for space applications; hydraulic/electromechanical actuators and fuel valves for land-based gas turbines; refueling systems for heavy equipment used in mining, construction, and other industries; and turbine controls for the energy and oil and gas markets. This segment serves off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers; and manufacturers of heavy equipment. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.

                    TDG Company Deck

                    TDG Earnings Call

                    Q2 2025
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    TransDigm delivered strong financial results for Q2 with significant growth in commercial aftermarket and defense revenues, supported by effective capital allocation and operational efficiency. However, challenges in the commercial OEM segment, pressures from tariffs, and a conservative outlook reflect caution due to macroeconomic uncertainties.Read More>

                    TDG Net sales Breakdown

                    49.63%49.63%47.97%2.39%
                    49.63% Power & control
                    47.97% Airframe
                    2.39% Non-aviation
                    tipranks

                    TDG Stock 12 Month Forecast

                    Average Price Target

                    $1,530.79
                    ▲(7.40%Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 19,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1272.24,"date":1717200000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 31,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1186.51,"date":1719792000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 28,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1201.02,"date":1722470400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 24,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1300.63,"date":1725148800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1360.07,"date":1727740800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1304.5,"date":1730419200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 14,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1260.47,"date":1733011200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 14,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1267.28,"date":1735689600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 11,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  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