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Transdigm Group Inc. (TDG)
NYSE:TDG
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Transdigm Group (TDG) Price & Analysis

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1,238 Followers

TDG Stock Chart & Stats

$1346.86
$19.74(1.58%)
At close: 4:00 PM EST
$1346.86
$19.74(1.58%)

Bulls Say, Bears Say

Bulls Say
Aftermarket GrowthCommercial aero aftermarket sales grew, indicating strong demand across freight, interiors, and engines.
Mergers And AcquisitionsTDG's M&A pipeline is strong with a capacity of over $10B for future acquisitions.
Pricing StrategyManagement follows a value-based pricing strategy, which combined with continuous productivity improvement, has led to strong margins and free cash flow.
Bears Say
Debt ConcernsThe special dividend will increase Transdigm's net debt to EBITDA to just over 6x, which may raise concerns about leverage.
EBITDA Margin DeclineThe fiscal 2026 EBITDA margin outlook for a 160-basis-point decline was lower than expected.
Stock ValuationShares are down 20% since July with valuation at its lowest level since 2019 versus the market and near historical lows relative to peers.

Transdigm Group News

TDG FAQ

What was Transdigm Group Inc.’s price range in the past 12 months?
Transdigm Group Inc. lowest stock price was $1183.60 and its highest was $1623.83 in the past 12 months.
    What is Transdigm Group Inc.’s market cap?
    Transdigm Group Inc.’s market cap is $75.85B.
      When is Transdigm Group Inc.’s upcoming earnings report date?
      Transdigm Group Inc.’s upcoming earnings report date is Feb 10, 2026 which is in 63 days.
        How were Transdigm Group Inc.’s earnings last quarter?
        Transdigm Group Inc. released its earnings results on Nov 12, 2025. The company reported $10.82 earnings per share for the quarter, beating the consensus estimate of $10.042 by $0.778.
          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 $90 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 8.09.
                How many shares outstanding does Transdigm Group Inc. have?
                Transdigm Group Inc. has 56,318,584 shares outstanding.
                  What happened to Transdigm Group Inc.’s price movement after its last earnings report?
                  Transdigm Group Inc. reported an EPS of $10.82 in its last earnings report, beating expectations of $10.042. Following the earnings report the stock price went up 1.08%.
                    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.

                    Transdigm Group (TDG) Earnings & Revenues

                    TDG Company Deck

                    TDG Earnings Call

                    Q4 2025
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The earnings call reflected a strong fiscal year end and positive outlook for 2026, with significant revenue and EBITDA growth, robust capital allocation, and successful M&A activities. However, challenges remain in OEM production performance and margin dilution from recent acquisitions.View all TDG earnings summaries

                    TDG Net sales Breakdown

                    42.59%42.59%31.75%23.85%1.81%
                    42.59% Defense
                    31.75% Commercial and non-aerospace aftermarket
                    23.85% Commercial and non-aerospace OEM
                    1.81% Non-aviation
                    tipranks

                    TDG Stock 12 Month Forecast

                    Average Price Target

                    $1,568.46
                    ▲(16.45% 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 14,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 17, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1185.75,"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 13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 19, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1266.27,"date":1738368000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n     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style=\"color:#199ca5\">Buy 15,\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":1341.92,"date":1746057600000,"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 21,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":1360.24,"date":1748736000000,"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 22,\t&nbsp; </span>\n              <span  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                    Ownership Overview

                    1.24%43.49%31.44%1.05%
                    31.44% Other Institutional Investors
                    1.05% Public Companies and Individual Investors
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