FY2025 EPS Estimate for TransDigm Group Decreased by Analyst

TransDigm Group Incorporated (NYSE:TDG) – Equities research analysts at Zacks Research dropped their FY2025 earnings per share (EPS) estimates for shares of TransDigm Group in a research report issued on Wednesday, January 15th. Zacks Research analyst R. Department now expects that the aerospace company will earn $31.68 per share for the year, down from their prior estimate of $31.72. The consensus estimate for TransDigm Group’s current full-year earnings is $34.23 per share. Zacks Research also issued estimates for TransDigm Group’s Q4 2025 earnings at $8.91 EPS, Q1 2026 earnings at $8.50 EPS, Q2 2026 earnings at $8.53 EPS, Q4 2026 earnings at $9.80 EPS, FY2026 earnings at $36.00 EPS and Q1 2027 earnings at $9.85 EPS.

Several other equities research analysts have also recently weighed in on the stock. StockNews.com raised shares of TransDigm Group from a “hold” rating to a “buy” rating in a research report on Wednesday, January 8th. Wells Fargo & Company lowered their target price on TransDigm Group from $1,500.00 to $1,375.00 and set an “equal weight” rating for the company in a report on Wednesday, December 11th. Citigroup lifted their price target on TransDigm Group from $1,563.00 to $1,600.00 and gave the company a “buy” rating in a report on Thursday, December 5th. Truist Financial boosted their price target on TransDigm Group from $1,482.00 to $1,534.00 and gave the stock a “buy” rating in a research report on Tuesday, January 14th. Finally, Deutsche Bank Aktiengesellschaft downgraded TransDigm Group from a “buy” rating to a “hold” rating and dropped their price objective for the company from $1,444.00 to $1,348.00 in a research report on Thursday, January 2nd. Eight research analysts have rated the stock with a hold rating and eleven have issued a buy rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $1,455.00.

TransDigm Group Price Performance

NYSE:TDG opened at $1,340.40 on Monday. The firm has a market cap of $75.37 billion, a PE ratio of 52.36, a price-to-earnings-growth ratio of 2.84 and a beta of 1.38. The company has a 50-day moving average of $1,277.54 and a 200 day moving average of $1,307.04. TransDigm Group has a 1-year low of $1,032.43 and a 1-year high of $1,451.32.

Insider Activity

In other news, Director Robert J. Small sold 38,053 shares of the business’s stock in a transaction dated Thursday, December 12th. The stock was sold at an average price of $1,248.78, for a total value of $47,519,825.34. Following the completion of the transaction, the director now owns 567,323 shares of the company’s stock, valued at $708,461,615.94. The trade was a 6.29 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Kevin M. Stein sold 20,000 shares of the company’s stock in a transaction dated 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 $10,181,755.06. The trade was a 71.03 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 86,525 shares of company stock valued at $108,692,621. Company insiders own 4.96% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of TDG. Secure Asset Management LLC lifted its stake in shares of TransDigm Group by 3.4% in the 4th quarter. Secure Asset Management LLC now owns 306 shares of the aerospace company’s stock valued at $388,000 after purchasing an additional 10 shares during the period. Red Door Wealth Management LLC raised its position in shares of TransDigm Group by 4.4% in the fourth quarter. Red Door Wealth Management LLC now owns 7,728 shares of the aerospace company’s stock worth $9,794,000 after acquiring an additional 325 shares during the period. Teamwork Financial Advisors LLC raised its position in shares of TransDigm Group by 24.6% in the fourth quarter. Teamwork Financial Advisors LLC now owns 13,636 shares of the aerospace company’s stock worth $17,281,000 after acquiring an additional 2,691 shares during the period. Janney Montgomery Scott LLC grew its position in shares of TransDigm Group by 27.5% during the 4th quarter. Janney Montgomery Scott LLC now owns 16,252 shares of the aerospace company’s stock valued at $20,596,000 after acquiring an additional 3,507 shares during the period. Finally, Daymark Wealth Partners LLC increased its stake in shares of TransDigm Group by 7.0% in the 4th quarter. Daymark Wealth Partners LLC now owns 200 shares of the aerospace company’s stock valued at $254,000 after purchasing an additional 13 shares in the last quarter. 95.78% of the stock is owned by institutional investors and hedge funds.

About TransDigm Group

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.