TransDigm Group Q2 EPS Estimate Boosted by Zacks Research

TransDigm Group Incorporated (NYSE:TDG) – Research analysts at Zacks Research increased their Q2 2025 earnings per share (EPS) estimates for TransDigm Group in a report issued on Tuesday, February 25th. Zacks Research analyst R. Department now anticipates that the aerospace company will post earnings of $8.17 per share for the quarter, up from their prior forecast of $8.11. The consensus estimate for TransDigm Group’s current full-year earnings is $35.13 per share. Zacks Research also issued estimates for TransDigm Group’s Q2 2025 earnings at $8.17 EPS, Q3 2025 earnings at $9.04 EPS, Q3 2025 earnings at $9.04 EPS, Q4 2025 earnings at $9.78 EPS, Q4 2025 earnings at $9.78 EPS, FY2025 earnings at $34.48 EPS, FY2025 earnings at $34.48 EPS, Q1 2026 earnings at $8.79 EPS, Q1 2026 earnings at $8.79 EPS, Q2 2026 earnings at $9.84 EPS, Q2 2026 earnings at $9.84 EPS, Q3 2026 earnings at $10.76 EPS, Q3 2026 earnings at $10.76 EPS, Q4 2026 earnings at $11.08 EPS, Q4 2026 earnings at $11.08 EPS, FY2026 earnings at $40.47 EPS, FY2026 earnings at $40.47 EPS, Q1 2027 earnings at $10.54 EPS, Q1 2027 earnings at $10.54 EPS and FY2027 earnings at $45.98 EPS.

TDG has been the subject of a number of other reports. Deutsche Bank Aktiengesellschaft downgraded TransDigm Group from a “buy” rating to a “hold” rating and decreased their target price for the company from $1,444.00 to $1,348.00 in a research note on Thursday, January 2nd. Truist Financial boosted their price objective 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. StockNews.com upgraded TransDigm Group from a “hold” rating to a “buy” rating in a research report on Wednesday, January 8th. Wells Fargo & Company upgraded TransDigm Group from an “equal weight” rating to an “overweight” rating and boosted their price objective for the stock from $1,375.00 to $1,500.00 in a research report on Friday, February 7th. Finally, UBS Group upgraded TransDigm Group from a “neutral” rating to a “buy” rating and set a $1,595.00 price objective for the company in a research report on Monday, February 24th. Six equities research analysts have rated the stock with a hold rating and thirteen have assigned a buy rating to the company. According to data from MarketBeat.com, TransDigm Group currently has an average rating of “Moderate Buy” and a consensus price target of $1,472.47.

TransDigm Group Stock Up 1.4 %

Shares of TDG stock opened at $1,368.24 on Friday. The business has a 50 day moving average of $1,314.11 and a two-hundred day moving average of $1,323.65. TransDigm Group has a 52 week low of $1,136.27 and a 52 week high of $1,451.32. The company has a market cap of $76.74 billion, a P/E ratio of 48.26, a PEG ratio of 2.76 and a beta of 1.40.

TransDigm Group (NYSE:TDG) last issued its earnings results on Tuesday, February 4th. The aerospace company reported $7.57 EPS for the quarter, beating analysts’ consensus estimates of $6.73 by $0.84. TransDigm Group had a negative return on equity of 42.87% and a net margin of 20.76%. The company had revenue of $2.01 billion during the quarter, compared to the consensus estimate of $2.03 billion. During the same period in the previous year, the firm posted $7.16 earnings per share. TransDigm Group’s quarterly revenue was up 12.1% compared to the same quarter last year.

Insider Buying and Selling at TransDigm Group

In other TransDigm Group news, CEO Kevin M. Stein sold 20,000 shares of the company’s stock in a transaction on 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 transaction, the chief executive officer now owns 8,158 shares of the company’s stock, valued at approximately $10,181,755.06. This represents a 71.03 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO Joel Reiss sold 3,000 shares of the company’s stock in a transaction on Thursday, February 20th. The shares were sold at an average price of $1,323.02, for a total value of $3,969,060.00. Following the completion of the transaction, the chief operating officer now directly owns 3,600 shares in the company, valued at $4,762,872. This represents a 45.45 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 121,647 shares of company stock valued at $155,847,223. Corporate insiders own 4.09% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of TDG. Vanguard Group Inc. raised its stake in TransDigm Group by 1.3% during the 4th quarter. Vanguard Group Inc. now owns 6,270,803 shares of the aerospace company’s stock valued at $7,946,863,000 after purchasing an additional 79,284 shares during the period. Capital World Investors raised its stake in TransDigm Group by 4.3% during the 4th quarter. Capital World Investors now owns 3,791,927 shares of the aerospace company’s stock valued at $4,805,434,000 after purchasing an additional 155,541 shares during the period. State Street Corp raised its stake in TransDigm Group by 1.3% during the 3rd quarter. State Street Corp now owns 2,229,199 shares of the aerospace company’s stock valued at $3,181,357,000 after purchasing an additional 29,489 shares during the period. JPMorgan Chase & Co. raised its stake in TransDigm Group by 10.4% during the 4th quarter. JPMorgan Chase & Co. now owns 2,204,649 shares of the aerospace company’s stock valued at $2,793,908,000 after purchasing an additional 206,822 shares during the period. Finally, Principal Financial Group Inc. raised its stake in TransDigm Group by 9.6% during the 4th quarter. Principal Financial Group Inc. now owns 2,126,274 shares of the aerospace company’s stock valued at $2,694,585,000 after purchasing an additional 185,422 shares during the period. Institutional investors own 95.78% of the company’s stock.

TransDigm Group Company Profile

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.