Q3 2025 EPS Estimates for TransDigm Group Incorporated (NYSE:TDG) Raised by Zacks Research

TransDigm Group Incorporated (NYSE:TDG) – Equities researchers at Zacks Research upped their Q3 2025 EPS estimates for TransDigm Group in a research note issued to investors on Monday, April 22nd. Zacks Research analyst R. Department now forecasts that the aerospace company will earn $8.56 per share for the quarter, up from their prior estimate of $8.35. The consensus estimate for TransDigm Group’s current full-year earnings is $29.08 per share. Zacks Research also issued estimates for TransDigm Group’s Q4 2025 earnings at $9.84 EPS, FY2025 earnings at $33.86 EPS and FY2026 earnings at $39.37 EPS.

TransDigm Group (NYSE:TDG) last posted its earnings results on Thursday, February 8th. The aerospace company reported $7.16 EPS for the quarter, topping the consensus estimate of $6.41 by $0.75. The firm had revenue of $1.79 billion for the quarter, compared to the consensus estimate of $1.68 billion. TransDigm Group had a net margin of 20.80% and a negative return on equity of 59.61%. The business’s quarterly revenue was up 28.1% on a year-over-year basis. During the same period in the prior year, the business posted $4.15 earnings per share.

Several other equities analysts also recently commented on the stock. The Goldman Sachs Group increased their target price on shares of TransDigm Group from $1,285.00 to $1,518.00 and gave the stock a “buy” rating in a research report on Tuesday, April 16th. Stifel Nicolaus upped their price target on shares of TransDigm Group from $1,100.00 to $1,200.00 and gave the company a “hold” rating in a report on Wednesday, April 17th. StockNews.com upgraded shares of TransDigm Group from a “hold” rating to a “buy” rating in a report on Tuesday, April 9th. Susquehanna upped their price target on shares of TransDigm Group from $875.00 to $1,100.00 and gave the company a “neutral” rating in a report on Friday, February 9th. Finally, JPMorgan Chase & Co. upped their price target on shares of TransDigm Group from $1,050.00 to $1,175.00 and gave the company a “neutral” rating in a report on Wednesday, March 27th. Six investment analysts have rated the stock with a hold rating and eleven have issued a buy rating to the stock. Based on data from MarketBeat.com, TransDigm Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,170.27.

TransDigm Group Price Performance

TransDigm Group stock opened at $1,241.62 on Wednesday. The company has a market capitalization of $69.05 billion, a price-to-earnings ratio of 52.70, a PEG ratio of 2.44 and a beta of 1.42. TransDigm Group has a one year low of $741.74 and a one year high of $1,255.59. The company’s fifty day moving average price is $1,198.81 and its two-hundred day moving average price is $1,055.92.

Institutional Trading of TransDigm Group

Hedge funds have recently modified their holdings of the company. Compagnie Lombard Odier SCmA acquired a new stake in shares of TransDigm Group during the fourth quarter worth approximately $25,000. Oakworth Capital Inc. acquired a new stake in shares of TransDigm Group in the fourth quarter valued at approximately $26,000. Optiver Holding B.V. acquired a new stake in shares of TransDigm Group in the third quarter valued at approximately $35,000. VisionPoint Advisory Group LLC acquired a new stake in shares of TransDigm Group in the fourth quarter valued at approximately $37,000. Finally, Oliver Lagore Vanvalin Investment Group increased its holdings in shares of TransDigm Group by 48.0% in the fourth quarter. Oliver Lagore Vanvalin Investment Group now owns 37 shares of the aerospace company’s stock valued at $38,000 after purchasing an additional 12 shares in the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

Insider Buying and Selling

In related news, COO Joel Reiss sold 3,000 shares of the stock in a transaction dated Monday, April 15th. The shares were sold at an average price of $1,233.10, for a total value of $3,699,300.00. Following the completion of the transaction, the chief operating officer now owns 3,600 shares of the company’s stock, valued at $4,439,160. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. In related news, COO Joel Reiss sold 3,000 shares of the stock in a transaction dated Monday, April 15th. The shares were sold at an average price of $1,233.10, for a total value of $3,699,300.00. Following the completion of the transaction, the chief operating officer now owns 3,600 shares of the company’s stock, valued at $4,439,160. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Michael Graff sold 3,460 shares of the stock in a transaction dated Tuesday, February 13th. The stock was sold at an average price of $1,108.17, for a total transaction of $3,834,268.20. Following the completion of the transaction, the director now directly owns 4,879 shares of the company’s stock, valued at approximately $5,406,761.43. The disclosure for this sale can be found here. Insiders sold 59,087 shares of company stock valued at $69,840,358 over the last quarter. Corporate insiders own 4.96% 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.