Transdigm Group (NYSE:TDG) Releases FY 2026 Earnings Guidance

Transdigm Group (NYSE:TDG) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 36.490-38.530 for the period, compared to the consensus EPS estimate of 39.290. The company issued revenue guidance of $9.8 billion-$10.0 billion, compared to the consensus revenue estimate of $9.9 billion.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. Zacks Research cut Transdigm Group from a “hold” rating to a “strong sell” rating in a research note on Monday, October 27th. KeyCorp cut their price objective on Transdigm Group from $1,700.00 to $1,600.00 and set an “overweight” rating for the company in a report on Friday, August 8th. Susquehanna reduced their price objective on Transdigm Group from $1,500.00 to $1,450.00 and set a “neutral” rating on the stock in a research report on Thursday, October 9th. JPMorgan Chase & Co. boosted their target price on Transdigm Group from $1,480.00 to $1,500.00 and gave the stock a “neutral” rating in a research report on Thursday, August 7th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Transdigm Group in a research note on Wednesday, October 8th. Twelve investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Transdigm Group has an average rating of “Moderate Buy” and an average price target of $1,564.19.

Transdigm Group Trading Up 1.2%

TDG opened at $1,324.29 on Friday. Transdigm Group has a 12 month low of $1,183.60 and a 12 month high of $1,623.82. The business’s 50-day moving average price is $1,295.86 and its 200-day moving average price is $1,402.99. The company has a market cap of $74.62 billion, a P/E ratio of 43.95, a P/E/G ratio of 3.25 and a beta of 1.02.

Transdigm Group (NYSE:TDG) last issued its earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share for the quarter, beating the consensus estimate of $10.33 by $0.49. Transdigm Group had a negative return on equity of 35.27% and a net margin of 20.98%.The company had revenue of $2.44 billion during the quarter, compared to analysts’ expectations of $2.40 billion. During the same period in the prior year, the business posted $9.83 EPS. Transdigm Group’s quarterly revenue was up 11.5% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. Equities research analysts forecast that Transdigm Group will post 35.13 earnings per share for the current fiscal year.

Transdigm Group Increases Dividend

The company also recently disclosed a special dividend, which was paid on Friday, September 12th. Shareholders of record on Tuesday, September 2nd were given a $90.00 dividend. The ex-dividend date was Tuesday, September 2nd. This is a positive change from Transdigm Group’s previous special dividend of $75.00.

Insider Activity at Transdigm Group

In other news, Director Kevin M. Stein sold 700 shares of Transdigm Group stock in a transaction that occurred on Monday, October 27th. The stock was sold at an average price of $1,360.00, for a total value of $952,000.00. Following the sale, the director directly owned 8,158 shares in the company, valued at approximately $11,094,880. This trade represents a 7.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Robert J. Small sold 5,000 shares of the business’s stock in a transaction that occurred on Friday, September 12th. The shares were sold at an average price of $1,276.98, for a total value of $6,384,900.00. Following the transaction, the director directly owned 83,419 shares in the company, valued at $106,524,394.62. This trade represents a 5.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 22,802 shares of company stock valued at $29,917,993 in the last quarter. 4.09% of the stock is currently owned by company insiders.

Institutional Trading of Transdigm Group

Several large investors have recently added to or reduced their stakes in the stock. Wealth Watch Advisors INC purchased a new position in Transdigm Group during the 3rd quarter valued at $34,000. Seven Mile Advisory bought a new stake in shares of Transdigm Group during the 3rd quarter valued at about $200,000. Lazard Asset Management LLC increased its position in shares of Transdigm Group by 7.6% during the second quarter. Lazard Asset Management LLC now owns 156 shares of the aerospace company’s stock valued at $237,000 after buying an additional 11 shares during the period. Texas Capital Bank Wealth Management Services Inc bought a new position in Transdigm Group in the third quarter worth about $249,000. Finally, MUFG Securities EMEA plc bought a new position in Transdigm Group in the second quarter worth about $252,000. Institutional investors own 95.78% of the company’s stock.

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.