Q2 EPS Estimates for TransDigm Group Raised by Analyst

TransDigm Group Incorporated (NYSE:TDG) – Equities research analysts at Zacks Research boosted their Q2 2025 earnings per share estimates for TransDigm Group in a research 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.

TransDigm Group (NYSE:TDG) last posted its quarterly earnings data on Tuesday, February 4th. The aerospace company reported $7.57 EPS for the quarter, topping 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 for the quarter, compared to analyst estimates of $2.03 billion. During the same period in the previous year, the firm earned $7.16 earnings per share. The firm’s quarterly revenue was up 12.1% on a year-over-year basis.

Several other brokerages have also issued reports on TDG. UBS Group raised TransDigm Group from a “neutral” rating to a “buy” rating and set a $1,595.00 price target on the stock in a research note on Monday. Citigroup boosted their price objective 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. StockNews.com upgraded TransDigm Group from a “hold” rating to a “buy” rating in a report on Wednesday, January 8th. Barclays restated an “equal weight” rating and set a $1,500.00 price objective on shares of TransDigm Group in a report on Monday, January 6th. Finally, Deutsche Bank Aktiengesellschaft downgraded TransDigm Group from a “buy” rating to a “hold” rating and decreased their price target for the stock from $1,444.00 to $1,348.00 in a report on Thursday, January 2nd. Six analysts have rated the stock with a hold rating and thirteen have assigned a buy rating to the company. Based on data from MarketBeat, TransDigm Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,472.47.

TransDigm Group Stock Performance

Shares of TDG opened at $1,348.25 on Friday. TransDigm Group has a 52-week low of $1,136.27 and a 52-week high of $1,451.32. The business’s 50 day moving average price is $1,312.27 and its two-hundred day moving average price is $1,322.71. The firm has a market cap of $75.62 billion, a PE ratio of 47.56, a price-to-earnings-growth ratio of 2.76 and a beta of 1.40.

Institutional Trading of TransDigm Group

Several institutional investors and hedge funds have recently modified their holdings of TDG. First Personal Financial Services bought a new position in shares of TransDigm Group during the 3rd quarter valued at about $29,000. Erste Asset Management GmbH bought a new position in TransDigm Group during the 3rd quarter worth approximately $29,000. Capital Advisors Ltd. LLC grew its position in TransDigm Group by 200.0% during the 4th quarter. Capital Advisors Ltd. LLC now owns 24 shares of the aerospace company’s stock worth $30,000 after acquiring an additional 16 shares during the last quarter. Trust Co. of Vermont grew its position in TransDigm Group by 150.0% during the 4th quarter. Trust Co. of Vermont now owns 25 shares of the aerospace company’s stock worth $32,000 after acquiring an additional 15 shares during the last quarter. Finally, Versant Capital Management Inc lifted its holdings in TransDigm Group by 225.0% in the 4th quarter. Versant Capital Management Inc now owns 26 shares of the aerospace company’s stock worth $33,000 after buying an additional 18 shares during the period. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Insider Activity

In other TransDigm Group news, COO Joel Reiss sold 3,000 shares of the firm’s stock in a transaction dated Thursday, February 20th. The stock was sold at an average price of $1,323.02, for a total value of $3,969,060.00. Following the sale, the chief operating officer now owns 3,600 shares of the company’s stock, valued at $4,762,872. This trade represents a 45.45 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Robert J. Small sold 38,053 shares of the firm’s stock in a transaction dated Thursday, December 12th. The shares were sold at an average price of $1,248.78, for a total value of $47,519,825.34. Following the completion of the sale, the director now directly owns 567,323 shares in the company, valued at approximately $708,461,615.94. The trade was a 6.29 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 121,647 shares of company stock valued at $155,847,223 in the last 90 days. Insiders own 4.09% 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.