TransDigm Group
About: TransDigm manufactures and services a broad set of specialized parts for commercial and military aircraft. The firm organizes itself in three segments: power and control, airframes, and a small non-aviation segment, which serves mostly off-road vehicles and mining equipment. It operates as an acquisitive holding company that focuses its portfolio on firms that make proprietary aerospace products with substantial aftermarket demand. TransDigm regularly employs financial leverage to amplify its operating results.
Employees: 16,600
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
57% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 90
34% more funds holding in top 10
Funds holding in top 10: 41 [Q4 2024] → 55 (+14) [Q1 2025]
8% more capital invested
Capital invested by funds: $67.3B [Q4 2024] → $72.4B (+$5.08B) [Q1 2025]
3% more funds holding
Funds holding: 1,024 [Q4 2024] → 1,056 (+32) [Q1 2025]
9% more repeat investments, than reductions
Existing positions increased: 394 | Existing positions reduced: 362
1.12% less ownership
Funds ownership: 94.56% [Q4 2024] → 93.44% (-1.12%) [Q1 2025]
25% less call options, than puts
Call options by funds: $208M | Put options by funds: $278M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Wells Fargo Matthew Akers | 9%upside $1,540 | Overweight Maintained | 8 May 2025 |
UBS Gavin Parsons | 17%upside $1,645 | Buy Maintained | 7 May 2025 |
Truist Securities Michael Ciarmoli | 6%upside $1,490 | Buy Maintained | 17 Apr 2025 |
Susquehanna Charles Minervino | 8%downside $1,300 | Neutral Maintained | 2 Apr 2025 |
Financial journalist opinion
Based on 16 articles about TDG published over the past 30 days









