TransDigm GroupTDG
TDG
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
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
63% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 89
37% more funds holding in top 10
Funds holding in top 10: 41 [Q4 2024] → 56 (+15) [Q1 2025]
8% more capital invested
Capital invested by funds: $67.4B [Q4 2024] → $72.6B (+$5.22B) [Q1 2025]
4% more funds holding
Funds holding: 1,026 [Q4 2024] → 1,066 (+40) [Q1 2025]
9% more repeat investments, than reductions
Existing positions increased: 395 | Existing positions reduced: 364
1.05% less ownership
Funds ownership: 94.66% [Q4 2024] → 93.62% (-1.05%) [Q1 2025]
25% less call options, than puts
Call options by funds: $208M | Put options by funds: $278M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$1,540
5%
downside
Avg. target
$1,687
4%
upside
High target
$1,795
11%
upside
9 analyst ratings
8 positive
89%
1 neutral
11%
0 negative
0%
Morgan Stanley Kristine Liwag | 8%upside $1,750 | Overweight Maintained | 17 Jul 2025 |
Citigroup Jason Gursky | 11%upside $1,795 | Buy Maintained | 14 Jul 2025 |
Susquehanna Charles Minervino | 1%downside $1,600 | Neutral Maintained | 14 Jul 2025 |
Truist Securities Michael Ciarmoli | 7%upside $1,730 | Buy Maintained | 11 Jul 2025 |
Keybanc Michael Leshock | 5%upside $1,700 | Overweight Maintained | 2 Jul 2025 |
Financial journalist opinion
Based on 10 articles about TDG published over the past 30 days
Positive
Zacks Investment Research
1 day ago
TransDigm Group (TDG) Reports Next Week: Wall Street Expects Earnings Growth
TransDigm (TDG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
PRNewsWire
2 days ago
TransDigm Third Quarter Earnings Report and Conference Call Set for Tuesday, August 5, 2025
CLEVELAND , July 28, 2025 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today said it will report fiscal 2025 third quarter earnings before the market opens on Tuesday, August 5, 2025. A conference call will follow at 11:00 a.m.
Positive
Zacks Investment Research
1 week ago
Why Investors Need to Take Advantage of These 2 Aerospace Stocks Now
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Positive
Zacks Investment Research
2 weeks ago
Why Investors Need to Take Advantage of These 2 Aerospace Stocks Now
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
Positive
Zacks Investment Research
3 weeks ago
Will TransDigm (TDG) Beat Estimates Again in Its Next Earnings Report?
TransDigm (TDG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Positive
Zacks Investment Research
3 weeks ago
These 2 Aerospace Stocks Could Beat Earnings: Why They Should Be on Your Radar
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
Neutral
PRNewsWire
4 weeks ago
TransDigm and Servotronics Announce Successful Completion of Tender Offer and TransDigm's Acquisition of Servotronics
CLEVELAND and ELMA, N.Y. , July 1, 2025 /PRNewswire/ -- TransDigm Group Incorporated ("TransDigm") (NYSE: TDG) and Servotronics, Inc. ("Servotronics") (NYSE American: SVT) today announced the successful completion of the previously announced tender offer for Servotronics' shares at a purchase price of $47.00 per share in cash at closing, without interest and less any applicable withholding taxes, and the completion of TransDigm's acquisition of Servotronics.
Positive
Reuters
4 weeks ago
TransDigm to acquire Simmonds Precision Products for about $765 million
TransDigm Group said on Monday it will acquire Simmonds Precision Products from RTX Corp for about $765 million in cash.
Neutral
PRNewsWire
4 weeks ago
TransDigm Announces Acquisition of the Simmonds Precision Products, Inc. Business of Goodrich Corporation from RTX Corporation
CLEVELAND , June 30, 2025 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced it has entered into a definitive agreement to acquire the Simmonds Precision Products, Inc. Business ("Simmonds" or "the Company") of Goodrich Corporation from RTX Corporation (NYSE: RTX) for approximately $765 million in cash, including certain tax benefits. Simmonds, headquartered in Vergennes, Vermont, is a leading global designer and manufacturer of fuel & proximity sensing and structural health monitoring solutions for the aerospace and defense end markets.
Neutral
GlobeNewsWire
4 weeks ago
Star Equity Fund's Successful Servotronics Campaign Leads to Acquisition by TransDigm for $47 per Share
Since 2022, Star Equity Fund repeatedly called on Servotronics to explore strategic alternatives Star Equity Fund's advocacy generated substantial returns for all SVT shareholders OLD GREENWICH, Conn., June 30, 2025 (GLOBE NEWSWIRE) -- Star Equity Fund, LP (“Star Equity Fund” or “we”), an investment fund focused on unlocking shareholder value by engaging with management teams across its portfolio companies and owner of approximately 6% of the common stock of Servotronics, Inc. (NYSE American: SVT) (“Servotronics” or the “Company”), comments today on Servotronics' agreement with TransDigm Inc. (“TransDigm”) (NYSE: TDG), under which a subsidiary of TransDigm will complete a tender offer to acquire all of the outstanding shares of Servotronics at $47.00 per share in an all-cash transaction (the “Transaction”).
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