TDG icon

TransDigm Group

1,413.07 USD
+5.18
0.37%
At close Apr 30, 4:00 PM EDT
After hours
1,413.07
+0.00
0.00%
1 day
0.37%
5 days
4.33%
1 month
2.15%
3 months
3.53%
6 months
6.28%
Year to date
12.68%
1 year
13.22%
5 years
289.19%
10 years
566.13%
 

About: TransDigm manufactures and services a diverse 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 7,425 funds
0
Analysts bullish %
of 4 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

31% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 323

24% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 101

3.63% more ownership

Funds ownership: 90.93% [Q3] → 94.56% (+3.63%) [Q4]

1% more funds holding

Funds holding: 1,013 [Q3] → 1,021 (+8) [Q4]

10% less call options, than puts

Call options by funds: $355M | Put options by funds: $394M

7% less capital invested

Capital invested by funds: $72.7B [Q3] → $67.3B (-$5.42B) [Q4]

13% less funds holding in top 10

Funds holding in top 10: 47 [Q3] → 41 (-6) [Q4]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$1,300
8%
downside
Avg. target
$1,440
2%
upside
High target
$1,595
13%
upside

4 analyst ratings

positive
75%
neutral
25%
negative
0%
Truist Securities
Michael Ciarmoli
55% 1-year accuracy
43 / 78 met price target
5%upside
$1,490
Buy
Maintained
17 Apr 2025
Wells Fargo
Matthew Akers
58% 1-year accuracy
46 / 80 met price target
3%downside
$1,375
Overweight
Maintained
15 Apr 2025
Susquehanna
Charles Minervino
44% 1-year accuracy
29 / 66 met price target
8%downside
$1,300
Neutral
Maintained
2 Apr 2025
UBS
Gavin Parsons
60% 1-year accuracy
15 / 25 met price target
13%upside
$1,595
Buy
Upgraded
24 Feb 2025

Financial journalist opinion

Based on 4 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.
TransDigm Group (TDG) Reports Next Week: Wall Street Expects Earnings Growth
Neutral
PRNewsWire
2 days ago
TransDigm Second Quarter Earnings Report and Conference Call Set for Tuesday, May 6, 2025
CLEVELAND , April 28, 2025 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today said it will report fiscal 2025 second quarter earnings before the market opens on Tuesday, May 6, 2025. A conference call will follow at 11:00 a.m.
TransDigm Second Quarter Earnings Report and Conference Call Set for Tuesday, May 6, 2025
Positive
Zacks Investment Research
1 week ago
These 2 Aerospace Stocks Could Beat Earnings: Why They Should Be on Your Radar
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
These 2 Aerospace Stocks Could Beat Earnings: Why They Should Be on Your Radar
Positive
Zacks Investment Research
2 weeks ago
Here's Why You Must Add TransDigm Group Stock to Your Portfolio Now
TDG makes a strong case for investment in the aerospace-defense equipment industry, given its growth prospects, robust liquidity and an improvement in the defense budget.
Here's Why You Must Add TransDigm Group Stock to Your Portfolio Now
Positive
Investors Business Daily
1 month ago
This Defense Stock Holds Support Near Entry, Record High
TransDigm stock is holding above support as shares near a buy point, close in on record highs. Defense industry shakes up.
This Defense Stock Holds Support Near Entry, Record High
Neutral
Seeking Alpha
1 month ago
TransDigm: Still A Buy Despite The Leverage And The Premium Valuation
TransDigm holds a dominant market position, leveraging its pricing power to maintain high FCF margins and return capital to shareholders despite potential 2025 headwinds. 90% of its revenue comes from selling proprietary parts, ensuring FAA-certified exclusivity and pricing power. During the Q1 2025 earnings, the company showed commitment to returning capital to its shareholders with special dividend payments and share repurchases.
TransDigm: Still A Buy Despite The Leverage And The Premium Valuation
Positive
Zacks Investment Research
1 month ago
TransDigm (TDG) Up 6.5% Since Last Earnings Report: Can It Continue?
TransDigm (TDG) reported earnings 30 days ago. What's next for the stock?
TransDigm (TDG) Up 6.5% Since Last Earnings Report: Can It Continue?
Positive
Zacks Investment Research
1 month ago
Here's Why You Must Add TransDigm Group Stock to Your Portfolio Now
TDG makes a strong case for investment in the aerospace-defense equipment industry, given its growth prospects, strong liquidity, better solvency and an improvement in the defense budget.
Here's Why You Must Add TransDigm Group Stock to Your Portfolio Now
Neutral
Market Watch
2 months ago
10 stocks of defense contractors that might withstand Trump and Hegseth's cuts
Investors are probably better off not overreacting to daily news headlines. Then again, certain headlines and resulting declines in stock prices can set up entry points for long-term investors.
10 stocks of defense contractors that might withstand Trump and Hegseth's cuts
Positive
Zacks Investment Research
2 months ago
Here's Why TransDigm Group (TDG) is a Strong Momentum Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Here's Why TransDigm Group (TDG) is a Strong Momentum Stock
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