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
0
Funds holding %
of 7,245 funds
0
Analysts bullish %
of 4 analysts
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
Low target
$1,300
8%
downside
Avg. target
$1,494
6%
upside
High target
$1,645
17%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
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
Neutral
Business Wire
18 hours ago
SERVOTRONICS INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Servotronics, Inc. - SVT
NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Servotronics, Inc. (NYSE: SVT) to TransDigm Group Incorporated (NYSE: TDG). Under the terms of the proposed transaction, shareholders of Servotronics will receive $38.50 in cash for each share of Servotronics that they own. KSF is seeking to determine whether this consideration and the process that.
Neutral
PRNewsWire
3 days ago
TransDigm Group and Servotronics, Inc. Announce Acquisition Agreement
CLEVELAND and ELMA, N.Y. , May 19, 2025 /PRNewswire/ -- TransDigm Group Incorporated ("TransDigm") (NYSE: TDG) and Servotronics, Inc. ("Servotronics") (NYSE American: SVT) today announced a definitive merger agreement providing for Servotronics to become an indirect wholly owned subsidiary of TransDigm.
Negative
Seeking Alpha
1 week ago
TransDigm: A Disappointing Quarter Shouldn't Overshadow This Exceptional Business
TransDigm delivered a disappointing Q2, with 6.9% YoY organic growth, reduced M&A activity, and lower gross margins. The CEO's retirement seems odd given his age, but his successor has extensive experience and could lead the company for decades. Debt ratios have been declining in recent quarters, but interest expenses are growing faster than revenues.
Positive
Seeking Alpha
1 week ago
TransDigm: Strong Profitability Amid Mixed Results, But Valuation Still Stretched
TransDigm reported mixed Q2'25 results with a revenue miss but an EPS beat, driven by strong commercial aftermarket and defense segments, despite supply chain challenges. The company's profitability remains robust, with a 54% EBITDA margin and significant EPS growth, supported by high-margin aftermarket sales and disciplined capital allocation. TransDigm's solid financials, resilient business model, and strategic buybacks position it well for steady earnings growth, though elevated leverage and valuation warrant caution.
Positive
Zacks Investment Research
2 weeks ago
TransDigm (TDG) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for TransDigm (TDG) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Neutral
Seeking Alpha
2 weeks ago
TransDigm Group Incorporated (TDG) Q2 2025 Earnings Call Transcript
TransDigm Group Incorporated (NYSE:TDG ) Q2 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Jaimie Stemen - Director, Investor Relations Kevin Stein - President & Chief Executive Officer Mike Lisman - Co-Chief Operating Officer Joel Reiss - Co-Chief Operating Officer Sarah Wynne - Chief Financial Officer Conference Call Participants Robert Stallard - Vertical Research Scott Mikus - Melius Research Kristine Liwag - Morgan Stanley Josh Korn - Barclays Sheila Kahyaoglu - Jefferies Ken Herbert - RBC Capital Markets Myles Walton - Wolfe Research Peter Arment - Baird Seth Seifman - JP Morgan Noah Poponak - Goldman Sachs Gautam Gohana - TD Securities Ronald Epstein - Bank of America Jason Gursky - Citi Operator Good day and thank you for standing by. Welcome to Q2 2025 TransDigm Group Incorporated Earnings Conference Call.
Positive
Zacks Investment Research
2 weeks ago
TransDigm Q2 Earnings Surpass Estimates, Sales Increase Y/Y
TDG's first-quarter earnings beat the Zacks Consensus Estimate by 2.9%. The top line increases 12% from the year-ago quarter.
Positive
Zacks Investment Research
2 weeks ago
TransDigm Group (TDG) Q2 Earnings Top Estimates
TransDigm Group (TDG) came out with quarterly earnings of $9.11 per share, beating the Zacks Consensus Estimate of $8.85 per share. This compares to earnings of $7.99 per share a year ago.
Positive
Reuters
2 weeks ago
TransDigm tops quarterly profit estimates on strong demand for aftermarket aero parts
Aerospace supplier TransDigm Group topped second-quarter profit expectations on Tuesday and maintained its full-year earnings forecast, betting on strong demand for aftermarket parts and services from planemakers and carriers.
Neutral
PRNewsWire
2 weeks ago
TransDigm Announces Retirement of Kevin Stein as CEO and Current Co-COO Mike Lisman as Successor
CLEVELAND , May 6, 2025 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) ("TransDigm" or the "Company") announced today that Kevin Stein will retire as President and Chief Executive Officer of TransDigm, following his more than ten years of service in senior leadership positions at the Company, effective as of September 30, 2025. Mike Lisman, the current Co-Chief Operating Officer of TransDigm, will succeed Mr.
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