TDG Stock - TransDigm Group Incorporated
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Financial Statements
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $8.83B | $7.94B | $6.58B | $5.43B | $4.80B |
| Gross Profit | $5.31B | $4.67B | $3.84B | $3.10B | $2.51B |
| Gross Margin | 60.1% | 58.8% | 58.3% | 57.1% | 52.4% |
| Operating Income | $4.17B | $3.53B | $2.92B | $2.21B | $1.69B |
| Net Income | $2.07B | $1.71B | $1.30B | $866.00M | $680.00M |
| Net Margin | 23.5% | 21.6% | 19.7% | 16.0% | 14.2% |
| EPS | $32.08 | $25.62 | $22.03 | $13.40 | $10.39 |
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. Its 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. This segment serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. The company's Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, engineered audio, radio and antenna systems, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, and parachutes. This segment serves airframe manufacturers, cabin system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. Its Non-aviation segment offers seat belts and safety restraints for ground transportation applications; electro-mechanical actuators for space applications; hydraulic/electromechanical actuators and fuel valves for land-based gas turbines; refueling systems for heavy equipment used in mining, construction, and other industries; and turbine controls for the energy and oil and gas markets. This segment serves off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers; and manufacturers of heavy equipment. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| November 18th 2025 | BNP Paribas Exane | Initiation | Outperform | $1775 |
| September 30th 2025 | BMO Capital Markets | Initiation | Outperform | $1420 |
| September 17th 2025 | Jefferies | Reiterated | Buy | $1490← $1650 |
| September 8th 2025 | RBC Capital Mkts | Downgrade | Sector Perform | $1385 |
| June 24th 2025 | Stifel | Resumed | Buy | $1710 |
| April 9th 2025 | Northcoast | Upgrade | Buy | $1500 |
| February 24th 2025 | UBS | Upgrade | Buy | $1595 |
| February 7th 2025 | Wells Fargo | Upgrade | Overweight | $1500← $1375 |
| January 6th 2025 | Barclays | Downgrade | Equal Weight | $1500 |
| January 2nd 2025 | Deutsche Bank | Downgrade | Hold | $1348← $1444 |
| August 1st 2024 | Northcoast | Initiation | Neutral | - |
| January 17th 2024 | KeyBanc Capital Markets | Initiation | Overweight | $1180 |
| December 12th 2023 | William Blair | Initiation | Outperform | - |
| December 1st 2023 | Stifel | Initiation | Hold | $1000 |
| November 15th 2023 | Alembic Global Advisors | Downgrade | Neutral | - |
Earnings History & Surprises
TDGEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 4, 2026 | — | — | — | — |
Q1 2026 | Feb 3, 2026 | $7.99 | — | — | — |
Q4 2025 | Nov 12, 2025 | $10.04 | $10.82 | +7.8% | ✓ BEAT |
Q3 2025 | Aug 5, 2025 | $9.89 | $9.60 | -2.9% | ✗ MISS |
Q2 2025 | May 6, 2025 | $8.96 | $9.11 | +1.7% | ✓ BEAT |
Q1 2025 | Feb 4, 2025 | $7.83 | $7.83 | 0.0% | = MET |
Q4 2024 | Nov 7, 2024 | $9.26 | $9.83 | +6.2% | ✓ BEAT |
Q3 2024 | Aug 6, 2024 | $8.56 | $9.00 | +5.1% | ✓ BEAT |
Q2 2024 | May 7, 2024 | $7.42 | $7.99 | +7.7% | ✓ BEAT |
Q1 2024 | Feb 8, 2024 | $6.41 | $7.16 | +11.7% | ✓ BEAT |
Q4 2023 | Nov 9, 2023 | $7.54 | $8.03 | +6.5% | ✓ BEAT |
Q3 2023 | Aug 8, 2023 | $6.39 | $7.25 | +13.5% | ✓ BEAT |
Q2 2023 | May 9, 2023 | $5.45 | $5.98 | +9.7% | ✓ BEAT |
Q1 2023 | Feb 7, 2023 | $4.31 | $4.58 | +6.3% | ✓ BEAT |
Q4 2022 | Nov 10, 2022 | $5.20 | $5.50 | +5.8% | ✓ BEAT |
Q3 2022 | Aug 9, 2022 | $4.39 | $4.85 | +10.5% | ✓ BEAT |
Q2 2022 | May 10, 2022 | $3.69 | $3.86 | +4.6% | ✓ BEAT |
Q1 2022 | Feb 8, 2022 | $3.14 | $3.00 | -4.5% | ✗ MISS |
Q4 2021 | Nov 16, 2021 | $3.70 | $4.25 | +14.9% | ✓ BEAT |
Q3 2021 | Aug 10, 2021 | $2.99 | $3.33 | +11.4% | ✓ BEAT |
Latest News
Morgan Stanley Maintains Overweight on TransDigm Gr, Raises Price Target to $1660
📈 PositiveJP Morgan Maintains Neutral on TransDigm Gr, Raises Price Target to $1435
➖ NeutralGoldman Sachs Maintains Buy on TransDigm Gr, Raises Price Target to $1684
📈 PositiveRBC Capital Maintains Sector Perform on TransDigm Gr, Raises Price Target to $1400
📈 PositiveBMO Capital Maintains Outperform on TransDigm Gr, Raises Price Target to $1500
📈 PositiveStifel Maintains Buy on TransDigm Gr, Lowers Price Target to $1650
📈 PositiveUBS Maintains Buy on TransDigm Gr, Raises Price Target to $1798
📈 PositiveTransDigm Gr Sees FY2026 GAAP EPS $31.55-$33.59 vs $32.37 Est
➖ NeutralTransDigm Gr Sees FY2026 Adj EPS $36.49-$38.53 vs $36.71 Est; Sees Sales $9.750B-$9.950B vs $8.797B Est
📈 PositiveTransDigm Gr Q4 Adj. EPS $10.82 Beats $10.04 Estimate, Sales $2.437B Beat $2.399B Estimate
📈 PositiveLive On CNBC, Bill Baruch Announces Bought Transdigm Group
📈 PositiveTruist Securities Maintains Buy on TransDigm Gr, Lowers Price Target to $1647
📈 PositiveTransDigm shares are trading lower after Morgan Stanley maintained an Overweight rating on the stock and lowered its price target from $1,750 to $1,600.
📉 NegativeMorgan Stanley Maintains Overweight on TransDigm Gr, Lowers Price Target to $1600
➖ NeutralSusquehanna Maintains Neutral on TransDigm Gr, Lowers Price Target to $1450
➖ NeutralTransDigm Group Appoints Mike Lisman As President, CEO, Effective Immediately, Succeeding Kevin Stein
➖ NeutralBMO Capital Initiates Coverage On TransDigm Gr with Outperform Rating, Announces Price Target of $1420
📈 PositiveJefferies Maintains Buy on TransDigm Gr, Lowers Price Target to $1490
➖ NeutralRBC Capital Downgrades TransDigm Gr to Sector Perform, Lowers Price Target to $1385
📉 NegativeTransDigm raises offer price for Servotronics to $47/share
📈 PositiveFrequently Asked Questions about TDG
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