TransDigm Group Incorporated Forecasted to Earn Q3 2025 Earnings of $8.56 Per Share (NYSE:TDG)

TransDigm Group Incorporated (NYSE:TDG) – Investment analysts at Zacks Research upped their Q3 2025 EPS estimates for TransDigm Group in a research report issued on Monday, April 22nd. Zacks Research analyst R. Department now forecasts that the aerospace company will post earnings of $8.56 per share for the quarter, up from their prior estimate of $8.35. The consensus estimate for TransDigm Group’s current full-year earnings is $29.08 per share. Zacks Research also issued estimates for TransDigm Group’s Q4 2025 earnings at $9.84 EPS, FY2025 earnings at $33.86 EPS and FY2026 earnings at $39.37 EPS.

TransDigm Group (NYSE:TDG) last issued its earnings results on Thursday, February 8th. The aerospace company reported $7.16 earnings per share for the quarter, beating the consensus estimate of $6.41 by $0.75. The business had revenue of $1.79 billion for the quarter, compared to the consensus estimate of $1.68 billion. TransDigm Group had a net margin of 20.80% and a negative return on equity of 59.61%. The business’s quarterly revenue was up 28.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.15 earnings per share.

A number of other research firms also recently commented on TDG. Susquehanna boosted their price objective on shares of TransDigm Group from $875.00 to $1,100.00 and gave the stock a “neutral” rating in a report on Friday, February 9th. Royal Bank of Canada upped their price target on shares of TransDigm Group from $1,150.00 to $1,250.00 and gave the company an “outperform” rating in a report on Friday, February 9th. JPMorgan Chase & Co. upped their price target on shares of TransDigm Group from $1,050.00 to $1,175.00 and gave the company a “neutral” rating in a report on Wednesday, March 27th. Stifel Nicolaus upped their price target on shares of TransDigm Group from $1,100.00 to $1,200.00 and gave the company a “hold” rating in a report on Wednesday, April 17th. Finally, Barclays upped their price target on shares of TransDigm Group from $1,150.00 to $1,250.00 and gave the company an “overweight” rating in a report on Monday, February 12th. Six research analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the company’s stock. According to data from MarketBeat, TransDigm Group has a consensus rating of “Moderate Buy” and an average target price of $1,170.27.

TransDigm Group Stock Up 3.4 %

Shares of NYSE:TDG opened at $1,241.95 on Wednesday. The company has a market cap of $69.06 billion, a price-to-earnings ratio of 52.71, a PEG ratio of 2.44 and a beta of 1.42. The firm’s 50-day simple moving average is $1,196.92 and its 200-day simple moving average is $1,054.61. TransDigm Group has a fifty-two week low of $741.74 and a fifty-two week high of $1,248.39.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in TDG. Coldstream Capital Management Inc. boosted its stake in TransDigm Group by 1.6% during the 4th quarter. Coldstream Capital Management Inc. now owns 570 shares of the aerospace company’s stock valued at $577,000 after acquiring an additional 9 shares during the last quarter. Quent Capital LLC boosted its stake in TransDigm Group by 8.8% during the 4th quarter. Quent Capital LLC now owns 123 shares of the aerospace company’s stock valued at $124,000 after acquiring an additional 10 shares during the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its stake in TransDigm Group by 5.9% during the 4th quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 180 shares of the aerospace company’s stock valued at $197,000 after acquiring an additional 10 shares during the last quarter. Venturi Wealth Management LLC raised its holdings in shares of TransDigm Group by 14.5% during the fourth quarter. Venturi Wealth Management LLC now owns 87 shares of the aerospace company’s stock worth $88,000 after purchasing an additional 11 shares during the period. Finally, Global Retirement Partners LLC raised its holdings in shares of TransDigm Group by 12.2% during the first quarter. Global Retirement Partners LLC now owns 101 shares of the aerospace company’s stock worth $124,000 after purchasing an additional 11 shares during the period. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at TransDigm Group

In other news, CEO Kevin M. Stein sold 10,000 shares of the stock in a transaction on Friday, April 12th. The shares were sold at an average price of $1,216.16, for a total value of $12,161,600.00. Following the completion of the sale, the chief executive officer now owns 8,158 shares of the company’s stock, valued at $9,921,433.28. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. In other news, CEO Kevin M. Stein sold 10,000 shares of the stock in a transaction on Friday, April 12th. The shares were sold at an average price of $1,216.16, for a total value of $12,161,600.00. Following the completion of the sale, the chief executive officer now owns 8,158 shares of the company’s stock, valued at $9,921,433.28. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Joel Reiss sold 3,000 shares of the stock in a transaction on Thursday, February 15th. The stock was sold at an average price of $1,140.48, for a total transaction of $3,421,440.00. Following the completion of the sale, the chief operating officer now directly owns 3,600 shares of the company’s stock, valued at approximately $4,105,728. The disclosure for this sale can be found here. Insiders sold 59,087 shares of company stock valued at $69,840,358 over the last 90 days. Corporate insiders own 4.96% of the company’s stock.

TransDigm Group Company Profile

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The 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.