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TDG

TransDigm Group Inc
$
1597.300
+2.05(0.129%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings
Line
Line
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Candle
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
High
1607.3099
Open
1600.140
VWAP
1.60K
Vol
225.97K
Mkt Cap
89.72B
Low
1587.3901
Amount
360.98M
EV/EBITDA(TTM)
26.10
Total Shares
55.96M
EV
112.35B
EV/OCF(TTM)
54.01
P/S(TTM)
11.05
TransDigm Group Incorporated, through its wholly owned subsidiaries, is a global designer, producer and supplier of highly engineered aircraft components for use on nearly all commercial and military aircraft in service. Its segments include Power & Control, Airframe and Non-aviation. Its product offerings provided to end-users in the aerospace industry include 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, engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, databus and power controls, cockpit security components and systems, specialized and advanced cockpit displays, engineered audio, radio and antenna systems, specialized lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components.
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Market Estimates

Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2026Q1
FY2025Q4
FY2025Q3
2.20B
+9.61%
9.342
+19.31%
2.41B
+10.18%
10.629
+8.13%
2.29B
+12.06%
9.873
+9.7%
Estimates Revision
The market is revising Downward the revenue expectations for TransDigm Group Incorporated (TDG) for FY2025, with the revenue forecasts being adjusted by -0.08% over the past three months. During the same period, the stock price has changed by 22.25%.
Revenue Estimates for FY2025
Revise Downward
down Image
-0.08%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
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+0.33%
In Past 3 Month
Stock Price
Go Up
up Image
+22.25%
In Past 3 Month
16 Analyst Rating
down Image
-0.90% Downside
Wall Street analysts forecast TDG stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TDG is 1583 USD with a low forecast of 1418 USD and a high forecast of 1710  USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Buy
2 Hold
0 Sell
Strong Buy
down Image
-0.90% Downside
Current: 1597.300
sliders
Low
1418
Averages
1583
High
1710
Morgan Stanley
Kristine Liwag
maintain
2025-07-17
New
Reason
Morgan Stanley analyst Kristine Liwag raised the firm's price target on TransDigm (TDG) to $1,750 from $1,575 and keeps an Overweight rating on the shares. Noting that Aerospace stocks are trading at record multiples, the firm contends that recent multiple expansion in Aerospace reflects sector resilience and adds that it expects industry dynamics to "largely remain on trend." The firm, which adds in a Q2 preview for the group that the Aero supply chain continues to improve, Boeing (BA) output has momentum, and air traffic demand persists, continues to favor aerospace stocks with a mix of aftermarket and original equipment exposure.
Citi
NULL -> Buy
maintain
2025-07-14
Reason
Citi raised the firm's price target on TransDigm to $1,895 from $1,635 and keeps a Buy rating on the shares. The firm previewed the Q2 earnings in the aerospace and defense sector, saying momentum continues across the group.
Susquehanna
Charles Minervino
Neutral
maintain
2025-07-14
Reason
Susquehanna analyst Charles Minervino raised the firm's price target on TransDigm (TDG) to $1,600 from $1,300 and keeps a Neutral rating on the shares. Heading into the Q2 earnings season for the Aerospace & Defense industry, they believe secular tailwinds across Commercial Aerospace and Defense set the stage for an optimistic outlook in the balance of 2025 and beyond. On the Commercial front, Boeing (BA)737 production, delivery levels, and orders are all showing improvement from year-ago levels. This improved stability is a favorable development for the entire Commercial supply chain, which includes TransDigm.
Citi
NULL -> Buy
upgrade
2025-07-14
Reason
Citi raised the firm's price target on TransDigm to $1,795 from $1,635 and keeps a Buy rating on the shares. The firm previewed the Q2 earnings in the aerospace and defense sector, saying momentum continues across the group.
Truist
Michael Ciarmoli
Buy
maintain
2025-07-11
Reason
Truist analyst Michael Ciarmoli raised the firm's price target on TransDigm to $1,730 from $1,553 and keeps a Buy rating on the shares as part of a broader research note previewing Q2 results for Aerospace and Defense names. Tariff headwinds should prove manageable across both commercial aero and defense, with SMID cap defense and space stocks "seemingly in a sweet spot", trading at a 122% valuation premium to large cap peers, the analyst tells investors in a research note. The firm further cites a favorable global defense spending backdrop while also noting that commercial aero aftermarket should see sustained strength, adding that OEM-exposed suppliers should be in position to benefit from higher MAX/LEAP rates.
Deutsche Bank
Scott Deuschle
Hold
maintain
2025-07-08
Reason
Deutsche Bank analyst Scott Deuschle raised the firm's price target on TransDigm to $1,545 from $1,458 and keeps a Hold rating on the shares. The firm changed ratings in the defense sector as part of a Q2 earnings preview. U.S. defense "will again be a mixed bag this earnings season," the analyst tells investors in a research note.

Valuation Metrics

The current forward P/E ratio for TransDigm Group Inc (TDG.N) is 39.64, compared to its 5-year average forward P/E of 35.17. For a more detailed relative valuation and DCF analysis to assess TransDigm Group Inc 's fair value, click here.

Forward PE

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Fair
5Y Average PE
35.17
Current PE
39.64
Overvalued PE
41.74
Undervalued PE
28.60

Forward EV/EBITDA

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Overvalued
5Y Average EV/EBITDA
18.97
Current EV/EBITDA
22.64
Overvalued EV/EBITDA
20.98
Undervalued EV/EBITDA
16.95

Forward PS

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Strongly Overvalued
5Y Average PS
6.81
Current PS
9.69
Overvalued PS
8.01
Undervalued PS
5.62

Financials

Annual
Quarterly
FY2025Q2
YoY :
+12.04%
2.15B
Total Revenue
FY2025Q2
YoY :
+12.09%
1.00B
Operating Profit
FY2025Q2
YoY :
+18.56%
479.00M
Net Income after Tax
FY2025Q2
YoY :
+18.22%
8.24
EPS - Diluted
FY2025Q2
YoY :
-49.17%
92.00M
Free Cash Flow
FY2025Q2
YoY :
-2.28%
57.49
Gross Profit Margin - %
FY2025Q2
YoY :
+5.00%
22.66
FCF Margin - %
FY2025Q2
YoY :
+5.84%
22.28
Net Margin - %
FY2025Q2
YoY :
+16.74%
15.48
ROIC

Trading Trends

Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
169.3M
USD
10
3-6
Months
240.4M
USD
16
6-9
Months
130.4M
USD
11
0-12
Months
46.5M
USD
8
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
2
1.3K
USD
Months
0-12
1
1.9K
USD
Months
Hedge Fund
Hedge Funds are Neutral. There are no significant trading trends over the last quarter.
Sold
0-3
Months
0.0
Volume
0
3-6
Months
269.9K
Volume
13
6-9
Months
213.7K
Volume
13
0-12
Months
0.0
Volume
0
Bought
0-3
0
0.0
Volume
Months
3-6
7
466.0K
Volume
Months
6-9
8
464.6K
Volume
Months
0-12
1
21.3K
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
16.0K
USD
2
6-9
Months
16.0K
USD
2
0-12
Months
8.0K
USD
1
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months

TDG News & Events

Events Timeline

2025-06-30 (ET)
2025-06-30
09:02:33
TransDigm to acquire Simmonds Precision Products for $765M in cash
select
2025-06-30
08:34:43
Star Equity Fund says Servotronics campaign leads to acquisition by TransDigm
select
2025-05-29 (ET)
2025-05-29
08:36:03
Servotronics executes amendment to agreement and plan of merger with TransDigm
select
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News

3.0
07-16Benzinga
Defense Stocks Head Into Earnings At Record Highs — Is The Boom Just Beginning?
2.0
07-14Yahoo Finance
Boeing Stock Rises, Analysts Adjust Targets After Air India Crash Progress
3.0
07-14NASDAQ.COM
Benjamin Graham Detailed Fundamental Analysis - TDG
Sign Up For More News

FAQ

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What is TransDigm Group Inc (TDG) stock price today?

The current price of TDG is 1597.3 USD — it has increased 0.13 % in the last trading day.

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