TransDigm Group Stock: Analyst Estimates & Ratings
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Valued at $79.6 billion by market cap, Cleveland, Ohio-based TransDigm Group Incorporated (TDG) operates as a leading designer, producer, and supplier of aircraft components in the United States and internationally.
The aerospace and defense giant has notably underperformed the broader market over the past year. TDG stock prices have gained 5.2% over the past 52 weeks and 10.1% on a YTD basis, compared to the S&P 500 Index’s ($SPX) 15.2% returns over the past year and 10.2% surge in 2025.
Narrowing the focus, TransDigm has also underperformed the sector-focused Industrial Select Sector SPDR Fund’s (XLI) 18.5% gains over the past 52 weeks and 16.2% surge on a YTD basis.
TransDigm Group’s stock prices plummeted 11.9% in a single trading session following the release of its disappointing Q3 results on Aug. 5. Although the company reported solid growth in topline and earnings, they fell short of expectations. Its net sales for the quarter surged 9.3% year-over-year to $2.2 billion, but missed the projections by 2.6%. Meanwhile, the company experienced a notable contraction in margins, leading to a much more modest 6.7% increase in adjusted EPS to $9.60, missing the consensus estimates by a notable margin.
For the full fiscal 2025, ending in September, analysts expect TDG to deliver an adjusted EPS of $34.62, up 9.1% year-over-year. The company has a mixed earnings surprise history. While it surpassed the Street’s bottom-line expectations thrice over the past four quarters, it missed the projections on one other occasion.
The stock has a consensus “Strong Buy” rating overall. Of the 23 analysts covering the TDG stock, opinions include 17 “Strong Buys,” one “Moderate Buy,” and five “Holds.”
This configuration is slightly more optimistic than three months ago, when 16 analysts gave “Strong Buy” recommendations.
On Aug. 8, Keybanc analyst Michael Leshock maintained an “Overweight” rating on TDG, but reduced the price target from $1,700 to $1,600.
As of writing, TDG’s mean price target of $1,619.82 represents a 16.1% premium to current price levels. Meanwhile, the street-high target of $1,839 suggests a 31.8% upside potential.
On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.