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Transdigm Group Inc. (CH:TDG)
:TDG
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Transdigm Group (TDG) Price & Analysis

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TDG Stock Chart & Stats


Bulls Say, Bears Say

Bulls Say
Earnings GrowthTransDigm's impressive margin expansion continued as the adjusted EBITDA margin reached 54.4% in the quarter, driven by operational efficiencies and the higher mix of aftermarket revenue.
Management StrategyThe incoming CEO's vision for Transdigm aligns with the outgoing CEO, focusing on mergers and acquisitions in the aerospace and defense space, with an emphasis on hardware.
Market ExpansionTransDigm signed a definitive agreement to acquire Simmonds Precision Products from Goodrich Corp. for ~$765mn, expecting to generate significant revenue in 2025 with a substantial portion coming from proprietary products.
Bears Say
Financial LeverageThe $5B debt-funded special dividend will increase Transdigm's net debt to EBITDA to just over 6x and add significant interest expenses.
OEM Production ChallengesOEM weakness was driven by the slower-than-expected production ramp-up at Boeing and Airbus, lingering effects from the Boeing strike, and inventory destocking at these OEMs.
Revenue OutlookShares of TransDigm traded down 12% after the company reported third-quarter results below consensus and lowered its full-year revenue outlook.

Transdigm Group News

TDG FAQ

What was Transdigm Group Inc.’s price range in the past 12 months?
Transdigm Group Inc. lowest stock price was CHF235.00 and its highest was CHF274.50 in the past 12 months.
    What is Transdigm Group Inc.’s market cap?
    Transdigm Group Inc.’s market cap is $58.15B.
      When is Transdigm Group Inc.’s upcoming earnings report date?
      Transdigm Group Inc.’s upcoming earnings report date is Nov 06, 2025 which is in 37 days.
        How were Transdigm Group Inc.’s earnings last quarter?
        Transdigm Group Inc. released its earnings results on Aug 05, 2025. The company reported CHF7.646 earnings per share for the quarter, missing the consensus estimate of CHF7.88 by -CHF0.234.
          Is Transdigm Group Inc. overvalued?
          According to Wall Street analysts Transdigm Group Inc.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Transdigm Group Inc. pay dividends?
            Transdigm Group Inc. does not currently pay dividends.
            What is Transdigm Group Inc.’s EPS estimate?
            Transdigm Group Inc.’s EPS estimate is 8.18.
              How many shares outstanding does Transdigm Group Inc. have?
              Transdigm Group Inc. has 56,350,285 shares outstanding.
                What happened to Transdigm Group Inc.’s price movement after its last earnings report?
                Transdigm Group Inc. reported an EPS of CHF7.646 in its last earnings report, missing expectations of CHF7.88. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Transdigm Group Inc.?
                  Currently, no hedge funds are holding shares in CH:TDG

                  Company Description

                  Transdigm Group Inc.

                  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.

                  Transdigm Group (TDG) Earnings & Revenues

                  TDG Company Deck

                  TDG Earnings Call

                  Q3 2025
                  0:00 / 0:00
                  Earnings Call Sentiment|Neutral
                  The earnings call highlighted strong EBITDA margins, cash flow, and successful acquisitions, but faced challenges in commercial OEM revenue and sales guidance. Overall, the sentiment is balanced with positive financial performance and strategic growth efforts countered by specific market challenges.View all CH:TDG earnings summaries

                  TDG Net sales Breakdown

                  49.63%49.63%47.97%2.39%
                  49.63% Power & control
                  47.97% Airframe
                  2.39% Non-aviation
                  tipranks

                  TDG Stock 12 Month Forecast

                  Average Price Target

                  CHF1,269.73
                  ▲(362.56% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":274.5,"date":1727740800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":274.5,"date":1730419200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n           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13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 19, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":274.5,"date":1738368000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":274.5,"date":1740787200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n  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