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Transdigm Group (TDG) Stock Price & Analysis

TDG Stock Chart & Stats

$1,146.81-$29.10(-2.47%)
At close: 4:00 PM EDT
$1,100$1,150$1,200$1,2503 Aug17 Aug31 Aug14 Sep28 Sep12 Oct26 Oct
Day’s Range
$1,145.25 - $1,181.88
52-Week Range
$1,071.25 - $1,463.03
Previous Close
$1,175.91
Volume
269.69K
Average Volume (3M)
354.83K
Market Cap
$63.39B
Enterprise Value
$106.83B
Total Cash (Recent Filing)
$2.77B
Total Debt (Recent Filing)
$33.48B
Price to Earnings (P/E)
34.8
Beta
0.80
Next Earnings
Nov 18, 2026 (Est.)
EPS Estimate
12.21
Last Dividend Ex-Date
Sep 02, 2025
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Proprietary Aftermarket Position

Proprietary and often sole-sourced components can create durable competitive advantages because parts remain installed across long-lived aircraft programs. This supports recurring replacement demand, pricing power, and aftermarket revenue visibility as fleets age and require maintenance.

High Profitability

Exceptionally high gross, operating, and net margins indicate strong economics in TDG’s engineered aerospace components portfolio. Sustained profitability provides resources for product investment, acquisitions, debt service, and shareholder returns while supporting resilience through normal industry cycles.

Growth And Cash Generation

Raised revenue and free-cash-flow guidance signals broad-based demand across commercial OEM, aftermarket, and defense markets. Strong cash generation can fund internal growth, acquisitions, and debt management, increasing the company’s ability to compound earnings over the next several quarters.

Bears Say

Heavy Leverage

TDG’s heavy debt burden and deeply negative equity reduce financial flexibility despite strong operating earnings. High leverage increases sensitivity to interest costs, refinancing conditions, and any downturn in aerospace demand, potentially limiting investment and capital-allocation options.

Acquisition Margin Dilution

Acquisition-related dilution is pressuring an otherwise highly profitable business, and the effect may persist as newly acquired operations are integrated. Lower margins can reduce near-term earnings conversion and require successful cost, pricing, and integration execution to restore profitability.

M&A Regulatory Risk

The Stellant withdrawal demonstrates that regulatory review can disrupt TDG’s acquisition strategy and divert management resources. Because acquisitions are an important avenue for portfolio expansion, future deal timing, expected synergies, and growth opportunities may remain exposed to regulatory intervention.

Transdigm Group News

TDG FAQ

What was Transdigm Group’s price range in the past 12 months?
Transdigm Group lowest stock price was $1071.25 and its highest was $1463.03 in the past 12 months.
What is Transdigm Group’s market cap?
Transdigm Group’s market cap is $63.39B.
When is Transdigm Group’s upcoming earnings report date?
Transdigm Group’s next earnings report is estimated for Nov 18, 2026 (not yet confirmed), which is in 17 days.
How were Transdigm Group’s earnings last quarter?
Transdigm Group released its earnings results on Aug 04, 2026. The company reported $10.87 earnings per share for the quarter, beating the consensus estimate of $10.301 by $0.569.
Is Transdigm Group overvalued?
According to Wall Street analysts Transdigm Group’s price is currently Undervalued.
Does Transdigm Group pay dividends?
Transdigm Group pays a Notavailable dividend of $90 which represents an annual dividend yield of ―. See more information on Transdigm Group dividends here
What is Transdigm Group’s EPS estimate?
Transdigm Group’s EPS estimate is 12.21.
How many shares outstanding does Transdigm Group have?
Transdigm Group has 55,276,524 shares outstanding.
What happened to Transdigm Group’s price movement after its last earnings report?
Transdigm Group reported an EPS of $10.87 in its last earnings report, beating expectations of $10.301. Following the earnings report the stock price went down -0.818%.
Which hedge fund is a major shareholder of Transdigm Group?
Hedge funds hold Transdigm Group shares: the largest hedge-fund position in Transdigm Group is 71,886,882 shares, and hedge funds increased their holdings by 178.9K shares last quarter.
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology