Equities Analysts Issue Forecasts for TransDigm Group Incorporated’s Q3 2025 Earnings (NYSE:TDG)

TransDigm Group Incorporated (NYSE:TDG) – Research analysts at Zacks Research upped their Q3 2025 EPS estimates for shares of TransDigm Group in a research report issued on Monday, April 22nd. Zacks Research analyst R. Department now expects that the aerospace company will post earnings per share of $8.56 for the quarter, up from their previous 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 announced its quarterly 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. TransDigm Group had a net margin of 20.80% and a negative return on equity of 59.61%. The business had revenue of $1.79 billion for the quarter, compared to analysts’ expectations of $1.68 billion. During the same quarter last year, the firm earned $4.15 EPS. The firm’s revenue for the quarter was up 28.1% compared to the same quarter last year.

Other equities analysts have also recently issued research reports about the stock. Susquehanna lifted their target price on shares of TransDigm Group from $875.00 to $1,100.00 and gave the stock a “neutral” rating in a research report on Friday, February 9th. KeyCorp lifted their target price on shares of TransDigm Group from $1,220.00 to $1,325.00 and gave the stock an “overweight” rating in a research report on Monday. Royal Bank of Canada lifted their target price on shares of TransDigm Group from $1,150.00 to $1,250.00 and gave the stock an “outperform” rating in a research report on Friday, February 9th. Citigroup lifted their target price on shares of TransDigm Group from $1,380.00 to $1,395.00 and gave the stock a “buy” rating in a research report on Thursday, April 4th. Finally, StockNews.com raised shares of TransDigm Group from a “hold” rating to a “buy” rating in a research report on Tuesday, April 9th. Six research analysts have rated the stock with a hold rating and eleven have given a buy rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $1,170.27.

TransDigm Group Stock Performance

Shares of NYSE TDG opened at $1,257.36 on Wednesday. TransDigm Group has a fifty-two week low of $741.74 and a fifty-two week high of $1,265.25. The stock has a market cap of $69.92 billion, a price-to-earnings ratio of 53.37, a PEG ratio of 2.53 and a beta of 1.42. The firm’s 50-day simple moving average is $1,200.78 and its 200 day simple moving average is $1,057.32.

Insider Transactions at TransDigm Group

In related news, COO Joel Reiss sold 3,000 shares of TransDigm Group stock in a transaction that occurred on Thursday, February 15th. The shares were sold at an average price of $1,140.48, for a total value of $3,421,440.00. Following the completion of the transaction, the chief operating officer now directly owns 3,600 shares in the company, valued at approximately $4,105,728. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. In related news, Director Jorge Valladares sold 2,427 shares of TransDigm Group stock in a transaction that occurred on Monday, February 26th. The shares were sold at an average price of $1,191.99, for a total value of $2,892,959.73. Following the completion of the transaction, the director now directly owns 11,000 shares in the company, valued at approximately $13,111,890. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Joel Reiss sold 3,000 shares of TransDigm Group stock in a transaction that occurred on Thursday, February 15th. The shares were sold at an average price of $1,140.48, for a total transaction of $3,421,440.00. Following the completion of the transaction, the chief operating officer now owns 3,600 shares of the company’s stock, valued at $4,105,728. The disclosure for this sale can be found here. Insiders sold a total of 59,087 shares of company stock worth $69,840,358 in the last quarter. Insiders own 4.96% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the business. Sigma Investment Counselors Inc. purchased a new position in shares of TransDigm Group during the 1st quarter valued at $3,979,000. Checchi Capital Advisers LLC grew its position in shares of TransDigm Group by 1.0% during the 1st quarter. Checchi Capital Advisers LLC now owns 918 shares of the aerospace company’s stock valued at $1,131,000 after purchasing an additional 9 shares in the last quarter. Lindbrook Capital LLC grew its position in shares of TransDigm Group by 14.2% during the 1st quarter. Lindbrook Capital LLC now owns 145 shares of the aerospace company’s stock valued at $179,000 after purchasing an additional 18 shares in the last quarter. Strategy Asset Managers LLC grew its position in shares of TransDigm Group by 3.6% during the 1st quarter. Strategy Asset Managers LLC now owns 572 shares of the aerospace company’s stock valued at $704,000 after purchasing an additional 20 shares in the last quarter. Finally, Valeo Financial Advisors LLC grew its position in shares of TransDigm Group by 13.4% during the 1st quarter. Valeo Financial Advisors LLC now owns 271 shares of the aerospace company’s stock valued at $336,000 after purchasing an additional 32 shares in the last quarter. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

About TransDigm Group

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.