Research Analysts Offer Predictions for TransDigm Group Incorporated’s Q1 2025 Earnings (NYSE:TDG)

TransDigm Group Incorporated (NYSE:TDG) – Research analysts at Zacks Research boosted their Q1 2025 EPS estimates for shares of TransDigm Group in a research note issued on Monday, April 22nd. Zacks Research analyst R. Department now anticipates that the aerospace company will post earnings per share of $7.22 for the quarter, up from their prior estimate of $7.06. 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 Q2 2025 earnings at $8.22 EPS, Q1 2026 earnings at $9.44 EPS and Q2 2026 earnings at $9.86 EPS.

TDG has been the subject of a number of other reports. Susquehanna boosted their target price on shares of TransDigm Group from $875.00 to $1,100.00 and gave the company a “neutral” rating in a research note on Friday, February 9th. Stifel Nicolaus lifted their target price on TransDigm Group from $1,100.00 to $1,200.00 and gave the company a “hold” rating in a research note on Wednesday, April 17th. Citigroup raised their price target on TransDigm Group from $1,380.00 to $1,395.00 and gave the company a “buy” rating in a report on Thursday, April 4th. KeyCorp increased their target price on shares of TransDigm Group from $1,220.00 to $1,325.00 and gave the company an “overweight” rating in a research report on Monday. Finally, Royal Bank of Canada upped their price target on shares of TransDigm Group from $1,150.00 to $1,250.00 and gave the stock an “outperform” rating in a research note on Friday, February 9th. Six investment analysts have rated the stock with a hold rating and eleven have given a buy rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,170.27.

TransDigm Group Price Performance

Shares of NYSE TDG opened at $1,241.62 on Tuesday. The business’s fifty day moving average price is $1,198.81 and its two-hundred day moving average price is $1,055.92. The firm has a market capitalization of $69.05 billion, a PE ratio of 52.70, a P/E/G ratio of 2.44 and a beta of 1.42. TransDigm Group has a 1-year low of $741.74 and a 1-year high of $1,255.59.

TransDigm Group (NYSE:TDG) last posted its earnings results on Thursday, February 8th. The aerospace company reported $7.16 EPS for the quarter, beating the consensus estimate of $6.41 by $0.75. The company had revenue of $1.79 billion during the quarter, compared to analyst estimates of $1.68 billion. TransDigm Group had a negative return on equity of 59.61% and a net margin of 20.80%. The business’s revenue was up 28.1% compared to the same quarter last year. During the same period in the prior year, the company earned $4.15 earnings per share.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of TDG. Compagnie Lombard Odier SCmA bought a new stake in shares of TransDigm Group in the fourth quarter valued at approximately $25,000. Oakworth Capital Inc. bought a new position in shares of TransDigm Group during the 4th quarter worth about $26,000. Oliver Lagore Vanvalin Investment Group lifted its stake in shares of TransDigm Group by 48.0% in the fourth quarter. Oliver Lagore Vanvalin Investment Group now owns 37 shares of the aerospace company’s stock valued at $38,000 after buying an additional 12 shares during the period. VisionPoint Advisory Group LLC acquired a new position in TransDigm Group in the 4th quarter valued at approximately $37,000. Finally, Optiver Holding B.V. acquired a new stake in shares of TransDigm Group during the 3rd quarter worth approximately $35,000. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at TransDigm Group

In other news, CEO Kevin M. Stein sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, April 12th. The shares were sold at an average price of $1,216.16, for a total transaction of $12,161,600.00. Following the sale, the chief executive officer now owns 8,158 shares in the company, valued at $9,921,433.28. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. In related news, CEO Kevin M. Stein sold 10,000 shares of the stock in a transaction dated Friday, April 12th. The stock was sold at an average price of $1,216.16, for a total value of $12,161,600.00. Following the completion of the sale, the chief executive officer now directly owns 8,158 shares of the company’s stock, valued at approximately $9,921,433.28. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO Joel Reiss sold 3,000 shares of the stock in a transaction that occurred on Monday, April 15th. The stock was sold at an average price of $1,233.10, for a total transaction of $3,699,300.00. Following the completion of the sale, the chief operating officer now directly owns 3,600 shares of the company’s stock, valued at $4,439,160. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 59,087 shares of company stock valued at $69,840,358. 4.96% of the stock is currently owned by corporate insiders.

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.