Q1 2025 EPS Estimates for TransDigm Group Incorporated Lifted by Analyst (NYSE:TDG)

TransDigm Group Incorporated (NYSE:TDG) – Research analysts at Zacks Research lifted their Q1 2025 earnings estimates for shares of TransDigm Group in a research report issued to clients and investors on Monday, April 29th. Zacks Research analyst R. Department now expects that the aerospace company will earn $7.27 per share for the quarter, up from their previous forecast of $7.22. 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 $8.24 EPS, Q3 2025 earnings at $8.57 EPS, Q4 2025 earnings at $9.85 EPS and Q2 2026 earnings at $9.91 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, topping analysts’ consensus estimates of $6.41 by $0.75. The company had revenue of $1.79 billion during the quarter, compared to analysts’ expectations 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 quarterly revenue was up 28.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.15 earnings per share.

TDG has been the topic of several other research reports. Truist Financial lifted their target price on shares of TransDigm Group from $1,158.00 to $1,267.00 and gave the stock a “buy” rating in a report on Friday, February 9th. Citigroup lifted their price target on shares of TransDigm Group from $1,380.00 to $1,395.00 and gave the stock a “buy” rating in a research note on Thursday, April 4th. Royal Bank of Canada increased 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 report on Friday, February 9th. StockNews.com upgraded TransDigm Group from a “hold” rating to a “buy” rating in a research report on Tuesday, April 9th. Finally, Susquehanna lifted their price target on shares of TransDigm Group from $875.00 to $1,100.00 and gave the company a “neutral” rating in a report on Friday, February 9th. Six equities research analysts have rated the stock with a hold rating and eleven have issued a buy rating to the company. Based on data from MarketBeat.com, TransDigm Group has an average rating of “Moderate Buy” and a consensus price target of $1,170.27.

TransDigm Group Stock Down 0.2 %

NYSE:TDG opened at $1,257.10 on Tuesday. The company’s 50 day moving average is $1,205.25 and its 200-day moving average is $1,065.56. The firm has a market cap of $69.91 billion, a price-to-earnings ratio of 53.36, a P/E/G ratio of 2.56 and a beta of 1.42. TransDigm Group has a 12 month low of $750.86 and a 12 month high of $1,269.51.

Insider Activity at TransDigm Group

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 transaction of $12,161,600.00. Following the completion of the transaction, the chief executive officer now directly owns 8,158 shares in the company, valued at $9,921,433.28. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. In other news, CEO Kevin M. Stein sold 10,000 shares of the firm’s 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 transaction, the chief executive officer now owns 8,158 shares in the company, valued at approximately $9,921,433.28. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Michael Graff sold 3,460 shares of the firm’s stock in a transaction that occurred on Tuesday, February 13th. The shares were sold at an average price of $1,108.17, for a total value of $3,834,268.20. Following the completion of the transaction, the director now owns 4,879 shares of the company’s stock, valued at $5,406,761.43. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 59,087 shares of company stock valued at $69,840,358. 4.96% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in TDG. Deutsche Bank AG boosted its holdings in shares of TransDigm Group by 1,947.8% during the third quarter. Deutsche Bank AG now owns 3,391,382 shares of the aerospace company’s stock worth $2,859,376,000 after acquiring an additional 3,225,771 shares during the period. Norges Bank bought a new stake in shares of TransDigm Group in the fourth quarter valued at about $790,822,000. JPMorgan Chase & Co. increased its position in TransDigm Group by 46.1% during the third quarter. JPMorgan Chase & Co. now owns 1,107,497 shares of the aerospace company’s stock worth $933,765,000 after acquiring an additional 349,409 shares during the period. Cerity Partners LLC grew its position in shares of TransDigm Group by 34,288.0% during the 4th quarter. Cerity Partners LLC now owns 205,640 shares of the aerospace company’s stock worth $208,025,000 after purchasing an additional 205,042 shares in the last quarter. Finally, FMR LLC raised its position in shares of TransDigm Group by 9.0% in the third quarter. FMR LLC now owns 1,651,413 shares of the aerospace company’s stock valued at $1,392,355,000 after buying an additional 136,834 shares in the last quarter. 95.78% of the stock is currently owned by institutional investors.

TransDigm Group Company Profile

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.