Rep. April McClain Delaney Acquires Transdigm Group Incorporated (NYSE:TDG) Stock

Posted by Don Miller on Aug 5th, 2026

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on August 03rd, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on July 28th.

Representative April McClain Delaney also recently made the following trade(s):

Purchased $15,001 – $50,000 in shares of Life Time Group (NYSE:LTH) on 7/31/2026.
Purchased $15,001 – $50,000 in shares of Liberty Media Corporation – Liberty Formula One Series C (NASDAQ:FWONK) on 7/31/2026.
Sold $1,001 – $15,000 in shares of Corpay (NYSE:CPAY) on 7/31/2026.
Purchased $15,001 – $50,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 7/31/2026.
Sold $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 7/31/2026.
Purchased $15,001 – $50,000 in shares of Somnigroup International (NYSE:SGI) on 7/30/2026.
Purchased $1,001 – $15,000 in shares of Entegris (NASDAQ:ENTG) on 7/30/2026.
Sold $1,001 – $15,000 in shares of Corpay (NYSE:CPAY) on 7/30/2026.
Purchased $1,001 – $15,000 in shares of Life Time Group (NYSE:LTH) on 7/30/2026.
Sold $1,001 – $15,000 in shares of Service Corporation International (NYSE:SCI) on 7/30/2026.

Transdigm Group Price Performance

Shares of TDG stock opened at $1,275.64 on Wednesday. The business has a 50-day moving average of $1,271.83 and a 200 day moving average of $1,263.85. Transdigm Group Incorporated has a 1-year low of $1,123.61 and a 1-year high of $1,466.13. The stock has a market capitalization of $71.35 billion, a PE ratio of 39.81, a P/E/G ratio of 2.26 and a beta of 0.91.

Transdigm Group (NYSE:TDG – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, topping analysts’ consensus estimates of $10.30 by $0.57. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.The business had revenue of $2.74 billion for the quarter, compared to analysts’ expectations of $2.68 billion. During the same period in the previous year, the firm earned $9.60 EPS. The business’s quarterly revenue was up 22.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. Analysts anticipate that Transdigm Group Incorporated will post 37.77 EPS for the current year.

Institutional Trading of Transdigm Group

Several large investors have recently bought and sold shares of the company. Capital International Investors grew its stake in Transdigm Group by 0.9% in the fourth quarter. Capital International Investors now owns 6,544,423 shares of the aerospace company’s stock worth $8,702,655,000 after purchasing an additional 55,230 shares during the period. Capital World Investors lifted its position in Transdigm Group by 0.4% during the 4th quarter. Capital World Investors now owns 3,954,512 shares of the aerospace company’s stock valued at $5,258,898,000 after acquiring an additional 15,825 shares during the period. Capital Research Global Investors boosted its stake in Transdigm Group by 12.2% during the fourth quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock worth $3,293,527,000 after acquiring an additional 268,824 shares in the last quarter. State Street Corp increased its stake in shares of Transdigm Group by 2.8% during the fourth quarter. State Street Corp now owns 2,456,186 shares of the aerospace company’s stock valued at $3,266,359,000 after purchasing an additional 67,348 shares in the last quarter. Finally, Soroban Capital Partners LP lifted its holdings in shares of Transdigm Group by 14.5% during the first quarter. Soroban Capital Partners LP now owns 856,197 shares of the aerospace company’s stock valued at $992,298,000 after purchasing an additional 108,227 shares during the last quarter. 95.78% of the stock is owned by institutional investors.

Key Stories Impacting Transdigm Group

Here are the key news stories impacting Transdigm Group this week:

Positive Sentiment: Fiscal Q3 revenue rose 23% year over year to $2.741 billion, exceeding the $2.68 billion consensus estimate. Adjusted EPS was $10.87 versus $10.30 expected and $9.60 a year earlier, while EBITDA As Defined increased 19% to $1.447 billion. TransDigm Group Reports Fiscal 2026 Third Quarter Results
Positive Sentiment: Management raised fiscal 2026 guidance to adjusted EPS of $40.62–$41.46, above the $39.67 consensus, and revenue of approximately $10.5–$10.6 billion versus the $10.3 billion analyst estimate. TransDigm forecasts fiscal 2026 revenue
Positive Sentiment: The outlook is supported by low-double-digit growth in the commercial aftermarket, broad organic sales gains, and continued demand across the company’s aerospace component portfolio. TransDigm’s Q3 earnings surpass estimates
Neutral Sentiment: The results included net income growth of 10% and a 52.8% EBITDA margin, but reported EPS of $9.39 was below adjusted EPS because of customary adjustments, making the quality of the headline beat important to investors.
Negative Sentiment: TDG’s premium valuation—approximately 40 times earnings—may limit upside when guidance is only slightly ahead of forecasts. Investors may also be taking profits after the earnings beat, helping explain the cautious trading response despite strong operating results.

Insiders Place Their Bets

In related news, COO Joel Reiss sold 3,900 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $1,276.78, for a total transaction of $4,979,442.00. Following the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,596,408. This represents a 52.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director W Nicholas Howley sold 10,132 shares of Transdigm Group stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $1,180.82, for a total transaction of $11,964,068.24. Following the completion of the transaction, the director directly owned 21,548 shares of the company’s stock, valued at $25,444,309.36. This trade represents a 31.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 38,196 shares of company stock valued at $47,135,464 in the last quarter. 3.20% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the stock. Royal Bank Of Canada dropped their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating for the company in a research report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft raised their target price on Transdigm Group from $1,306.00 to $1,350.00 and gave the stock a “hold” rating in a research note on Wednesday, May 6th. Weiss Ratings lowered Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, June 2nd. BNP Paribas Exane decreased their target price on Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating for the company in a report on Thursday, May 14th. Finally, JPMorgan Chase & Co. raised their price target on Transdigm Group from $1,440.00 to $1,450.00 and gave the stock a “neutral” rating in a research note on Monday, June 15th. Six research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $1,469.47.

Read Our Latest Report on Transdigm Group

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.

April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

Transdigm Group Company Profile

(Get Free Report)

TransDigm Group Incorporated is a designer, producer and supplier of engineered aircraft components and systems for commercial and military aerospace applications. The company’s product portfolio covers a broad range of mission-critical parts and subsystems, including mechanical and electromechanical components, ignition and fuel system parts, sensors and actuators, cockpit and cabin systems, and other safety-critical hardware. TransDigm supplies original equipment manufacturers (OEMs) as well as the aftermarket, providing spare parts, repair and overhaul services and component support throughout an asset’s life cycle.

TransDigm’s operating model places emphasis on proprietary, niche components that are difficult to replace, and the company operates through a collection of independently run subsidiaries and brands that sell specialized products.