TransDigm Group INC
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Wall Street analysts rate TransDigm (TDG) a 'Moderate Buy' with a mean price target of $1,516.39, suggesting 31% upside from current levels. The stock is currently underperforming the S&P 500, according to the article.
TransDigm Group (TDG) shares fell 8.1% since its last earnings report, despite Q3 earnings beating estimates with $10.87 per share and sales rising 23% to $2.74 billion. Gross profit increased 22.2%, but margins faced pressure due to higher expenses. The company completed acquisitions and raised its fiscal 2026 outlook, projecting sales between $10.47B and $10.55B. Estimates have trended upward, with a Zacks Rank #2 (Buy).
Boeing's Q2 2026 earnings showed record aircraft deliveries and a $597 billion backlog. Suppliers like TransDigm (TDG) and Woodward (WWD) may benefit from increased production. TransDigm reported 23% YOY revenue growth, while Woodward saw 34% YOY growth in commercial OEM. Boeing's execution remains a key risk, with analysts predicting 28% upside if successful.
Over the past 7 days, alphai's AI scored 2 news stories mentioning TDG (TransDigm Group INC). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent TDG coverage spans earnings, financial news and insider activity.
In the last 30 days, TDG insiders filed 33 SEC Form 4 transactions — no purchases and 33 sales ($17.4M). The most active reporter was Reiss Joel, Co-Chief Operating Officer, with 19 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
New analyst consensus and price target may attract interest and modest buying pressure.
Earnings beat and higher guidance may support a price rebound after recent 8% decline.
Potential revenue boost from Boeing's higher output.
A director’s 10b5-1 sale is typically not a strong fundamental signal, but it can affect near-term sentiment and liquidity optics.
The filing is a routine 10b5-1 insider sale, but the disclosed size and timing can still affect near-term sentiment.
alphai scores every news story that mentions TDG with an AI model for sentiment and relevance, and aggregates insider trades from TransDigm Group INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Wall Street analysts rate TransDigm (TDG) a 'Moderate Buy' with a mean price target of $1,516.39, suggesting 31% upside from current levels. The stock is currently underperforming the S&P 500, according to the article.
1 min readTransDigm Group (TDG) shares fell 8.1% since its last earnings report, despite Q3 earnings beating estimates with $10.87 per share and sales rising 23% to $2.74 billion. Gross profit increased 22.2%, but margins faced pressure due to higher expenses. The company completed acquisitions and raised its fiscal 2026 outlook, projecting sales between $10.47B and $10.55B. Estimates have trended upward, with a Zacks Rank #2 (Buy).
3 min readBoeing's Q2 2026 earnings showed record aircraft deliveries and a $597 billion backlog. Suppliers like TransDigm (TDG) and Woodward (WWD) may benefit from increased production. TransDigm reported 23% YOY revenue growth, while Woodward saw 34% YOY growth in commercial OEM. Boeing's execution remains a key risk, with analysts predicting 28% upside if successful.
2 min readHowley W Nicholas sold 10,132 indirectly-held shares of TransDigm Group INC (TDG) at an average of $1236.28 ($1225.60–$1241.14, $12.53M total) across 14 trades on 2026-08-18 under a Rule 10b5-1 trading plan.
1 min readReiss Joel (Co-Chief Operating Officer) sold 3,900 shares of TransDigm Group INC (TDG) at an average of $1238.76 ($1232.82–$1253.08, $4.83M total) across 19 trades on 2026-08-17 under a Rule 10b5-1 trading plan.
2 min readThe article benchmarks Q2 results for aerospace stocks. AerSale (NASDAQ:RKLB) reported revenue of $70.93M, down 33.9% YoY and 12.7% below analyst expectations, with misses on EBITDA and EPS. TransDigm (NYSE:TDG) posted $2.74B revenue, up 22.5% YoY, beating estimates and guidance. Redwire (NYSE:RDW) reported $117.1M revenue, up 89.6% YoY, beating estimates and guidance.
6 min readTransDigm reported Q2 revenue of $2.74B vs $2.67B estimates and adjusted EPS of $10.87 vs $10.30, with adjusted EBITDA $1.45B. The company raised full-year guidance to $10.51B revenue and $41.04 adjusted EPS at the midpoint. Analysts asked about right-to-repair legislation, defense M&A, aftermarket vs flight activity, and margin outlook.
6 min readTransDigm Group (NYSE:TDG) reported fiscal Q3 results on Aug. 4. Net sales rose 23% to $2,741 million and adjusted EPS increased 13% to $10.87. Management raised full-year guidance, lifting the adjusted EPS midpoint by $1.52 to $40.62-$41.46, but the stock fell after the release amid margin pressure from acquisitions and added debt.
5 min readTransDigm (TDG) reported Q3 FY2026 revenue of $2.741B (+23%) and adjusted EPS of $10.87 (+13%). EBITDA was $1.447B (+19%) with a 52.8% margin. Management raised full-year guidance, including revenue midpoint $10.51B and adjusted EPS $41.04. It withdrew from the Stellant deal after DOJ signaled it would challenge the transaction.
7 min readTransDigm (TDG) reported fiscal Q3 results, with sales up 23% to $2.74 billion and adjusted EBITDA up 19% to $1.5 billion, according to the company. The stock fell after the report and its 2026 loss neared 8%. As of Aug. 7, it traded 16.3% below its 52-week high.
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