TransDigm Group INC
TransDigm designs, produces and supplies highly engineered aircraft components for commercial and military aircraft, serving aircraft manufacturers, airlines, maintenance providers, military buyers and other customers. Its products include actuators and controls, pumps and valves, electrical components, cockpit and cabin systems, safety restraints, parachutes and testing equipment. The company also supplies products for non-aviation markets, including ground transportation, space, energy, oil and gas, and heavy equipment. TransDigm operates through three segments: Power & Control, Airframe and Non-aviation. It makes money by selling products through original equipment and aftermarket channels, with many components generating aftermarket sales through aircraft service lives. The company is headquartered in Cleveland, Ohio.
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TransDigm (TDG) reported Q4 revenue of $2.99B (+23% YoY) and EPS of $12.44, beating estimates. However, its FY2027 EPS guidance of $47.09-$47.94 missed forecasts, causing shares to fall 4% premarket. The company expects FY2027 revenue of $11.95B-$12.15B, exceeding consensus.
TransDigm Group reported Q4 2026 net sales of $2.99 billion, up 23% YoY, while net income fell 4% to $586 million. EPS was $10.33, and adjusted EPS rose 15% to $12.44. The company completed several acquisitions, including Prince & Izant. For fiscal 2027, TransDigm expects high-single-digit to low-double-digit revenue growth in commercial OEM and high-single-digit growth in commercial aftermarket and defense.
TransDigm Group (NYSE: TDG) will release its Q4 2026 earnings on November 10, 2026, followed by a conference call. The company is a global supplier of aircraft components for commercial and military aircraft.
Over the past 7 days, AlphAI's AI scored 12 news stories mentioning TDG (TransDigm Group INC). Coverage has been balanced: 5 bullish, 2 neutral, and 5 bearish.
Recent TDG coverage spans financial news, earnings and insider activity.
In the last 30 days, TDG insiders filed 21 SEC Form 4 transactions — no purchases and 21 sales ($4.6M). The most active reporter was Reiss Joel, Co-Chief Operating Officer, with 21 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Guidance miss likely drives short-term price pressure.
Strong top‑line growth and higher adjusted earnings suggest upside pressure on the stock.
The earnings release is likely to drive short‑term volatility as investors react to the upcoming financial results.
Higher sales guidance is positive, but elevated debt level adds risk.
The insider sale may create modest selling pressure on TDG as the market interprets the exec's reduction of holdings.
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.
TransDigm (TDG) reported Q4 revenue of $2.99B (+23% YoY) and EPS of $12.44, beating estimates. However, its FY2027 EPS guidance of $47.09-$47.94 missed forecasts, causing shares to fall 4% premarket. The company expects FY2027 revenue of $11.95B-$12.15B, exceeding consensus.
TransDigm Group reported Q4 2026 net sales of $2.99 billion, up 23% YoY, while net income fell 4% to $586 million. EPS was $10.33, and adjusted EPS rose 15% to $12.44. The company completed several acquisitions, including Prince & Izant. For fiscal 2027, TransDigm expects high-single-digit to low-double-digit revenue growth in commercial OEM and high-single-digit growth in commercial aftermarket and defense.
TransDigm Group (NYSE: TDG) will release its Q4 2026 earnings on November 10, 2026, followed by a conference call. The company is a global supplier of aircraft components for commercial and military aircraft.
Huntington Ingalls (HII) and TransDigm (TDG) both raised 2026 forecasts. HII increased shipbuilding revenue guidance to $10.3B, citing five ship deliveries. TDG raised sales to $10.5B and net income to $2.13B, driven by commercial and defense aircraft demand. HII faces cash flow timing risks, while TDG's debt levels are a concern.
Reiss Joel (Co-Chief Operating Officer) sold 4,100 shares of TransDigm Group INC (TDG) at an average of $1128.04 ($1112.26–$1135.95, $4.62M total) across 21 trades on 2026-10-15 under a Rule 10b5-1 trading plan.
Morgan Stanley lowered its price target for TransDigm Group from $1,400 to $1,300. The stock is currently trading at $1,134.24, up 2.20% over 5 days. RBC also reduced its target to $1,200 from $1,350, maintaining a Sector Perform rating.
TransDigm (TDG) closed at $1,107.99 on October 9, with a -10.15% return over six months. The company has a negative book value of $167.97 per share due to significant debt used for buybacks and dividends. It operates with a 46.01% margin, selling proprietary aircraft parts. Revenue grew 22.50% in the latest quarter. The stock trades at 22.88 times forward earnings and 18.18 times EV/EBITDA. Hedge funds held $6.68 billion in TDG as of Q2 2026.
Goldman Sachs lowered its price target for TransDigm Group to $1,745 from $1,972. The stock has seen a 5-day change of 1.70% and a 1st Jan change of 2.48%. TD Cowen also adjusted its target to $1,300 from $1,450.
Baird lowered its price target for TransDigm Group to $1,100 from $1,400. The stock is currently trading at $1,089.30, down 0.63% on the day and 18.09% year-to-date. TD Cowen also reduced its target to $1,300 from $1,450.
HEICO (HEI) and TransDigm (TDG) are compared on pricing, balance sheets, and valuation. HEICO has lower margins but a stronger balance sheet and customer preference. TransDigm has higher margins but faces regulatory risks and higher debt. HEICO trades at a premium, while TransDigm offers potential upside. Both have different appeal for investors.
