TransDigm Group INC
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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.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning TDG (TransDigm Group INC). Coverage has skewed bearish: 0 bullish, 0 neutral, and 2 bearish.
Recent TDG coverage spans financial news, insider activity and corporate actions.
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.
The insider sale may create modest selling pressure on TDG as the market interprets the exec's reduction of holdings.
The target cut suggests analysts see weaker near‑term earnings or valuation risk for TransDigm.
No immediate catalyst; the analysis highlights financial risk if borrowing conditions worsen.
Analyst target reduction likely pressures near-term sentiment and can widen downside expectations if the market treats it as a thesis reset.
Target cut suggests lower valuation expectations.
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.
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.
1 min readMorgan 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.
1 min readTransDigm (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.
3 min readGoldman 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.
2 min readBaird 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.
1 min readHEICO (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.
2 min readArgus lowered its price target for TransDigm Group (TDG) to $1,210.00. The company produces specialized aircraft parts for commercial and military use.
1 min readTransDigm Group INC (TDG) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01. Entry into a Material Definitive Agreement. Completed Financing Summary On September 28, 2026, TransDigm Inc. (the “Issuer”), a wholly-owned subsidiary of TransDigm Group Incorporated (“TransDigm Group”), completed the previously announced offering of $3,000 million of
2 min readTransDigm Group (TDG) reported strong Q3 2026 results with $2.74B sales (+23% YoY) and $10.87 adjusted EPS (+13% YoY). BMO cut its price target to $1,400, citing higher jet fuel costs, while Guggenheim initiated coverage with a Neutral rating. TDG raised its fiscal 2026 outlook but faces M&A-related margin headwinds. The company closed a $1.066B acquisition and has $10B available for further deals, focusing on aerospace and defense.
2 min readTransDigm Group INC (TDG) filed an SEC Form 8-K — Other Events. Exhibit 99.1 TransDigm Completes Acquisition of Prince & Izant Cleveland, Ohio, September 28, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced that it has successfully completed its acquisition of Prince & Izant (“P&I” or “the Company”), formerly a po
2 min read
