Transdigm Group (NYSE:TDG) COO Sells $414,729.00 in Stock

Transdigm Group Incorporated (NYSE:TDG) COO Patrick Joseph Murphy sold 290 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $1,430.10, for a total transaction of $414,729.00. Following the completion of the transaction, the chief operating officer owned 1,055 shares in the company, valued at approximately $1,508,755.50. The trade was a 21.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

Patrick Joseph Murphy also recently made the following trade(s):

• On Friday, January 2nd, Patrick Joseph Murphy sold 290 shares of Transdigm Group stock. The stock was sold at an average price of $1,329.03, for a total transaction of $385,418.70.
• On Monday, December 1st, Patrick Joseph Murphy sold 290 shares of Transdigm Group stock. The shares were sold at an average price of $1,351.06, for a total value of $391,807.40.

Transdigm Group Stock Performance

NYSE TDG traded down $137.87 on Tuesday, hitting $1,297.65. 1,488,604 shares of the stock traded hands, compared to its average volume of 398,781. The business’s fifty day moving average is $1,360.65 and its two-hundred day moving average is $1,361.59. Transdigm Group Incorporated has a 12 month low of $1,183.60 and a 12 month high of $1,623.82. The firm has a market capitalization of $73.25 billion, a price-to-earnings ratio of 40.45, a PEG ratio of 3.13 and a beta of 0.94.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 EPS for the quarter, beating analysts’ consensus estimates of $7.99 by $0.24. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.The firm had revenue of $2.29 billion for the quarter, compared to analysts’ expectations of $2.26 billion. During the same quarter in the prior year, the firm earned $7.83 EPS. The business’s revenue for the quarter was up 13.9% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. Analysts expect that Transdigm Group Incorporated will post 35.13 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

TDG has been the topic of a number of analyst reports. UBS Group boosted their target price on shares of Transdigm Group from $1,798.00 to $1,804.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Transdigm Group in a research note on Monday, December 29th. Morgan Stanley raised their target price on Transdigm Group from $1,600.00 to $1,660.00 and gave the stock an “overweight” rating in a research note on Friday, November 14th. Royal Bank Of Canada upped their price target on Transdigm Group from $1,385.00 to $1,400.00 and gave the company a “sector perform” rating in a research report on Thursday, November 13th. Finally, BMO Capital Markets increased their price target on shares of Transdigm Group from $1,420.00 to $1,500.00 and gave the stock an “outperform” rating in a report on Thursday, November 13th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $1,597.00.

Hedge Funds Weigh In On Transdigm Group

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Ares Financial Consulting LLC bought a new stake in shares of Transdigm Group during the 4th quarter worth $25,000. Salomon & Ludwin LLC bought a new stake in Transdigm Group during the third quarter worth about $26,000. Elevation Wealth Partners LLC boosted its holdings in shares of Transdigm Group by 1,100.0% in the 4th quarter. Elevation Wealth Partners LLC now owns 24 shares of the aerospace company’s stock worth $32,000 after purchasing an additional 22 shares in the last quarter. Wealth Watch Advisors INC purchased a new position in shares of Transdigm Group in the 3rd quarter worth about $34,000. Finally, Central Pacific Bank Trust Division raised its holdings in shares of Transdigm Group by 44.4% during the 4th quarter. Central Pacific Bank Trust Division now owns 26 shares of the aerospace company’s stock valued at $35,000 after buying an additional 8 shares in the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Key Headlines Impacting Transdigm Group

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

• Positive Sentiment: Quarterly results beat estimates — TDG reported adjusted EPS of $8.23 and net sales of $2,285M (up ~14% Y/Y), beating consensus on both profit and revenue; management highlighted strong margins and EBITDA growth. TransDigm’s Q1 Earnings Surpass Estimates, Sales Increase Y/Y
• Positive Sentiment: Raised FY‑2026 guidance — management updated adjusted EPS range to 37.420–39.340 and revenue guidance to $9.8B–$10.0B (midpoint roughly in-line with consensus), signaling confidence in the aftermarket and product pricing. TransDigm Group Reports Fiscal 2026 First Quarter Results
• Neutral Sentiment: Market commentary on strategy — analysts are re-evaluating TDG’s investment case as the company pursues aftermarket acquisitions; this could reshape longer-term growth expectations but is not an immediate earnings miss. Are New Aftermarket Acquisitions Altering The Investment Case For TransDigm Group (TDG)?
• Neutral Sentiment: Comparative analysis available — third‑party financial comparisons and screens have been published; useful for investors wanting relative valuation/metrics versus peers but not new company-specific news. Transdigm Group (NYSE:TDG) versus Astrotech (NASDAQ:ASTC) Financial Comparison
• Negative Sentiment: Profitability marker to watch — filings and coverage note a negative return on equity (ROE) despite strong net margins, which may concern investors focused on capital efficiency and corporate structure. Transdigm Group (TDG) Earnings Release & Materials

About Transdigm Group

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.