Susquehanna Cuts Transdigm Group (NYSE:TDG) Price Target to $1,350.00

Transdigm Group (NYSE:TDG) had its target price cut by research analysts at Susquehanna from $1,400.00 to $1,350.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “neutral” rating on the aerospace company’s stock. Susquehanna’s target price indicates a potential upside of 8.10% from the company’s current price.

Other equities analysts have also recently issued research reports about the company. Wells Fargo & Company started coverage on Transdigm Group in a research note on Wednesday, April 1st. They set an “equal weight” rating and a $1,200.00 target price on the stock. KeyCorp lowered Transdigm Group from an “overweight” rating to a “sector weight” rating in a report on Thursday, February 5th. Weiss Ratings lowered Transdigm Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, April 13th. Robert W. Baird reiterated a “neutral” rating and set a $1,400.00 price target on shares of Transdigm Group in a report on Wednesday, February 4th. Finally, UBS Group reduced their price target on Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $1,560.73.

Transdigm Group Trading Up 4.8%

NYSE:TDG traded up $57.53 on Wednesday, hitting $1,248.86. 95,997 shares of the company’s stock traded hands, compared to its average volume of 390,703. Transdigm Group has a 1 year low of $1,123.61 and a 1 year high of $1,623.82. The firm has a 50-day moving average price of $1,220.06 and a 200-day moving average price of $1,296.12. The company has a market cap of $70.52 billion, a PE ratio of 40.10, a price-to-earnings-growth ratio of 2.43 and a beta of 0.90.

Transdigm Group (NYSE:TDG) last released its earnings results on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share for the quarter, beating the consensus estimate of $9.46 by $0.39. Transdigm Group had a negative return on equity of 29.07% and a net margin of 20.50%.The company had revenue of $2.54 billion for the quarter, compared to analysts’ expectations of $2.47 billion. During the same quarter in the previous year, the business posted $9.11 EPS. The business’s revenue for the quarter was up 18.3% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. On average, research analysts forecast that Transdigm Group will post 36.71 EPS for the current fiscal year.

Insider Activity

In related news, Director W Nicholas Howley sold 10,132 shares of the business’s stock in a transaction that occurred on Monday, April 20th. The stock was sold at an average price of $1,265.06, for a total value of $12,817,587.92. Following the completion of the sale, the director directly owned 21,548 shares in the company, valued at approximately $27,259,512.88. The trade was a 31.98% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $1,280.46, for a total value of $4,993,794.00. Following the completion of the sale, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,609,656. This trade represents a 52.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 38,232 shares of company stock worth $48,248,925 in the last three months. 3.20% of the stock is owned by insiders.

Institutional Investors Weigh In On Transdigm Group

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Ares Financial Consulting LLC acquired a new stake in Transdigm Group in the 4th quarter worth approximately $25,000. Elyxium Wealth LLC acquired a new stake in Transdigm Group in the 4th quarter worth approximately $25,000. MCF Advisors LLC lifted its holdings in Transdigm Group by 900.0% in the 4th quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after purchasing an additional 18 shares during the last quarter. Transamerica Financial Advisors LLC lifted its holdings in Transdigm Group by 1,900.0% in the 4th quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after purchasing an additional 19 shares during the last quarter. Finally, Colonial Trust Co SC lifted its holdings in Transdigm Group by 162.5% in the 4th quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company’s stock worth $29,000 after purchasing an additional 13 shares during the last quarter. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Transdigm Group

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

• Positive Sentiment: Q2 beats — Adjusted EPS of $9.85 and revenue of $2.544B (up ~18% y/y) topped consensus, driven by broad demand. TransDigm Group Reports Fiscal 2026 Second Quarter Results
• Positive Sentiment: Guidance raised — Company updated FY2026 EPS to $38.830–$40.210 and revenue to $10.3–$10.4B, above Street revenue expectations, supporting forward earnings visibility. Transdigm Group Inc.: Transdigm Group Reports Fiscal 2026 Second Quarter Results
• Positive Sentiment: Strong profitability — EBITDA (As Defined) of $1,337M and a 52.6% margin underline cash generation and pricing power in the aftermarket. TransDigm Group Reports Fiscal 2026 Second Quarter Results
• Positive Sentiment: Underlying demand and M&A tailwinds — Commercial aftermarket strength, U.S. defense demand and the Simmonds acquisition were cited as revenue/margin drivers heading into the quarter. TransDigm to Report Q2 Results: What’s in Store for the Stock?
• Neutral Sentiment: Investor materials available — Company released the earnings slide deck and held the conference call; slides and presentation give more detail on segment trends and buyback/capex plans. Transdigm Group Incorporated 2026 Q2 – Results – Earnings Call Presentation
• Neutral Sentiment: Valuation/technicals — TDG remains richly valued on a near-term P/E basis with mixed moving-average signals; watch multiple compression risk if growth slows. Transdigm Group Stock Overview
• Negative Sentiment: Rising interest expense and leverage — Analysts flagged higher interest costs and elevated debt as offsetting factors that could pressure margins and free cash flow. Transdigm’s Q2 Earnings Surpass Estimates, Sales Increase Y/Y
• Negative Sentiment: Return-on-equity anomaly — Reported negative ROE (~-29%) highlights accounting/financial-structure issues investors should review in the 10-Q and call. Transdigm Q2 Earnings Summary & Conference Call

Transdigm Group Company Profile

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.