Transdigm Group (TDG) Projected to Post Earnings on Tuesday

Transdigm Group (NYSE:TDG) is expected to release its Q1 2026 results before the market opens on Tuesday, February 3rd. Analysts expect Transdigm Group to post earnings of $7.99 per share and revenue of $2.2585 billion for the quarter. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. Parties can find conference call details on the company’s upcoming Q1 2026 earning report page for the latest details on the call scheduled for Tuesday, February 3, 2026 at 11:00 AM ET.

Transdigm Group (NYSE:TDG) last issued its earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $10.33 by $0.49. The company had revenue of $2.44 billion for the quarter, compared to analysts’ expectations of $2.40 billion. Transdigm Group had a net margin of 21.69% and a negative return on equity of 31.91%. The firm’s quarterly revenue was up 11.5% on a year-over-year basis. During the same period in the prior year, the business earned $9.83 EPS. On average, analysts expect Transdigm Group to post $35 EPS for the current fiscal year and $40 EPS for the next fiscal year.

Transdigm Group Stock Performance

NYSE:TDG opened at $1,438.47 on Tuesday. Transdigm Group has a one year low of $1,183.60 and a one year high of $1,623.82. The firm has a market cap of $81.01 billion, a P/E ratio of 44.84, a P/E/G ratio of 3.11 and a beta of 0.94. The firm has a 50-day simple moving average of $1,352.28 and a 200-day simple moving average of $1,366.78.

Insiders Place Their Bets

In related news, COO Patrick Joseph Murphy sold 290 shares of Transdigm Group stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $1,329.03, for a total value of $385,418.70. Following the completion of the sale, the chief operating officer directly owned 1,055 shares in the company, valued at $1,402,126.65. This trade represents a 21.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Kevin M. Stein sold 7,627 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $1,406.38, for a total transaction of $10,726,460.26. Following the sale, the director directly owned 8,158 shares in the company, valued at approximately $11,473,248.04. This represents a 48.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 194,485 shares of company stock worth $263,363,749 in the last three months. Insiders own 4.09% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Keel Point LLC raised its stake in Transdigm Group by 6.8% in the 2nd quarter. Keel Point LLC now owns 282 shares of the aerospace company’s stock worth $429,000 after acquiring an additional 18 shares during the last quarter. Alaethes Wealth LLC increased its holdings in shares of Transdigm Group by 3.7% in the second quarter. Alaethes Wealth LLC now owns 1,519 shares of the aerospace company’s stock valued at $2,311,000 after purchasing an additional 54 shares during the period. Vident Advisory LLC raised its stake in shares of Transdigm Group by 22.8% in the second quarter. Vident Advisory LLC now owns 7,116 shares of the aerospace company’s stock worth $10,822,000 after purchasing an additional 1,321 shares during the last quarter. Lazard Asset Management LLC lifted its holdings in shares of Transdigm Group by 7.6% during the second quarter. Lazard Asset Management LLC now owns 156 shares of the aerospace company’s stock worth $237,000 after purchasing an additional 11 shares during the period. Finally, BI Asset Management Fondsmaeglerselskab A S boosted its position in Transdigm Group by 119.5% in the second quarter. BI Asset Management Fondsmaeglerselskab A S now owns 4,539 shares of the aerospace company’s stock valued at $6,902,000 after buying an additional 2,471 shares during the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on TDG shares. Zacks Research raised shares of Transdigm Group from a “strong sell” rating to a “hold” rating in a research note on Monday, December 8th. UBS Group lifted their price target on Transdigm Group from $1,798.00 to $1,804.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Truist Financial reduced their price target on Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating for the company in a research report on Wednesday, October 15th. Royal Bank Of Canada raised their price objective 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, Stifel Nicolaus cut their target price on Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating on the stock in a research note 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 issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,597.00.

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.