Key Points
- On Jan. 15 Transdigm COO Joel Reiss sold 3,900 shares at an average of $1,429.92 for about $5.58M, cutting his holdings to 3,600 shares (a 52% reduction); he has made similar insider sales in Oct–Dec.
- Transdigm beat quarterly estimates with $10.82 EPS (vs. $10.33 est.) and $2.44B revenue, set FY2026 guidance of 36.49–38.53 EPS, and holds a consensus "Moderate Buy" rating with an average price target of $1,597.
- The company agreed to acquire Jet Parts Engineering and Victor Sierra Aviation for about $2.2B, adding roughly $280M of combined 2025 revenue to expand its aerospace aftermarket business.
Transdigm Group Incorporated (NYSE:TDG - Get Free Report) COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $1,429.92, for a total transaction of $5,576,688.00. Following the sale, the chief operating officer directly owned 3,600 shares of the company's stock, valued at $5,147,712. This represents a 52.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link.
Joel Reiss also recently made the following trade(s):
- On Monday, December 15th, Joel Reiss sold 3,900 shares of Transdigm Group stock. The shares were sold at an average price of $1,290.52, for a total value of $5,033,028.00.
- On Monday, November 17th, Joel Reiss sold 3,900 shares of Transdigm Group stock. The stock was sold at an average price of $1,340.00, for a total value of $5,226,000.00.
- On Monday, October 20th, Joel Reiss sold 3,000 shares of Transdigm Group stock. The shares were sold at an average price of $1,279.59, for a total value of $3,838,770.00.
Transdigm Group Trading Up 1.2%
Transdigm Group stock opened at $1,450.36 on Friday. The firm has a market capitalization of $81.68 billion, a P/E ratio of 45.21, a PEG ratio of 3.14 and a beta of 0.94. The business has a 50-day moving average of $1,337.62 and a 200-day moving average of $1,372.56. Transdigm Group Incorporated has a 1 year low of $1,183.60 and a 1 year high of $1,623.82.
Transdigm Group (NYSE:TDG - Get Free Report) last announced its quarterly earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share for the quarter, beating analysts' consensus estimates of $10.33 by $0.49. The business had revenue of $2.44 billion for the quarter, compared to the consensus estimate of $2.40 billion. Transdigm Group had a net margin of 21.69% and a negative return on equity of 31.91%. Transdigm Group's revenue for the quarter was up 11.5% on a year-over-year basis. During the same period last year, the company posted $9.83 EPS. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. Research analysts anticipate that Transdigm Group Incorporated will post 35.13 EPS for the current fiscal year.
Wall Street Analysts Forecast Growth
TDG has been the subject of a number of recent analyst reports. BMO Capital Markets upped their price objective on shares of Transdigm Group from $1,420.00 to $1,500.00 and gave the company an "outperform" rating in a research report on Thursday, November 13th. Zacks Research upgraded Transdigm Group from a "strong sell" rating to a "hold" rating in a report on Monday, December 8th. Stifel Nicolaus cut their price objective on Transdigm Group from $1,710.00 to $1,650.00 and set a "buy" rating on the stock in a report on Thursday, November 13th. UBS Group raised their target price on shares of Transdigm Group from $1,798.00 to $1,804.00 and gave the stock a "buy" rating in a report on Thursday. Finally, Morgan Stanley lifted their price target on shares of Transdigm Group from $1,600.00 to $1,660.00 and gave the company an "overweight" rating in a research note on Friday, November 14th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $1,597.00.
View Our Latest Research Report on Transdigm Group
Trending Headlines about Transdigm Group
Here are the key news stories impacting Transdigm Group this week:
- Positive Sentiment: TransDigm agreed to acquire Jet Parts Engineering and Victor Sierra Aviation for about $2.2 billion, expanding its aerospace aftermarket footprint and adding roughly $280 million of combined 2025 revenue—a deal that can boost recurring aftermarket sales and potential margin expansion. TransDigm Announces Acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings Transdigm to Buy Jet Parts Engineering, Victor Sierra Aviation for $2.2 Billion
- Positive Sentiment: Multiple outlets reported the same deal (MSN, Crain’s), reinforcing market awareness of the acquisition and its strategic aftermarket rationale. TransDigm to buy two businesses for $2.2 billion in aerospace aftermarket push TransDigm buys two private equity-owned businesses for $2.2 billion
- Positive Sentiment: UBS raised its price target on TDG to $1,804 with a Buy rating, signaling analyst conviction and providing upside versus the recent market price—this likely supported buying interest. Benzinga
- Neutral Sentiment: Valuation pieces are circulating assessing TDG’s intrinsic value; these analyses can influence longer-term investor views but are less likely to move intraday trading than transaction or analyst news. A Look At The Intrinsic Value Of TransDigm Group Incorporated (NYSE:TDG)
- Neutral Sentiment: Industry-level notes (e.g., Zacks on aerospace stocks and earnings potential) are relevant context but do not provide company-specific catalysts beyond the announced deal and analyst move. These 2 Aerospace Stocks Could Beat Earnings
- Negative Sentiment: An SEC/insider filing shows Rep. Gilbert Ray Cisneros, Jr. sold TDG stock; while a single sale isn't definitive, insider dispositions can be viewed negatively by some investors and may temper sentiment. Rep. Gilbert Ray Cisneros, Jr. Sells Transdigm Group Incorporated (NYSE:TDG) Stock
Institutional Investors Weigh In On Transdigm Group
Institutional investors have recently bought and sold shares of the company. Salomon & Ludwin LLC acquired a new stake in Transdigm Group in the third quarter valued at $26,000. Elevation Wealth Partners LLC lifted its stake in Transdigm Group by 1,100.0% in the 4th quarter. Elevation Wealth Partners LLC now owns 24 shares of the aerospace company's stock valued at $32,000 after purchasing an additional 22 shares during the last quarter. Wealth Watch Advisors INC acquired a new position in Transdigm Group during the third quarter worth approximately $34,000. Central Pacific Bank Trust Division raised its stake in Transdigm Group by 44.4% in the 4th quarter. Central Pacific Bank Trust Division now owns 26 shares of the aerospace company's stock valued at $35,000 after acquiring an additional 8 shares during the period. Finally, Bank of Jackson Hole Trust boosted its holdings in shares of Transdigm Group by 84.6% during the 2nd quarter. Bank of Jackson Hole Trust now owns 24 shares of the aerospace company's stock worth $36,000 after buying an additional 11 shares during the period. Institutional investors own 95.78% of the company's stock.
About Transdigm Group
(
Get Free Report)
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.
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