Key Points
- Transdigm COO Joel Reiss sold 3,900 shares on March 16 at an average price of $1,243.70 for a $4.85M transaction, cutting his stake by 52% to 3,600 shares valued at about $4.48M.
- Reiss also sold 3,900 shares on January 15 at an average of $1,429.92 for $5.58M, indicating multiple large insider sales this year.
- Company results and outlook: Transdigm reported $8.23 EPS and revenue up 13.9% for the quarter, set FY2026 guidance of 37.420–39.340 EPS, and carries a consensus analyst rating of "Moderate Buy" with a $1,584.44 target.
Transdigm Group Incorporated (NYSE:TDG - Get Free Report) COO Joel Reiss sold 3,900 shares of the business's stock in a transaction on Monday, March 16th. The stock was sold at an average price of $1,243.70, for a total transaction of $4,850,430.00. Following the completion of the transaction, the chief operating officer directly owned 3,600 shares in the company, valued at $4,477,320. This trade represents a 52.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link.
Joel Reiss also recently made the following trade(s):
- On Thursday, January 15th, Joel Reiss sold 3,900 shares of Transdigm Group stock. The shares were sold at an average price of $1,429.92, for a total transaction of $5,576,688.00.
Transdigm Group Stock Performance
Shares of NYSE TDG opened at $1,232.55 on Wednesday. The company has a market cap of $69.60 billion, a P/E ratio of 39.66, a P/E/G ratio of 2.62 and a beta of 0.93. The firm's fifty day moving average is $1,339.08 and its two-hundred day moving average is $1,320.06. Transdigm Group Incorporated has a 52-week low of $1,183.60 and a 52-week high of $1,623.82.
Transdigm Group (NYSE:TDG - Get Free Report) last released its quarterly earnings data on Tuesday, February 3rd. The aerospace company reported $8.23 EPS for the quarter, beating the consensus estimate of $7.99 by $0.24. The business had revenue of $2.29 billion during the quarter, compared to the consensus estimate of $2.26 billion. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. The business's revenue was up 13.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $7.83 EPS. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. As a group, analysts forecast that Transdigm Group Incorporated will post 35.13 EPS for the current fiscal year.
Analyst Upgrades and Downgrades
TDG has been the subject of several research analyst reports. Zacks Research upgraded Transdigm Group from a "strong sell" rating to a "hold" rating in a report on Monday, December 8th. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Transdigm Group in a report on Monday, December 29th. KeyCorp downgraded Transdigm Group from an "overweight" rating to a "sector weight" rating in a research report on Thursday, February 5th. Robert W. Baird reissued a "neutral" rating and issued a $1,400.00 target price on shares of Transdigm Group in a report on Wednesday, February 4th. Finally, BNP Paribas Exane started coverage on shares of Transdigm Group in a research report on Tuesday, November 18th. They issued an "outperform" rating and a $1,775.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $1,584.44.
View Our Latest Analysis on Transdigm Group
Institutional Investors Weigh In On Transdigm Group
Large investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its stake in shares of Transdigm Group by 1.8% in the 3rd quarter. Vanguard Group Inc. now owns 6,814,938 shares of the aerospace company's stock valued at $8,982,225,000 after purchasing an additional 121,049 shares during the last quarter. Capital International Investors boosted its holdings in shares of Transdigm Group by 0.9% in the 4th quarter. Capital International Investors now owns 6,544,423 shares of the aerospace company's stock worth $8,702,655,000 after purchasing an additional 55,230 shares during the period. Capital World Investors increased its position in shares of Transdigm Group by 0.4% during the 4th quarter. Capital World Investors now owns 3,954,512 shares of the aerospace company's stock valued at $5,258,898,000 after purchasing an additional 15,825 shares during the last quarter. Capital Research Global Investors increased its position in shares of Transdigm Group by 12.2% during the 4th quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company's stock valued at $3,293,527,000 after purchasing an additional 268,824 shares during the last quarter. Finally, State Street Corp raised its holdings in Transdigm Group by 2.8% during the 4th quarter. State Street Corp now owns 2,456,186 shares of the aerospace company's stock valued at $3,266,359,000 after buying an additional 67,348 shares during the period. 95.78% of the stock is owned by institutional investors.
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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