NYSE:TDG • US8936411003
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for TRANSDIGM GROUP INC (TDG).
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-04-01 | Wells Fargo | Initiate | Equal-Weight |
| 2026-02-05 | Keybanc | Downgrade | Overweight -> Sector Weight |
| 2026-02-04 | UBS | Maintains | Buy -> Buy |
| 2026-01-15 | UBS | Maintains | Buy -> Buy |
| 2025-11-14 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-11-14 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-11-13 | BMO Capital | Maintains | Outperform -> Outperform |
| 2025-11-13 | UBS | Maintains | Buy -> Buy |
| 2025-11-13 | RBC Capital | Maintains | Sector Perform -> Sector Perform |
| 2025-11-13 | Stifel | Maintains | Buy -> Buy |
| 2025-10-15 | Truist Securities | Maintains | Buy -> Buy |
| 2025-10-15 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-10-09 | Susquehanna | Maintains | Neutral -> Neutral |
| 2025-09-30 | BMO Capital | Initiate | Outperform |
| 2025-09-17 | Jefferies | Maintains | Buy -> Buy |
| 2025-09-08 | RBC Capital | Downgrade | Outperform -> Sector Perform |
| 2025-08-08 | Keybanc | Maintains | Overweight -> Overweight |
| 2025-08-07 | UBS | Maintains | Buy -> Buy |
| 2025-08-07 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-07-17 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-07-14 | Susquehanna | Maintains | Neutral -> Neutral |
| 2025-07-14 | Citigroup | Maintains | Buy -> Buy |
| 2025-07-11 | Truist Securities | Maintains | Buy -> Buy |
| 2025-07-02 | Keybanc | Maintains | Overweight -> Overweight |
| 2025-06-24 | Stifel | Reiterate | Buy |
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | ||
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 6.585B 21.29% | 7.94B 20.58% | 8.831B 11.22% | 10.172B 15.19% | 11.051B 8.64% | 11.906B 7.74% | 13.113B 10.14% | 14.723B 12.28% | |
| EBITDA YoY % growth | 3.223B 29.65% | 3.959B 22.84% | 4.598B 16.14% | 5.29B 15.05% | 5.785B 9.36% | 6.323B 9.30% | 7.019B 11.01% | 7.837B 11.65% | |
| EBIT YoY % growth | 2.955B 32.33% | 3.647B 23.42% | 4.231B 16.01% | 4.778B 12.93% | 5.259B 10.07% | 5.741B 9.17% | 6.29B 9.56% | 7.058B 12.21% | |
| Operating Margin | 44.87% | 45.93% | 47.91% | 46.97% | 47.59% | 48.22% | 47.97% | 47.94% | |
| EPS YoY % growth | 25.84 50.15% | 33.98 31.50% | 37.36 9.95% | 39.41 5.49% | 46.26 17.37% | 53.65 15.98% | 63.27 17.94% | 67.03 5.95% |
All data in USD
| Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | Q1 / 28 | Q2 / 28 | Q3 / 28 | Q4 / 28 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 9.53 4.57% | 10.16 5.86% | 11.66 7.76% | 10.06 22.18% | 11.29 18.53% | 12.34 21.40% | 13.84 18.71% | 11.93 18.69% | 13.32 17.98% | 14.61 18.42% | 16.11 16.37% |
| Revenue Q2Q % growth | 2.491B 15.86% | 2.578B 15.24% | 2.791B 14.53% | 2.574B 12.65% | 2.71B 8.79% | 2.861B 10.98% | 3.054B 9.42% | 2.769B 7.58% | 2.936B 8.34% | 3.101B 8.39% | 3.321B 8.74% |
| EBITDA Q2Q % growth | 1.295B 9.75% | 1.344B 1.90% | 1.462B -6.40% | 1.336B 16.48% | 1.444B 11.51% | 1.537B 14.36% | 1.646B 12.59% | 1.471B 10.10% | 1.586B 9.83% | 1.679B 9.24% | 1.794B 8.99% |
| EBIT Q2Q % growth | 1.157B 15.58% | 1.208B 15.27% | 1.325B 10.88% | 1.227B 17.19% | 1.294B 11.84% | 1.384B 14.57% | 1.49B 12.45% | 1.329B 8.31% | 1.43B 10.51% | 1.521B 9.90% | 1.633B 9.60% |
All data in USD
28 analysts have analysed TDG and the average price target is 1565.56 USD. This implies a price increase of 35.61% is expected in the next year compared to the current price of 1154.45.
TRANSDIGM GROUP INC (TDG) will report earnings on 2026-05-05, before the market open.
The consensus EPS estimate for the next earnings of TRANSDIGM GROUP INC (TDG) is 9.53 USD and the consensus revenue estimate is 2.49B USD.
The consensus rating for TRANSDIGM GROUP INC (TDG) is 75.7143 / 100 . This indicates that analysts generally have a positive outlook on the stock.