TRANSDIGM GROUP INC (TDG) Forecast, Price Target & Analyst Ratings

NYSE:TDG • US8936411003

Current stock price

1214.66 USD
-11.29 (-0.92%)
At close:
1215.01 USD
+0.35 (+0.03%)
After Hours:

Analyst forecast overview

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).

Forecast Snapshot

Consensus Price Target

Price Target
$1,618.38
+ 33.24% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 4, 2026
Period
Q2 / 2026
EPS Estimate
$9.35
Revenue Estimate
2.45B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
77.14%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$1,618.38
Upside
+ 33.24%
From current price of $1,214.66 to mean target of $1,618.38, Based on 28 analyst forecasts
Low
$1,330.17
Median
$1,596.30
High
$1,995.00

Price Target Revisions

1 Month
-1.23%
3 Months
2.07%

Price Target Summary

28 Wall Street analysts provided a forecast for the next 12 months for TDG. The average price target is 1618.38 USD. This implies a price increase of 33.24% is expected in the next year compared to the current price of 1214.66.
The average price target has been revised upward by 2.07% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

TDG Current Analyst RatingTDG Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8 10

Analyst Ratings History

TDG Historical Analyst RatingsTDG Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15 20 25

Analyst Ratings Consensus

ChartMill Buy Consensus
77.14%
TDG was analyzed by 28 analysts. The buy percentage consensus is at 77. So analysts seem to be have mildly positive about TDG.
In the previous month the buy percentage consensus was at a similar level.
TDG was analyzed by 28 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-02-05KeybancDowngrade Overweight -> Sector Weight
2026-02-04UBSMaintains Buy -> Buy
2026-01-15UBSMaintains Buy -> Buy
2025-11-14JP MorganMaintains Neutral -> Neutral
2025-11-14Morgan StanleyMaintains Overweight -> Overweight
2025-11-13BMO CapitalMaintains Outperform -> Outperform
2025-11-13UBSMaintains Buy -> Buy
2025-11-13RBC CapitalMaintains Sector Perform -> Sector Perform
2025-11-13StifelMaintains Buy -> Buy
2025-10-15Truist SecuritiesMaintains Buy -> Buy
2025-10-15Morgan StanleyMaintains Overweight -> Overweight
2025-10-09SusquehannaMaintains Neutral -> Neutral
2025-09-30BMO CapitalInitiate Outperform
2025-09-17JefferiesMaintains Buy -> Buy
2025-09-08RBC CapitalDowngrade Outperform -> Sector Perform
2025-08-08KeybancMaintains Overweight -> Overweight
2025-08-07UBSMaintains Buy -> Buy
2025-08-07JP MorganMaintains Neutral -> Neutral
2025-07-17Morgan StanleyMaintains Overweight -> Overweight
2025-07-14SusquehannaMaintains Neutral -> Neutral
2025-07-14CitigroupMaintains Buy -> Buy
2025-07-11Truist SecuritiesMaintains Buy -> Buy
2025-07-02KeybancMaintains Overweight -> Overweight
2025-06-24StifelReiterate Buy
2025-06-23Goldman SachsMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 4, 2026
Period
Q2 / 2026
EPS Estimate
$9.35
Revenue Estimate
2.45B
Revenue Q2Q
13.95%
EPS Q2Q
2.59%
Number of Analysts
22

Next Earnings Revisions

Revenue (1 Month)
0.33%
Revenue (3 Months)
0.33%
EPS (1 Month)
0.37%
EPS (3 Months)
0.33%

Next Earnings Summary

TDG is expected to report earnings on 5/4/2026. The consensus EPS estimate for the next earnings is 9.35 USD and the consensus revenue estimate is 2.45B USD.
The next earnings revenue estimate has been revised upward by 0.33% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
TDG revenue by date.TDG revenue by date.
6.585B
21.29%		7.94B
20.58%		8.831B
11.22%		10.119B
14.58%		10.94B
8.11%		11.751B
7.41%		12.281B
4.51%		13.25B
7.89%
EBITDA
YoY % growth
TDG ebitda by date.TDG ebitda by date.
3.223B
29.65%		3.959B
22.84%		4.598B
16.14%		5.289B
15.03%		5.782B
9.32%		6.318B
9.27%		6.619B
4.76%		7.148B
7.99%
EBIT
YoY % growth
TDG ebit by date.TDG ebit by date.
2.955B
32.33%		3.647B
23.42%		4.231B
16.01%		4.778B
12.93%		5.263B
10.15%		5.741B
9.08%		6.08B
5.90%		6.767B
11.30%
Operating Margin
TDG operating margin by date.TDG operating margin by date.
44.87%45.93%47.91%47.22%48.11%48.86%49.51%51.07%
EPS
YoY % growth
TDG eps by date.TDG eps by date.
25.84
50.15%		33.98
31.50%		37.36
9.95%		39.38
5.42%		46.14
17.15%		53.37
15.68%		60.52
13.39%		67.27
11.14%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

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		9.35
2.59%		10.14
5.66%		11.61
7.28%		9.77
18.72%		11.12
18.98%		12.03
18.63%		13.37
15.17%		11.91
21.87%		13.30
19.62%		14.52
20.66%		15.58
16.54%
Revenue
Q2Q % growth		2.45B
13.95%		2.568B
14.80%		2.761B
13.30%		2.497B
9.28%		2.655B
8.37%		2.778B
8.18%		2.965B
7.39%		2.693B
7.85%		2.863B
7.83%		2.995B
7.81%		3.188B
7.52%
EBITDA
Q2Q % growth		1.281B
8.56%		1.344B
1.90%		1.458B
-6.66%		1.313B
14.47%		1.424B
11.16%		1.503B
11.83%		1.599B
9.67%		1.454B
10.74%		1.575B
10.60%		1.66B
10.45%		1.744B
9.07%
EBIT
Q2Q % growth		1.137B
13.59%		1.2B
14.50%		1.311B
9.71%		1.168B
11.56%		1.277B
12.31%		1.353B
12.75%		1.446B
10.30%		1.319B
12.93%		1.435B
12.37%		1.518B
12.20%		1.596B
10.37%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

TDG Yearly Revenue VS EstimatesTDG Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2B 4B 6B 8B 10B
TDG Yearly EPS VS EstimatesTDG Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 20 40 60

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
12.63%
EPS Next 5 Year
12.48%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
9.77%
Revenue Next 5 Year
8.32%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
13.76%
EBIT Next 5 Year
10.75%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

TRANSDIGM GROUP INC / TDG Forecast FAQ

Can you provide the average price target for TRANSDIGM GROUP INC stock?

28 analysts have analysed TDG and the average price target is 1618.38 USD. This implies a price increase of 33.24% is expected in the next year compared to the current price of 1214.66.

Can you provide the upcoming earnings date for TRANSDIGM GROUP INC?

TRANSDIGM GROUP INC (TDG) will report earnings on 2026-05-04, before the market open.

What are the consensus estimates for TDG stock next earnings?

The consensus EPS estimate for the next earnings of TRANSDIGM GROUP INC (TDG) is 9.35 USD and the consensus revenue estimate is 2.45B USD.

How many analysts cover TRANSDIGM GROUP INC (TDG) stock?

The number of analysts covering TRANSDIGM GROUP INC (TDG) is 28.