TRANSDIGM GROUP INC (TDG) Forecast, Price Target & Analyst Ratings
NYSE:TDG • US8936411003
1301.36 USD
-13.76 (-1.05%)
Last: Mar 5, 2026, 10:15 AM
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
$1,618.38
+ 24.36% Upside
Next Earnings Forecast
Release DateMay 4, 2026
PeriodQ2 / 2026
EPS Estimate$9.34
Revenue Estimate2.447B
ChartMill Buy Consensus
78.52%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$1,618.38
Upside
+ 24.36%
From current price of $1,301.36 to mean target of $1,618.38, Based on 27 analyst forecasts
Low
$1,330.17
Median
$1,596.30
High
$1,995.00
Price Target Revisions
1 Month
-0.44%
3 Months
2.99%
Price Target Summary
27 analysts have analysed TDG and the average price target is 1618.38 USD. This implies a price increase of 24.36% is expected in the next year compared to the current price of 1301.36.
The average price target has been revised upward by 2.99% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
78.52%
TDG was analyzed by 27 analysts. The buy percentage consensus is at 79. 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 27 analysts, which is quite many. So the average rating should be quite meaningful.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 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 |
| 2025-06-23 | Goldman Sachs | Maintains | Buy -> Buy |
Next Earnings Forecast Details
Next Earnings Details
Release DateMay 4, 2026
PeriodQ2 / 2026
EPS Estimate$9.34
Revenue Estimate2.447B
Revenue Q2Q13.81%
EPS Q2Q2.50%
Number of Analysts22
Next Earnings Revisions
Revenue (1 Month)
0.20%
Revenue (3 Months)
0.16%
EPS (1 Month)
0.29%
EPS (3 Months)
0.05%
Next Earnings Summary
TDG is expected to report earnings on 5/4/2026. The consensus EPS estimate for the next earnings is 9.34 USD and the consensus revenue estimate is 2.45B USD.
The next earnings revenue estimate has been revised upward by 0.16% in the past 3 months.
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 | 6.585B 21.29% | 7.94B 20.58% | 8.831B 11.22% | 10.109B 14.47% | 10.929B 8.11% | 11.751B 7.52% | 12.281B 4.51% | 13.25B 7.89% | |
| EBITDA YoY % growth | 3.223B 29.65% | 3.959B 22.84% | 4.598B 16.14% | 5.286B 14.96% | 5.786B 9.46% | 6.318B 9.19% | 6.619B 4.76% | 7.148B 7.99% | |
| EBIT YoY % growth | 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 | 44.87% | 45.93% | 47.91% | 47.26% | 48.16% | 48.86% | 49.51% | 51.07% | |
| EPS YoY % growth | 25.84 50.15% | 33.98 31.50% | 37.36 9.95% | 39.42 5.52% | 46.41 17.73% | 53.61 15.51% | 60.52 12.89% | 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 | 9.34 2.50% | 10.13 5.50% | 11.61 7.28% | 9.77 18.72% | 11.12 19.09% | 12.03 18.81% | 13.37 15.17% | 11.91 21.87% | 13.30 19.62% | 14.52 20.66% | 15.58 16.54% |
| Revenue Q2Q % growth | 2.447B 13.81% | 2.564B 14.62% | 2.761B 13.30% | 2.497B 9.28% | 2.655B 8.50% | 2.778B 8.35% | 2.965B 7.39% | 2.693B 7.85% | 2.863B 7.83% | 2.995B 7.81% | 3.188B 7.52% |
| EBITDA Q2Q % growth | 1.28B 8.47% | 1.342B 1.74% | 1.458B -6.66% | 1.313B 14.47% | 1.424B 11.25% | 1.503B 12.00% | 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
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
12.79%
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%
TRANSDIGM GROUP INC / TDG Forecast FAQ
Can you provide the average price target for TRANSDIGM GROUP INC stock?
27 analysts have analysed TDG and the average price target is 1618.38 USD. This implies a price increase of 24.36% is expected in the next year compared to the current price of 1301.36.
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 9.34 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 27.