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Transdigm Group Incorporated

TDG · NYSE

Analyst Consensus

Buy

20 analysts

$1,111

Current

—

Low

$1,450

Average

—

High

Average target implies +30.49% versus the current price.

Analyst Ratings Synthesis

Consensus is Buy across 20 analysts, with a mean price target of $1,525; the supplied consensus data provide no low or high targets, so the target range and its dispersion cannot be measured. Among named calls, Morgan Stanley is least bullish after downgrading TransDigm to Equalweight and cutting its target to $1,345 from $1,680. The most bullish explicitly cited target is Morgan Stanley’s earlier $1,680 Overweight view, followed by UBS at $1,645, although UBS’s rating is not stated in the evidence. Revisions are mixed rather than uniformly positive: Jefferies raised its target to $1,575 from $1,565, while RBC cut to $1,350 from $1,400 and Morgan Stanley lowered its target and rating. No action is explicitly dated within the measured week.

Rating Actions

No individual rating actions have been captured for TDGyet. Consensus figures above come from Nasdaq's aggregate feed.

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

Covering Firms

B OF A GLBL RES

BAIRD R W

BARCLAYS CAPITA

CITIGROUP

CO FORECST

DEUTSCHE BK SEC

GOLDMAN SACHS

JEFFERIES & CO.

JP MORGAN SECUR

KEYBANC CAP MKT

MORGAN STANLEY

RBC CAPITAL

STIFEL NICOLAUS

SUSQUEHANNA

TD COWEN

TRUIST SECURITI

UBS

WELLS FARGO SEC

WILLIAM BLAIR

ZACKS RESEARCH

Symbol: TDG
Type: Stock
Sector: Industrials
Industry: Aircraft Parts & Auxiliary Equipment, NEC
Exchange: NYSE

TransDigm Group, through its wholly-owned subsidiaries, is a leading global designer, producer and supplier of highly engineered aircraft components for use on nearly all commercial and military aircraft in service today.

Key Issues

Bullish view

Third-quarter earnings and revenue exceeded estimates, organic sales growth was broad, bookings surpassed expectations, and management raised full-year fiscal 2026 earnings and sales guidance.

Bearish view

A higher outlook does not guarantee continued upside if the strong quarter is already reflected in expectations; the shares still fell on the results day despite the guidance increase.

Analyst Consensus

See all

Buy

20 analysts

$1,111

Current

—

Low

$1,450

Average

—

High

Average target implies +30.49% versus the current price.

Earnings History

BeatMissNo estimate

Transdigm Group Incorporated

Analyst Consensus

Analyst Ratings Synthesis

Rating Actions

Research Reports

Covering Firms

Peers