TransDigm Group Inc. stock underperforms Thursday when compared to competitors
TransDigm Group Inc. (TDG) saw its stock decline by 1.88% on Thursday, closing at $1,178.82. This underperformance occurred despite an overall positive trading session for the broader market, with both the S&P 500 Index and the Dow Jones Industrial Average posting gains. The company's stock is now trading 27.40% below its 52-week high achieved in July.
Capital World Investors holds 8.3% of TransDigm (NYSE: TDG) — Schedule 13G/A
Capital World Investors has filed an amended Schedule 13G/A, reporting a beneficial ownership of 4,705,728 shares, or 8.3%, of TransDigm Group Inc. (NYSE: TDG) common stock as of March 31, 2026. The filing indicates sole voting power for 4,697,654 shares and sole dispositive power for all 4,705,728 shares, classifying this as a large passive holding by an institutional investor. This disclosure suggests their intent as a non-controlling institutional position.
Capital Intl Investors takes 9.9% stake in TransDigm (NYSE: TDG)
Capital International Investors has reported a 9.9% beneficial ownership stake in TransDigm Group Inc. (NYSE: TDG), amounting to 5,578,637 shares. This disclosure, made via a Schedule 13G/A filing, indicates sole voting power for 5,564,548 shares and sole dispositive power for 5,578,637 shares. The filing provides insights into the investment management firm's significant passive holding in the aerospace and defense company.
BNP Paribas Exane Cuts Transdigm Group (NYSE:TDG) Price Target to $1,750.00
BNP Paribas Exane has reduced its price target for Transdigm Group (NYSE:TDG) to $1,750.00 from $1,800.00, while maintaining an "outperform" rating. This new target suggests a potential upside of approximately 47.7% from the previous closing price, despite other analysts also trimming their targets. Transdigm recently reported strong Q1 results, with EPS of $9.85 beating estimates and revenue up 18.3% year-over-year, though insider selling continues.
Capital Research (TDG) discloses 3,146,345-share holding, 5.6% stake
Capital Research Global Investors has disclosed a beneficial ownership of 3,146,345 shares in TransDigm Group Inc. (TDG), representing a 5.6% stake as of March 31, 2026. This Schedule 13G filing indicates a passive investment, with CRGI holding sole voting power over 3,138,786 shares and sole dispositive power over all 3,146,345 shares. The disclosure does not suggest any intent to influence or control the issuer.
Pacer Advisors Inc. Has $5.96 Million Holdings in Transdigm Group Incorporated $TDG
Pacer Advisors Inc. reduced its stake in Transdigm Group Incorporated by 18.6% in the fourth quarter, selling 1,024 shares and retaining 4,484 shares valued at $5.96 million. The aerospace company reported stronger-than-expected quarterly results with an EPS of $9.85 and revenue of $2.54 billion, an 18.3% increase year-over-year. Analysts maintain a "Moderate Buy" consensus rating with a target price of $1,521.24, despite significant insider selling in the last quarter.
Swiss Life Asset Management Ltd Purchases 952 Shares of Transdigm Group Incorporated $TDG
Swiss Life Asset Management Ltd increased its stake in Transdigm Group Incorporated by 14.4% in the fourth quarter, purchasing 952 additional shares, bringing its total holding to 7,586 shares valued at approximately $10.1 million. Despite recent insider selling by executives like COO Joel Reiss and Director W. Nicholas Howley, the company reported strong quarterly earnings with an EPS of $9.85, beating estimates, and revenue up 18.3% year over year. Analysts generally maintain a "Moderate Buy" rating with an average target price of $1,521.24.
Trek Financial LLC Makes New $2.76 Million Investment in Aercap Holdings N.V. $AER
Trek Financial LLC has made a new investment of $2.76 million in Aercap Holdings N.V., purchasing 19,226 shares in the fourth quarter. Analysts maintain a "Buy" rating for AerCap, with an average target price of $163.13, following strong quarterly results that exceeded expectations. The company also announced a quarterly dividend and a $1 billion share buyback authorization, indicating confidence in its valuation.
TransDigm's Q2 earnings surpass estimates, sales increase Y/Y
The article reports on TransDigm's second-quarter financial results, highlighting that its earnings per share and revenue both exceeded analyst estimates. The company also experienced a year-over-year increase in sales.
Should You Buy, Hold or Sell ISSC Stock Ahead of Q2 Earnings?
Innovative Solutions and Support (ISSC) is set to report its second-quarter fiscal 2026 results on May 14, 2026. Analysts expect a decline in earnings per share but a slight improvement in sales compared to the prior year. Despite challenges in the supply chain and macroeconomic uncertainties, ISSC is poised for growth due to strong demand in aerospace and defense markets, strategic acquisitions, and an attractive valuation.
Evercore ISI initiates Benitec BioPharma stock coverage at outperform
Evercore ISI has initiated coverage on Benitec BioPharma (NASDAQ:BNTC) with an outperform rating and a $25.00 price target, citing the company's lead program, BB-301, for oculopharyngeal muscular dystrophy. The firm highlighted the unmet medical need, positive clinical results, and strong financial position as factors contributing to an attractive entry point for investors. Upcoming catalysts include an additional clinical update and a planned FDA meeting in 2026.
Pier 88 Investment Partners LLC Buys New Position in Transdigm Group Incorporated $TDG
Pier 88 Investment Partners LLC initiated a new position in Transdigm Group Incorporated, acquiring 2,400 shares valued at approximately $3.19 million. This occurred despite recent insider selling by COO Joel Reiss and Director W. Nicholas Howley, totaling around $48.25 million. Transdigm Group reported strong quarterly results, beating EPS and revenue estimates, and analysts currently rate the stock as a "Moderate Buy" with a consensus price target of $1,521.24.
Securian Asset Management Inc. Trims Position in Transdigm Group Incorporated $TDG
Securian Asset Management Inc. reduced its stake in Transdigm Group Incorporated by 44.2% in the fourth quarter, holding 1,531 shares valued at $2.036 million. Despite this, other institutional investors like Sumitomo Mitsui Trust Group Inc. and Principal Financial Group Inc. increased their positions in the aerospace company. Transdigm Group also reported strong Q4 earnings, beating analyst estimates, although company insiders have recently sold shares.
Analysts Offer Insights on Industrial Goods Companies: Watts Water Technologies (WTS), Transdigm Group (TDG) and NuScale Power (SMR)
Analysts from Barclays and KeyBanc have issued neutral "Hold" ratings for Watts Water Technologies (WTS), Transdigm Group (TDG), and NuScale Power (SMR). For Watts Water Technologies, the analyst set a price target of $317.00, while Transdigm Group received a Hold rating with an analyst consensus of Moderate Buy, and NuScale Power was given a $15.00 price target. These reports indicate that experts are taking a cautious stance on these industrial goods companies.
TransDigm Group stock (US8936411003): Jefferies lifts price target to $1,575
Jefferies has increased its price target for TransDigm Group (TDG) stock to $1,575 from $1,565, following multiple analyst updates on May 11, 2026. The stock was recently trading around $1,215 USD. TransDigm Group specializes in highly engineered aerospace systems and components, maintaining strong market positions through proprietary products and a significant aftermarket focus, which contributes to consistent margins and resilience in the aerospace sector.
Analysts Offer Insights on Industrial Goods Companies: Watts Water Technologies (WTS), Transdigm Group (TDG) and NuScale Power (SMR)
Analysts have issued neutral "Hold" ratings for Watts Water Technologies (WTS), Transdigm Group (TDG), and NuScale Power (SMR), suggesting a balanced outlook. Barclays' William Grippin maintained a Hold on WTS with a $317.00 price target, while KeyBanc's Michael Leshock also held TDG. Christine Cho CFA at Barclays gave NuScale Power a Hold rating with a $15.00 price target.
TransDigm Group stock (US8936411003): Jefferies lifts price target to $1,575
Jefferies has increased its price target for TransDigm Group (TDG) stock to $1,575 from $1,565, following other analyst updates. TransDigm Group specializes in highly-engineered aerospace components, with strong market share in engine components and an aftermarket-focused strategy. The company is poised for growth due to post-pandemic aerospace recovery and defense spending, making it relevant for US investors seeking exposure to the sector.
TransDigm Group Inc. stock underperforms Monday when compared to competitors
TransDigm Group Inc. (TDG) saw its stock decrease by 1.35% on Monday, closing at $1,198.67. This underperformance occurred on a generally positive day for the stock market, with both the S&P 500 and Dow Jones Industrial Average recording gains. This marks the second consecutive day of losses for TransDigm Group Inc.
Jefferies Financial Group Boosts Transdigm Group (NYSE:TDG) Price Target to $1,575.00
Jefferies Financial Group has increased its price target for Transdigm Group (NYSE:TDG) to $1,575.00, suggesting a potential upside of 30.6% from its current price. This revision follows Transdigm's recent quarterly earnings that surpassed expectations, reporting $9.85 EPS and $2.54 billion in revenue, and issuing strong FY2026 EPS guidance. Despite a mixed analyst sentiment, the consensus remains a "Moderate Buy" for the aerospace company.
TransDigm Group Inc. stock underperforms Tuesday when compared to competitors
TransDigm Group Inc. (TDG) stock underperformed on Tuesday compared to its competitors. The stock closed at $1,288.66, which was below the gains seen by the S&P 500 and other major indices. Competitors like Raytheon Technologies Corp. and Hexcel Corp. also saw stronger performance on the day.
AVAV Slides 28.4% in 3 Months: Buy, Hold or Take Profits?
AeroVironment (AVAV) shares have declined by 28.4% over the past three months, underperforming the industry, despite benefiting from strong defense spending, a robust backlog, and strategic acquisitions. Challenges include reliance on government contracts, intense competition, and declining earnings estimates for fiscal 2026. However, the company boasts a discounted valuation, lower debt, and strong liquidity, suggesting existing investors might hold while new investors await a better entry point.
Jefferies Adjusts Price Target on TransDigm to $1,575 From $1,565
Jefferies has increased its price target for TransDigm Group Inc. (TDG) to $1,575 from $1,565, as reported by MT Newswires on May 11, 2026. This adjustment comes amidst other recent analyst revisions for the aerospace and defense company. The article also provides a company profile, financial data, and analyst consensus information for TransDigm.
Crossmark Global Holdings Inc. Acquires 2,297 Shares of Transdigm Group Incorporated $TDG
Crossmark Global Holdings Inc. increased its stake in Transdigm Group Incorporated (NYSE:TDG) by 80.5% in the fourth quarter, purchasing an additional 2,297 shares to bring its total holdings to 5,152 shares valued at approximately $6.85 million. This increase in institutional ownership comes amidst significant insider selling, with Director W. Nicholas Howley and COO Joel Reiss selling substantial amounts of shares. Despite mixed analyst ratings and some price target reductions, Transdigm Group reported strong quarterly results, exceeding EPS expectations and experiencing an 18.3% year-over-year rise in revenue.
Net current asset value per share of TransDigm Group Incorporated – SWB:T7D
This page provides information on the net current asset value per share of TransDigm Group Incorporated (SWB:T7D), traded on the Stuttgart Stock Exchange. The content includes financial data and highlights that the market is currently closed with no trades.
AAR Reshapes Portfolio With Segment Realignment And Exit From Legacy Unit
AAR (NYSE:AIR) is undertaking a significant strategic realignment by winding down its Legacy Commercial Programs unit and exiting an asset-heavy business. This move aims to sharpen the company's focus on higher-return areas and improve earnings quality, despite potential short-term lumpiness from asset divestitures. Investors will need to closely monitor the multi-year transition, including market responses, changes in earnings mix, and overall capital efficiency improvements.
TransDigm's Q2 earnings surpass estimates, sales increase Y/Y
TransDigm (TDG) reported Q2 earnings that exceeded analyst estimates, with a 30% year-over-year increase in net sales to $1.93 billion. The company raised its fiscal year 2024 net sales and adjusted EPS guidance due to strong original equipment and aftermarket demand. Adjusted EBITDA also saw a significant rise, reflecting solid operational performance.
Analysts’ Opinions Are Mixed on These Industrial Goods Stocks: Global Payments (GPN), Transdigm Group (TDG) and Symbotic (SYM)
Analysts from Goldman Sachs, BMO Capital, Stifel Nicolaus, and Barclays have issued mixed ratings on several industrial goods stocks. Global Payments (GPN) received a Hold rating from Goldman Sachs, with a Moderate Buy consensus overall. Transdigm Group (TDG) was rated a Buy by Goldman Sachs and Stifel Nicolaus, holding a Strong Buy consensus. Symbotic (SYM) received a Sell rating from both Goldman Sachs and Barclays, while the overall consensus remains a Moderate Buy.
TransDigm Group Inc. stock underperforms Friday when compared to competitors
TransDigm Group Inc. (TDG) stock fell 2.17% on Friday, closing at $1,215.08, despite a positive day for the broader market. The S&P 500 Index and Dow Jones Industrial Average both saw gains. This decline broke a three-day winning streak for TransDigm Group.
Analysts’ Opinions Are Mixed on These Industrial Goods Stocks: Global Payments (GPN), Transdigm Group (TDG) and Symbotic (SYM)
This article summarizes analysts' mixed opinions on three industrial goods stocks: Global Payments (GPN), Transdigm Group (TDG), and Symbotic (SYM). Goldman Sachs maintains a Hold rating for Global Payments, while other analysts suggest a Moderate Buy. Transdigm Group receives a Strong Buy consensus, with Goldman Sachs and Stifel Nicolaus maintaining Buy ratings. Symbotic, however, has a Sell rating from Goldman Sachs and Barclays, though the overall consensus is a Moderate Buy.
Rep. April McClain Delaney Sells Clean Harbors, Inc. (NYSE:CLH) Shares
Representative April McClain Delaney (Democratic-Maryland) recently sold between $1,001 and $15,000 worth of Clean Harbors (NYSE:CLH) stock on April 30, 2026, alongside other buy/sell transactions in various companies. Clean Harbors reported a Q1 EPS beat and raised full-year guidance, though revenue slightly missed expectations and cash flow was negative due to capital expenditures, leading to mixed investor reactions and analyst price target increases. Insider selling and significant institutional ownership (~90.4%) characterize the stock, which holds a "Moderate Buy" consensus rating with a target price of $318.83.
Service Corporation International (NYSE:SCI) Stock Unloaded Rep. April McClain Delaney
Representative April McClain Delaney recently sold between $1,001 and $15,000 worth of Service Corporation International (NYSE:SCI) stock on April 30th, 2026. The article also provides a summary of SCI's financial performance, dividend increase, and recent analyst ratings, which currently average a "Buy" with a target price of $95.00. Additionally, it details other recent trades made by Rep. McClain Delaney, institutional trading activity, and insider stock sales.
Rep. April McClain Delaney Buys Transdigm Group Incorporated (NYSE:TDG) Stock
Representative April McClain Delaney (D-Maryland) recently purchased between $1,001 and $15,000 worth of Transdigm Group Inc. (NYSE: TDG) stock. This comes as TransDigm reported strong Q2 earnings, beating expectations with impressive revenue growth and increased FY-2026 guidance, alongside significant share buybacks. However, the article also notes concurrent insider selling by TransDigm executives and mixed analyst price targets, while institutions have made varied adjustments to their holdings.
Rep. April McClain Delaney Buys Transdigm Group Incorporated (NYSE:TDG) Shares
Representative April McClain Delaney (D-Maryland) recently purchased between $1,001 and $15,000 worth of Transdigm Group (NYSE:TDG) shares, disclosed on May 6th for a trade executed in April. This purchase comes as Transdigm reported strong Q2 earnings, beating expectations with raised FY2026 guidance, and executed $800M in share buybacks. However, market sentiment is mixed due to some analysts trimming price targets and significant insider selling amounting to approximately $48 million over 90 days.
Rep. April McClain Delaney Buys STERIS plc (NYSE:STE) Shares
Representative April McClain Delaney (D-Maryland) recently purchased between $1,001 and $15,000 worth of STERIS plc (NYSE:STE) stock on April 30, 2026, as disclosed in a May 6 filing. STERIS, a medical equipment provider with a $20.99 billion market cap, recently reported a 9.2% year-over-year revenue increase and a quarterly EPS of $2.53, while analysts currently rate it a "Moderate Buy" with a consensus target price of $275.20. The article also details other recent transactions by Rep. McClain Delaney, STERIS's financial performance, dividend information, and institutional ownership.
Aircraft Mounts Market Is Going to Boom | AAR Corp, Axiom Space, Parker Hannifin Corporation
A new report by Coherent Market Insights projects significant growth for the Aircraft Mounts Market from 2026 to 2033, driven by increasing demand and continuous innovation. The report provides a comprehensive analysis of market size, revenue, production trends, and CAGR, alongside an evaluation of key companies like Honeywell, AAR Corp, and Parker Hannifin. It emphasizes market dynamics, competitive landscapes, and geographical insights, serving as a strategic guide for industry stakeholders.
Howmet Aerospace (NYSE:HWM) - Stock Analysis
Howmet Aerospace (NYSE:HWM) provides advanced engineered solutions for the aerospace and transportation industries, with strong earnings growth and analyst optimism. The company recently increased its earnings guidance for fiscal year 2026 and reported strong Q1 2026 results, driven by acquisitions and healthy demand in commercial aerospace and industrial gas turbines. However, the report also notes insider selling and potential geopolitical risks as factors to monitor.
April McClain Delaney Makes Significant Trades in Bio-Techne Corp, C.H. Robinson Worldwide, and Transdigm Group
April McClain Delaney, a congressional representative from Maryland, has made several stock transactions, including selling shares in Bio-Techne Corp, C.H. Robinson Worldwide, and other companies. Concurrently, she purchased shares in Entegris, Inc., Markel Group Inc., Nasdaq, Inc., Packaging Corporation of America, STERIS plc, and Transdigm Group. These transactions, valued between $1,001 and $50,000 per range, were all conducted in April 2026 and publicly disclosed as part of routine financial management and transparency requirements for members of Congress.
TransDigm forecasts $10.36B FY2026 revenue and $39.52 adjusted EPS as it raises outlook amid Middle East uncertainty
TransDigm has projected a strong financial outlook for fiscal year 2026, anticipating $10.36 billion in revenue and an adjusted EPS of $39.52. This positive forecast comes as the company raises its outlook despite the ongoing uncertainty in the Middle East, highlighting its resilience and strategic positioning in the aerospace sector.
Live Nation Entertainment, TransDigm Group, Interactive Brokers And A Health Care Stock: CNBC's 'Final Trades'
CNBC's "Final Trades" featured stock recommendations from several experts. Joshua Brown suggested Live Nation Entertainment (LYV) despite its recent loss, while Sarat Sethi highlighted TransDigm Group (TDG) due to its strong quarterly report. Stephanie Link recommended UnitedHealth Group (UNH) following a price target increase from J.P. Morgan, and Joseph M. Terranova noted Interactive Brokers Group (IBKR) after it reached an all-time high.
Research Alert: CFRA Maintains Sell Opinion On Shares Of Transdigm Group Incorporated
CFRA has reiterated its "Sell" opinion on Transdigm Group Incorporated shares. The alert also mentioned Unity Software's fourth-quarter results, where the company reported a 35% revenue increase year-over-year to $609 million, exceeding estimates, despite a quarterly loss of 66 cents per share. This financial news provides market insights and investment considerations for Transdigm and Unity shareholders.
Analysts’ Top Industrial Goods Picks: Voyager Technologies, Inc. Class A (VOYG), Transdigm Group (TDG)
This article highlights bullish analyst ratings for three industrial goods companies: Voyager Technologies, Inc. Class A (VOYG), Transdigm Group (TDG), and Eaton (ETN). Analysts from TD Cowen, BMO Capital, and Stifel Nicolaus reiterated Buy ratings and set price targets based on their evaluations of each company's performance and market position, indicating a positive outlook for these stocks in the Industrial Goods sector.
Analysts’ Top Industrial Goods Picks: Voyager Technologies, Inc. Class A (VOYG), Transdigm Group (TDG)
This article highlights bullish sentiments from financial analysts on three industrial goods companies: Voyager Technologies, Inc. Class A (VOYG), Transdigm Group (TDG), and Eaton (ETN). Analysts from TD Cowen and BMO Capital reiterated Buy ratings for these companies, providing price targets and discussing their market performance and analyst consensus ratings. The report emphasizes the optimistic outlook within the Industrial Goods sector.
Analysts’ Top Industrial Goods Picks: Voyager Technologies, Inc. Class A (VOYG), Transdigm Group (TDG)
This article highlights bullish sentiments from financial analysts on several industrial goods stocks. Voyager Technologies, Inc. Class A (VOYG) received a reiterated "Buy" rating from TD Cowen, while Transdigm Group (TDG) was reiterated as "Buy" by BMO Capital and Stifel Nicolaus. Eaton (ETN) also received a maintained "Buy" rating from BMO Capital and an initiated "Buy" from Erste Group.
Analysts’ Top Industrial Goods Picks: Voyager Technologies, Inc. Class A (VOYG), Transdigm Group (TDG)
This article highlights bullish sentiments from financial analysts on several industrial goods companies. Gautam Khanna of TD Cowen reiterated a Buy rating for Voyager Technologies, Inc. Class A (VOYG) with a $35.00 price target. BMO Capital analysts Michael Goldie and Daniel DiCicco also maintained Buy ratings for Transdigm Group (TDG) and Eaton (ETN) respectively, with price targets of $1450.00 and $472.00, suggesting optimism within the sector.
Results: TransDigm Group Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates
TransDigm Group Incorporated (NYSE:TDG) exceeded revenue and statutory earnings per share expectations in its latest results, with revenues of US$2.5 billion and EPS of US$9.20. Following these strong numbers, analysts have modestly increased revenue estimates for 2026, anticipating US$10.3 billion in revenue and US$34.90 EPS, while the consensus price target remains steady at US$1,532. The company is expected to continue its historical growth trend, outperforming the broader industry.
Results: TransDigm Group Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates
TransDigm Group Incorporated delighted investors by beating revenue and earnings expectations, with statutory earnings per share coming in 7.9% ahead of estimates. Analysts have modestly increased revenue estimates for 2026 to US$10.3b, and foresee a significant increase of 8.7% on its revenue over the past 12 months. Despite these positive revisions, the consensus price target remained steady at US$1,532, suggesting analysts are primarily focused on earnings as the key value driver.
Teradata's latest targets putting agentic AI into production
Teradata has introduced the Autonomous Knowledge Platform, a new infrastructure designed to integrate AI development, management, analytics, and data into a single system deployable across cloud, on-premises, and hybrid environments. This platform aims to help enterprises move agentic AI prototypes into production by addressing challenges related to data retrieval and governance. Analysts Stephen Catanzano and Kevin Petrie highlight the platform's importance in providing business context and governance for agents, and its ability to enhance Teradata's competitiveness in the evolving data management and analytics market.
Transdigm Group Incorporated $TDG Shares Bought by Mitsubishi UFJ Asset Management Co. Ltd.
Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in Transdigm Group Incorporated (NYSE:TDG) by 6.5% during the fourth quarter, now owning 121,215 shares valued at $164.68 million. Other institutional investors also adjusted their holdings, while analysts maintain a "Moderate Buy" rating with an average price target of $1,538.73, despite some recent price objective cuts. The company recently reported Q2 earnings of $9.85 EPS, beating estimates, and raised its FY 2026 guidance, though concerns about insider selling and debt persist.
Hexcel, Woodward, TransDigm, and Ducommun Shares Skyrocket, What You Need To Know
Shares of aerospace companies Hexcel, Woodward, TransDigm, and Ducommun soared in the afternoon trading session. This surge followed the collapse of the U.S.-Iran peace framework, which led to lower oil prices and a more optimistic outlook for global air travel demand. The article suggests that a peace framework benefits the commercial aerospace sector by reducing jet fuel costs, normalizing global routes, and encouraging fleet modernization.
TransDigm or Howmet Aerospace: Which Stock Has More Upside?
This article compares TransDigm (TDG) and Howmet Aerospace (HWM) stocks, concluding that TransDigm offers more upside. The analysis highlights TDG's superior revenue growth, better profitability with higher operating margins, and relatively lower valuation compared to HWM. While Howmet Aerospace has shown higher historical returns over three years, TransDigm demonstrates stronger fundamental metrics for future investment.
