Transdigm Group (NYSE:TDG) Releases FY 2026 Earnings Guidance

06 May 2026, 12:14 by Renee Jackson · The Cerbat Gem

Transdigm Group (NYSE:TDG – Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 38.830-40.210 for the period, compared to the consensus earnings per share estimate of 38.620. The company issued revenue guidance of $10.3 billion-$10.4 billion, compared to the consensus revenue estimate of $10.1 billion.

Wall Street Analyst Weigh In

Several equities analysts have commented on TDG shares. Robert W. Baird reissued a “neutral” rating and issued a $1,400.00 target price on shares of Transdigm Group in a report on Wednesday, February 4th. UBS Group reduced their price target on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. Wells Fargo & Company started coverage on shares of Transdigm Group in a research note on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 price target on the stock. Weiss Ratings downgraded shares of Transdigm Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, April 13th. Finally, KeyCorp downgraded shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a research report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,560.73.

Get Our Latest Research Report on TDG

Transdigm Group Stock Performance

Shares of NYSE TDG traded up $48.53 during midday trading on Wednesday, reaching $1,239.86. The stock had a trading volume of 194,166 shares, compared to its average volume of 391,818. Transdigm Group has a twelve month low of $1,123.61 and a twelve month high of $1,623.82. The company’s 50 day moving average price is $1,220.06 and its 200 day moving average price is $1,296.12. The firm has a market cap of $70.01 billion, a price-to-earnings ratio of 39.78, a price-to-earnings-growth ratio of 2.43 and a beta of 0.90.

Transdigm Group (NYSE:TDG – Get Free Report) last released its earnings results on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $9.46 by $0.39. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. The company had revenue of $2.54 billion for the quarter, compared to the consensus estimate of $2.47 billion. During the same quarter in the previous year, the company earned $9.11 EPS. Transdigm Group’s quarterly revenue was up 18.3% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. Equities analysts forecast that Transdigm Group will post 36.71 earnings per share for the current fiscal year.

Insider Transactions at Transdigm Group

In other news, Director W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction on Monday, April 20th. The shares were sold at an average price of $1,265.06, for a total value of $12,817,587.92. Following the completion of the sale, the director owned 21,548 shares in the company, valued at $27,259,512.88. This represents a 31.98% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $1,280.46, for a total transaction of $4,993,794.00. Following the completion of the sale, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,609,656. The trade was a 52.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 38,232 shares of company stock worth $48,248,925 in the last quarter. 3.20% of the stock is currently owned by corporate insiders.

Trending Headlines about Transdigm Group

Here are the key news stories impacting Transdigm Group this week:

Positive Sentiment: Q2 beats — Adjusted EPS of $9.85 and revenue of $2.544B (up ~18% y/y) topped consensus, driven by broad demand. TransDigm Group Reports Fiscal 2026 Second Quarter Results
Positive Sentiment: Guidance raised — Company updated FY2026 EPS to $38.830–$40.210 and revenue to $10.3–$10.4B, above Street revenue expectations, supporting forward earnings visibility. Transdigm Group Inc.: Transdigm Group Reports Fiscal 2026 Second Quarter Results
Positive Sentiment: Strong profitability — EBITDA (As Defined) of $1,337M and a 52.6% margin underline cash generation and pricing power in the aftermarket. TransDigm Group Reports Fiscal 2026 Second Quarter Results
Positive Sentiment: Underlying demand and M&A tailwinds — Commercial aftermarket strength, U.S. defense demand and the Simmonds acquisition were cited as revenue/margin drivers heading into the quarter. TransDigm to Report Q2 Results: What’s in Store for the Stock?
Neutral Sentiment: Investor materials available — Company released the earnings slide deck and held the conference call; slides and presentation give more detail on segment trends and buyback/capex plans. Transdigm Group Incorporated 2026 Q2 – Results – Earnings Call Presentation
Neutral Sentiment: Valuation/technicals — TDG remains richly valued on a near-term P/E basis with mixed moving-average signals; watch multiple compression risk if growth slows. Transdigm Group Stock Overview
Negative Sentiment: Rising interest expense and leverage — Analysts flagged higher interest costs and elevated debt as offsetting factors that could pressure margins and free cash flow. Transdigm’s Q2 Earnings Surpass Estimates, Sales Increase Y/Y
Negative Sentiment: Return-on-equity anomaly — Reported negative ROE (~-29%) highlights accounting/financial-structure issues investors should review in the 10-Q and call. Transdigm Q2 Earnings Summary & Conference Call

Institutional Trading of Transdigm Group

Institutional investors have recently made changes to their positions in the company. Compound Planning Inc. boosted its holdings in shares of Transdigm Group by 25.1% in the 4th quarter. Compound Planning Inc. now owns 428 shares of the aerospace company’s stock worth $569,000 after buying an additional 86 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of Transdigm Group by 1.4% in the 4th quarter. Invesco Ltd. now owns 427,968 shares of the aerospace company’s stock worth $569,133,000 after buying an additional 6,087 shares during the last quarter. Corient Private Wealth LLC boosted its holdings in shares of Transdigm Group by 12.1% in the 4th quarter. Corient Private Wealth LLC now owns 76,040 shares of the aerospace company’s stock worth $101,122,000 after buying an additional 8,222 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its holdings in shares of Transdigm Group by 4.3% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 2,519 shares of the aerospace company’s stock worth $3,350,000 after buying an additional 105 shares during the last quarter. Finally, Owlhouse Capital LP purchased a new position in shares of Transdigm Group in the 4th quarter worth about $8,085,000. Institutional investors own 95.78% of the company’s stock.

About Transdigm Group

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TransDigm Group Incorporated is a designer, producer and supplier of engineered aircraft components and systems for commercial and military aerospace applications. The company’s product portfolio covers a broad range of mission-critical parts and subsystems, including mechanical and electromechanical components, ignition and fuel system parts, sensors and actuators, cockpit and cabin systems, and other safety-critical hardware. TransDigm supplies original equipment manufacturers (OEMs) as well as the aftermarket, providing spare parts, repair and overhaul services and component support throughout an asset’s life cycle.

TransDigm’s operating model places emphasis on proprietary, niche components that are difficult to replace, and the company operates through a collection of independently run subsidiaries and brands that sell specialized products.