Transdigm Group (TDG) to Release Earnings on Tuesday

Transdigm Group (NYSE:TDG) will likely be issuing its Q1 2026 results before the market opens on Tuesday, February 3rd. Analysts expect Transdigm Group to post earnings of $7.99 per share and revenue of $2.2585 billion for the quarter. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. Interested persons can find conference call details on the company’s upcoming Q1 2026 earning report page for the latest details on the call scheduled for Tuesday, February 3, 2026 at 11:00 AM ET.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Wednesday, November 12th. The aerospace company reported $10.82 EPS for the quarter, topping analysts’ consensus estimates of $10.33 by $0.49. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.The company had revenue of $2.44 billion for the quarter, compared to analysts’ expectations of $2.40 billion. During the same quarter last year, the business earned $9.83 earnings per share. Transdigm Group’s revenue was up 11.5% on a year-over-year basis. On average, analysts expect Transdigm Group to post $35 EPS for the current fiscal year and $40 EPS for the next fiscal year.

Transdigm Group Stock Up 0.5%

TDG opened at $1,429.40 on Friday. The stock has a market capitalization of $80.69 billion, a price-to-earnings ratio of 44.56, a P/E/G ratio of 3.11 and a beta of 0.94. Transdigm Group has a twelve month low of $1,183.60 and a twelve month high of $1,623.82. The company has a 50-day simple moving average of $1,358.63 and a 200 day simple moving average of $1,364.20.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. Royal Bank Of Canada increased their price target on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the stock a “sector perform” rating in a research report on Thursday, November 13th. Morgan Stanley raised their target price on shares of Transdigm Group from $1,600.00 to $1,660.00 and gave the company an “overweight” rating in a research report on Friday, November 14th. Weiss Ratings reissued a “buy (b-)” rating on shares of Transdigm Group in a research note on Monday, December 29th. Zacks Research upgraded shares of Transdigm Group from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. Finally, BMO Capital Markets lifted their price objective on Transdigm Group from $1,420.00 to $1,500.00 and gave the stock an “outperform” rating in a research note on Thursday, November 13th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,597.00.

Insider Buying and Selling

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $1,340.00, for a total transaction of $5,226,000.00. Following the completion of the transaction, the chief operating officer owned 3,600 shares in the company, valued at approximately $4,824,000. The trade was a 52.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Robert J. Small sold 90,953 shares of Transdigm Group stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $1,335.72, for a total value of $121,487,741.16. Following the transaction, the director directly owned 68,139 shares in the company, valued at approximately $91,014,625.08. The trade was a 57.17% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 194,485 shares of company stock worth $263,363,749 in the last ninety days. Corporate insiders own 4.09% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. Wealth Watch Advisors INC bought a new position in shares of Transdigm Group during the 3rd quarter worth approximately $34,000. Seven Mile Advisory bought a new position in Transdigm Group during the third quarter worth about $200,000. CYBER HORNET ETFs LLC boosted its holdings in Transdigm Group by 6.1% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 156 shares of the aerospace company’s stock worth $206,000 after buying an additional 9 shares during the period. Laurion Capital Management LP bought a new position in shares of Transdigm Group in the third quarter worth $228,000. Finally, Dark Forest Capital Management LP bought a new position in Transdigm Group in the 3rd quarter worth about $236,000. 95.78% of the stock is owned by institutional investors.

About Transdigm Group

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.