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StockUnited StatesNYSE

TDG

TransDigm Group Incorporated

Industrials · Aerospace & Defense

1,104.84USD

-36.9000 (-3.23%)

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Community sentiment

Not enough data yet

A reading needs 5 members, each at least 14 days old with a track record on this site (simulated portfolios and calls), who shared a take in the last 30 days; 2 of them need a strong record.

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Members' own stated views, weighted by account age and track record on this site (simulated portfolios and calls). Not a forecast or a price signal. How this is worked out
  • Only members whose accounts are at least 14 days old and who have a track record on this site (simulated portfolios and calls) count, and bots never do. A take from anyone else is saved and starts to count the day they qualify.
  • A take fades: it counts half as much after 7 days and drops out after 30.
  • Members with a strong record count more. Everyone else counts together for a capped share, so many accounts cannot outweigh a few strong ones.
  • Nothing is shown until 5 qualifying members have taken part, 2 of them with a strong record. It stays an early read until 3 have one and the sample is large enough.
  • Until 20 members have taken part the marker only says bullish, bearish or mixed, at a fixed spot, and the number of members is given as a band, not a count.
  • The reading is refreshed about every 30 minutes, so a take you have just made will not move it straight away.
  • Your own take is private: only the totals are shown, and never who said what.

Estimates and surprises

Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.

PeriodConsensus EPS90 days agoRevisions up (30d)Revisions down (30d)
Current quarter$12.21▲$11.6432
Next quarter$9.71▼$9.8110
Current year$41.28▲$40.0522
Next year$48.63▲$46.932

Recent quarters

Beat in 4 of the last 4

QuarterEstimateActualSurprise
2026-06-30$10.28$10.87+0.59 (+5.7%)
2026-03-31$9.71$9.85+0.14 (+1.5%)
2025-12-31$8.04$8.23+0.19 (+2.3%)
2025-09-30$10.05$10.82+0.77 (+7.6%)

Wall Street coverage

353 ratings from 39 firms

Ratings are attributed to the research firm, not to individual analysts. See every ticker.

FirmActionRatingPrice TargetDate
Morgan StanleyMaintainedEqual-Weight$1,400 $1,300Oct 19, 2026
RBC CapitalMaintainedSector Perform$1,350 $1,200Oct 15, 2026
Goldman SachsMaintainedBuy$1,972 $1,745Oct 12, 2026
TD CowenMaintainedBuy$1,450 $1,300Oct 9, 2026
Wells FargoMaintainedEqual-Weight$1,450 $1,210Sep 30, 2026
BMO CapitalMaintainedOutperform$1,525 $1,400Sep 28, 2026
JP MorganMaintainedNeutral$1,450 $1,415Sep 17, 2026
RBC CapitalReiteratedSector Perform$1,350Sep 16, 2026
GuggenheimInitiatedNeutral—Sep 15, 2026
UBSMaintainedBuy$1,585 $1,695Aug 5, 2026
StifelDowngraded from BuyHold$1,525 $1,405Aug 5, 2026
Morgan StanleyDowngraded from OverweightEqual-Weight$1,680 $1,345Jul 15, 2026
BMO CapitalMaintainedOutperform$1,450 $1,525Jul 2, 2026
UBSMaintainedBuy$1,745 $1,645May 6, 2026
StifelMaintainedBuy$1,650 $1,525May 6, 2026
RBC CapitalMaintainedSector Perform$1,400 $1,350May 6, 2026
SusquehannaMaintainedNeutral$1,400 $1,350May 6, 2026
Wells FargoInitiatedEqual-Weight$1,200Apr 1, 2026
KeybancDowngraded from OverweightSector Weight—Feb 5, 2026
UBSMaintainedBuy$1,804 $1,800Feb 4, 2026
UBSMaintainedBuy$1,798 $1,804Jan 15, 2026
Morgan StanleyMaintainedOverweight$1,600 $1,660Nov 14, 2025
JP MorganMaintainedNeutral$1,405 $1,435Nov 14, 2025
RBC CapitalMaintainedSector Perform$1,385 $1,400Nov 13, 2025
BMO CapitalMaintainedOutperform$1,420 $1,500Nov 13, 2025

Insider transactions

212 filings from 23 insiders · 18 buy / 10 sell over 6m

Officers and directors of TDG, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.

InsiderActionSharesPriceValueDate
Reiss JoelOfficer, Co-Chief Operating OfficerExerciseStock Option4.1k——Oct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell438$1135.95$498kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell495$1135.00$562kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell317$1133.89$359kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell210$1132.30$238kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell130$1131.33$147kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell100$1130.06$113kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell150$1129.38$169kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell120$1127.90$135kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell305$1127.01$344kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell278$1125.86$313kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell600$1125.00$675kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell306$1124.00$344kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell131$1123.09$147kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell60$1121.58$67kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell30$1120.30$34kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell100$1119.01$112kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell60$1117.11$67kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell50$1116.02$56kOct 15, 2026
Reiss JoelOfficer, Co-Chief Operating OfficerSell100$1114.82$111kOct 15, 2026

Analyst Notes

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No analyst notes on TDG yet.

Analyst Ratings

20 analysts covering

PeriodStrong BuyBuyHoldSellStrong SellConsensus
Current391100Buy2.35
1 mo ago391100Buy2.35
2 mo ago310900Buy2.27
3 mo ago211900Buy2.32
Price target$1,414.30$1,100.00 – $1,745.00
+28.0% to target

Top voices on TDG

Members whose judged calls on TDG have played out most reliably.

No settled calls on TDG yet. Nobody has filed a call with a deadline on it.

A member is listed once they have three judged calls on a name.

Sign in to make a call

A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.

A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.

A member’s prediction, judged on price history · not investment advice