TDG
TransDigm Group INC
$1,256.05
-0.12%
$70.3B
No data for this timeframe.
Vol
Market Cap$70.3B
Cap SizeLarge Cap
Analyst ConsensusBuy (59%)
Inst. Holders50 funds
Inst. Value$43.9B
Inst. Activity34 buys / 16 sells
Insider Activity2B / 10S
Insider Net $-$3.2M
Reddit Sentiment50° Neutral
SEC Reports7
Congressional6 trades
Exchange NYSE·Sector Aircraft Parts & Auxiliary Equipment, NEC·Inc. DE·CIK 0001260221·Prev Close $1,257.59
Recent Activity
May 25, 2026
dark_pool
Dark Pool: TDG — 0.5M shares, 36,771 trades
Week starting 2026-05-25. Total ATS volume: 458,276 shares across 36,771 trades.
May 19, 2026
SEC
Two TransDigm insiders, including Co-COO Joel Reiss and Director W. Nicholas Howley, executed open-market sales totaling
CLUSTER — Impact 2/10
May 18, 2026
Insider
Howley W Nicholas acquired via exercise 10,132 shares
Director @ $66.47 ($673.5K)
May 18, 2026
Insider
Howley W Nicholas sold 40 shares
Director @ $1,145.16 ($45.8K)
May 15, 2026
Insider
Reiss Joel acquired via exercise 3,900 shares
Co-Chief Operating Officer @ $284.97 ($1.1M)
May 5, 2026
SEC
TransDigm Group reported strong fiscal Q2 2026 results with net sales of $2,544 million (up 18% YoY) and GAAP EPS of $9.
8-K — Impact 8/10
Apr 21, 2026
SEC
TransDigm Group reported preliminary Q2 fiscal 2026 results with net sales of $2.54–2.545 billion and EBITDA As Defined
8-K — Impact 8/10
Inst.
Capital Research Global Investors — ADD
3,143,509 shares ($3.6B)
Price Targets
$1,524.00
+21.3% upside
Strong Buy
Current $1,256.05
Low $1,200.00
Median $1,492.50
High $1,937.00
20 analysts
$1,200.00
$1,937.00
Analyst Ratings
6Strong Buy
10Buy
10Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | UBS | MAINTAIN | Buy → Buy |
| May 6, 2026 | Stifel | MAINTAIN | Buy → Buy |
| May 6, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| May 6, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
| Apr 1, 2026 | Wells Fargo | INITIATE | Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $10.25 ▲ +3.0% | $9.70 — $10.77 | 7% YoY | 18 |
| Next Q | $11.71 ▲ +2.5% | $11.31 — $12.27 | 8% YoY | 18 |
| Current FY | $40.05 ▲ +2.5% | $39.55 — $40.63 | 7% YoY | 20 |
| Next FY | $46.95 ▲ +2.5% | $44.00 — $50.70 | 17% YoY | 20 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Two TransDigm insiders, including Co-COO Joel Reiss and Director W. Nicholas Howley, executed open-market sales totaling
May 19, 2026
BULLISH
8-K
8/10
TransDigm Group reported strong fiscal Q2 2026 results with net sales of $2,544 million (up 18% YoY) and GAAP EPS of $9.
May 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Capital International Investors | $6.4B | — |
| Capital World Investors | $5.4B | — |
| BlackRock, Inc. | $5.3B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.3B | — |
| Capital Research Global Investors | $3.6B | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Howley W | M | $673.5K |
| May 18, 2026 | Howley W | SELL | $45.8K |
| May 15, 2026 | Reiss Joel | M | $1.1M |
| May 15, 2026 | Reiss Joel | SELL | $81.3K |
| Apr 20, 2026 | Howley W | M | $498.5K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
2 members: 6 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| April McClain | D | BUY | $1,001 - $15,000 |
| April McClain | D | BUY | $1,001 - $15,000 |
| April McClain | D | BUY | $1,001 - $15,000 |
50 institutional holders with $43.9B total value (37,894,861 shares) as of 2026-Q1. Top holders: Capital, Capital, BlackRock,. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Capital International Investors | 5,494,695 | $6.4B | 14.5% | — |
| 2 | Capital World Investors | 4,666,491 | $5.4B | 12.3% | — |
| 3 | BlackRock, Inc. | 4,601,252 | $5.3B | 12.1% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3,669,729 | $4.3B | 9.7% | — |
| 5 | Capital Research Global Investors | 3,143,509 | $3.6B | 8.3% | ADD +26.9% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,573,087 | $3.0B | 6.8% | — |
| 7 | STATE STREET CORP | 2,516,606 | $2.9B | 6.6% | — |
| 8 | FMR LLC | 1,358,539 | $1.6B | 3.6% | — |
| 9 | ALTAROCK PARTNERS LP | 909,168 | $1.1B | 2.4% | — |
| 10 | MORGAN STANLEY | 893,735 | $1.0B | 2.4% | — |
| 11 | Soroban Capital Partners LP | 856,197 | $992.3M | 2.3% | — |
| 12 | EDGEWOOD MANAGEMENT LLC | 617,501 | $715.7M | 1.6% | — |
| 13 | WINDACRE PARTNERSHIP LLC | 509,600 | $590.6M | 1.3% | — |
| 14 | Invesco Ltd. | 434,591 | $503.7M | 1.1% | — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 410,194 | $475.4M | 1.1% | — |
| 16 | VANGUARD FIDUCIARY TRUST CO | 319,020 | $369.7M | 0.8% | — |
| 17 | BANK OF AMERICA CORP /DE/ | 296,031 | $343.1M | 0.8% | — |
| 18 | Legal & General Group Plc | 282,593 | $327.5M | 0.7% | — |
| 19 | GOLDMAN SACHS GROUP INC | 282,117 | $327.0M | 0.7% | — |
| 20 | Temasek Holdings (Private) Ltd | 218,885 | $253.7M | 0.6% | ADD +50.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital Research Global Investors | ADD | 2,476,661 | 3,143,509 | +26.9% | $3.6B | 2026-Q1 |
| Temasek Holdings (Private) Ltd | ADD | 145,538 | 218,885 | +50.4% | $253.7M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 138,108 | 192,704 | +39.5% | $223.3M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 37,016 | 190,147 | +413.7% | $220.4M | 2026-Q1 |
| FRANKLIN RESOURCES INC | TRIM | 376,593 | 143,510 | -61.9% | $166.3M | 2026-Q1 |
| Nuveen, LLC | TRIM | 215,810 | 139,609 | -35.3% | $161.8M | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | DOUBLED | 58,014 | 119,589 | +106.1% | $138.6M | 2026-Q1 |
| Amundi | ADD | 74,058 | 94,613 | +27.8% | $109.7M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 46,334 | 58,308 | +25.8% | $67.6M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 2,512 | 55,940 | +2126.9% | $64.8M | 2026-Q1 |
| 1832 Asset Management L.P. | DOUBLED | 11,200 | 49,609 | +342.9% | $57.5M | 2026-Q1 |
| Select Equity Group, L.P. | NEW | — | 47,943 | — | $55.6M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 3,002 | 44,692 | +1388.7% | $51.8M | 2026-Q1 |
| Point72 Asset Management, L.P. | NEAR_EXIT | 252,781 | 42,312 | -83.3% | $49.0M | 2026-Q1 |
| LONE PINE CAPITAL LLC | ADD | 19,228 | 35,677 | +85.5% | $41.3M | 2026-Q1 |
| Woodline Partners LP | DOUBLED | 2,754 | 32,100 | +1065.6% | $37.2M | 2026-Q1 |
| THORNBURG INVESTMENT MANAGEMENT INC | TRIM | 47,636 | 29,662 | -37.7% | $34.4M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | ADD | 20,189 | 29,585 | +46.5% | $34.3M | 2026-Q1 |
| Swedbank AB | DOUBLED | 4,206 | 26,604 | +532.5% | $30.8M | 2026-Q1 |
| Holocene Advisors, LP | TRIM | 56,221 | 24,094 | -57.1% | $27.9M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 19,780 | — | $22.9M | 2026-Q1 |
| FIFTH THIRD BANCORP | ADD | 9,876 | 17,943 | +81.7% | $20.8M | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | TRIM | 26,754 | 17,903 | -33.1% | $20.8M | 2026-Q1 |
| JENNISON ASSOCIATES LLC | NEW | — | 17,697 | — | $20.5M | 2026-Q1 |
| Tredje AP-fonden | NEW | — | 16,579 | — | $19.2M | 2026-Q1 |
14 unique insiders with 32 transactions. Net insider value: -$3.2M ($1.2M bought, $4.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Howley W Nicholas | Director | EXERCISE | 10,132 | $66.47 | $673.5K |
| May 18, 2026 | Howley W Nicholas | Director | SELL | 40 | $1,145.16 | $45.8K |
| May 15, 2026 | Reiss Joel | Co-Chief Operating Officer | EXERCISE | 3,900 | $284.97 | $1.1M |
| May 15, 2026 | Reiss Joel | Co-Chief Operating Officer | SELL | 71 | $1,144.43 | $81.3K |
| Apr 20, 2026 | Howley W Nicholas | Director | EXERCISE | 9,789 | $50.92 | $498.5K |
| Apr 20, 2026 | Howley W Nicholas | Director | SELL | 60 | $1,260.34 | $75.6K |
| Apr 15, 2026 | Reiss Joel | Co-Chief Operating Officer | EXERCISE | 3,900 | $284.97 | $1.1M |
| Apr 15, 2026 | Reiss Joel | Co-Chief Operating Officer | SELL | 233 | $1,274.57 | $297.0K |
| Mar 20, 2026 | Howley W Nicholas | Director | AWARD | 113 | $1,214.66 | $137.3K |
| Mar 20, 2026 | Graff Michael | Director | AWARD | 30 | $1,214.66 | $36.4K |
| Mar 20, 2026 | Santana Michele | Director | AWARD | 30 | $1,214.66 | $36.4K |
| Mar 20, 2026 | MCCULLOUGH GARY E | Director | AWARD | 37 | $1,214.66 | $44.9K |
| Mar 20, 2026 | HENNESSY SEAN P | Director | AWARD | 41 | $1,214.66 | $49.8K |
| Mar 20, 2026 | CRONIN JANE M. | Director | AWARD | 30 | $1,214.66 | $36.4K |
| Mar 20, 2026 | Palmer Peter | Director | AWARD | 30 | $1,214.66 | $36.4K |
| Mar 20, 2026 | BARR DAVID | Director | AWARD | 41 | $1,214.66 | $49.8K |
| Mar 18, 2026 | Howley W Nicholas | Director | SELL | 202 | $1,205.42 | $243.5K |
| Mar 18, 2026 | Howley W Nicholas | Director | EXERCISE | 10,132 | $50.92 | $515.9K |
| Mar 16, 2026 | Reiss Joel | Co-Chief Operating Officer | SELL | 20 | $1,222.87 | $24.5K |
| Mar 16, 2026 | Reiss Joel | Co-Chief Operating Officer | EXERCISE | 3,900 | $284.97 | $1.1M |
| Feb 25, 2026 | SMALL ROBERT J | Director | BUY | 1 | $1,285.00 | $1.3K |
| Feb 24, 2026 | Murphy Patrick Joseph | Co-Chief Operating Officer | EXERCISE | 1,160 | $269.42 | $312.5K |
| Feb 18, 2026 | Howley W Nicholas | Director | SELL | 920 | $1,299.31 | $1.2M |
| Feb 18, 2026 | Howley W Nicholas | Director | EXERCISE | 10,168 | $50.92 | $517.8K |
| Feb 6, 2026 | Lisman Michael | President & CEO | BUY | 950 | $1,284.26 | $1.2M |
| Feb 5, 2026 | Wynne Sarah | Chief Financial Officer | EXERCISE | 1,494 | $559.78 | $836.3K |
| Feb 2, 2026 | Stein Kevin M | Director | EXERCISE | 25,000 | $341.28 | $8.5M |
| Feb 2, 2026 | Stein Kevin M | Director | SELL | 40 | $1,404.68 | $56.2K |
| Feb 2, 2026 | Stein Kevin M | Director | EXERCISE | 23,000 | — | — |
| Feb 2, 2026 | Stein Kevin M | Director | SELL | 1,421 | $1,431.46 | $2.0M |
| Feb 2, 2026 | Murphy Patrick Joseph | Co-Chief Operating Officer | EXERCISE | 290 | $269.42 | $78.1K |
| Feb 2, 2026 | Murphy Patrick Joseph | Co-Chief Operating Officer | SELL | 290 | $1,430.10 | $414.7K |
7 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 5.6/10.
NEUTRAL
CLUSTER
2/10
Two TransDigm insiders, including Co-COO Joel Reiss and Director W. Nicholas Howley, executed open-m
May 19, 2026
BULLISH
8-K
8/10
TransDigm Group reported strong fiscal Q2 2026 results with net sales of $2,544 million (up 18% YoY)
May 5, 2026
BULLISH
8-K
8/10
TransDigm Group reported preliminary Q2 fiscal 2026 results with net sales of $2.54–2.545 billion an
Apr 21, 2026
MIXED
8-K
6/10
TransDigm Group has secured $1.5 billion in new financing through a $1 billion incremental term loan
Apr 17, 2026
BULLISH
8-K
8/10
TransDigm Group (TDG) completed the acquisition of Jet Parts Engineering and Victor Sierra Aviation
Apr 7, 2026
NEUTRAL
CLUSTER
4/10
Director Howley W Nicholas engaged in a series of transactions including a large derivative exercise
Mar 23, 2026
NEUTRAL
CLUSTER
3/10
Two TransDigm insiders — a director and a Co-COO — exercised derivative securities and sold small po
Mar 19, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (59% buy). Based on 27 analysts: 6 strong buy, 10 buy, 10 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$1,524.00 mean target
+21.3% upside
Strong Buy (1.82)
$1,200.00 Low
$1,937.00 High
| Metric | Value |
|---|---|
| Current Price | $1,256.05 |
| Target Low | $1,200.00 |
| Target Mean | $1,524.00 |
| Target Median | $1,492.50 |
| Target High | $1,937.00 |
| # Analysts | 20 |
| Recommendation | Strong Buy (1.82) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$10.25 | $9.70 | $10.77 | 6.8% | +3.0% | 11↑ 2↓ | $2.7B | 18.8% | 18 |
| Next Q 2026-09-30 |
$11.71 | $11.31 | $12.27 | 8.2% | +2.5% | 8↑ 6↓ | $2.9B | 18.0% | 18 |
| Current FY 2026-09-30 |
$40.05 | $39.55 | $40.63 | 7.3% | +2.5% | 17↑ 1↓ | $10.4B | 17.3% | 20 |
| Next FY 2027-09-30 |
$46.95 | $44.00 | $50.70 | 17.2% | +2.5% | 14↑ 2↓ | $11.3B | 9.2% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $10.255 | |
| 7d ago | $10.255 | |
| 30d ago | $9.955 | +0.299 |
| 60d ago | $10.052 | +0.203 |
| 90d ago | $10.009 | +0.246 |
6 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 6, 2026 | Stifel | MAINTAIN | Buy | Buy |
| May 6, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| May 6, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Apr 1, 2026 | Wells Fargo | INITIATE | — | Equal-Weight |
| Feb 5, 2026 | Keybanc | DOWNGRADE | Overweight | Sector Weight |
| Feb 4, 2026 | UBS | MAINTAIN | Buy | Buy |
| Jan 15, 2026 | UBS | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 10 | 10 | 1 | 0 | 59% | |
| May 1, 2026 | 6 | 11 | 10 | 1 | 0 | 61% | |
| Apr 1, 2026 | 6 | 11 | 10 | 1 | 0 | 61% | |
| Mar 1, 2026 | 7 | 11 | 9 | 1 | 0 | 64% | |
| Feb 1, 2026 | 7 | 12 | 7 | 1 | 0 | 70% | |
| Jan 1, 2026 | 7 | 12 | 6 | 1 | 0 | 73% |
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 6 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 29, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | TransDigm Group Inc | May 7, 2026 (9d) |
| Apr 20, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | TransDigm Group Inc | May 7, 2026 (18d) |
| Apr 17, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | TransDigm Group Inc | May 7, 2026 (21d) |
| Apr 16, 2026 | April McClain Delaney | D | HOUSE | BUY | $15,001 - $50,000 | TransDigm Group Inc | May 7, 2026 (22d) |
| Apr 15, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | TransDigm Group Inc | May 7, 2026 (23d) |
| Jan 30, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | TransDigm Group Inc | Feb 16, 2026 (18d) |
50°
Neutral
Bearish
Neutral
Bullish
4 mentions
2 bullish
2 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 22, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 22, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
May 25, 2026
dark_pool
Dark Pool: TDG — 0.5M shares, 36,771 trades
Week starting 2026-05-25. Total ATS volume: 458,276 shares across 36,771 trades.
May 18, 2026
dark_pool
Dark Pool: TDG — 0.6M shares, 48,928 trades
Week starting 2026-05-18. Total ATS volume: 564,504 shares across 48,928 trades.
May 11, 2026
dark_pool
Dark Pool: TDG — 0.7M shares, 48,669 trades
Week starting 2026-05-11. Total ATS volume: 657,763 shares across 48,669 trades.
May 5, 2026
short_interest
FTD: TDG — 1,177 shares ($1.4M) failed to deliver
Settlement: 20260505, Price: $1149.72, FTD Value: $1,353,220.44, TRANSDIGM GROUP INCORPORATED C
May 5, 2026
earnings_calendar
TDG Q2 2026 Earnings Before Market Open — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: TDG — 0.7M shares, 53,676 trades
Week starting 2026-05-04. Total ATS volume: 724,001 shares across 53,676 trades.
May 4, 2026
short_interest
FTD: TDG — 4,355 shares ($5.0M) failed to deliver
Settlement: 20260504, Price: $1154.45, FTD Value: $5,027,629.75, TRANSDIGM GROUP INCORPORATED C
Apr 27, 2026
dark_pool
Dark Pool: TDG — 0.5M shares, 43,656 trades
Week starting 2026-04-27. Total ATS volume: 469,107 shares across 43,656 trades.
Apr 22, 2026
short_interest
FTD: TDG — 9,392 shares ($11.3M) failed to deliver
Settlement: 20260422, Price: $1205.67, FTD Value: $11,323,652.64, TRANSDIGM GROUP INCORPORATED C
Apr 21, 2026
short_interest
FTD: TDG — 9,567 shares ($12.2M) failed to deliver
Settlement: 20260421, Price: $1274.62, FTD Value: $12,194,289.54, TRANSDIGM GROUP INCORPORATED C
Apr 20, 2026
dark_pool
Dark Pool: TDG — 1.0M shares, 59,419 trades
Week starting 2026-04-20. Total ATS volume: 973,734 shares across 59,419 trades.
Apr 13, 2026
dark_pool
Dark Pool: TDG — 0.6M shares, 47,129 trades
Week starting 2026-04-13. Total ATS volume: 598,760 shares across 47,129 trades.
Apr 6, 2026
dark_pool
Dark Pool: TDG — 0.3M shares, 31,706 trades
Week starting 2026-04-06. Total ATS volume: 334,270 shares across 31,706 trades.
Apr 2, 2026
short_interest
FTD: TDG — 4,387 shares ($5.1M) failed to deliver
Settlement: 20260402, Price: $1173.27, FTD Value: $5,147,135.49, TRANSDIGM GROUP INCORPORATED C
Mar 30, 2026
dark_pool
Dark Pool: TDG — 0.7M shares, 56,976 trades
Week starting 2026-03-30. Total ATS volume: 735,273 shares across 56,976 trades.