TransDigm Group (NYSE:TDG) Announces Quarterly Earnings Results

TransDigm Group (NYSE:TDG) released its quarterly earnings results on Tuesday. The aerospace company reported $7.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.73 by $0.84, Zacks reports. The business had revenue of $2.01 billion for the quarter, compared to analyst estimates of $2.03 billion. TransDigm Group had a net margin of 19.93% and a negative return on equity of 50.40%. The business’s revenue for the quarter was up 12.1% on a year-over-year basis. During the same period in the previous year, the company earned $7.16 earnings per share. TransDigm Group updated its FY 2025 guidance to 35.510-37.430 EPS and its FY25 guidance to $35.51-37.43 EPS.

TransDigm Group Stock Down 3.4 %

NYSE:TDG opened at $1,306.98 on Wednesday. The stock’s fifty day moving average is $1,291.32 and its two-hundred day moving average is $1,314.15. The company has a market capitalization of $73.24 billion, a P/E ratio of 51.05, a P/E/G ratio of 3.06 and a beta of 1.40. TransDigm Group has a 52 week low of $1,100.86 and a 52 week high of $1,451.32.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on TDG shares. Deutsche Bank Aktiengesellschaft cut shares of TransDigm Group from a “buy” rating to a “hold” rating and reduced their target price for the stock from $1,444.00 to $1,348.00 in a report on Thursday, January 2nd. Wells Fargo & Company lowered their target price on TransDigm Group from $1,500.00 to $1,375.00 and set an “equal weight” rating on the stock in a research note on Wednesday, December 11th. Truist Financial boosted their target price on shares of TransDigm Group from $1,482.00 to $1,534.00 and gave the company a “buy” rating in a research note on Tuesday, January 14th. JPMorgan Chase & Co. lifted their price target on TransDigm Group from $1,435.00 to $1,555.00 and gave the company a “neutral” rating in a research note on Monday, October 14th. Finally, StockNews.com raised shares of TransDigm Group from a “hold” rating to a “buy” rating in a research note on Wednesday, January 8th. Eight research analysts have rated the stock with a hold rating and eleven have issued a buy rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,455.00.

Insider Activity at TransDigm Group

In other TransDigm Group news, Director Robert J. Small sold 38,053 shares of the firm’s stock in a transaction that occurred on Thursday, December 12th. The shares were sold at an average price of $1,248.78, for a total value of $47,519,825.34. Following the completion of the transaction, the director now owns 567,323 shares of the company’s stock, valued at $708,461,615.94. This trade represents a 6.29 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, COO Joel Reiss sold 3,000 shares of the stock in a transaction on Friday, December 20th. The shares were sold at an average price of $1,257.09, for a total value of $3,771,270.00. Following the completion of the sale, the chief operating officer now owns 3,600 shares in the company, valued at approximately $4,525,524. The trade was a 45.45 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 89,525 shares of company stock worth $112,769,801. Company insiders own 4.09% of the company’s stock.

About TransDigm Group

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.