TransDigm Group (NYSE:TDG) Releases FY 2025 Earnings Guidance

TransDigm Group (NYSE:TDG) updated its FY 2025 earnings guidance on Tuesday. The company provided EPS guidance of 35.510-37.430 for the period, compared to the consensus EPS estimate of 37.440. The company issued revenue guidance of $8.8 billion-$9.0 billion, compared to the consensus revenue estimate of $8.9 billion. TransDigm Group also updated its FY25 guidance to $35.51-37.43 EPS.

Wall Street Analyst Weigh In

TDG has been the subject of several analyst reports. Truist Financial lifted their price target on shares of TransDigm Group from $1,482.00 to $1,534.00 and gave the company a “buy” rating in a report on Tuesday, January 14th. Citigroup lifted their price target on TransDigm Group from $1,563.00 to $1,600.00 and gave the company a “buy” rating in a report on Thursday, December 5th. JPMorgan Chase & Co. boosted their target price on shares of TransDigm Group from $1,435.00 to $1,555.00 and gave the stock a “neutral” rating in a research note on Monday, October 14th. Barclays restated an “equal weight” rating and issued a $1,500.00 price objective on shares of TransDigm Group in a research report on Monday, January 6th. Finally, Deutsche Bank Aktiengesellschaft cut shares of TransDigm Group from a “buy” rating to a “hold” rating and dropped their price objective for the stock from $1,444.00 to $1,348.00 in a research report on Thursday, January 2nd. Eight equities research analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the stock. Based on data from MarketBeat, TransDigm Group has a consensus rating of “Moderate Buy” and a consensus target price of $1,455.00.

TransDigm Group Stock Performance

NYSE:TDG traded down $4.87 on Thursday, hitting $1,286.64. The stock had a trading volume of 168,047 shares, compared to its average volume of 255,112. The stock has a market cap of $72.10 billion, a P/E ratio of 50.26, a price-to-earnings-growth ratio of 3.06 and a beta of 1.40. The firm’s fifty day simple moving average is $1,292.18 and its two-hundred day simple moving average is $1,313.99. TransDigm Group has a 1 year low of $1,100.86 and a 1 year high of $1,451.32.

TransDigm Group (NYSE:TDG) last announced its quarterly earnings data on Tuesday, February 4th. The aerospace company reported $7.57 earnings per share for the quarter, topping the consensus estimate of $6.73 by $0.84. TransDigm Group had a negative return on equity of 50.40% and a net margin of 19.93%. The company had revenue of $2.01 billion during the quarter, compared to analyst estimates of $2.03 billion. During the same quarter last year, the firm posted $7.16 EPS. The firm’s revenue for the quarter was up 12.1% on a year-over-year basis. Equities research analysts predict that TransDigm Group will post 34.11 EPS for the current year.

Insider Transactions at TransDigm Group

In other news, Director Robert J. Small sold 38,053 shares of TransDigm Group stock in a transaction that occurred on Thursday, December 12th. The stock was sold at an average price of $1,248.78, for a total value of $47,519,825.34. Following the sale, the director now directly owns 567,323 shares in the company, valued at approximately $708,461,615.94. This trade represents a 6.29 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Kevin M. Stein sold 20,000 shares of TransDigm Group stock in a transaction on Thursday, December 12th. The shares were sold at an average price of $1,248.07, for a total transaction of $24,961,400.00. Following the completion of the sale, the chief executive officer now owns 8,158 shares in the company, valued at approximately $10,181,755.06. This trade represents a 71.03 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 89,525 shares of company stock valued at $112,769,801. 4.09% of the stock is owned by corporate insiders.

TransDigm Group Company Profile

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.