TDGIndustrials · Aerospace & DefenseThe 22 Wall Street analysts covering TransDigm Group, Inc. hold a median 12-month price target of $1,475 — +31.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 63 of 100 as at 8 Sept 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores TransDigm Group, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (91): The share price has been relatively steady.
Accruals (28): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on TDG, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +31.0% from it.
Of the 20 most recent actions, 2 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 5 Aug 2026 | Stifel | Downgrade | Hold | $1,525 → $1,405 |
| 5 Aug 2026 | UBS | Maintains | Buy | $1,585 → $1,695 |
| 15 July 2026 | Morgan Stanley | Downgrade | Equal-Weight | $1,680 → $1,345 |
| 15 July 2026 | Morgan Stanley | Downgrade | Equal-Weight | — |
| 2 July 2026 | BMO Capital | Maintains | Outperform | — |
| 2 July 2026 | BMO Capital | Maintains | Outperform | $1,450 → $1,525 |
| 6 May 2026 | RBC Capital | Maintains | Sector Perform | — |
| 6 May 2026 | Stifel | Maintains | Buy | — |
| 6 May 2026 | Susquehanna | Maintains | Neutral | — |
| 6 May 2026 | UBS | Maintains | Buy | — |
| 1 Apr 2026 | Wells Fargo | Initiates | Equal-Weight | — |
| 5 Feb 2026 | Keybanc | Downgrade | Sector Weight | — |
| 4 Feb 2026 | UBS | Maintains | Buy | — |
| 15 Jan 2026 | UBS | Maintains | Buy | — |
| 14 Nov 2025 | JP Morgan | Maintains | Neutral | — |
| 14 Nov 2025 | Morgan Stanley | Maintains | Overweight | — |
| 13 Nov 2025 | BMO Capital | Maintains | Outperform | — |
| 13 Nov 2025 | RBC Capital | Maintains | Sector Perform | — |
| 13 Nov 2025 | Stifel | Maintains | Buy | — |
| 13 Nov 2025 | UBS | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TDG appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 9 Sept 2026, TransDigm Group, Inc. returned −14.2% against +18.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 22% of US stocks
Cheaper than 21% of US stocks
Cheaper than 97% of US stocks
Cheaper than 17% of US stocks
Higher than 72% of US stocks
Higher than 48% of US stocks
Higher than 73% of US stocks
Higher than 95% of US stocks
Higher than 83% of US stocks
Higher than 31% of US stocks
Higher than 94% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
TransDigm Group, Inc. has a market value of $64.2B and an enterprise value of $95.0B.
Revenue in the twelve months to 30 June 2026: $10.0B. The latest quarter grew 22.5% year on year.
Net income over the same four quarters: $2.1B, a 21.3% net margin.
Diluted earnings per share, trailing twelve months: $32.96.
Free cash flow in the twelve months to 30 June 2026: $1.9B, after $271.0M of capital spending.
TransDigm Group, Inc. spent $1.8B on share buybacks and $5.3B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 34.8×; forward P/E: 23.7× — the forward figure prices analyst consensus estimates, not reported earnings.
TransDigm Group, Inc. employs 16,500 people — $606K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own TransDigm Group, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
TransDigm is expanding its proprietary aerospace portfolio through disciplined acquisitions aimed at strengthening its aftermarket capabilities and supporting long-term growth, according to Zacks Investment Research.
Why it matters — A TDG watcher would care because these acquisitions could enhance the company's aftermarket business, a key driver of its revenue stream and growth prospects.
TransDigm (TDG) reported earnings 30 days ago, and its stock has since declined 8.1% from that report. The report examines what might happen next for the stock after this drop.
Why it matters — TransDigm watchers would care because the report tracks the company's post-earnings share-price performance and what it may signal for the period ahead.
An investor article describes deploying capital into high-quality cyclical value stocks with pricing power and secular tailwinds amid market volatility and expectations of "higher for longer" inflation. TransDigm is cited alongside Old Dominion Freight Line and Sunbelt Rentals as exemplifying strong balance sheets, capacity advantages, and unique market positions.
Why it matters — TDG watchers would care because the article highlights TransDigm as a favored holding for its pricing power and strong balance sheet in an environment where inflation protection is seen as crucial.
Seeking Alpha highlights TransDigm Group's dominant aftermarket position, with over 50% EBITDA margins and 80% sole-source products underpinning a BUY rating. The analysis notes stable, high-margin cash flows from inelastic aftermarket demand, though offset by aggressive leverage and roughly $30 billion in debt.
Why it matters — TDG watchers would note the affirmation of the company's market strength and high margins, while also weighing the risks associated with its significant debt load.
Seeking Alpha reports that TransDigm Group is considered a buy as valuation lags fundamentals, offering relative value versus HEICO and historical multiples. TDG's Q3 saw 22.5% year-over-year revenue growth and raised full-year guidance, with strong organic growth despite minor margin dilution from acquisitions.
Why it matters — The article highlights TDG's high-margin, recurring aftermarket exposure supporting elevated leverage and robust free cash flow, which justifies its premium valuation for watchers of the stock.
The 22 Wall Street analysts covering TransDigm Group, Inc. have a median 12-month price target of $1,475, with estimates ranging from $1,350 to $1,972. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 22 analysts covering TransDigm Group, Inc., 13 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks TransDigm Group, Inc. 63 out of 100 across roughly 4,600 US stocks as at 8 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Sept 2026, TransDigm Group, Inc. ranks 63 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (91 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +31.0% from the last close, and Ticker Nerd's factor model ranks TransDigm Group, Inc. 63 out of 100 as at 8 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering TransDigm Group, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TDG are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $1,350 to $1,972 over the next 12 months.
TransDigm Group, Inc. returned -14.2% over the 12 months to 9 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
TransDigm Group Inc. is an aerospace and defense company that designs, produces, and supplies highly engineered aircraft components, systems, and subsystems.
The most recent item we track (Zacks Investment Research, 4 Sept 2026): "Can Strategic Acquisitions Strengthen TransDigm's Growth?". TransDigm is expanding its proprietary aerospace portfolio through disciplined acquisitions aimed at strengthening its aftermarket capabilities and supporting long-term growth, according to Zacks Investment Research.
TransDigm Group Inc. is an aerospace and defense company that designs, produces, and supplies highly engineered aircraft components, systems, and subsystems. The company’s products support commercial and military aircraft with critical functions such as power and control, airframe hardware, ignition systems, pumps, valves, actuators, latches, connectors, and cabin and security components. It serves operators, original equipment manufacturers, and aftermarket customers across the aviation industry, with a business model centered on proprietary parts that are essential to aircraft operation and maintenance. TransDigm Group Inc. also operates a smaller non-aviation segment serving selected industrial markets. Headquartered in Cleveland, Ohio, the company plays a significant role in the global aerospace supply chain through its broad portfolio of specialized components and services.
CEO Mr. Michael J. Lisman · 16,500 employees · United States · https://www.transdigm.com
