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TDGTDGIndustrials · Aerospace & Defense

TDG Stock Forecast: TransDigm Group, Inc. Price Predictions for 2026-2027

Last close, 14 Aug 2026
$1,257
+0.85% on the day

The 22 Wall Street analysts covering TransDigm Group, Inc. hold a median 12-month price target of $1,475 — +17.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 64 of 100 as at 15 Aug 2026 — in the upper half.

Market cap
$69.5B
Ticker Nerd rank
64 / 100
Median analyst target
$1,475
Analysts covering
22
Total return, dividends reinvested
1W
+2.6%
1M
+3.4%
YTD
−5.5%
1Y
−5.3%
From 52W high
−13.3%
From 52W low
+10.9%
$1,133
$1,450
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

TDG stock analysis: one number for the whole business

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.

Where the model ranks itAs at 15 Aug 2026
64 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
90
Volatility
90
Quality
89
Value
86
Growth
60
Issuance
35
Momentum
31
Accruals
28
Size
4

Revisions (90): Analysts have, on balance, been raising their forecasts.

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.

Wall Street

TDG stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on TDG, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$1,000$1,200$1,400$1,600$1,800$2,000Oct 25Jan 26Apr 26Jul 26TDGHigh $1,972Median $1,475Low $1,350

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says22 analysts
13 Buy9 Hold0 Sell
Low $1,350Median $1,475High $1,972

The green dot is the last close — the median target sits +17.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
5 Aug 2026StifelDowngradeHold$1,525 → $1,405
5 Aug 2026UBSMaintainsBuy$1,585 → $1,695
15 July 2026Morgan StanleyDowngradeEqual-Weight$1,680 → $1,345
15 July 2026Morgan StanleyDowngradeEqual-Weight—
2 July 2026BMO CapitalMaintainsOutperform—
2 July 2026BMO CapitalMaintainsOutperform$1,450 → $1,525
6 May 2026RBC CapitalMaintainsSector Perform—
6 May 2026StifelMaintainsBuy—
6 May 2026SusquehannaMaintainsNeutral—
6 May 2026UBSMaintainsBuy—
1 Apr 2026Wells FargoInitiatesEqual-Weight—
5 Feb 2026KeybancDowngradeSector Weight—
4 Feb 2026UBSMaintainsBuy—
15 Jan 2026UBSMaintainsBuy—
14 Nov 2025JP MorganMaintainsNeutral—
14 Nov 2025Morgan StanleyMaintainsOverweight—
13 Nov 2025BMO CapitalMaintainsOutperform—
13 Nov 2025RBC CapitalMaintainsSector Perform—
13 Nov 2025StifelMaintainsBuy—
13 Nov 2025UBSMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Estimates

TDG analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+3.1%
Analysts raising
4
Analysts cutting
1
Fundamentals

TransDigm Group, Inc. (TDG) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
37.7×

Cheaper than 21% of US stocks

Price / sales
6.9×

Cheaper than 19% of US stocks

Price / book
−7.4×

Cheaper than 97% of US stocks

EV / EBITDA
19.7×

Cheaper than 17% of US stocks

Growth & margins
Revenue growth (YoY)
22.5%

Higher than 72% of US stocks

Earnings growth (YoY)
9.6%

Higher than 48% of US stocks

Gross margin
59.4%

Higher than 73% of US stocks

Operating margin
46.0%

Higher than 95% of US stocks

Net margin
21.3%

Higher than 83% of US stocks

Returns & dividend
Return on equity
−19.3%

Higher than 31% of US stocks

Return on assets
11.8%

Higher than 95% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

TDG vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAerospace & Defense
CompanyMarket capTKN rank
TDGTransDigm Group, Inc.$69.5B
64
NOCNorthrop Grumman Corp.$83.6B
87
LHXL3Harris Technologies, Inc.$54.5B
84
HONAHoneywell Aerospace, Inc.$52.7B
0
AXONAxon Enterprise, Inc.$49.8B
37
RKLBRocket Lab Corp.$48.0B
35
GDGeneral Dynamics Corp.$107.0B
96

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 →

News

Latest TDG news & analysis

TransDigm Reported Earnings Last Week. Here's How This Quiet Aerospace Stock Turned $10,000 Into a Fortune.

The Motley Fool · 11 Aug 2026positive

TransDigm reported another set of strong quarterly results last week, according to The Motley Fool. The article characterises the aerospace components supplier as a nondescript yet essentially a "legal monopoly."

Why it matters — TDG watchers would care because the report signals continued strong performance from a company described as holding a quasi-monopoly position in its niche.

Transdigm Group Q3 Earnings Call Highlights

MarketBeat · 9 Aug 2026positive

TransDigm Group reported fiscal third-quarter results that management said exceeded expectations, with growth across commercial OEM, commercial aftermarket, and defense markets. Following the results, the company raised its fiscal 2026 sales, EBITDA, and commercial aftermarket outlook.

Why it matters — The raised fiscal 2026 guidance signals continued strength across all three of TransDigm's key market segments for watchers of the stock.

TransDigm Group Incorporated (TDG) Q3 2026 Earnings Call Transcript

Seeking Alpha · 4 Aug 2026neutral

Seeking Alpha published the transcript of TransDigm Group's Q3 2026 earnings call, covering the company's quarterly results and management discussion.

Why it matters — A TDG watcher would use the transcript to review the company's latest quarterly performance and management commentary in detail.

TransDigm's Q3 Earnings Surpass Estimates, Sales Increase Y/Y

Zacks Investment Research · 4 Aug 2026positive

TransDigm reported better-than-expected fiscal Q3 results, with sales rising year over year on broad organic growth. The company also raised its fiscal 2026 outlook, citing solid operating momentum.

Why it matters — A TDG watcher would care because the earnings beat, year-over-year sales growth, and an upgraded fiscal 2026 outlook signal sustained operating strength.

TransDigm Group (TDG) Beats Q3 Earnings and Revenue Estimates

Zacks Investment Research · 4 Aug 2026positive

TransDigm Group reported quarterly earnings of $10.87 per share for Q3, beating the Zacks Consensus Estimate of $10.29 per share and exceeding the prior-year figure of $9.6 per share.

Why it matters — A quarterly earnings result above the consensus estimate indicates TransDigm's performance outpaced what analysts had expected.

FAQ

Frequently asked questions about TDG stock

What is the TDG stock price forecast for 2026-2027?

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.

Is TDG stock a buy right now?

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. 64 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank TDG?

As at 15 Aug 2026, TransDigm Group, Inc. ranks 64 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 Revisions (90 of 100).

Will TDG stock go up?

No one can know that. What the data says: the median 12-month target from 22 analysts implies +17.4% from the last close, and Ticker Nerd's factor model ranks TransDigm Group, Inc. 64 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the TDG stock forecast for 2030?

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.

How has TDG stock performed over the past year?

TransDigm Group, Inc. returned -5.3% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does TransDigm Group, Inc. do?

TransDigm Group Inc. is a manufacturer and supplier of highly engineered aircraft components for the global aerospace and defense industry.

What is the latest news on TDG?

The most recent item we track (The Motley Fool, 11 Aug 2026): "TransDigm Reported Earnings Last Week. Here's How This Quiet Aerospace Stock Turned $10,000 Into a Fortune.". TransDigm reported another set of strong quarterly results last week, according to The Motley Fool. The article characterises the aerospace components supplier as a nondescript yet essentially a "legal monopoly."

Company

About TransDigm Group, Inc.

TransDigm Group Inc. is a manufacturer and supplier of highly engineered aircraft components for the global aerospace and defense industry. The company focuses on proprietary, specialized parts that are critical for aircraft performance and safety, often with significant aftermarket demand. TransDigm operates through three primary segments: Power and Control, Airframe, and Non-Aviation. The Power and Control segment provides products such as electromechanical actuators, ignition systems, specialized pumps, valves, and power conditioning devices used in aircraft systems. The Airframe segment supplies components integrated into aircraft structures and interiors, serving both commercial and military platforms. The Non-Aviation segment offers engineered products mainly for off-road vehicles and industrial and mining applications. TransDigm often acts as a holding company for a portfolio of niche aerospace businesses, emphasizing mission-critical components with long product lifecycles. Headquartered in Cleveland, Ohio, and founded in the United States, TransDigm plays a prominent role in the industrials sector, particularly within aerospace and defense, by supporting aircraft manufacturers, airlines, maintenance providers, and defense organizations worldwide.

CEO Mr. Michael J. Lisman · 16,500 employees · United States · https://www.transdigm.com