TDGIndustrials · Aerospace & DefenseThe 23 Wall Street analysts covering TransDigm Group, Inc. hold a median 12-month price target of $1,405 — +24.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 67 of 100 as at 26 Oct 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 (95): The share price has been relatively steady.
Accruals (29): 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 systematic trader with 15+ 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 +24.4% from it.
Of the 20 most recent actions, 1 moved their price target up and 8 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 19 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $1,400 → $1,300 |
| 15 Oct 2026 | RBC Capital | Maintains | Sector Perform | $1,350 → $1,200 |
| 12 Oct 2026 | Goldman Sachs | Maintains | Buy | $1,972 → $1,745 |
| 9 Oct 2026 | TD Cowen | Maintains | Buy | — |
| 9 Oct 2026 | TD Cowen | Maintains | Buy | $1,450 → $1,300 |
| 30 Sept 2026 | Wells Fargo | Maintains | Equal-Weight | $1,450 → $1,210 |
| 30 Sept 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 28 Sept 2026 | BMO Capital | Maintains | Outperform | $1,525 → $1,400 |
| 28 Sept 2026 | BMO Capital | Maintains | Outperform | — |
| 17 Sept 2026 | JP Morgan | Maintains | Neutral | $1,450 → $1,415 |
| 17 Sept 2026 | JP Morgan | Maintains | Neutral | — |
| 16 Sept 2026 | RBC Capital | Reiterates | Sector Perform | — |
| 16 Sept 2026 | RBC Capital | Reiterates | Sector Perform | $1,350 |
| 15 Sept 2026 | Guggenheim | Initiates | Neutral | — |
| 15 Sept 2026 | Guggenheim | Initiates | Neutral | — |
| 5 Aug 2026 | Stifel | Downgrade | Hold | $1,525 → $1,405 |
| 5 Aug 2026 | Stifel | Downgrade | Hold | — |
| 5 Aug 2026 | UBS | Maintains | Buy | — |
| 5 Aug 2026 | UBS | Maintains | Buy | $1,585 → $1,695 |
| 15 July 2026 | Morgan Stanley | Downgrade | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
TDG appears in the Radar 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 26 Oct 2026, TransDigm Group, Inc. returned −16.9% against +14.2% 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 23% of US stocks
Cheaper than 20% 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 94% of US stocks
Higher than 83% of US stocks
Higher than 32% of US stocks
Higher than 95% of US stocks
Higher than 1% of US dividend payers
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 $61.8B and an enterprise value of $91.9B.
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: 33.5×; forward P/E: 22.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of 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 →
Mar Vista’s U.S. Quality strategy returned 1.45% net of fees in the third quarter of 2026. The excerpt also reports management commentary on Azure growth, capital expenditures, and demand across Apple businesses.
Why it matters — The excerpt does not mention TransDigm or provide company-specific information relevant to TDG watchers.
Zacks Investment Research says TransDigm has a strong history of earnings surprises and currently has two key factors associated with a likely beat in its next quarterly report.
Why it matters — The item highlights indicators that may be relevant to watchers assessing expectations for TDG’s upcoming earnings report.
Zacks Investment Research explains how investors can use its Earnings ESP tool to identify stocks that may exceed quarterly earnings estimates. The headline frames the item around two aerospace stocks, but the excerpt does not identify them.
Why it matters — The excerpt offers general earnings-screening context for aerospace stocks but does not provide TDG-specific information.
Mar Vista's U.S. Quality Premier strategy returned 1.74% net of fees in Q3 2026. The portfolio initiated a position in StandardAero and exited its remaining Oracle holding; Microsoft, Mettler-Toledo and NVIDIA were among the top contributors.
Why it matters — The excerpt reports no TransDigm-specific portfolio activity or performance, so it offers little direct information for TDG watchers.
Industrial Growth Partners has completed the sale of Prince & Izant, LLC to TransDigm Group for $1.066 billion, fulfilling a previously announced transaction. The deal was finalized as of September 29, 2026.
Why it matters — The completed acquisition of Prince & Izant expands TransDigm's portfolio, adding a new business through a $1.066 billion deal that was previously announced.
The 23 Wall Street analysts covering TransDigm Group, Inc. have a median 12-month price target of $1,405, with estimates ranging from $1,100 to $1,745. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 23 analysts covering TransDigm Group, Inc., 12 rate it a Buy, 11 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks TransDigm Group, Inc. 67 out of 100 across roughly 4,600 US stocks as at 26 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 26 Oct 2026, TransDigm Group, Inc. ranks 67 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 (95 of 100).
No one can know that. What the data says: the median 12-month target from 23 analysts implies +24.4% from the last close, and Ticker Nerd's factor model ranks TransDigm Group, Inc. 67 out of 100 as at 26 Oct 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: $1,100 to $1,745 over the next 12 months.
TransDigm Group, Inc. returned -16.9% over the 12 months to 26 Oct 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 (Seeking Alpha, 21 Oct 2026): "Mar Vista U.S. Quality Strategy Q3 2026 Portfolio Review". Mar Vista’s U.S. Quality strategy returned 1.45% net of fees in the third quarter of 2026. The excerpt also reports management commentary on Azure growth, capital expenditures, and demand across Apple businesses.
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
