TDGIndustrials · Aerospace & DefenseThe 23 Wall Street analysts covering TransDigm Group, Inc. hold a median 12-month price target of $1,415 — +28.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 65 of 100 as at 5 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 (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 +28.2% from it.
Of the 20 most recent actions, 2 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Sept 2026 | Wells Fargo | Maintains | Equal-Weight | $1,450 → $1,210 |
| 28 Sept 2026 | BMO Capital | Maintains | Outperform | $1,525 → $1,400 |
| 17 Sept 2026 | JP Morgan | Maintains | Neutral | — |
| 17 Sept 2026 | JP Morgan | Maintains | Neutral | $1,450 → $1,415 |
| 16 Sept 2026 | RBC Capital | Reiterates | Sector Perform | $1,350 |
| 16 Sept 2026 | RBC Capital | Reiterates | Sector Perform | — |
| 15 Sept 2026 | Guggenheim | Initiates | Neutral | — |
| 15 Sept 2026 | Guggenheim | Initiates | Neutral | — |
| 5 Aug 2026 | Stifel | Downgrade | Hold | — |
| 5 Aug 2026 | Stifel | Downgrade | Hold | $1,525 → $1,405 |
| 5 Aug 2026 | UBS | Maintains | Buy | — |
| 5 Aug 2026 | UBS | Maintains | Buy | $1,585 → $1,695 |
| 15 July 2026 | Morgan Stanley | Downgrade | Equal-Weight | — |
| 15 July 2026 | Morgan Stanley | Downgrade | Equal-Weight | $1,680 → $1,345 |
| 2 July 2026 | BMO Capital | Maintains | Outperform | $1,450 → $1,525 |
| 2 July 2026 | BMO Capital | Maintains | Outperform | — |
| 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 | — |
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 6 Oct 2026, TransDigm Group, Inc. returned −14.6% against +16.6% 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 21% of US stocks
Cheaper than 97% of US stocks
Cheaper than 18% of US stocks
Higher than 72% of US stocks
Higher than 47% of US stocks
Higher than 73% of US stocks
Higher than 95% 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 $61.0B and an enterprise value of $91.1B.
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: 33.1×; forward P/E: 22.6× — 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 →
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.
TransDigm Group announced that it has completed its acquisition of Prince & Izant, formerly a portfolio company of Industrial Growth Partners, for approximately $1.066 billion in cash, including certain tax benefits.
Why it matters — The completed acquisition expands TransDigm's portfolio through a significant cash deal, which could have implications for the company's product offerings and growth strategy.
Zacks Investment Research published an article highlighting two aerospace stocks that investors should consider taking advantage of now. The piece recommends using the Zacks Earnings ESP tool to identify stocks positioned to beat quarterly earnings estimates.
Why it matters — As an aerospace company, TDG could be among the sector stocks investors examine when using such screening tools to find potential earnings outperformers.
TransDigm reported an 11% rise in defense revenues in fiscal Q3 2026, supported by strong bookings and backlog that bolster its U.S. defense aerospace growth outlook. The item highlights rising defense demand as a driver of the company's growth prospects.
Why it matters — A TDG watcher would care because the defense revenue growth, backed by a solid backlog, indicates strengthening demand in a key segment for the company's overall outlook.
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.
The 23 Wall Street analysts covering TransDigm Group, Inc. have a median 12-month price target of $1,415, with estimates ranging from $1,210 to $1,972. 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. 65 out of 100 across roughly 4,600 US stocks as at 5 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Oct 2026, TransDigm Group, Inc. ranks 65 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 +28.2% from the last close, and Ticker Nerd's factor model ranks TransDigm Group, Inc. 65 out of 100 as at 5 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: $1,210 to $1,972 over the next 12 months.
TransDigm Group, Inc. returned -14.6% over the 12 months to 6 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 (PRNewsWire, 29 Sept 2026): "Industrial Growth Partners Completes Sale of Prince & Izant to TransDigm". 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.
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
