Analyst Price Targets — TDG
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| August 10, 2026 10:30 am | David Strauss | Wells Fargo | $1,450.00 | $1,225.25 | TheFly | TransDigm price target raised to $1,450 from $1,200 at Wells Fargo |
| August 9, 2026 3:32 pm | — | Jefferies | $1,625.00 | $1,225.25 | TheFly | TransDigm price target raised to $1,625 from $1,575 at Jefferies |
| August 6, 2026 4:25 pm | — | Morgan Stanley | $1,400.00 | $1,256.65 | TheFly | TransDigm price target raised to $1,400 from $1,345 at Morgan Stanley |
| August 5, 2026 1:11 pm | — | UBS | $1,695.00 | $1,244.39 | TheFly | TransDigm price target raised to $1,695 from $1,585 at UBS |
| August 5, 2026 6:52 am | Jonathan Siegmann | Stifel Nicolaus | $1,405.00 | $1,275.05 | StreetInsider | Stifel Downgrades TransDigm (TDG) to Hold |
| July 15, 2026 9:25 am | — | Morgan Stanley | $1,345.00 | $1,215.34 | TheFly | TransDigm downgraded to Equal Weight from Overweight at Morgan Stanley |
| May 10, 2026 5:31 pm | — | Jefferies | $1,575.00 | $1,215.08 | TheFly | TransDigm price target raised to $1,575 from $1,565 at Jefferies |
| May 6, 2026 1:34 pm | — | UBS | $1,645.00 | $1,240.11 | TheFly | TransDigm price target lowered to $1,645 from $1,745 at UBS |
| May 6, 2026 11:54 am | Ken Herbert | RBC Capital | $1,350.00 | $1,191.33 | TheFly | TransDigm price target lowered to $1,350 from $1,400 at RBC Capital |
| May 6, 2026 11:41 am | — | Morgan Stanley | $1,680.00 | $1,191.33 | TheFly | Morgan Stanley ups TransDigm price target, says pullback 'overdone' |
Latest News for TDG
TransDigm Group commands a dominant aftermarket position with over 50% EBITDA margins and 80% sole-source products, underpinning a BUY rating. TDG's business model delivers stable, high-margin cash flows via inelastic aftermarket demand but is offset by aggressive leverage and $30B in debt. Valuation scenarios suggest 22%–96% upside in base and optimistic DCF cases, though dividend discount models highlight downside…
TransDigm Group is a buy as valuation lags fundamentals, offering rare relative value versus HEICO and historical multiples. TDG's Q3 saw 22.5% YoY revenue growth, raised full-year guidance, and continued strong organic growth despite minor margin dilution from acquisitions. The business model's high-margin, recurring aftermarket exposure supports elevated leverage and robust free cash flow, justifying its premium.
TransDigm (TDG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
TDG's commercial aftermarket revenues rise 17% in fiscal Q3 2026, with strong bookings prompting a higher full-year growth outlook.
Broad Run Investment Management LLC purchased a new position in Transdigm Group Incorporated (NYSE: TDG) during the undefined quarter, according to its most recent 13F filing with the SEC. The firm purchased 10,801 shares of the aerospace company's stock, valued at approximately $14,387,000. Transdigm Group comprises 2.2% of Broad Run Investment Management LLC's
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