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TransDigm Group Incorporated — Wall Street Analyst Estimates & Price Targets

TDG
NYSEIndustrialsAerospace & DefenseCIK 0001260221transdigm.comAbout TDG
Last close · Oct 16, 20261,139.34+5.10 (+0.45%)
Market cap$63.0B

9 firms' latest targets, last 90 days: median $1,405.00 ($1,200.00–$1,745.00), 23% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker
$1,200$1,400$1,600$1,800NovJan 2026MarMayJulSep2025-11-14 · Morgan Stanley: $1,6602026-01-09 · Truist: $1,6972026-01-15 · Susquehanna: $1,5002026-01-15 · UBS: $1,8042026-01-20 · Goldman Sachs: $1,8712026-02-04 · Susquehanna: $1,4002026-02-04 · BMO Capital: $1,5502026-02-04 · UBS: $1,8002026-02-04 · Baird: $1,4002026-02-08 · Jefferies: $1,5652026-05-06 · UBS: $1,6452026-05-06 · RBC Capital: $1,3502026-05-06 · Morgan Stanley: $1,6802026-05-06 · Stifel: $1,5252026-05-10 · Jefferies: $1,5752026-07-15 · Morgan Stanley: $1,3452026-08-05 · UBS: $1,6952026-08-05 · Stifel: $1,4052026-08-06 · Morgan Stanley: $1,4002026-08-09 · Jefferies: $1,6252026-08-10 · Wells Fargo: $1,4502026-09-14 · Melius Research: $1,3312026-09-28 · BMO Capital: $1,4002026-10-12 · Goldman Sachs: $1,7452026-10-15 · RBC Capital: $1,2002026-10-16 · Morgan Stanley: $1,300
$1,200$1,400$1,600$1,800NovFebMayAug

Each firm's latest target

last 90 days · 9 firms
DateFirmTargetPreviousChangeVs price thenVs price now
2026-10-16Morgan Stanley$1,300.00$1,400.00▼ 7%+15%+14%
2026-10-15RBC Capital$1,200.00$1,350.00▼ 11%+8%+5%
2026-10-12Goldman Sachs$1,745.00$1,871.00▼ 7%+57%+53%
2026-09-28BMO Capital$1,400.00$1,550.00▼ 10%+25%+23%
2026-09-14Melius Research$1,331.00——+17%+17%
2026-08-10Wells Fargo$1,450.00——+18%+27%
2026-08-09Jefferies$1,625.00$1,575.00▲ 3%+33%+43%
2026-08-05UBS$1,695.00$1,645.00▲ 3%+36%+49%
2026-08-05Stifel$1,405.00$1,525.00▼ 8%+10%+23%

Consensus estimates

revenue and EPS by fiscal year · reported years marked
FYRevenueYoYEPSYoYRevenue rangeEPS rangeAnalysts
2023reported$6.6B+21%$22.03+64%est. $6.6B+0%est. $25.3313
2024reported$7.9B+21%$25.62+16%est. $8.4B-5%est. $29.667
2025reported$8.8B+11%$32.08+25%est. $8.8B+0%est. $36.6013
2026$10.5B+19%$41.16+12%$10.5B–$10.6B$40.69–$41.6916
2027$11.7B+12%$48.60+18%$11.4B–$11.9B$46.52–$50.7915
2028$12.6B+7%$55.52+14%$11.8B–$13.2B$41.57–$63.9117
2029$13.4B+7%$64.01+15%$12.9B–$13.7B$46.77–$81.253
2030$14.4B+8%$72.00+12%$13.8B–$14.9B$68.27–$75.231
A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.