TDG
TransDigm Group INC
$1,206.28
-2.62%
$67.5B
No data for this timeframe.
Vol
Market Cap$67.5B
Cap SizeLarge Cap
Analyst ConsensusBuy (59%)
Inst. Holders7 funds
Inst. Value$14.5B
Inst. Activity1 buys / 2 sells
Insider Activity2B / 10S
Insider Net $-$3.2M
Reddit Sentiment50° Neutral
SEC Reports7
Congressional6 trades
Exchange NYSE·Sector Aircraft Parts & Auxiliary Equipment, NEC·Inc. DE·CIK 0001260221·Prev Close $1,238.74
Recent Activity
May 19, 2026
SEC
Two TransDigm insiders, including Co-COO Joel Reiss and Director W. Nicholas Howley, executed open-market sales totaling
CLUSTER — Impact 2/10
May 18, 2026
Insider
Howley W Nicholas sold 10,132 shares
Director @ $0.00 ($0.00)
May 18, 2026
Insider
Howley W Nicholas sold 10,132 shares
Director @ $66.47 ($673.5K)
May 18, 2026
Insider
Howley W Nicholas sold 40 shares
Director @ $1,145.16 ($45.8K)
May 18, 2026
dark_pool
Dark Pool: TDG — 0.6M shares, 48,928 trades
Week starting 2026-05-18. Total ATS volume: 564,504 shares across 48,928 trades.
May 5, 2026
SEC
TransDigm Group reported strong fiscal Q2 2026 results with net sales of $2,544 million (up 18% YoY) and GAAP EPS of $9.
8-K — Impact 8/10
Apr 21, 2026
SEC
TransDigm Group reported preliminary Q2 fiscal 2026 results with net sales of $2.54–2.545 billion and EBITDA As Defined
8-K — Impact 8/10
Inst.
FMR LLC — TRIM
1,619,293 shares ($2.2B)
Price Targets
$1,524.00
+21.2% upside
Strong Buy
Current $1,257.24
Low $1,200.00
Median $1,492.50
High $1,937.00
20 analysts
$1,200.00
$1,937.00
Analyst Ratings
6Strong Buy
10Buy
10Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | UBS | MAINTAIN | Buy → Buy |
| May 6, 2026 | Stifel | MAINTAIN | Buy → Buy |
| May 6, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| May 6, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
| Apr 1, 2026 | Wells Fargo | INITIATE | Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $10.25 ▲ +3.0% | $9.70 — $10.77 | 7% YoY | 18 |
| Next Q | $11.71 ▲ +2.5% | $11.31 — $12.27 | 8% YoY | 18 |
| Current FY | $40.05 ▲ +2.5% | $39.55 — $40.63 | 7% YoY | 20 |
| Next FY | $46.95 ▲ +2.5% | $44.00 — $50.70 | 17% YoY | 20 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Two TransDigm insiders, including Co-COO Joel Reiss and Director W. Nicholas Howley, executed open-market sales totaling
May 19, 2026
BULLISH
8-K
8/10
TransDigm Group reported strong fiscal Q2 2026 results with net sales of $2,544 million (up 18% YoY) and GAAP EPS of $9.
May 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $9.0B | — |
| FMR LLC | $2.2B | TRIM |
| MORGAN STANLEY | $1.1B | TRIM |
| NORGES BANK | $1.0B | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $527.4M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Howley W | M | $0.00 |
| May 18, 2026 | Howley W | M | $673.5K |
| May 18, 2026 | Howley W | SELL | $45.8K |
| May 15, 2026 | Reiss Joel | M | $1.1M |
| May 15, 2026 | Reiss Joel | SELL | $81.3K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
2 members: 6 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| April McClain | D | BUY | $1,001 - $15,000 |
| April McClain | D | BUY | $1,001 - $15,000 |
| April McClain | D | BUY | $1,001 - $15,000 |
7 institutional holders with $14.5B total value (10,877,221 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6,799,539 | $9.0B | 62.5% | — |
| 2 | FMR LLC | 1,619,293 | $2.2B | 14.9% | TRIM -29.1% |
| 3 | MORGAN STANLEY | 852,237 | $1.1B | 7.8% | TRIM -33.1% |
| 4 | NORGES BANK | 771,208 | $1.0B | 7.1% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 396,578 | $527.4M | 3.6% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 292,323 | $388.7M | 2.7% | — |
| 7 | WELLS FARGO & COMPANY/MN | 146,043 | $194.2M | 1.3% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 2,282,430 | 1,619,293 | -29.1% | $2.2B | 2025-Q4 |
| NORGES BANK | NEW | — | 771,208 | — | $1.0B | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 1,200 | 0 | -100.0% | $0.00 | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 50,500 | 1,200 | -97.6% | $1.6M | 2025-Q3 |
| NORGES BANK | EXIT | 838,486 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | TRIM | 1,416,974 | 947,275 | -33.1% | $1.4B | 2025-Q2 |
| NORGES BANK | NEW | — | 838,486 | — | $1.3B | 2025-Q2 |
| UBS Group AG | ADD | 350,409 | 559,299 | +59.6% | $850.5M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 70,000 | 50,500 | -27.9% | $76.8M | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 154,706 | 60,100 | -61.2% | $83.1M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 1,850 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 768,065 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 238,083 | 318,496 | +33.8% | $403.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 112,093 | 154,706 | +38.0% | $196.1M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 338,106 | — | $482.5M | 2024-Q3 |
14 unique insiders with 12 transactions. Net insider value: -$3.2M ($1.2M bought, $4.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Howley W Nicholas | Director | M | 10,132 | $0.00 | $0.00 |
| May 18, 2026 | Howley W Nicholas | Director | M | 10,132 | $66.47 | $673.5K |
| May 18, 2026 | Howley W Nicholas | Director | SELL | 40 | $1,145.16 | $45.8K |
| May 15, 2026 | Reiss Joel | Co-Chief Operating Officer | M | 3,900 | $284.97 | $1.1M |
| May 15, 2026 | Reiss Joel | Co-Chief Operating Officer | SELL | 71 | $1,144.43 | $81.3K |
| May 15, 2026 | Reiss Joel | Co-Chief Operating Officer | M | 3,900 | $0.00 | $0.00 |
| Apr 20, 2026 | Howley W Nicholas | Director | M | 9,789 | $50.92 | $498.5K |
| Apr 20, 2026 | Howley W Nicholas | Director | SELL | 60 | $1,260.34 | $75.6K |
| Apr 20, 2026 | Howley W Nicholas | Director | M | 9,789 | $0.00 | $0.00 |
| Apr 15, 2026 | Reiss Joel | Co-Chief Operating Officer | M | 3,900 | $284.97 | $1.1M |
| Apr 15, 2026 | Reiss Joel | Co-Chief Operating Officer | SELL | 233 | $1,274.57 | $297.0K |
| Apr 15, 2026 | Reiss Joel | Co-Chief Operating Officer | M | 3,900 | $0.00 | $0.00 |
| Mar 20, 2026 | Howley W Nicholas | Director | A | 113 | $1,214.66 | $137.3K |
| Mar 20, 2026 | Graff Michael | Director | A | 30 | $1,214.66 | $36.4K |
| Mar 20, 2026 | Santana Michele | Director | A | 30 | $1,214.66 | $36.4K |
| Mar 20, 2026 | MCCULLOUGH GARY E | Director | A | 37 | $1,214.66 | $44.9K |
| Mar 20, 2026 | HENNESSY SEAN P | Director | A | 41 | $1,214.66 | $49.8K |
| Mar 20, 2026 | CRONIN JANE M. | Director | A | 30 | $1,214.66 | $36.4K |
| Mar 20, 2026 | Palmer Peter | Director | A | 30 | $1,214.66 | $36.4K |
| Mar 20, 2026 | BARR DAVID | Director | A | 41 | $1,214.66 | $49.8K |
| Mar 18, 2026 | Howley W Nicholas | Director | M | 10,132 | $0.00 | $0.00 |
| Mar 18, 2026 | Howley W Nicholas | Director | SELL | 202 | $1,205.42 | $243.5K |
| Mar 18, 2026 | Howley W Nicholas | Director | M | 10,132 | $50.92 | $515.9K |
| Mar 16, 2026 | Reiss Joel | Co-Chief Operating Officer | SELL | 20 | $1,222.87 | $24.5K |
| Mar 16, 2026 | Reiss Joel | Co-Chief Operating Officer | M | 3,900 | $0.00 | $0.00 |
| Mar 16, 2026 | Reiss Joel | Co-Chief Operating Officer | M | 3,900 | $284.97 | $1.1M |
| Feb 25, 2026 | SMALL ROBERT J | Director | BUY | 1 | $1,285.00 | $1.3K |
| Feb 24, 2026 | Murphy Patrick Joseph | Co-Chief Operating Officer | M | 1,160 | $269.42 | $312.5K |
| Feb 24, 2026 | Murphy Patrick Joseph | Co-Chief Operating Officer | M | 1,160 | $0.00 | $0.00 |
| Feb 18, 2026 | Howley W Nicholas | Director | M | 10,168 | $0.00 | $0.00 |
| Feb 18, 2026 | Howley W Nicholas | Director | SELL | 920 | $1,299.31 | $1.2M |
| Feb 18, 2026 | Howley W Nicholas | Director | M | 10,168 | $50.92 | $517.8K |
| Feb 6, 2026 | Lisman Michael | President & CEO | BUY | 950 | $1,284.26 | $1.2M |
| Feb 5, 2026 | Wynne Sarah | Chief Financial Officer | M | 1,494 | $559.78 | $836.3K |
| Feb 5, 2026 | Wynne Sarah | Chief Financial Officer | M | 1,494 | $0.00 | $0.00 |
| Feb 2, 2026 | Stein Kevin M | Director | M | 25,000 | $341.28 | $8.5M |
| Feb 2, 2026 | Stein Kevin M | Director | SELL | 40 | $1,404.68 | $56.2K |
| Feb 2, 2026 | Stein Kevin M | Director | M | 23,000 | $0.00 | $0.00 |
| Feb 2, 2026 | Stein Kevin M | Director | M | 25,000 | $0.00 | $0.00 |
| Feb 2, 2026 | Stein Kevin M | Director | SELL | 1,421 | $1,431.46 | $2.0M |
| Feb 2, 2026 | Murphy Patrick Joseph | Co-Chief Operating Officer | M | 290 | $269.42 | $78.1K |
| Feb 2, 2026 | Murphy Patrick Joseph | Co-Chief Operating Officer | SELL | 290 | $1,430.10 | $414.7K |
| Feb 2, 2026 | Murphy Patrick Joseph | Co-Chief Operating Officer | M | 290 | $0.00 | $0.00 |
7 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 5.6/10.
NEUTRAL
CLUSTER
2/10
Two TransDigm insiders, including Co-COO Joel Reiss and Director W. Nicholas Howley, executed open-m
May 19, 2026
BULLISH
8-K
8/10
TransDigm Group reported strong fiscal Q2 2026 results with net sales of $2,544 million (up 18% YoY)
May 5, 2026
BULLISH
8-K
8/10
TransDigm Group reported preliminary Q2 fiscal 2026 results with net sales of $2.54–2.545 billion an
Apr 21, 2026
MIXED
8-K
6/10
TransDigm Group has secured $1.5 billion in new financing through a $1 billion incremental term loan
Apr 17, 2026
BULLISH
8-K
8/10
TransDigm Group (TDG) completed the acquisition of Jet Parts Engineering and Victor Sierra Aviation
Apr 7, 2026
NEUTRAL
CLUSTER
4/10
Director Howley W Nicholas engaged in a series of transactions including a large derivative exercise
Mar 23, 2026
NEUTRAL
CLUSTER
3/10
Two TransDigm insiders — a director and a Co-COO — exercised derivative securities and sold small po
Mar 19, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (59% buy). Based on 27 analysts: 6 strong buy, 10 buy, 10 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$1,524.00 mean target
+21.2% upside
Strong Buy (1.82)
$1,200.00 Low
$1,937.00 High
| Metric | Value |
|---|---|
| Current Price | $1,257.24 |
| Target Low | $1,200.00 |
| Target Mean | $1,524.00 |
| Target Median | $1,492.50 |
| Target High | $1,937.00 |
| # Analysts | 20 |
| Recommendation | Strong Buy (1.82) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$10.25 | $9.70 | $10.77 | 6.8% | +3.0% | 11↑ 2↓ | $2.7B | 18.8% | 18 |
| Next Q 2026-09-30 |
$11.71 | $11.31 | $12.27 | 8.2% | +2.5% | 8↑ 6↓ | $2.9B | 18.0% | 18 |
| Current FY 2026-09-30 |
$40.05 | $39.55 | $40.63 | 7.3% | +2.5% | 17↑ 1↓ | $10.4B | 17.3% | 20 |
| Next FY 2027-09-30 |
$46.95 | $44.00 | $50.70 | 17.2% | +2.5% | 14↑ 2↓ | $11.3B | 9.2% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $10.255 | |
| 7d ago | $10.255 | |
| 30d ago | $9.955 | +0.299 |
| 60d ago | $10.052 | +0.203 |
| 90d ago | $10.009 | +0.246 |
6 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 6, 2026 | Stifel | MAINTAIN | Buy | Buy |
| May 6, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| May 6, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Apr 1, 2026 | Wells Fargo | INITIATE | — | Equal-Weight |
| Feb 5, 2026 | Keybanc | DOWNGRADE | Overweight | Sector Weight |
| Feb 4, 2026 | UBS | MAINTAIN | Buy | Buy |
| Jan 15, 2026 | UBS | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 10 | 10 | 1 | 0 | 59% | |
| May 1, 2026 | 6 | 11 | 10 | 1 | 0 | 61% | |
| Apr 1, 2026 | 6 | 11 | 10 | 1 | 0 | 61% | |
| Mar 1, 2026 | 7 | 11 | 9 | 1 | 0 | 64% | |
| Feb 1, 2026 | 7 | 12 | 7 | 1 | 0 | 70% | |
| Jan 1, 2026 | 7 | 12 | 6 | 1 | 0 | 73% |
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 6 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 29, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | TransDigm Group Inc | May 7, 2026 (9d) |
| Apr 20, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | TransDigm Group Inc | May 7, 2026 (18d) |
| Apr 17, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | TransDigm Group Inc | May 7, 2026 (21d) |
| Apr 16, 2026 | April McClain Delaney | D | HOUSE | BUY | $15,001 - $50,000 | TransDigm Group Inc | May 7, 2026 (22d) |
| Apr 15, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | TransDigm Group Inc | May 7, 2026 (23d) |
| Jan 30, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | TransDigm Group Inc | Feb 16, 2026 (18d) |
50°
Neutral
Bearish
Neutral
Bullish
4 mentions
2 bullish
2 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 22, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 22, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 23, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
May 18, 2026
dark_pool
Dark Pool: TDG — 0.6M shares, 48,928 trades
Week starting 2026-05-18. Total ATS volume: 564,504 shares across 48,928 trades.
May 11, 2026
dark_pool
Dark Pool: TDG — 0.7M shares, 48,669 trades
Week starting 2026-05-11. Total ATS volume: 657,763 shares across 48,669 trades.
May 5, 2026
earnings_calendar
TDG Q2 2026 Earnings Before Market Open — 2026-05-05
May 5, 2026
short_interest
FTD: TDG — 1,177 shares ($1.4M) failed to deliver
Settlement: 20260505, Price: $1149.72, FTD Value: $1,353,220.44, TRANSDIGM GROUP INCORPORATED C
May 4, 2026
short_interest
FTD: TDG — 4,355 shares ($5.0M) failed to deliver
Settlement: 20260504, Price: $1154.45, FTD Value: $5,027,629.75, TRANSDIGM GROUP INCORPORATED C
May 4, 2026
dark_pool
Dark Pool: TDG — 0.7M shares, 53,676 trades
Week starting 2026-05-04. Total ATS volume: 724,001 shares across 53,676 trades.
Apr 27, 2026
dark_pool
Dark Pool: TDG — 0.5M shares, 43,656 trades
Week starting 2026-04-27. Total ATS volume: 469,107 shares across 43,656 trades.
Apr 22, 2026
short_interest
FTD: TDG — 9,392 shares ($11.3M) failed to deliver
Settlement: 20260422, Price: $1205.67, FTD Value: $11,323,652.64, TRANSDIGM GROUP INCORPORATED C
Apr 21, 2026
short_interest
FTD: TDG — 9,567 shares ($12.2M) failed to deliver
Settlement: 20260421, Price: $1274.62, FTD Value: $12,194,289.54, TRANSDIGM GROUP INCORPORATED C
Apr 20, 2026
dark_pool
Dark Pool: TDG — 1.0M shares, 59,419 trades
Week starting 2026-04-20. Total ATS volume: 973,734 shares across 59,419 trades.
Apr 13, 2026
dark_pool
Dark Pool: TDG — 0.6M shares, 47,129 trades
Week starting 2026-04-13. Total ATS volume: 598,760 shares across 47,129 trades.
Apr 6, 2026
dark_pool
Dark Pool: TDG — 0.3M shares, 31,706 trades
Week starting 2026-04-06. Total ATS volume: 334,270 shares across 31,706 trades.
Apr 2, 2026
short_interest
FTD: TDG — 4,387 shares ($5.1M) failed to deliver
Settlement: 20260402, Price: $1173.27, FTD Value: $5,147,135.49, TRANSDIGM GROUP INCORPORATED C
Mar 30, 2026
dark_pool
Dark Pool: TDG — 0.7M shares, 56,976 trades
Week starting 2026-03-30. Total ATS volume: 735,273 shares across 56,976 trades.
Mar 23, 2026
dark_pool
Dark Pool: TDG — 0.5M shares, 52,601 trades
Week starting 2026-03-23. Total ATS volume: 528,021 shares across 52,601 trades.