TDG · NYQ
S&P 500
TransDigm Group Incorporated
Industrials · Aerospace & Defense
$1,225.54
+$6.69 (+0.55%) today
Closing price on Nov 10, 2026 · Source: Yahoo Finance
Consensus of 23 analysts
Buy
Median price target $1,405.00 +14.6%
- Open
- $1,199.60
- Day range
- 1,199.60 – $1,263.40
- 52-week range
- 1,071.25 – $1,463.03
- Volume
- 603,945
- Market cap
- $68,549M
- P/E (TTM)
- 34.5x
- EPS (TTM)
- $35.51
- EPS est. FY 2027
- $47.48
- P/E est. FY 2027
- 25.8x
- Dividend yield
- n/a
- Beta
- n/a
- Payout
- 0%
The analysis of this company is being prepared and will appear in the next update.
TransDigm financials
Q2 2026 results, quarter ended Jun 30, 2026
| Metric | Q2 2026 | 1-year change |
|---|---|---|
| Total revenue | $2,741M | +22.5% |
| Net income | $539M | +9.6% |
| Earnings per share | $9.39 | +6.8% |
| Net margin | 19.7% | −2.3 pp |
| Free cash flow | $650M | +13.4% |
| Debt / equity | −3.41 | n/s |
Revenue and net income ($M)
Total revenueNet income
| Quarter | Total revenue | Net income |
|---|---|---|
| Q2 2025 | $2,237M | $492M |
| Q3 2025 | $2,437M | $610M |
| Q4 2025 | $2,285M | $445M |
| Q1 2026 | $2,544M | $535M |
| Q2 2026 | $2,741M | $539M |
TransDigm earnings per share (EPS)
Consensus estimates
| Period | EPS est. | 1-year change |
|---|---|---|
| Current quarterQ4 2026 · Analysts: 4 | $9.1108.79 – 9.31 | +10.7%$8.230 |
| Next quarterQ1 2027 · Analysts: 4 | $11.12711.02 – 11.37 | +13.0%$9.850 |
| Current yearFY 2027 · Analysts: 6 | $47.48046.65 – 47.85 | +14.8%$41.350 |
| Next yearFY 2028 · Analysts: 15 | $55.94351.44 – 63.49 | +17.8%$47.480 |
Forward P/E: 25.8x (FY 2027) and 21.9x (FY 2028) at the current price.
Actual and estimated EPS ($)
Actual EPSEstimated EPS
| Quarter | Actual EPS | Estimated EPS |
|---|---|---|
| Q2 2025 | $8.796 | — |
| Q3 2025 | $7.750 | — |
| Q4 2025 | $8.230 | $8.041 |
| Q1 2026 | $9.850 | $9.709 |
| Q2 2026 | $10.870 | $10.283 |
| Q3 2026 | $12.440 | $12.209 |
| Q4 2026 | — | $9.110 |
| Q1 2027 | — | $11.127 |
| Year | Actual EPS | Estimated EPS |
|---|---|---|
| FY 2022 | $13.400 | — |
| FY 2023 | $22.030 | — |
| FY 2024 | $25.620 | — |
| FY 2025 | $32.080 | — |
| FY 2026 | $41.350 | — |
| FY 2027 | — | $47.480 |
| FY 2028 | — | $55.943 |
EPS trend
| Quarter | EPS | YoY change |
|---|---|---|
| Q1 2027Estimated | $11.127 | +13.0% |
| Q4 2026Estimated | $9.110 | +10.7% |
| Q3 2026 | $12.440est. $12.209 · surprise +1.9% | +60.5% |
| Q2 2026 | $10.870est. $10.283 · surprise +5.7% | +23.6% |
| Q1 2026 | $9.850est. $9.709 · surprise +1.5% | n/a |
| Q4 2025 | $8.230est. $8.041 · surprise +2.4% | n/a |
| Q3 2025 | $7.750 | n/a |
| Q2 2025 | $8.796 | n/a |
| Year | EPS | Annual change |
|---|---|---|
| FY 2028Estimated | $55.943 | +17.8% |
| FY 2027Estimated | $47.480 | +14.8% |
| FY 2026 | $41.350 | +28.9% |
| FY 2025 | $32.080 | +25.2% |
| FY 2024 | $25.620 | +16.3% |
| FY 2023 | $22.030 | +64.4% |
| FY 2022 | $13.400 | n/a |
Normalised EPS according to the analyst consensus collected by Yahoo Finance; it may differ from the reported EPS in the results table.
TransDigm dividend
Yield and payments
| Dividend yield (TTM) | n/a |
| Forward yield (next 12m) | n/a |
| Dividend per share (TTM) | $0.00 |
| Forward dividend (next 12m) | n/a |
| Payout (TTM) | 0% |
| Last dividend | $90.00Sep 2, 2025 |
| Next ex-dividend date | n/a |
Dividend per share by year ($)
PaidEstimated
| Year | Dividend per share |
|---|---|
| 2019 | $62.50 |
| 2020 | $0.00 |
| 2021 | $0.00 |
| 2022 | $18.50 |
| 2023 | $35.00 |
| 2024 | $75.00 |
| 2025 | $90.00 |
TransDigm forecasts
23 analyst ratings
Consensus: Buy · 12 buy, 11 hold, 0 sell
1-year price forecast
Share price
Price target (high, median, low)
| Target | Price | Upside |
|---|---|---|
| High | $1,745.00 | +42.4% |
| Median | $1,405.00 | +14.6% |
| Low | $1,100.00 | −10.2% |
| Date | Close |
|---|---|
| Nov 28, 2025 | $1,360.17 |
| Dec 31, 2025 | $1,329.85 |
| Jan 30, 2026 | $1,427.54 |
| Feb 27, 2026 | $1,302.79 |
| Mar 31, 2026 | $1,158.96 |
| Apr 30, 2026 | $1,159.98 |
| May 29, 2026 | $1,258.32 |
| Jun 30, 2026 | $1,332.04 |
| Jul 31, 2026 | $1,254.38 |
| Aug 31, 2026 | $1,171.74 |
| Sep 30, 2026 | $1,082.60 |
| Oct 30, 2026 | $1,146.81 |
| Nov 10, 2026 | $1,225.54 |
TransDigm peers
| Ticker | Company | Market cap ($M) | P/E | Price ($) | 1-day change | 52-week range |
|---|---|---|---|---|---|---|
| TDG | TransDigm | 68,549 | 34.5x | 1,225.54 | +0.55% | 1,071.251,463.03 |
| GE | GE Aerospace | 350,603 | 38.6x | 337.91 | +0.71% | 268.91388.84 |
| RTX | RTX | 270,252 | 32.6x | 200.27 | +2.02% | 166.74226.88 |
| LMT | Lockheed Martin | 139,324 | 21.4x | 603.12 | +2.54% | 437.25692.00 |
| BA | Boeing | 137,395 | 17.9x | 173.38 | +0.58% | 165.01254.35 |
| GD | General Dynamics | 99,291 | 21.6x | 367.44 | +1.48% | 306.77400.00 |
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