Analysts lowered target for TransDigm Group stock as revenue rose
Published on 10/14/2026 at 10:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSValuation and operating evidence
- Simply Wall St reported on October 7, 2026 that the analyst target fell from USD 1,513.37 to USD 1,475.55.
- Third-quarter 2026 revenue reached USD 2.74 billion, up 23.00 percent year over year.
- TransDigm Group stock was trading at EUR 996.00 at 10:37 a.m. CEST on October 14, 2026, at Lang & Schwarz.
TransDigm Group (US8936411003) was trading at EUR 996.00 at Lang & Schwarz at 10:37 a.m. CEST on October 14, 2026. The latest analyst update lowered the target from USD 1,513.37 to USD 1,475.55, while third-quarter revenue rose 23.00 percent to USD 2.74 billion.
Three dated growth markers
On April 7, 2026, Simply Wall St reported that TransDigm completed the acquisition of Victor Sierra Aviation and Jet Parts Engineering for USD 2.20 billion. On September 28, 2026, the same source reported that the company completed the USD 1.066 billion acquisition of Prince and Izant.
On October 7, 2026, Simply Wall St reported that the updated analyst target stood at USD 1,475.55, down from USD 1,513.37. The revision puts valuation beside a business that continues to expand through acquisitions and aerospace aftermarket exposure.
What drives the valuation?
According to Simply Wall St, third-quarter 2026 earnings per share reached USD 9.39, compared with USD 8.47 in the third quarter of 2025. Net income rose to USD 539.0 million from USD 492.0 million, while the profit margin declined to 20.00 percent from 22.00 percent as expenses increased.
The comparison shows the central tension in the stock. Revenue grew 23.00 percent and exceeded estimates by 2.50 percent, while the lower margin and reduced target point to a more demanding valuation debate. MarketWatch identifies TransDigm Group as an NYSE-listed aerospace products and parts company and reported fiscal 2025 revenue of USD 8.83 billion and net income of USD 1.87 billion.
Stock price and market value
Market capitalization was USD 62.2 billion as of October 13, 2026. MarketWatch listed the 52-week range at USD 1,071.25 to USD 1,463.03 on October 13, 2026, placing the latest US quote within that range.
TransDigm Group was trading at EUR 996.00 at Lang & Schwarz on October 14, 2026 at 10:37 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of TransDigm Group stock.
TransDigm Group stock facts
- Company: TransDigm Group Incorporated
- ISIN: US8936411003
- Ticker: TDG
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 14, 2026, 10:37 a.m. CEST): EUR 996.00
- Market capitalization: USD 62.2 billion (as of October 13, 2026)
- 52-week range: USD 1,071.25-1,463.03 (as of October 13, 2026)
- Sector / Industry: Industrial Goods / Aerospace Products and Parts
Market context: Market report S&P 500.
