BMO cuts target for TransDigm Group stock from USD 1,525.00 to USD 1,400.00
Published on 10/05/2026 at 11:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
BMO Capital Markets cut its price target for TransDigm Group stock from USD 1,525.00 to USD 1,400.00 on September 28, 2026, while retaining an Outperform rating, according to MarketBeat. TransDigm Group stock was trading at EUR 972.25 at Lang & Schwarz on October 5, 2026 at 11:32 a.m. CEST, up 0.34 percent versus the prior close of EUR 969.00.
Target cut meets acquisition spending
The target reduction arrived as TransDigm completed its acquisition of Prince and Izant for approximately USD 1.066 billion in cash on September 28, 2026. The company said in a PR Newswire release that the acquired business is expected to generate approximately USD 390 million in calendar-year 2026 revenue.
Prince and Izant adds specialty-metal products and nearly 10,000 active stock-keeping units, with applications across aerospace, defense, transportation and medical markets. Its majority-aftermarket profile fits TransDigm's established strategy of buying proprietary products with recurring demand.
Third-quarter growth remains substantial
For fiscal third quarter 2026, TransDigm reported USD 2.741 billion in net sales, compared with USD 2.237 billion a year earlier. That represents a calculated increase of 22.56 percent, while net income reached USD 540 million and diluted earnings per share were USD 9.39, according to StockTitan.
Management also raised fiscal 2026 guidance to USD 10.470 billion to USD 10.550 billion in sales and USD 40.62 to USD 41.46 in adjusted earnings per share. The figures give the target cut a clear counterweight: operating growth is strong, but valuation and acquisition integration remain central to the analyst debate.
NYSE quote stays below yearly high
The primary-market quote was last at USD 1,090.38 on the NYSE on October 2, 2026 at 4:00 p.m. EDT. The same market snapshot put TransDigm's market capitalization at USD 61.0 billion and its 52-week range at USD 1,071.25 to USD 1,463.03, leaving the stock materially closer to its yearly low than its high.
That contrast frames the near-term setup. Fiscal third-quarter sales growth and the Prince and Izant addition expand the earnings base, while BMO's lower target signals that investors are weighing integration, leverage and valuation against the company's aftermarket exposure.
Price and market reference
At Lang & Schwarz, TransDigm Group stock was trading at EUR 972.25 on October 5, 2026 at 11:32 a.m. CEST, up 0.34 percent versus the prior close of EUR 969.00. 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 5, 2026, 11:32 a.m. CEST): EUR 972.25
- Change versus prior close: plus 0.34 percent
- Prior close Lang & Schwarz (October 2, 2026): EUR 969.00
- Market capitalization: USD 61.0 billion (as of October 2, 2026)
- 52-week range: USD 1,071.25-1,463.03 (as of October 2, 2026)
- Sector / Industry: Industrials / Aerospace and Defense
