Goldman Sachs cuts target for TransDigm Group stock to USD 1,745
Published on 10/13/2026 at 11:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS- Goldman Sachs cut its TransDigm Group price target from USD 1,972 to USD 1,745 on October 12, 2026, while keeping a Buy rating.
- Fiscal third-quarter revenue rose 23.00 percent to USD 2.74 billion, and adjusted diluted earnings per share reached USD 10.87.
- TransDigm Group stock was trading at EUR 1,001.00 at Lang & Schwarz on October 13, 2026 at 11:05 a.m. CEST.
- The next earnings date listed for TransDigm Group is November 18, 2026.
TransDigm Group stock (ISIN US8936411003) was the subject of a Goldman Sachs target cut from USD 1,972 to USD 1,745 on October 12, 2026, while the bank kept a Buy rating, according to Markets Insider. At Lang & Schwarz, the stock was trading at EUR 1,001.00 on October 13, 2026 at 11:05 a.m. CEST.
Goldman Sachs trims its target
The revised USD 1,745 target remains materially above the latest US market quote of USD 1,119.94 from October 12, 2026, but the reduction from USD 1,972 signals a lower valuation assumption from Goldman Sachs. The target change is the latest dated analyst action in the available coverage and keeps the rating constructive despite the smaller valuation benchmark.
Third-quarter sales rose 23.00 percent
TransDigm reported fiscal third-quarter net sales of USD 2.741 billion for the quarter ended June 27, 2026, up 23.00 percent from USD 2.237 billion a year earlier, according to TradingView. Net income reached USD 540.00 million, while adjusted diluted earnings per share were USD 10.87 and EBITDA As Defined was USD 1.447 billion, equal to a 52.80 percent margin.
The result gives the target revision an important operating counterweight. Revenue expanded faster than reported net income, so the key question for the next valuation discussion is whether the company can preserve its high cash generation while funding acquisitions and servicing debt.
Three dated milestones shape the story
On August 4, 2026, TransDigm reported fiscal third-quarter revenue of USD 2.741 billion and raised fiscal 2026 guidance, according to TradingView. On September 28, 2026, BMO Capital Markets cut its target from USD 1,525 to USD 1,400 while maintaining an Outperform rating, as reported by MarketBeat. On October 12, 2026, Goldman Sachs cut its target from USD 1,972 to USD 1,745 and retained Buy.
What comes next for earnings?
TradingView lists November 18, 2026 as the next earnings date for TransDigm Group, giving the market a scheduled checkpoint for fiscal-year execution and the company's updated guidance. The current fiscal 2026 guidance cited in the results coverage calls for adjusted earnings per share of USD 40.62 to USD 41.46, a range that will be tested by the final quarter's sales mix and financing costs.
Stock remains inside its yearly range
TransDigm Group's US market capitalization was USD 62.6 billion as of October 12, 2026. MarketBeat listed a 52-week range of USD 1,071.25 to USD 1,463.03 on September 28, 2026, placing the latest USD quote below the upper end of that range and above its lower boundary.
The stock was trading at EUR 1,001.00 at Lang & Schwarz on October 13, 2026 at 11:05 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
- WKN: A0JEP3
- Ticker: TDG
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 13, 2026, 11:05 a.m. CEST): EUR 1,001.00
- Market capitalization: USD 62.6 billion (as of October 12, 2026)
- 52-week range: USD 1,071.25-USD 1,463.03 (as of September 28, 2026)
- Sector / Industry: Industrials / Aerospace and Defense
- Next earnings date: November 18, 2026
Market context: Market report S&P 500.
