Goldman Sachs cuts target to USD 1,745 for TransDigm Group stock

Published on 10/15/2026 at 10:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Goldman Sachs cut its target from USD 1,972 to USD 1,745 on October 12, 2026. TransDigm Group stock costs EUR 995.25 on October 15, 2026.

Analyst target and operating results

Goldman Sachs cut its TransDigm target on October 12, 2026.
Fiscal third-quarter revenue reached USD 2.74 billion, up 23.00 percent year over year.
TransDigm Group stock trades at EUR 995.25 at 10:14 a.m. CEST at Lang & Schwarz on October 15, 2026.

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TransDigm Group (ISIN US8936411003) stock was trading at EUR 995.25 at Lang & Schwarz on October 15, 2026 at 10:14 a.m. CEST. The latest analyst move came from Goldman Sachs, which cut its target from USD 1,972 to USD 1,745 on October 12, 2026, according to Markets Insider.

Target cut sharpens valuation debate

The Goldman decision leaves the aerospace supplier with a lower published target despite a Buy rating. The target reduction of USD 227.00 equals 11.51 percent from the prior USD 1,972.00 level. That comparison puts valuation, rather than demand alone, at the center of the current analyst discussion.

The company makes engineered aircraft components and earns a substantial share of sales from aftermarket products. Its latest reported quarter showed why the business still attracts attention: fiscal third-quarter revenue reached USD 2.74 billion for the period ended June 27, 2026, up 23.00 percent from USD 2.24 billion a year earlier, according to TradingView.

What does the quarter mean for profit?

Profit growth trailed sales growth. Net income attributable to TransDigm reached USD 539.00 million in fiscal third-quarter 2026, while adjusted diluted earnings per share came to USD 10.87 and EBITDA As Defined reached USD 1.45 billion, or 52.80 percent of sales, the same source reported.

The wider operating picture was mixed in a measurable way. Revenue grew 23.00 percent, while net income increased 9.50 percent and adjusted diluted earnings per share rose 13.20 percent. The gap reflects the effect of acquisitions, higher interest costs and integration expenses on the reported period.

Next reporting date is scheduled

The next earnings report is scheduled for November 18, 2026, according to TradingView. That date will give investors a fresh test of revenue growth, adjusted earnings and the margin effect of recent acquisitions.

Stock trades near EUR 1,000

TransDigm Group stock was trading at EUR 995.25 at Lang & Schwarz on October 15, 2026 at 10:14 a.m. CEST. The company is listed on the NYSE under ticker TDG, and its aerospace and defense profile ties the valuation debate to the durability of aftermarket demand.

The further course of trading is shown by the continuously updated real-time quote of TransDigm Group stock.