Morgan Stanley cuts target for TransDigm Group stock to USD 1,300.00
Published on 10/21/2026 at 10:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSTarget cut and earnings date
- Morgan Stanley lowered its TransDigm target from USD 1,400.00 to USD 1,300.00 on October 19, 2026.
- Third-quarter fiscal 2026 revenue reached USD 2.74 billion, up 22.50 percent year over year.
- TransDigm Group stock traded at EUR 1,016.50 at 10:41 a.m. CEST at Lang & Schwarz on October 21, 2026.
- The next earnings report is scheduled for November 11, 2026.
TransDigm Group (ISIN US8936411003) was trading at EUR 1,016.50 at Lang & Schwarz on October 21, 2026 at 10:41 a.m. CEST. MarketBeat reported that Morgan Stanley cut its TransDigm target from USD 1,400.00 to USD 1,300.00 on October 19, 2026, while keeping an Equal Weight rating.
Why the target moved lower
The target reduction puts valuation and execution alongside TransDigm's strong operating momentum. MarketBeat said third-quarter fiscal 2026 revenue reached USD 2.74 billion, up 22.50 percent from the year-earlier quarter, while earnings per share came to USD 10.87 against a USD 10.30 consensus estimate.
The same report put fiscal 2026 earnings-per-share guidance at USD 40.62 to USD 41.46. That range is above the USD 37.33 adjusted earnings per share shown for fiscal 2025 in TransDigm's September 30, 2026 investor presentation, although the two figures use different reporting periods and the guidance is forward-looking.
Three events shaped the stock
On September 28, 2026, TransDigm completed its approximately USD 1.07 billion acquisition of Prince & Izant, according to Simply Wall St. On October 15, 2026, MarketBeat reported that TransDigm's chief operating officer sold 4,100 shares for USD 4.62 million. On October 19, 2026, Morgan Stanley lowered its target to USD 1,300.00.
When are the next results due?
Earnings Radar lists November 11, 2026, as TransDigm's next reporting date and gives a consensus earnings-per-share estimate of USD 12.22 for that release. The date matters because the target cut came after a quarter that beat the cited earnings expectation by USD 0.57 per share.
Stock valuation remains central
TransDigm's US listing is on the NYSE under ticker TDG. MarketBeat cited a market capitalization of USD 63.86 billion and a 52-week range of USD 1,071.25 to USD 1,463.03, placing the valuation discussion against a wide trading span rather than a single daily move.
Price and market context
TransDigm Group stock was trading at EUR 1,016.50 at Lang & Schwarz on October 21, 2026 at 10:41 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 21, 2026, 10:41 a.m. CEST): EUR 1,016.50
- Market capitalization: USD 63.9 billion (as of October 19, 2026)
- 52-week range: USD 1,071.25-1,463.03 (as of October 19, 2026)
- Sector / Industry: Industrials / Aerospace and Defense
- Next earnings date: November 11, 2026
Market context: Market report S&P 500.
