TD Cowen cuts target for TransDigm Group stock to USD 1,300
Published on 10/13/2026 at 16:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst target and quarterly growth
- TD Cowen lowered its TransDigm Group target to USD 1,300 on October 9, 2026.
- Revenue rose 22.50 percent to USD 2.74 billion in the third quarter of fiscal 2026.
- TransDigm Group stock costs EUR 981.75 at Lang & Schwarz on October 13, 2026 at 4:01 p.m. CEST, down 1.98 percent on Nasdaq.
- TransDigm Group traded at a P/E ratio of 33.34 on October 13, 2026.
TD Cowen lowered its TransDigm Group price target from USD 1,450.00 to USD 1,300.00 on October 9, 2026, while maintaining a Buy rating, according to MarketBeat. Against the USD 1,097.81 Nasdaq quote at 10:05 a.m. ET on October 13, 2026, the new target stood 18.42 percent higher. TransDigm Group stock was trading at EUR 981.75 at Lang & Schwarz on October 13, 2026 at 4:01 p.m. CEST, while the Nasdaq quote was down 1.98 percent on the session.
Revenue rose 22.50 percent
TransDigm reported revenue of USD 2.74 billion for the third quarter of fiscal 2026, up 22.50 percent from the same period a year earlier, according to MarketBeat. Diluted earnings per share reached USD 10.87, compared with USD 10.30 expected by analysts, and net income was USD 539.0 million for the period.
The quarterly figures point to a clear split in the investor picture. Operating growth remains substantial, but the lower TD Cowen target shows that valuation and expectations are being reassessed at the same time.
Stock remains below its yearly high
The Nasdaq quote stood at USD 1,097.81 at 10:05 a.m. ET on October 13, 2026, against a 52-week range of USD 1,071.25 to USD 1,463.03. The current level was 25.00 percent below the 52-week high, while the session volume was 18,768 shares compared with an average of 392,751 shares.
TransDigm's aerospace portfolio spans engine and airframe components, ignition systems, pumps, valves, cockpit equipment and other specialized products. The company serves original equipment manufacturers and the aftermarket, giving revenue exposure to both new aircraft production and the installed aircraft base.
Valuation and peer comparison
TransDigm traded at a P/E ratio of 33.34 and had a market capitalization of USD 61.4 billion on October 13, 2026. The finance profile places the company in the Industrials sector and Aerospace and Defense industry, with NYSE listing under ticker TDG.
Comparison with peers
TransDigm Group: minus 1.98 percent, P/E 33.34, market capitalization USD 61.4 billion.
HEICO Corporation (NYSE, USD): minus 1.26 percent, P/E 48.97, market capitalization USD 40.9 billion.
Hexcel Corporation (NYSE, USD): plus 0.36 percent, P/E 42.88, market capitalization USD 6.4 billion.
Price and trading perspective
TransDigm Group stock was trading at EUR 981.75 at Lang & Schwarz on October 13, 2026 at 4:01 p.m. CEST. The Nasdaq quote was down 1.98 percent on the session, placing the stock well above its USD 1,071.25 annual low but below its USD 1,463.03 high.
The further course of trading is shown by the continuously updated real-time quote of TransDigm Group stock.
TransDigm Group at a glance
- Company: TransDigm Group Incorporated
- ISIN: US8936411003
- Ticker: TDG
- Primary exchange: NYSE
- Price Lang & Schwarz as of October 13, 2026 at 4:01 p.m. CEST: EUR 981.75
- Nasdaq session change: minus 1.98 percent as of October 13, 2026
- Market capitalization: USD 61.4 billion as of October 13, 2026
- 52-week range: USD 1,071.25-1,463.03 as of October 13, 2026
- Sector / Industry: Industrials / Aerospace and Defense
- Index membership: S&P 500
Market context: Market report S&P 500.
