TransDigm Group stock fell 0.62 percent as BMO cut its target
Published on 09/29/2026 at 10:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
TransDigm Group stock fell 0.62 percent to USD 1,109.24 on the NYSE on September 28, 2026, while BMO Capital Markets cut its target from USD 1,525.00 to USD 1,400.00. The firm kept an Outperform rating, putting valuation and execution at the center of the latest debate.
BMO lowers target to USD 1,400
According to MarketBeat on September 28, 2026, BMO lowered its target from USD 1,525.00 to USD 1,400.00 and maintained an Outperform rating. The new target stood 26.20 percent above the September 28 price of USD 1,109.24.
The wider analyst picture is less uniform. MarketBeat reported a consensus Hold rating and an average target of USD 1,444.20, while JPMorgan had cut its target to USD 1,415.00 on September 17, 2026.
Fiscal Q3 beats consensus
TransDigm reported fiscal Q3 2026 revenue of USD 2.74 billion and quarterly EPS of USD 10.87, according to MarketBeat. EPS exceeded the USD 10.30 consensus by USD 0.57, while revenue topped the USD 2.68 billion estimate by USD 0.06 billion.
Revenue also increased 22.50 percent from the comparable quarter, when EPS was USD 9.60. The combination gives the company a strong operating base, but the lower BMO target shows that analysts are weighing growth against the price already embedded in the shares.
Acquisition adds aerospace assets
TransDigm unit Extant Aerospace entered a definitive agreement on September 21, 2026, to acquire commercial rotorcraft, land systems and business jet assets, including a California facility, for USD 240 million in cash, as StockTitan reported from the company filing. The transaction is expected to close during fiscal 2027 and remains subject to regulatory approvals and customary closing conditions.
Stock stays below its yearly high
At USD 1,109.24 on September 28, 2026, TransDigm Group stock stood 24.18 percent below its 52-week high of USD 1,463.03 and had a market capitalization of USD 61.7 billion. The next earnings report is scheduled for November 18, 2026, according to Investing.com.
TransDigm Group stock snapshot
- Company: TransDigm Group Incorporated
- Ticker: TDG
- Trading venue: NYSE
- Price (as of September 28, 2026): USD 1,109.24
- Market capitalization: USD 61.7 billion (as of September 28, 2026)
- 52-week range: USD 1,071.25-1,463.03 (as of September 28, 2026)
- Sector / Industry: Industrials / Aerospace and Defense
- Next earnings date: November 18, 2026
