TransDigm Group stock: Morgan Stanley cuts target to USD 1,300 for TransDigm Group stock

Published on 10/20/2026 at 17:00 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Third-quarter revenue reached USD 2.74 billion, up 22.50 percent year over year. TransDigm Group stock costs EUR 1,021.50 on October 20, 2026.

Analyst target and earnings

Morgan Stanley kept an Equal Weight rating after its October 16, 2026 target review.
Third-quarter fiscal 2026 revenue reached USD 2.74 billion, up 22.50 percent year over year.
TransDigm Group stock costs EUR 1,021.50 at Lang & Schwarz on October 20, 2026 at 4:43 p.m. CEST.

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TransDigm Group cut its analyst expectations again when MarketBeat reported on October 19, 2026 that Morgan Stanley lowered its price target from USD 1,400.00 to USD 1,300.00 while retaining an Equal Weight rating. TransDigm Group was trading at EUR 1,021.50 at Lang & Schwarz on October 20, 2026 at 4:43 p.m. CEST.

Revenue growth remains the backdrop

TransDigm's third-quarter fiscal 2026 net sales reached USD 2.74 billion for the period ended June 27, 2026, up 22.50 percent from USD 2.24 billion a year earlier. Ticker Scout reported that net income rose 9.60 percent to USD 539.00 million, while diluted earnings per share increased to USD 9.39 from USD 8.47.

The reported sales increase was broader than a single business line. Commercial aftermarket revenue grew 17.00 percent in the same quarter, while fiscal 2026 guidance stood at USD 10.47 billion to USD 10.55 billion in net sales and USD 40.62 to USD 41.46 in adjusted earnings per share.

Valuation stays tied to aerospace demand

On the NYSE, TransDigm Group was trading at USD 1,147.81 on October 20, 2026 at 10:59 a.m. ET. Its market capitalization was USD 63.4 billion and its price-to-earnings ratio was 34.88 on that date. The company designs and supplies highly engineered aircraft components, with a substantial aftermarket business.

November 11 is the next date

Kaplio lists November 11, 2026 as the next earnings date and gives a consensus adjusted earnings-per-share estimate of USD 12.22. The balance sheet reported as of June 27, 2026 included USD 2.77 billion in cash and USD 32.62 billion in long-term debt.

What the target cut changes

Morgan Stanley's new USD 1,300.00 target remains above the USD 1,147.81 NYSE quote available on October 20, 2026, but the reduction from USD 1,400.00 lowers the valuation bar. For investors, the next results will test whether strong aftermarket growth can offset the company's high debt load.

TransDigm price in euros

At Lang & Schwarz, TransDigm Group was trading at EUR 1,021.50 on October 20, 2026 at 4:43 p.m. CEST. The corresponding NYSE quote was USD 1,147.81 at 10:59 a.m. ET on the same date.

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