TransDigm Group stock reports higher fiscal 2026 guidance

Published on 10/06/2026 at 17:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TransDigm Group stock traded at USD 1,102.27 on October 6, 2026, while fiscal Q3 sales rose 23 percent to USD 2.741 billion. Guidance now targets USD 10.470 billion to USD 10.550 billion in fiscal 2026.

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TransDigm Group stock (ISIN US8936411003) was trading at USD 1,102.27 on the NYSE on October 6, 2026 at 11:50 a.m. ET, up 0.88 percent from the prior close. The latest operating catalyst is fiscal Q3 2026 growth and higher full-year guidance, with the quarter ended June 27, 2026.

Fiscal sales rise 23 percent

Stock Titan reported on August 4, 2026 that TransDigm generated fiscal Q3 net sales of USD 2.741 billion, up 23 percent from USD 2.237 billion a year earlier. Net income rose 10 percent to USD 540 million, while diluted earnings per share reached USD 9.39.

The quarter also produced adjusted earnings per share of USD 10.87 and EBITDA As Defined of USD 1.447 billion, equal to a 52.8 percent margin, according to Stock Titan on August 4, 2026. The combination matters because sales growth exceeded earnings growth, leaving margin discipline and acquisition integration as key measures for the next report.

Guidance moves higher

TransDigm raised fiscal 2026 net sales guidance to USD 10.470 billion to USD 10.550 billion and EBITDA As Defined guidance to USD 5.490 billion to USD 5.550 billion, Stock Titan reported on August 4, 2026. The guidance range excludes the completed Prince and Izant acquisition, which TransDigm bought for USD 1.066 billion in cash on September 28, 2026.

Analyst expectations are more divided. On September 30, 2026, Wells Fargo cut its price target from USD 1,450 to USD 1,210 while retaining an Equal Weight rating, according to MarketBeat. The lower target puts valuation and acquisition financing alongside operating execution in the investor debate.

Consensus target stays higher

Stock Analysis listed a Buy consensus from 23 analysts on September 30, 2026, with an average target of USD 1,497, a low of USD 1,331 and a high of USD 1,972. The average target lies 35.81 percent above the October 6 trading price, while the stock remains USD 360.76 below its 52-week high of USD 1,463.03.

Stock trades below yearly high

TransDigm Group stock had a market capitalization of USD 61.7 billion and volume of 70,325 shares on October 6, 2026. Its intraday range was USD 1,082.66 to USD 1,103.77, placing the latest price near the session high but 24.66 percent below the 52-week high.