TransDigm stock holds near $1,194 after Q3 beat
Published on 08/28/2026 at 16:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
TransDigm Group (US8923561055) traded at $1,194.80 as of August 28, 2026, after the stock opened at $1,194.80 and carried a market cap of $66.83 billion. The latest reported quarter, released on August 4, 2026, showed EPS of $10.87 and revenue of $2.74 billion, with sales up 22.5% from a year earlier.
Latest quarter still drives the story
The quarter to August 4, 2026 also came with a net margin of 19.69% and guidance for fiscal 2026 EPS of $40.62 to $41.46. That range sits above the current analyst estimate of $38.81 EPS, and it frames the gap between reported execution and market expectations.
Consensus still points to a Hold rating and a $1,463.71 average price target, while the stock's 52-week range runs from $1,123.61 to $1,463.03. The shares are also below the 50-day average of $1,260.91 and the 200-day average of $1,243.08, which keeps the recent price action restrained even after the earnings beat.
Insiders stayed active
Recent ownership filings added another layer to the setup: Altarock Partners cut its TransDigm stake by 3.7%, selling 33,413 shares and still holding 875,755 shares worth $1.17 billion. In the same stretch, insiders sold 38,196 shares worth $48.03 million over 90 days, including sales by W. Nicholas Howley and Joel Reiss.
For investors, that mix matters because the reported quarter showed $10.87 in EPS against $10.30 expected, but the stock still trades below the consensus target and under its 50-day and 200-day averages. The numbers leave TransDigm with strong reported earnings power and a valuation that continues to sit well above the broader market.
Aircraft components at scale
TransDigm Group is a designer and supplier of engineered aircraft components and systems for commercial and military aerospace customers. Its business spans ignition and fuel system parts, sensors and actuators, cockpit and cabin systems, and other mission-critical hardware sold to OEMs, airlines, MRO providers and defense customers.
TransDigm shares today
TransDigm stock traded at $1,194.80 on August 28, 2026, with a 52-week range of $1,123.61 to $1,463.03 and a market cap of $66.83 billion. The latest quarter and the current guidance range give the stock its main reference points heading into the next earnings date of November 11, 2026.
Fact box
Company: TransDigm Group Incorporated
ISIN: US8923561055
Ticker: TDG
Exchange: NYSE
Price (as of August 28, 2026, 08:43 a.m. ET): $1,194.80 USD
Market cap: $66.83 billion (as of August 28, 2026)
Sector / Industry: Industrials / Aerospace & Defense
Index membership: S&P 500
Next earnings date: November 11, 2026
