TransDigm Group (NYSE:TDG) Posts Earnings Results, Beats Expectations By $0.84 EPS

TransDigm Group (NYSE:TDG) posted its quarterly earnings data on Tuesday. The aerospace company reported $7.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.73 by $0.84, Zacks reports. The company had revenue of $2.01 billion during the quarter, compared to analyst estimates of $2.03 billion. TransDigm Group had a negative return on equity of 50.40% and a net margin of 19.93%. The firm’s quarterly revenue was up 12.1% on a year-over-year basis. During the same quarter last year, the company earned $7.16 earnings per share. TransDigm Group updated its FY 2025 guidance to 35.510-37.430 EPS and its FY25 guidance to $35.51-37.43 EPS.

TransDigm Group Stock Down 3.4 %

TDG opened at $1,306.98 on Wednesday. The firm has a 50-day simple moving average of $1,291.32 and a two-hundred day simple moving average of $1,314.15. TransDigm Group has a 52 week low of $1,100.86 and a 52 week high of $1,451.32. The company has a market capitalization of $73.24 billion, a PE ratio of 51.05, a price-to-earnings-growth ratio of 3.06 and a beta of 1.40.

Analyst Ratings Changes

Several research analysts have recently commented on TDG shares. StockNews.com raised TransDigm Group from a “hold” rating to a “buy” rating in a report on Wednesday, January 8th. Barclays reiterated an “equal weight” rating and issued a $1,500.00 price objective on shares of TransDigm Group in a research report on Monday, January 6th. KeyCorp raised their target price on shares of TransDigm Group from $1,440.00 to $1,500.00 and gave the stock an “overweight” rating in a report on Thursday, October 24th. Wells Fargo & Company reduced their price target on TransDigm Group from $1,500.00 to $1,375.00 and set an “equal weight” rating on the stock in a report on Wednesday, December 11th. Finally, Citigroup boosted their price objective on shares of TransDigm Group from $1,563.00 to $1,600.00 and gave the company a “buy” rating in a research report on Thursday, December 5th. Eight equities research analysts have rated the stock with a hold rating and eleven have issued a buy rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,455.00.

Insider Activity at TransDigm Group

In related news, Director Robert J. Small sold 38,053 shares of the stock in a transaction dated Thursday, December 12th. The shares were sold at an average price of $1,248.78, for a total value of $47,519,825.34. Following the sale, the director now directly owns 567,323 shares of the company’s stock, valued at $708,461,615.94. This represents a 6.29 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO Joel Reiss sold 3,000 shares of the company’s stock in a transaction dated Tuesday, January 21st. The stock was sold at an average price of $1,359.06, for a total transaction of $4,077,180.00. Following the completion of the transaction, the chief operating officer now owns 3,600 shares in the company, valued at approximately $4,892,616. The trade was a 45.45 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 89,525 shares of company stock valued at $112,769,801. Insiders own 4.09% of the company’s stock.

TransDigm Group Company Profile

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.