TransDigm Group Inc

TransDigm Group Inc (TDG) Stock Analysis

$1,134.240

+24.953 (+2.20%)At close

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High
1,136.335
Open
1,118.430
VWAP
1,127.51
Volume
287.99K
Mkt Cap
72.11B
Low
1,111.950
Amount
324.71M
EV/EBITDA, TTM
15.90

TransDigm Group Incorporated, through its wholly owned subsidiaries, is a global designer, producer and supplier of highly engineered aircraft components for use on nearly all commercial and military aircraft in service. Its segments include Power & Control, Airframe and Non-aviation. The Power & Control segment includes operations that primarily develop, produce and market systems and components that provide power to or control power of the aircraft utilizing electronic, fluid, power and mechanical motion control technologies. Its product offerings provided to end-users in the aerospace industry include mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, batteries and chargers, databus and power controls, advanced sensor products, switches and relay panels, high performance hoists, winches and lifting devices, cargo loading, handling, delivery systems and others.

AI analysis of TransDigm Group Inc (TDG)

Hold

TransDigm Group Inc is currently trading at $1,107.99, which is below the analyst price target of $1,331, suggesting potential upside. However, the forward P/E ratio is 23.09, indicating that the stock may be overvalued relative to its earnings potential. Additionally, the stock has a recent 1-year change of -14.31%, which reflects a downward trend. Therefore, while there is some upside potential, the current valuation and negative performance trend suggest holding rather than buying.

Analyst Ratings (18)

Buy
12 Buy
5 Hold
1 Sell
Current: 1,134.24
Low
—
Average
—
High
—

Goldman Sachs

2026-10-12

Price Target

—

Buy

TD Cowen

2026-10-09

Price Target

—

Buy

BMO Capital

2026-09-28

Price Target

—

Outperform

JPMorgan

2026-09-17

Price Target

—

Neutral

Guggenheim

2026-09-15

Price Target

—

Neutral

Valuation Metrics

The current forward P/E ratio for TransDigm Group Inc (TDG) is 23.09, compared to its 5-year average forward P/E of 32.04.

Forward P/E

Strongly Undervalued
5Y Average P/E
32.04
Current P/E
23.09
Overvalued
36.33
Undervalued
27.76

Forward EV/EBITDA

Undervalued
5Y Average EV/EBITDA
18.36
Current EV/EBITDA
15.90
Overvalued
20.21
Undervalued
16.52

Forward P/S

Undervalued
5Y Average P/S
6.95
Current P/S
5.26
Overvalued
8.18
Undervalued
5.71

Alphio AI Price Scenarios for TDG

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%TDG

$1,810.71

Scenario price

B

Base

Base · 50%TDG

$1,591.91

Scenario price

B

Bear

Bear · 25%TDG

$1,495.33

Scenario price

Whales holding TDG

A

Advent International, L.P.

+ HoldingTDG

+25.40%

3M Return

A

Allen Holding Inc.

+ HoldingTDG

+13.20%

3M Return

T

The Linonia Partnership LP

+ HoldingTDGMELI

+12.07%

3M Return

C

Compound Global Advisors, LLC

+ HoldingTDGLLY

+11.01%

3M Return

J

John W. Bristol & Co., Inc.

+ HoldingTDG

+8.30%

3M Return

C

Capital Fund Management S.A.

+ HoldingTDG

+7.87%

3M Return

Events Timeline

2026-09-28 (ET)

08:00:00

TransDigm Completes Acquisition of Prince & Izant for Approximately $1.066B

2026-09-21 (ET)

16:30:00

TransDigm Acquires Extant Aerospace Assets for Approximately $240 Million

2026-08-05 (ET)

16:30:00

Mixed Finish for Major Averages as SpaceX Eyes $1T Revenue by 2029

12:30:00

Dow Rises Nearly 400 Points as Tech Stocks Remain in Focus

News

TDG FAQ — answered by Alphio AI

TransDigm Group Incorporated, through its wholly owned subsidiaries, is a global designer, producer and supplier of highly engineered aircraft components for use on nearly all commercial and military aircraft in service. Its segments include Power & Control, Airframe and Non-aviation. The Power & Control segment includes operations that primarily develop, produce and market systems and components that provide power to or control power of the aircraft utilizing electronic, fluid, power and mechanical motion control technologies. Its product offerings provided to end-users in the aerospace industry include mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, batteries and chargers, databus and power controls, advanced sensor products, switches and relay panels, high performance hoists, winches and lifting devices, cargo loading, handling, delivery systems and others. It operates in the Industrials sector (AIRCRAFT PARTS & AUXILIARY EQUIPMENT, NEC industry).

TransDigm Group Inc is currently trading at $1,107.99, which is below the analyst price target of $1,331, suggesting potential upside. However, the forward P/E ratio is 23.09, indicating that the stock may be overvalued relative to its earnings potential. Additionally, the stock has a recent 1-year change of -14.31%, which reflects a downward trend. Therefore, while there is some upside potential, the current valuation and negative performance trend suggest holding rather than buying.

18 analysts cover TDG: 12 rate it Buy, 5 Hold and 1 Sell. The average price target is 1,608.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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