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TransDigm (TDG) reported earnings 30 days ago. What's next for the stock?

Investors need to pay close attention to TDG stock based on the movements in the options market lately.

On May 28, 2026, we delve into the DCF analysis for TransDigm Group Inc (TDG), a company that has seen varied price performance recently. Over the past week, TD

The stock split is back in fashion. Yet a small club of high-priced names has refused to play along for decades, even as peers embrace splits to court retail investors.

Wall Street has rediscovered the stock-split playbook. KLA (NASDAQ: KLAC) announced a 10-for-1 forward stock split in May 2026 alongside a fiscal Q3 earnings beat and a roughly 21% dividend hike, with the stock trading in the $1,800 range. Earlier in the year, Booking Holdings (NASDAQ: BKNG) completed a 25-for-1 split announced in February 2026, taking... Will ASML, Lilly, or TransDigm Be the Next Big Stock Split?

TransDigm (TDG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

RKLB heads into Q1 results with launch and space systems momentum, but Neutron and R&D spending, premium valuation and recurring losses may have weighed on the stock.

TransDigm Group Incorporated (TDG) Q2 2026 Earnings Call Transcript

TDG beats Q2 estimates with strong sales growth and raises full-year guidance, but rising interest expenses and debt levels add pressure.

CLEVELAND, May 5, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported results for the second quarter ended March 28, 2026. Second quarter highlights include: Net sales of $2,544 million, up 18% from $2,150 million in the prior year's quarter; Net income of $536 million, up 12% from the prior year's quarter; Earnings per share of $9.20, up 12% from the prior year's quarter; EBITDA As Defined of $1,337 million, up 15% from $1,162 million in the prior year's quarter; EBITDA As Defined margin of 52.6%; Adjusted earnings per share of $9.85, up 8% from $9.11 in the prior year's quarter; and Upward revision to fiscal 2026 financial guidance.

/PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today

TDG eyes fiscal Q2 as Simmonds buy, commercial aftermarket and U.S. defense demand aim to lift revenues, margins; consensus sees $2.42B sales.

Innovative Solution & Support and TransDigm Group are benefiting from strong aviation demand as both companies expand through acquisitions and grow their aftermarket businesses.

Get a deeper insight into the potential performance of TransDigm (TDG) for the quarter ended March 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Comerica Bank trimmed its stake in Transdigm Group Incorporated (NYSE: TDG) by 49.2% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,740 shares of the aerospace company's stock after selling 8,471 shares during the period. Comerica Bank's holdings in Transdigm

VANCOUVER, British Columbia, April 28, 2026 (GLOBE NEWSWIRE) -- TDG Gold Corp. (TSXV: TDG | OTCQX: TDGGF) (the “Company” or “TDG”) announces the appointment of Paul Geddes, P.Geo, as Senior Vice-President, Business Development and Strategy, effective April 27, 2026. Fletcher Morgan, Director and CEO of TDG, commented: “Paul brings technical and strategic experience that is directly applicable to TDG's focus on disciplined growth and capital efficiency.

CLEVELAND, April 27, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today said it will report fiscal 2026 second quarter earnings before the market opens on Tuesday, May 5, 2026. A conference call will follow at 11:00 a.m.

B. Metzler seel. Sohn and Co. AG lifted its stake in shares of Transdigm Group Incorporated (NYSE: TDG) by 139.2% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,995 shares of the aerospace company's stock after buying an additional 1,161 shares during

TransDigm (TDG) shares have declined over 10%, but I maintain a buy rating with a $1,537 price target, implying 32% upside. Commercial aftermarket exposure presents risk from geopolitical tensions and cost inflation, but earnings estimates have held up relatively well. TDG is expected to deliver 10.5% annual sales growth and nearly 20% annual free cash flow growth through 2028, with margins dipping slightly before recovering.

Steve Cohen isn't known for making slow, passive bets. Through Point72 Asset Management , he runs one of the most aggressive multi-strategy hedge funds in the world, constantly reallocating capital toward where his team sees the best risk-reward.

Transdigm Group Incorporated (NYSE: TDG - Get Free Report) COO Joel Reiss sold 3,900 shares of the business's stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $1,280.46, for a total value of $4,993,794.00. Following the transaction, the chief operating officer directly owned 3,600 shares in the company,

Netflix outperformed during the period as investor concerns around a potential acquisition of Warner Bros. Discovery subsided. Microsoft lagged during the quarter despite reporting strong underlying results, as investor focus remained on slightly softer Azure growth and elevated AI-related investment. We believe Alnylam Pharmaceuticals' differentiated platform and growing pipeline position it well for sustained long-term growth.

Bingham Private Wealth LLC purchased a new stake in Transdigm Group Incorporated (NYSE: TDG) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 435 shares of the aerospace company's stock, valued at approximately $578,000. Several other institutional investors

Douglas Lane and Associates LLC decreased its position in Transdigm Group Incorporated (NYSE: TDG) by 0.5% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 82,048 shares of the aerospace company's stock after selling 451 shares during the period. Transdigm Group makes up

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Transdigm Group Incorporated (NYSE: TDG). In a filing disclosed on April 07th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on March 16th. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account. Representative

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Transdigm Group Incorporated (NYSE: TDG - Get Free Report) has been assigned an average rating of "Moderate Buy" from the eighteen ratings firms that are presently covering the stock, MarketBeat reports. Seven investment analysts have rated the stock with a hold recommendation, ten have given a buy recommendation and one has assigned a strong buy recommendation

CLEVELAND, April 7, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced that it has successfully completed its acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings (collectively "the Companies"), formerly portfolio companies of Vance Street Capital, for approximately $2.2 billion in cash, including certain tax benefits. TransDigm financed the acquisition of the Companies through cash on hand as well as cash proceeds from the debt offerings completed in February 2026.

Capricorn Fund Managers Ltd acquired a new stake in Transdigm Group Incorporated (NYSE: TDG) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 2,000 shares of the aerospace company's stock, valued at approximately $2,660,000. Several other institutional investors and

I am shifting capital allocation toward scarcity-driven assets like energy, metals, infrastructure, and defense, as the abundance trade in software faces structural disruption from AI. My TOLL framework prioritizes companies with hard assets, durable competitive moats, and long-duration cash flows that are less vulnerable to AI-driven commoditization. Key investment themes include nuclear utilities (VST, CEG), copper producers (FCX), gold/silver streamers (FNV, WPM), grid/infrastructure suppliers (ETN, FIX), and defense/aerospace leaders (RTX, TDG).

Exchange Traded Concepts LLC reduced its position in Transdigm Group Incorporated (NYSE: TDG) by 15.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,037 shares of the aerospace company's stock after selling 551 shares during the quarter. Exchange Traded Concepts LLC's

I advocate capitalizing on current market dislocations, emphasizing that waiting for clarity often means missing the best opportunities. Despite macro risks like potential stagflation, I see a regime shift favoring high-quality value stocks with pricing power and broadening growth. I highlight Carrier Global, Amazon, Union Pacific, and TransDigm as compelling buys due to strong secular growth and attractive valuations.

Transdigm Group Incorporated (NYSE: TDG - Get Free Report) COO Joel Reiss sold 3,900 shares of the firm's stock in a transaction on Monday, March 16th. The shares were sold at an average price of $1,243.70, for a total value of $4,850,430.00. Following the sale, the chief operating officer directly owned 3,600 shares of the company's

AMS Capital Ltda decreased its position in shares of Transdigm Group Incorporated (NYSE: TDG) by 56.3% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,238 shares of the aerospace company's stock after selling 5,455 shares during the quarter. Transdigm Group

BWXT, WWD and TDG look attractive on dips as rising defense spending, strong aerospace demand and major contract wins support growth prospects.

Carlisle Companies (CSL), TransDigm (TDG), and Amazon (AMZN) are my top watchlist picks for high-conviction, long-term value in the current market. CSL offers a 28.5% ROIC, trades at 17.3x earnings, and targets $40 EPS under Vision 2030, despite cyclical headwinds in construction. TDG's PE-like model, 75% aftermarket EBITDA, and aggressive M&A support 14–15% expected annual returns, with risk hedged on $30B gross debt.

California Public Employees Retirement System boosted its holdings in shares of Transdigm Group Incorporated (NYSE: TDG) by 5.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 95,995 shares of the aerospace company's stock after buying an additional 4,765

Cinctive Capital Management LP grew its holdings in Transdigm Group Incorporated (NYSE: TDG) by 46.7% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,116 shares of the aerospace company's stock after buying an additional 1,311 shares during the quarter. Cinctive

Advent International L.P. trimmed its position in shares of Transdigm Group Incorporated (NYSE: TDG) by 30.8% in the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund owned 22,264 shares of the aerospace company's stock after selling 9,890 shares during the quarter. Transdigm Group comprises about

Shares of Transdigm Group Incorporated (NYSE: TDG - Get Free Report) have been given a consensus rating of "Moderate Buy" by the eighteen research firms that are presently covering the stock, Marketbeat reports. Six analysts have rated the stock with a hold rating, eleven have given a buy rating and one has given a strong buy

First Trust Advisors LP grew its stake in shares of Transdigm Group Incorporated (NYSE: TDG) by 29.0% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 31,065 shares of the aerospace company's stock after purchasing an additional 6,977 shares during the period. First Trust Advisors

/PRNewswire/ -- According to sources, the Pentagon will prohibit the use of rare earth magnet materials originating from China in U.S. military platforms
