Transdigm Group Incorporated NYSE:TDG Price, Chart, News & Insight

TransDigm Stock Falls 2.7% as Melius Research Cuts Rating to Hold

TransDigm Group shares fell 2.7% to $1,109.80 on Monday after Melius Research moved its rating on the aerospace components manufacturer to Hold from Buy. The firm maintained a $1,331 price target, still implying roughly 20% upside from the current share price.

Beyond the analyst action, the decline may reflect profit-taking and valuation concerns following the aerospace sector’s strong longer-term performance. TransDigm typically commands a premium valuation because of its high-margin portfolio of proprietary aircraft components and substantial exposure to recurring aftermarket demand.

Investors may also be weighing the impact of higher interest rates. TransDigm has historically operated with significant leverage, making elevated borrowing costs and bond yields more relevant to its valuation than for less leveraged industrial companies.

Monday’s decline therefore appears more consistent with valuation caution and the less-bullish analyst stance than a fundamental deterioration in the company’s long-term aerospace exposure.

💬

WS Investor 09-14-26

TransDigm Group Incorporated (NYSE: TDG) will report fiscal 2026 second quarter earnings before the market opens on Tuesday, May 5, 2026.

💬

The Investor 04-27-26

TransDigm Group Incorporated announced it has completed the acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings for approximately $2.2 billion in cash.

The acquired companies specialize in aftermarket aerospace components and services, primarily serving commercial aviation and maintenance, repair, and overhaul (MRO) providers. Together, they generated around $280 million in revenue in 2025.

TransDigm said the acquisition strengthens its position in the high-margin aerospace aftermarket segment, expanding its portfolio of proprietary engineered components.

The deal was financed through a combination of cash on hand and proceeds from recent debt offerings.
PRNewswire

💬

WS Investor 04-07-26

TransDigm Group disclosed in a Form 8-K that it plans to raise up to $2.0 billion in new debt, subject to market conditions, to finance previously announced acquisitions.

The proposed financing consists of a $1.0 billion private placement of senior subordinated notes and up to $1.0 billion of new tranche N term loans to be launched concurrently. The notes will be offered under Rule 144A and Regulation S and will be guaranteed by TransDigm Group and certain subsidiaries.

TransDigm intends to use the net proceeds, together with cash on hand, to fund the acquisitions of Stellant Systems and Jet Parts Engineering along with Victor Sierra Aviation Holdings, as well as related transaction fees and expenses.

Completion of the debt offerings and the credit agreement amendment remains subject to market and customary conditions, with no assurance provided on timing or completion.

💬

Global Finance News 02-09-26

TransDigm Group Incorporated reported strong fiscal 2026 first-quarter results, driven by robust demand across its commercial OEM, aftermarket, and defense markets, and raised its full-year outlook.

For the quarter ended December 27, 2025, TransDigm posted net sales of $2.29 billion, up 14% year over year, with organic growth of 7.4%. Net income totaled $445 million, while GAAP EPS was $6.62 and adjusted EPS rose 5% to $8.23. EBITDA As Defined increased 13% to $1.20 billion, representing a margin of 52.4%. The company noted that higher interest expense weighed on net income, partially offset by sales growth and operating execution.

Following the quarter, TransDigm announced agreements to acquire Stellant Systems, Jet Parts Engineering, and Victor Sierra Aviation Holdings for a combined approximately $3.2 billion, expanding its portfolio of proprietary aerospace and defense components. Based on first-quarter performance, the company raised its fiscal 2026 guidance, now forecasting net sales of $9.85–$10.04 billion and EBITDA As Defined of $5.14–$5.28 billion.

Source: PRNewswire

💬

WS Investor 02-03-26

TransDigm Group Incorporated (NYSE: TDG) announced it will report fiscal 2026 first quarter earnings before the market opens on Tuesday, February 3, 2026.

💬

The Investor 01-26-26

TransDigm Group Incorporated announced that it has entered into a definitive agreement to acquire Jet Parts Engineering and Victor Sierra Aviation Holdings, portfolio companies of Vance Street Capital, for approximately $2.2 billion in cash, including certain tax benefits. The transaction strengthens TransDigm’s position in the aftermarket aerospace components segment and is expected to expand its portfolio of proprietary aircraft parts.

Source: TransDigm Group Incorporated (PRNewswire)

💬

Global Finance News 01-18-26

TransDigm Group reported strong fourth-quarter and full-year fiscal 2025 results, supported by double-digit sales growth and record profitability.

Fourth-quarter net sales rose 12% year over year to $2.44 billion, while net income increased 30% to $609 million. Earnings per share climbed 34% to $7.75, and adjusted EPS reached $10.82, up 10%. EBITDA As Defined grew 15% to $1.32 billion, with a margin of 54.2%.

For the full fiscal year, net sales reached $8.83 billion, up 11%, and net income rose 21% to $2.07 billion. Full-year EPS advanced 25% to $32.08, and adjusted EPS was $37.33, up 10%. EBITDA As Defined increased 14% to $4.76 billion with a 53.9% margin.

The company distributed a $90 per share special dividend during the quarter, totaling about $5.2 billion, funded by a $5 billion debt issuance. It also repurchased $0.5 billion in stock during the year and $0.1 billion more after year-end.

TransDigm acquired Simmonds Precision Products from RTX in October 2025 and completed major refinancing activities, including repricing term loans and issuing new debt with maturities extending into the 2030s.

For fiscal 2026, the company expects net sales between $9.75 billion and $9.95 billion, up about 11.5% at the midpoint. EBITDA As Defined is projected between $5.08 billion and $5.23 billion, up 8%, and adjusted EPS is expected in the range of $36.49 to $38.53. Growth will be led by commercial OEM revenue in the high single to mid-teens range, with continued gains in aftermarket and defense segments.

💬

Global Finance News 11-12-25

TransDigm Group completed its $765 million cash acquisition of Simmonds Precision Products, Inc. from RTX Corporation’s Goodrich unit, strengthening its aerospace and defense portfolio. The deal, first announced in June 2025, was financed entirely with cash on hand and includes certain tax benefits.

Based in Vergennes, Vermont, Simmonds designs and manufactures fuel and proximity sensing and structural health monitoring systems for major aerospace and defense platforms. The company generates about $350 million in annual revenue, with roughly 40% coming from aftermarket sales and nearly all from proprietary products.

TransDigm said the acquisition advances its strategy of owning highly engineered, aftermarket-rich components with strong cash generation potential. Simmonds employs about 900 people and will expand TransDigm’s position in aerospace sensing and monitoring technologies.

💬

European Investor 10-06-25

TransDigm Completes $765 Million Acquisition of Simmonds Precision Products from RTX Corporation

TransDigm Group announced the completion of its $765 million cash acquisition of Simmonds Precision Products, Inc. from RTX Corporation’s Goodrich unit. Based in Vergennes, Vermont, Simmonds designs and manufactures proprietary fuel and proximity sensing and structural health monitoring systems for aerospace and defense markets. Expected to generate about $350 million in 2025 revenue, Simmonds derives roughly 40% of sales from the aftermarket and employs around 900 people. TransDigm financed the deal using cash on hand.

💬

European Investor 10-06-25

NYSE:TDGFollow

NYSE:TDG