Transdigm Group IncorporatedNYSE: TDG

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

No material news in the last 48 hours.

TransDigm Group continues to digest its strong Q2 2026 earnings, which featured 18% revenue growth to $2.54 billion and adjusted EPS of $9.85 beating the $9.44 consensus, with management raising FY26 guidance to revenue of $10.3-$10.4 billion and EPS of $38.83-$40.21. The stock has come under pressure, down about 9% over the past month, partially weighed down by insider selling: director W. Nicholas Howley sold 10,132 shares on May 18 at $1,160-$1,189, and Co-COO Joel Reiss sold 3,900 shares on May 15 for $4.5 million. On the strategic front, TDG agreed to acquire Stellant Systems from Arlington Capital Partners for $960 million, adding vacuum electron devices and RF components for defense and space markets. The company has been upgraded to a Buy rating by some analysts on improving earnings outlook despite the recent share-price pullback.

Top TransDigm Executive Offloads a Multimillion-Dollar Stake in Surprise Insider Saletipranks.comTransDigm Group stock: Q2 earnings beat with raised FY guidancead-hoc-news.deA Look At TransDigm Group's Valuation As 2026 Guidance And Earnings Estimates Are Raisedsimplywall.st

On May 15, 2026, TransDigm Group Co-Chief Operating Officer Joel Reiss sold 3,900 shares for approximately $4,500,951, according to a recent SEC filing. The sale follows TransDigm's strong Q2 fiscal 2026 results released earlier in May, which beat estimates with EPS of $9.85 vs $9.53 consensus and 18.3% revenue growth. Management raised full-year guidance to revenue of $10.3-$10.4B and EPS of $38.83-$40.21. Jefferies raised its price target to $1,575 from $1,565 on May 10. Despite the strong fundamentals, TDG remains down 11.3% YTD and 25.7% below its July 2025 high of $1,621.

Transdigm Group Insider Sold Shares Worth $4,500,951marketscreener.comTransDigm Group Stock (TDG) Opinions on Congressional Trade Disclosure and Earnings Beatquiverquant.comA Look At TransDigm Group's Valuation As 2026 Guidance And Earnings Estimates Are Raisedsimplywall.st

No material news in the last 48 hours.

TransDigm reported fiscal Q2 2026 on May 5 with revenue of $2.544B (+18.3% YoY) beating the $2.491B consensus and adjusted EPS of $9.85 versus $9.53 expected. Management raised FY2026 guidance to revenue of $10.30B-$10.42B and GAAP EPS of $33.91-$35.29, with adjusted EPS midpoint around $39.52. The company completed an ~$798.83M share repurchase tranche, finishing a $2.32B buyback program (4.75% of shares). Jefferies raised its price target to $1,575 from $1,565 on May 10 and reaffirmed Buy. TransDigm completed the $2.2B cash acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings. Capital World Investors disclosed an 8.3% stake (4.7M shares) via amended Schedule 13G in May. Shares have pulled back about 3% in the past month.

TransDigm Group Reports Fiscal 2026 Second Quarter Resultsprnewswire.comTransDigm Group (TDG) Is Up 7.1% After Raised 2026 Outlook And Completing $2.3B Buyback Programsimplywall.stCapital World Investors reports 8.3% stake in TDGstocktitan.net

TransDigm Group announced the acquisition of Stellant Systems from Arlington Capital Partners for $960 million, expected to close in 2026 subject to regulatory approval. Stellant designs vacuum electron devices, solid state power amplifiers and RF components for defense, space, medical and industrial markets. Q2 fiscal 2026 EPS of $9.85 beat estimates by $0.39 on revenue up 18.3% to $2.54 billion (organic +11.0%). TransDigm raised full-year 2026 guidance to net sales of $10.30-$10.42 billion and GAAP EPS of $33.91-$35.29. The company also completed an approximately $798.83 million share repurchase tranche, finishing a broader $2.32 billion buyback program. Jefferies raised PT to $1,575 from $1,565.

TransDigm Group Reports Fiscal 2026 Second Quarter Resultsprnewswire.comTransDigm Group (TDG) Is Up 7.1% After Raised 2026 Outlook And Completing $2.3B Buyback Programsimplywall.stTransDigm Group stock: Q2 earnings beat with raised FY guidancead-hoc-news.de

TransDigm reported fiscal Q2 2026 revenue of $2.54 billion, up 18.3% year over year and ahead of the $2.49B consensus, with adjusted EPS of $9.85 beating the $9.53 estimate. Management raised full-year 2026 guidance to revenue of $10.30-$10.42 billion and GAAP EPS of $33.91-$35.29. The company also wrapped up an approximately $798.83 million repurchase tranche, completing a $2.32 billion buyback program that retired 4.75% of shares outstanding. Shares jumped 4-7% on the print, though the stock had pulled back 9.8% in the prior two weeks. Jefferies raised its target to $1,575, Stifel cut to $1,525 from $1,650, and Morgan Stanley called the pullback overdone.

TransDigm Group Reports Fiscal 2026 Q2 Resultsprnewswire.comTransDigm Group (TDG) Is Up 7.1% After Raised 2026 Outlooksimplywall.stWhy TransDigm (TDG) Stock Is Up Todaystockstory.org

No material news in the last 48 hours.

TransDigm reported strong fiscal Q2 2026 results on May 5 with net sales rising 18% YoY to $2.54B (vs $2.47B est) and adjusted EPS of $9.85 (vs $9.53 est). Organic growth hit 11%, underscoring pricing power in sole-source aerospace parts amid robust air travel demand. The company raised full-year guidance at the midpoint by $420M for sales, $1.14 for adjusted EPS, and $210M for EBITDA. Shares jumped 3.53% to close at $1,233.37 on the print. The company completed an $800M stock repurchase during an April dip. Stifel lowered its PT to $1,525 from $1,650 on May 7 despite the beat, while Morgan Stanley raised its PT. A congressional financial disclosure also revealed Rep. April McClain Delaney accumulated TDG shares valued $19K-$110K.

TransDigm Group Reports Financial Results For Q2 2026finance.yahoo.comWhy TransDigm (TDG) Stock Is Up Todaystockstory.orgTransDigm Group Beats Q2 2026 Estimateschartmill.com