Transdigm Group IncorporatedNYSE: TDG
Industrials · Aerospace & Defense
$1,157.46
-0.22%
Vol: 249K
Research Digest
Friday, May 1, 2026
TransDigm completes $2.2B Jet Parts Engineering and Victor Sierra acquisition; Q1 EPS $8.23 beats by 6%.
TransDigm completed $2.2B cash acquisition of Jet Parts Engineering and Victor Sierra Aviation on April 7, 2026, adding leading aerospace aftermarket design and manufacturing capabilities serving commercial, regional, cargo airlines, and MRO providers. Q1 2026 EPS $8.23 beat estimates of $7.76 by 6%, next earnings expected May 5 with guidance $9.35 EPS. Stock declined 4.3% over last 7 days and 15.1% YTD but analysts maintain Buy consensus with average 12-month PT $1,559.69 (+23.21% upside). Company benefits from 90% proprietary sole-source products and 52.4% EBITDA margins.
Previous Market Intelligence
13 daysApr 30TransDigm completes $2.2B acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings on April 7; Q1 EPS of $8.23 beats $7.76 estimate.Positive▶
TransDigm completed acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings for approximately $2.2 billion in cash on April 7, 2026 (announced January 16). The combined companies generated approximately $280 million in annual revenue. Jet Parts Engineering is a leading independent designer of aerospace aftermarket solutions serving commercial, regional, cargo airlines and MRO providers. Q1 2026 EPS of $8.23 beat estimates of $7.76 by 6.06%, compared to $7.83 prior year. Elite investors are bullish as 90% of net sales come from proprietary sole-source products with unmatched pricing power. EBITDA margin reached 52.4% amid 4% global air traffic growth. Q2 earnings report scheduled May 5, 2026.
Apr 16TransDigm prices $1.5B debt offering for Stellant acquisition and $800M buybackMixed▶
TransDigm Group released preliminary Q2 2026 results showing net sales of $2,540-2,545 million and EBITDA of $1,330-1,335 million. The company announced plans for $1.25 billion additional debt offering plus $500 million of 6.125% Senior Subordinated Notes due 2034. Proceeds fund Stellant Systems acquisition and $800 million in completed March 2026 share repurchases. KeyBanc downgraded TDG from Overweight to Sector Weight on April 15, citing aftermarket growth slowdown. Despite downgrade, analysts average Buy rating with $1,559.69 price target (32.56% upside).
Apr 15TransDigm reports strong Q1 FY2026 results, completes $2.2B Jet Parts acquisition, and raises full-year guidance.Positive▶
TransDigm delivered net sales up 13.9% to $2,285M (organic growth 7.4%) and industry-leading 52.4% margins. The company completed its $2.2B acquisition of Jet Parts Engineering on April 7, announced Stellant Systems acquisition, and raised FY2026 sales and EBITDA guidance. Stock surged 5.4% on April 14.
Apr 14TransDigm jumps 4.2% on strong Q1 earnings and Iran ceasefire; completes $2.2B acquisition of Jet Parts Engineering.Positive▶
TransDigm reported 13.9% YoY revenue growth and beat on adjusted operating income in Q1, raising full-year 2026 guidance. Completed $2.2 billion acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings. Stock gained 4.2% on April 8 following U.S.-Iran ceasefire. ~$10 billion deployable capital remaining for M&A.
Apr 13TransDigm completes $2.2B acquisition of Jet Parts Engineering and Victor Sierra Aviation; Q1 results beat expectations.Positive▶
TransDigm closed its acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings for approximately $2.2 billion, adding ~$280 million in annual revenue. Q1 2026 revenue increased 13.9% YoY with EPS of $8.23 beating estimates of $7.76 by 6.06%; management raised 2026 outlook. Shares jumped 4.2% after U.S.-Iran ceasefire agreement.
Apr 10TransDigm completed $2.2B Jet Parts Engineering and Victor Sierra Aviation acquisition; Q1 2026 EPS $8.23 beat estimate.Positive▶
TransDigm completed $2.2 billion acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings on April 7, 2026. Combined entities generated ~$280 million revenue for calendar 2025. Stock jumped 4.2% on April 8 following US-Iran ceasefire announcement. Q1 2026 EPS $8.23 beat $7.76 estimate by 6.06%; revenue $2.3B up 13.91% YoY. Analyst consensus Buy with $1,559.69 target.
Apr 9TransDigm completes $2.2B acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings; stock up on ceasefire news.Mixed▶
TransDigm closed $2.2B acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings on April 8, 2026, financed from cash on hand and February debt offerings. Combined entities generated $280M 2025 revenue. TDG stock rose 4.2% on US-Iran two-week ceasefire news. Q1 2026 EPS of $8.23 beat estimates ($7.76) with $2.3B revenue (+13.91% YoY). KeyBanc downgraded to Sector Weight citing aftermarket slowdown; UBS maintains Buy with $1,800 PT. Stock down 10.5% YTD, trading 25% below 52-week high.
Apr 8TransDigm Completes $2.2 Billion Acquisition of Jet Parts and Victor SierraPositive▶
TransDigm Group completed its $2.2 billion acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings, financing through cash on hand and February 2026 debt offerings. The acquired companies generated ~$280 million in 2025 revenue. TransDigm reported Q1 EPS of $8.23, beating estimates of $7.76. Stock has declined but analysts project 33% upside potential.
Apr 7TransDigm beats Q1 with 14% revenue growth and raises FY2026 guidance amid $3.1B pending acquisitionsPositive▶
TransDigm reported Q1 2026 EPS of $8.23 versus $7.76 estimate with net sales up 14% YoY to $2.285B. Company raised FY2026 guidance to $9.85-$10.04B net sales and $37.42-$39.34 adjusted EPS. Over $3.1B in pending acquisitions including Jet Parts and Victor Sierra reflect ongoing capital deployment. Company raised $2B in new debt for M&A funding. Stock trading at $1,182.73 (new 52-week low) despite strong results, with some viewing raised guidance as soft on margins. Wells Fargo initiated coverage with Equal-Weight rating and $1,200 target. Among 19 analysts, 14 rate Buy with average $1,567.96 target (32.56% upside).
Apr 6TransDigm raises 2026 guidance and announces three acquisition agreements for ~$3.2BPositive▶
TransDigm reported Q1 FY2026 results (Feb 2026) with 13.9% YoY net sales increase to $2,285M, exceeding analyst expectations on sales and adjusted operating income. Company raised FY2026 guidance to EPS $37.420-39.340. Announced three acquisition agreements post-quarter: Stellant, Jet Parts Engineering, and Victor Sierra, deploying ~$3.2B aggregate capital. Leadership: Mike Lisman succeeded Kevin Stein as CEO (Oct 1, 2025). Wells Fargo upgraded to Hold (April 2). Q1 FY2026 EPS $8.23 beat $7.76 estimate (+6.06%). Stock up $14.31 overnight (+1.23%) to $1,182.73 but at 52-week low. Institutional conviction in aftermarket model growing. Analyst consensus Buy with $1,559.69 target (+32.56% upside) despite insider selling caution.
Apr 3Wells Fargo initiates coverage with Equal-Weight rating; TransDigm EPS beat estimates but stock near 52-week low.Mixed▶
TransDigm reported Q1 2026 EPS of $8.23, beating estimates of $7.76 by 6%, with FY2025 revenue up 11.22% to $8.83B. Wells Fargo initiated coverage with Equal-Weight rating and $1,200 price target. KeyBanc downgraded to Sector Weight. Stock touched 52-week low of $1,182.73 amid destocking by Boeing/Airbus.
Apr 2TransDigm beats Q1 EPS at $8.23; Wells Fargo upgrades to HoldPositive▶
TransDigm beats Q1 EPS estimates at $8.23 vs $7.99 consensus; Wells Fargo upgrades to Hold; next earnings May 5, 2026.
Apr 1TransDigm beat Q1 FY2026 EPS estimates and announced $960M Stellant Systems acquisition completing in 2026.Positive▶
TransDigm reported Q1 FY2026 EPS of $8.23, beating estimates of $7.76, with net sales of $2,285 million (up 13.9% YoY). Management raised FY2026 guidance and announced ~$960 million Stellant Systems acquisition. Analysts maintain Buy consensus with PT of $1,589.67.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TDGTRANSDIGM | $1,157.46 | -0.22% | -2.5% | 25.3x | 0.95 | $65.5B |
| GEGENERAL | $287.56 | -0.82% | +0.4% | 33.4x | 1.43 | $302.9B |
| RTXRTX | $174.46 | -0.91% | -11.3% | 23.3x | 0.43 | $237.1B |
| BABOEING | $227.67 | -0.59% | +7.9% | 52.3x | 1.13 | $180.5B |
| LMTLOCKHEED | $513.30 | -0.90% | -18.8% | 16.1x | 0.24 | $119.4B |
| HWMHOWMET | $240.10 | -1.21% | +2.7% | 43.3x | 1.24 | $97.4B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.