TransDigm Group (NYSE:TDG) Updates FY25 Earnings Guidance

TransDigm Group (NYSE:TDG) updated its FY25 earnings guidance on Thursday. The company provided EPS guidance of $35.36-$37.28 for the period, compared to the consensus EPS estimate of $39.21. The company issued revenue guidance of $8.750-$8.950 billion, compared to the consensus revenue estimate of $8.93 billion. TransDigm Group also updated its FY 2025 guidance to 35.360-37.280 EPS.

TransDigm Group Stock Up 3.2 %

Shares of TDG opened at $1,380.72 on Thursday. The stock has a market capitalization of $77.47 billion, a P/E ratio of 51.08, a P/E/G ratio of 1.79 and a beta of 1.43. TransDigm Group has a twelve month low of $879.35 and a twelve month high of $1,451.32. The company has a 50 day moving average of $1,369.27 and a 200-day moving average of $1,315.00.

TransDigm Group (NYSE:TDG) last issued its quarterly earnings results on Tuesday, August 6th. The aerospace company reported $9.00 earnings per share for the quarter, topping the consensus estimate of $7.77 by $1.23. The company had revenue of $2.05 billion during the quarter, compared to analysts’ expectations of $2.01 billion. TransDigm Group had a net margin of 21.83% and a negative return on equity of 66.70%. The business’s quarterly revenue was up 17.3% on a year-over-year basis. During the same period last year, the business earned $6.55 EPS. On average, sell-side analysts anticipate that TransDigm Group will post 30.71 earnings per share for the current fiscal year.

TransDigm Group Increases Dividend

The company also recently announced a special dividend, which was paid on Friday, October 18th. Investors of record on Friday, October 4th were paid a $75.00 dividend. The ex-dividend date was Friday, October 4th. This is a boost from TransDigm Group’s previous special dividend of $32.50.

Analysts Set New Price Targets

TDG has been the subject of several analyst reports. Citigroup decreased their target price on shares of TransDigm Group from $1,648.00 to $1,563.00 and set a “buy” rating for the company in a research note on Wednesday. Susquehanna raised their target price on shares of TransDigm Group from $1,200.00 to $1,250.00 and gave the company a “neutral” rating in a research note on Wednesday, August 7th. Jefferies Financial Group decreased their target price on shares of TransDigm Group from $1,625.00 to $1,515.00 and set a “buy” rating for the company in a research note on Tuesday, August 13th. Northcoast Research initiated coverage on shares of TransDigm Group in a research report on Thursday, August 1st. They set a “neutral” rating for the company. Finally, UBS Group reduced their price objective on shares of TransDigm Group from $1,466.00 to $1,423.00 and set a “neutral” rating for the company in a research report on Wednesday, August 7th. Eight investment analysts have rated the stock with a hold rating and thirteen have given a buy rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,461.82.

Insider Buying and Selling at TransDigm Group

In other TransDigm Group news, CEO Kevin M. Stein sold 10,000 shares of the company’s stock in a transaction on Monday, August 12th. The stock was sold at an average price of $1,228.24, for a total value of $12,282,400.00. Following the completion of the transaction, the chief executive officer now owns 8,158 shares in the company, valued at $10,019,981.92. This represents a 0.00 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. In other news, COO Joel Reiss sold 3,000 shares of the stock in a transaction on Tuesday, October 15th. The stock was sold at an average price of $1,401.75, for a total transaction of $4,205,250.00. Following the completion of the transaction, the chief operating officer now owns 3,600 shares in the company, valued at approximately $5,046,300. This represents a 0.00 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Kevin M. Stein sold 10,000 shares of the stock in a transaction dated Monday, August 12th. The stock was sold at an average price of $1,228.24, for a total value of $12,282,400.00. Following the sale, the chief executive officer now directly owns 8,158 shares in the company, valued at $10,019,981.92. This trade represents a 0.00 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 26,944 shares of company stock worth $35,823,485 in the last quarter. 4.96% of the stock is currently owned by company insiders.

TransDigm Group Company Profile

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.