Wall Street analyst estimates for TransDigm Group Incorporated (TDG): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
TransDigm Group Incorporated is a global aerospace enterprise specializing in the development, manufacturing, and distribution of a wide array of aircraft components. Operating across the United States and internationally, its business is structured around three distinct divisions.
Consensus price target
$1,461.22 (+27 % vs price $1,146.81)
between $1,200.00 and $1,745.00 · 10 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $10.5B | $10.5B – $10.6B | $41.16 | 14 |
| 2027E | $11.8B | $11.4B – $12.2B | $48.64 | 13 |
| 2028E | $12.6B | $11.8B – $13.2B | $55.61 | 11 |
Fiscal year ending in September · figures in USD · consensus as of November 2, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 19 |
| Hold | 20 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 39 |
| Avg rating (−2 sell to +2 buy) | 0.49 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-11 | $12.21 | ||
| 2026-08-04 | $10.87 | $10.30 | +5.5% |
| 2026-05-05 | $9.85 | $9.46 | +4.1% |
| 2026-02-03 | $8.23 | $8.10 | +1.6% |
| 2025-11-12 | $10.82 | $10.04 | +7.8% |
| 2025-08-05 | $9.60 | $9.89 | -2.9% |
| 2025-05-06 | $9.11 | $8.96 | +1.7% |
| 2025-02-04 | $7.83 | $7.83 | +0.0% |
Valuation Ratios
| P/E Ratio | 34.79 |
| Price / Book | -6.71 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.17B | $3.50B | $3.81B | $5.22B | $5.10B | $4.80B | $5.43B | $6.58B | $7.94B | $8.83B |
| Cost of Revenue | $1.51B | $1.60B | $1.69B | $2.54B | $2.46B | $2.29B | $2.33B | $2.74B | $3.27B | $3.52B |
| Gross Profit | $1.66B | $1.90B | $2.12B | $2.68B | $2.65B | $2.51B | $3.10B | $3.84B | $4.67B | $5.31B |
| Research & Development | $58.6M | $73.8M | $73.8M | $116.8M | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $298.3M | $335.3M | $368.7M | $552.2M | $727.0M | $685.0M | $748.0M | $770.0M | $931.0M | $921.0M |
| Operating Expenses | $356.9M | $409.1M | $442.5M | $669.0M | $896.0M | $822.0M | $884.0M | $919.0M | $1.14B | $1.15B |
| Operating Income | $1.30B | $1.49B | $1.68B | $2.01B | $1.75B | $1.69B | $2.21B | $2.92B | $3.53B | $4.17B |
| EBITDA | $1.39B | $1.62B | $1.78B | $2.15B | $2.05B | $2.03B | $2.46B | $3.15B | $3.81B | $4.57B |
| Interest Expense | $498.2M | $639.3M | $669.4M | $865.8M | $1.06B | $1.10B | $1.08B | $1.22B | $1.34B | $1.57B |
| Pre-tax Income | $768.1M | $837.4M | $985.6M | $1.06B | $740.0M | $715.0M | $1.13B | $1.72B | $2.21B | $2.63B |
| Income Tax | $181.7M | $208.9M | $24.0M | $222.0M | $87.0M | $34.0M | $261.0M | $417.0M | $500.0M | $555.0M |
| Net Income | $583.4M | $437.6M | $907.8M | $778.7M | $699.0M | $680.0M | $866.0M | $1.30B | $1.71B | $2.07B |
| EPS | $10.39 | $7.88 | $16.33 | $13.84 | $8.27 | $10.39 | $13.40 | $22.03 | $25.62 | $32.08 |
| EPS (Diluted) | $10.39 | $7.88 | $16.33 | $13.84 | $8.27 | $10.39 | $13.40 | $22.03 | $25.62 | $32.08 |
| Shares Outstanding (Diluted) | 56.2 M | 55.5 M | 55.6 M | 56.3 M | 57.3 M | 58.4 M | 58.2 M | 57.2 M | 57.8 M | 58.2 M |
Price
| Price | $1,146.81 (closing price, October 30, 2026) |
| Market Cap | $63.4B |
| Exchange | NYSE |
| Country | US |
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Explore sector: Industrials · Aerospace & Defense
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