TransDigm Group (TDG) Stock Forecast, Price Target & Predictions
TDG Stock Forecast
TransDigm Group (TDG) stock forecast, based on 39 Wall Street analysts, predicts a 12-month average price target of $1,590.33, with a high of $1,871.00 and a low of $1,370.00. This represents a 29.72% increase from the last price of $1,225.95.
TDG Stock Rating
TransDigm Group stock's rating consensus is Buy, based on 39 Wall Street analysts. The breakdown includes 0 Strong Buy (0.00%), 22 Buy (56.41%), 17 Hold (43.59%), 0 Sell (0.00%), and 0 Strong Sell (0.00%).
Buy
TDG Price Target Upside V Benchmarks
| Type | Name | Upside |
|---|---|---|
| Stock | TransDigm Group | 29.72% |
| Sector | Industrials Stocks | 17.81% |
| Industry | Defense Stocks | 14.04% |
Price Target Trends
| 1M | 3M | 12M | |
|---|---|---|---|
| # Anlaysts | - | 9 | 22 |
| Avg Price Target | - | $1.62K | $1.57K |
| Last Closing Price | $1.23K | $1.23K | $1.23K |
| Upside/Downside | - | 32.21% | 27.96% |
Ratings Trends
| Date | Strong Buy | Buy | Hold | Sell | Strong Sell | Total |
|---|---|---|---|---|---|---|
| Mar, 26 | 3 | 12 | 7 | - | - | 22 |
| Feb, 26 | 3 | 14 | 5 | - | - | 22 |
| Jan, 26 | 3 | 14 | 5 | - | - | 22 |
| Dec, 25 | 3 | 14 | 5 | - | - | 22 |
| Nov, 25 | 1 | 14 | 5 | - | - | 20 |
Analyst Price Target Forecasts
| Date | Analyst | Company | Price Target | Price when Published | Price Target/Price when Published | Price Target/Last Closing Price |
|---|---|---|---|---|---|---|
| Feb 08, 2026 | Jefferies | $1.56K | $1.29K | 21.74% | 27.66% | |
| Feb 04, 2026 | Charles Minervino | Susquehanna | $1.40K | $1.25K | 11.84% | 14.20% |
| Feb 04, 2026 | BMO Capital | $1.55K | $1.30K | 19.05% | 26.43% | |
| Feb 04, 2026 | UBS | $1.80K | $1.30K | 38.26% | 46.82% | |
| Feb 04, 2026 | Robert W. Baird | $1.40K | $1.30K | 7.53% | 14.20% | |
| Jan 20, 2026 | Noah Poponak | Goldman Sachs | $1.87K | $1.45K | 29.03% | 52.62% |
| Jan 15, 2026 | Susquehanna | $1.50K | $1.43K | 5.01% | 22.35% | |
| Jan 15, 2026 | Gavin Parsons | UBS | $1.80K | $1.43K | 26.30% | 47.15% |
| Jan 09, 2026 | Michael Ciarmoli | Truist Financial | $1.70K | $1.38K | 23.20% | 38.42% |
| Nov 14, 2025 | Morgan Stanley | $1.66K | $1.33K | 24.78% | 35.41% |
Analyst Rating Forecasts
| Date | Company | Previous Rating | New Rating | Rating Change |
|---|---|---|---|---|
| Feb 04, 2026 | KeyBanc | Overweight | Sector Weight | downgrade |
| Feb 04, 2026 | UBS | Buy | Buy | hold |
| Feb 04, 2026 | BMO Capital | Outperform | Outperform | hold |
| Jan 20, 2026 | Goldman Sachs | Buy | Buy | hold |
| Jan 15, 2026 | Susquehanna | Neutral | Neutral | hold |
| Jan 15, 2026 | UBS | Buy | Buy | hold |
| Nov 14, 2025 | Morgan Stanley | Overweight | Overweight | hold |
| Oct 15, 2025 | Morgan Stanley | Overweight | Overweight | hold |
| Sep 17, 2025 | Jefferies | Buy | Buy | hold |
| Sep 08, 2025 | RBC Capital | Outperform | Sector Perform | downgrade |
Financial Forecast
EPS Forecast
Annual
| Sep 21 | Sep 22 | Sep 23 | Sep 24 | Sep 25 | Sep 26 | Sep 27 | Sep 28 | |
|---|---|---|---|---|---|---|---|---|
| Reported | $10.39 | $13.40 | $22.03 | $25.62 | $35.64 | - | - | - |
| Avg Forecast | $11.60 | $12.66 | $25.33 | $33.45 | $37.28 | $43.20 | $49.25 | $57.10 |
| High Forecast | $11.99 | $15.19 | $26.07 | $34.16 | $38.61 | $44.06 | $53.02 | $58.38 |
| Low Forecast | $11.19 | $10.13 | $24.97 | $32.83 | $36.53 | $41.80 | $44.28 | $55.67 |
| Surprise % | -10.43% | 5.85% | -13.03% | -23.41% | -4.40% | - | - | - |
Revenue Forecast
Annual
| Sep 21 | Sep 22 | Sep 23 | Sep 24 | Sep 25 | Sep 26 | Sep 27 | Sep 28 | |
|---|---|---|---|---|---|---|---|---|
| Reported | $4.80B | $5.43B | $6.58B | $7.94B | $8.83B | - | - | - |
| Avg Forecast | $4.83B | $5.37B | $6.57B | $7.92B | $8.90B | $9.62B | $10.29B | $10.53B |
| High Forecast | $4.96B | $6.45B | $6.61B | $7.96B | $9.01B | $9.68B | $10.33B | $10.71B |
| Low Forecast | $4.70B | $4.30B | $6.52B | $7.90B | $8.81B | $9.50B | $10.24B | $10.33B |
| Surprise % | -0.71% | 1.04% | 0.27% | 0.30% | -0.82% | - | - | - |
Net Income Forecast
Annual
| Sep 21 | Sep 22 | Sep 23 | Sep 24 | Sep 25 | Sep 26 | Sep 27 | Sep 28 | |
|---|---|---|---|---|---|---|---|---|
| Reported | $680.00M | $866.00M | $1.30B | $1.71B | $2.07B | - | - | - |
| Avg Forecast | $745.33M | $908.85M | $1.35B | $1.94B | $2.17B | $2.48B | $2.78B | $3.30B |
| High Forecast | $894.39M | $1.09B | $1.62B | $1.97B | $2.23B | $2.55B | $3.06B | $3.37B |
| Low Forecast | $596.26M | $727.08M | $1.08B | $1.90B | $2.11B | $2.42B | $2.56B | $3.22B |
| Surprise % | -8.76% | -4.71% | -3.92% | -11.46% | -4.48% | - | - | - |