TDG
Q4 2026 EPS Estimate
$12.02
Nov 11, 2026 · Reports before open
Revenue Estimate
$2.94B
FY2026E EPS$40.79
FY2027E EPS$48.09

Analyst Sentiment

Wall St. Consensus
Buy
22 analysts·High coverage
67
Score
15 Buy (68%)7 Hold (32%)0 Sell (0%)
Rating Breakdown
Strong Buy
00%
Buy
1568%
Hold
732%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$1350.00
+9.1%
Consensus
$1427.50
+15.3%
Bull
$1695.00
+36.9%
12-Month Target Range22 analysts
$1350.00$1427.50$1695.00
Current $1237.82Consensus
Current Price
$1237.82
Upside to Consensus
$189.68

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+10.08%
EPS+17.90%
FY2028
Rev+7.59%
EPS+15.11%
FY2029
Rev+7.05%
EPS+16.74%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028EFY2029EFY2030E
Revenue Avg$10.47B$11.53B$12.40B$13.28B$14.43B
Low$10.45B$11.27B$11.76B$12.95B$14.08B
High$10.51B$11.75B$13.13B$13.69B$14.88B
EBITDA Avg$6.36B$7.00B$7.53B$8.06B$8.76B
Low$6.34B$6.84B$7.14B$7.86B$8.54B
High$6.38B$7.13B$7.97B$8.31B$9.03B
EBIT Avg$6.04B$6.65B$7.16B$7.66B$8.32B
Low$6.03B$6.50B$6.78B$7.47B$8.12B
High$6.06B$6.78B$7.58B$7.90B$8.58B
Net Income Avg$2.36B$2.77B$3.19B$3.76B$4.20B
Low$2.35B$2.68B$2.39B$3.64B$4.07B
High$2.41B$3.03B$3.69B$3.91B$4.38B
EPS Avg$40.79$48.09$55.35$64.62$72.24
Low$40.37$46.08$41.09$62.58$69.96
High$41.35$52.03$63.32$67.26$75.18
Analysts (Rev / EPS)14 / 1215 / 1416 / 128 / 88 / 5
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$2.92B$2.60B$2.87B$2.98B$3.18B$2.80B$3.07B$3.20B
Low$2.90B$2.58B$2.81B$2.92B$3.11B$2.74B$3.01B$3.13B
High$2.96B$2.62B$2.91B$3.02B$3.22B$2.84B$3.12B$3.25B
EBITDA Avg$1.77B$1.58B$1.74B$1.81B$1.93B$1.70B$1.87B$1.94B
Low$1.76B$1.56B$1.70B$1.77B$1.89B$1.66B$1.83B$1.90B
High$1.80B$1.59B$1.76B$1.83B$1.96B$1.72B$1.89B$1.97B
EBIT Avg$1.69B$1.50B$1.66B$1.72B$1.84B$1.61B$1.77B$1.85B
Low$1.67B$1.49B$1.62B$1.68B$1.80B$1.58B$1.74B$1.81B
High$1.71B$1.51B$1.68B$1.74B$1.86B$1.64B$1.80B$1.87B
Net Income Avg$693M$565M$685M$737M$801M$682M$812M$877M
Low$676M$530M$666M$717M$779M$663M$789M$853M
High$716M$600M$697M$750M$815M$694M$826M$892M
EPS Avg$11.97$9.76$11.82$12.74$13.84$11.78$14.02$15.14
Low$11.67$9.15$11.50$12.39$13.46$11.46$13.63$14.73
High$12.37$10.37$12.03$12.96$14.08$11.99$14.26$15.41
Analysts (Rev / EPS)11 / 115 / 52 / 12 / 12 / 12 / 11 / 21 / 2

Earnings Surprises

Recent Analyst Actions

Aug 10, 2026Wells Fargo
TransDigm price target raised to $1,450 from $1,200 at Wells Fargo
Target:$1450.00
+18.3%from $1225.25
Aug 9, 2026Jefferies
TransDigm price target raised to $1,625 from $1,575 at Jefferies
Target:$1625.00
+32.6%from $1225.25
Aug 6, 2026Morgan Stanley
TransDigm price target raised to $1,400 from $1,345 at Morgan Stanley
Target:$1400.00
+11.4%from $1256.65
Aug 5, 2026UBS
TransDigm price target raised to $1,695 from $1,585 at UBS
Target:$1695.00
+36.2%from $1244.39
Aug 5, 2026Stifel Nicolaus
Stifel Downgrades TransDigm (TDG) to Hold
Target:$1405.00
+10.2%from $1275.05
Jul 15, 2026Morgan Stanley
TransDigm downgraded to Equal Weight from Overweight at Morgan Stanley
Target:$1345.00
+10.7%from $1215.34
May 10, 2026Jefferies
TransDigm price target raised to $1,575 from $1,565 at Jefferies
Target:$1575.00
+29.6%from $1215.08
May 6, 2026UBS
TransDigm price target lowered to $1,645 from $1,745 at UBS
Target:$1645.00
+32.7%from $1240.11
May 6, 2026RBC Capital
TransDigm price target lowered to $1,350 from $1,400 at RBC Capital
Target:$1350.00
+13.3%from $1191.33
May 6, 2026Morgan Stanley
Morgan Stanley ups TransDigm price target, says pullback 'overdone'
Target:$1680.00
+41.0%from $1191.33
May 6, 2026Stifel Nicolaus
TransDigm price target lowered to $1,525 from $1,650 at Stifel
Target:$1525.00
+28.0%from $1191.33
Feb 8, 2026Jefferies
TransDigm price target lowered to $1,565 from $1,635 at Jefferies
Target:$1565.00
+21.7%from $1285.53
Feb 4, 2026Susquehanna
TransDigm price target lowered to $1,400 from $1,500 at Susquehanna
Target:$1400.00
+11.8%from $1251.75
Feb 4, 2026BMO Capital
TransDigm price target raised to $1,550 from $1,500 at BMO Capital
Target:$1550.00
+19.1%from $1301.93
Feb 4, 2026UBS
TransDigm price target lowered to $1,800 from $1,804 at UBS
Target:$1800.00
+38.3%from $1301.93
Feb 4, 2026Robert W. Baird
TransDigm downgraded to Neutral from Outperform at Baird
Target:$1400.00
+7.5%from $1301.93
Jan 20, 2026Goldman Sachs
TransDigm price target raised to $1,871 from $1,684 at Goldman Sachs
Target:$1871.00
+29.0%from $1450.00
Jan 15, 2026Susquehanna
TransDigm price target raised to $1,500 from $1,450 at Susquehanna
Target:$1500.00
+5.0%from $1428.43
Jan 15, 2026UBS
TransDigm price target raised to $1,804 from $1,798 at UBS
Target:$1804.00
+26.3%from $1428.39
Jan 9, 2026Truist Financial
TransDigm price target raised to $1,697 from $1,647 at Truist
Target:$1697.00
+23.2%from $1377.42
Nov 14, 2025Morgan Stanley
TransDigm price target raised to $1,660 from $1,600 at Morgan Stanley
Target:$1660.00
+24.8%from $1330.30
Oct 15, 2025Truist Financial
TransDigm price target lowered to $1,647 from $1,730 at Truist
Target:$1647.00
+29.7%from $1270.08
Oct 15, 2025Morgan Stanley
TransDigm price target lowered to $1,600 from $1,750 at Morgan Stanley
Target:$1600.00
+22.5%from $1306.32
Oct 9, 2025Susquehanna
TransDigm price target lowered to $1,450 from $1,500 at Susquehanna
Target:$1450.00
+12.8%from $1285.85
Oct 8, 2025Deutsche Bank
TransDigm price target lowered to $1,370 from $1,490 at Deutsche Bank
Target:$1370.00
+6.7%from $1284.38
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.