TransDigm Group Incorporated logo TDG - TransDigm Group Incorporated

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
0
BUY 19
HOLD 20
SELL 0
STRONG
SELL
0
| PRICE TARGET: $1,489.00 DETAILS
HIGH: $1,745.00
LOW: $1,331.00
MEDIAN: $1,405.00
CONSENSUS: $1,489.00
UPSIDE: 34.52%

Stock News

California State Teachers Retirement System Has $149.66 Billion Holdings in Transdigm Group Incorporated $TDG

California State Teachers Retirement System Has $149.66 Billion Holdings in Transdigm Group Incorporated $TDG

California State Teachers Retirement System increased its stake in shares of Transdigm Group Incorporated (NYSE: TDG) by 120,385.0% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,352,246 shares of the aerospace company's stock after buying an additional 112,258,996 shares during

Sep 07, 2026 01:16 AM • defenseworld.net
TransDigm Group: High-Leverage Excellence Fueling Exceptional Equity Returns

TransDigm Group: High-Leverage Excellence Fueling Exceptional Equity Returns

TransDigm Group commands a dominant aftermarket position with over 50% EBITDA margins and 80% sole-source products, underpinning a BUY rating. TDG's business model delivers stable, high-margin cash flows via inelastic aftermarket demand but is offset by aggressive leverage and $30B in debt. Valuation scenarios suggest 22%–96% upside in base and optimistic DCF cases, though dividend discount models highlight downside risks if debt strategy falters.

Aug 31, 2026 09:13 PM • seekingalpha.com
TransDigm Group: A Premium Option For Private-Equity-Like Exposure

TransDigm Group: A Premium Option For Private-Equity-Like Exposure

TransDigm Group is a buy as valuation lags fundamentals, offering rare relative value versus HEICO and historical multiples. TDG's Q3 saw 22.5% YoY revenue growth, raised full-year guidance, and continued strong organic growth despite minor margin dilution from acquisitions. The business model's high-margin, recurring aftermarket exposure supports elevated leverage and robust free cash flow, justifying its premium.

Aug 30, 2026 06:34 AM • seekingalpha.com

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