TransDigm Group Incorporated · NYSE (us_market)
Industrials · Aerospace & Defense · United States
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, cargo loading and handling systems, delivery systems, and electronic components. Its Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, parachutes, specialized flight, wind tunnel and jet engine testing services and equipment, and testing and instrumentation solutions, as well as engineered audio, radio, and antenna systems. The Non-Aviation segment offers seat belts and safety restraints; mechanical/electromechanical actuators and controls; hydraulic/electromechanical actuators and fuel valves; refueling systems; and turbine controls. It serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots; airframe manufacturers, cabin system and subsystem suppliers, airlines, and third party maintenance suppliers; and off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers, as well as manufacturers of heavy equipment. The company was formerly known as TD Holding Corporation and changed its name to TransDigm Group Incorporated in 2006. The company was founded in 1993 and is headquartered in Cleveland, Ohio.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2022-08-16$677.36 RISE2022-10-12$509.83 PEAK2023-01-09$650.82 146d | -24.7% 57d | Missed | Missed | — | — | +27.7% 89d | Missed |
DROP2022-03-29$684.29 RISE2022-06-16$513.69 PEAK2022-08-16$677.36 140d | -24.9% 79d | Missed | Missed | — | — | +31.9% 61d | Missed |
DROP2021-11-09$685.00 RISE2021-12-01$553.37 PEAK2022-02-16$667.97 99d | -19.2% 22d | Missed | Missed | — | — | +20.7% 77d | Missed |
DROP2020-12-31$618.85 RISE2021-01-27$518.59 PEAK2021-04-14$628.92 104d | -16.2% 27d | Missed | Missed | — | — | +21.3% 77d | Missed |
DROP2020-03-04$577.44 RISE2020-07-09$410.98 PEAK2020-09-17$519.01 197d | -28.8% 127d | Missed | Missed | — | — | +26.3% 70d | Missed |
DROP2020-01-23$657.93 RISE2020-03-18$245.79 PEAK2020-06-08$494.94 137d | -62.6% 55d | Missed | Missed | — | — | +101.4% 82d | Missed |
HEI tops fiscal Q2 EPS and sales estimates as net sales rose 25.3% to $1.38 billion, margins widen to 25.5%, and record net income hits $233.8 million.
Earlier in May 2026, TransDigm Group reported Q2 results with revenue and adjusted EPS above analyst forecasts and raised its full-year 2026 outlook, reflecting solid demand for its aerospace components. The upgraded guidance highlights how stronger-than-expected operating momentum may influence expectations for the company’s earnings power and cash generation profile. Next, we’ll examine how TransDigm’s upgraded 2026 outlook following its strong Q2 performance could reshape the company’s...
While TransDigm Group has considerably underperformed the broader market over the past 52 weeks, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
The stock split is back in fashion. Yet a small club of high-priced names has refused to play along for decades, even as peers embrace splits to court retail investors. Four stand out: AutoZone (NYSE: AZO) has not split since its 1991 IPO, Goldman Sachs (NYSE: GS) has not split since 2000, NVR (NYSE: NVR) ... 4 High-Flying Stocks Stubbornly Resist Splits—Here’s Which Might Crack First
ESLT heads into Q1 2026 earnings with rising defense demand, a record backlog and a new UAV acquisition boosting its global reach.
ESLT heads into Q1 2026 earnings with rising defense demand, a record backlog and a new UAV acquisition boosting its global reach.
SpaceX long-awaited IPO filing arrived Wednesday afternoon, offering investors their first detailed look at Elon Musk’s rocket and AI empire. SpaceX is going after what it describes as a $28.5 trillion addressable market “to build the systems and technologies necessary to make life multiplanetary, to understand the true nature of the universe, and to extend the light of consciousness to the stars.” The IPO is expected to raise a record amount of money, valuing Elon Musk’s company at roughly $2 trillion—enough to turn the world’s richest person into a trillionaire.
HEI's Q2 sales and EPS are expected to have benefited from the completed acquisition and aftermarket demand support for the Flight Support and Electronic Technologies.
HEI's Q2 sales and EPS are expected to have benefited from the completed acquisition and aftermarket demand support for the Flight Support and Electronic Technologies.
SpaceX long-awaited IPO filing arrived Wednesday afternoon, offering investors their first detailed look at Elon Musk’s rocket and AI empire. SpaceX is going after what it describes as a $28.5 trillion addressable market “to build the systems and technologies necessary to make life multiplanetary, to understand the true nature of the universe, and to extend the light of consciousness to the stars.” The IPO is expected to raise a record amount of money, valuing Elon Musk’s company at roughly $2 trillion—enough to turn the world’s richest person into a trillionaire.
Wall Street has rediscovered the stock-split playbook. KLA (NASDAQ: KLAC) announced a 10-for-1 forward stock split in May 2026 alongside a fiscal Q3 earnings beat and a roughly 21% dividend hike, with the stock trading in the $1,800 range. Earlier in the year, Booking Holdings (NASDAQ: BKNG) completed a 25-for-1 split announced in February 2026, taking ... Will ASML, Lilly, or TransDigm Be the Next Big Stock Split?
Wall Street has rediscovered the stock-split playbook. KLA (NASDAQ: KLAC) announced a 10-for-1 forward stock split in May 2026 alongside a fiscal Q3 earnings beat and a roughly 21% dividend hike, with the stock trading in the $1,800 range. Earlier in the year, Booking Holdings (NASDAQ: BKNG) completed a 25-for-1 split announced in February 2026, taking ... Will ASML, Lilly, or TransDigm Be the Next Big Stock Split?
The S-1 IPO registration statement for Elon Musk’s rocket company SpaceX arrived late Wednesday afternoon. SpaceX is going after what it describes as a $28.5 trillion addressable market “to build the systems and technologies necessary to make life multiplanetary, to understand the true nature of the universe, and to extend the light of consciousness to the stars.” The IPO is expected to raise a record amount of money, valuing Elon Musk’s company at roughly $2 trillion—enough to turn the world’s richest person into a trillionaire.
The S-1 IPO registration statement for Elon Musk’s rocket company SpaceX arrived late Wednesday afternoon. Investors can download it here. SpaceX is going after what it describes as a $28.5 trillion addressable market “to build the systems and technologies necessary to make life multiplanetary, to understand the true nature of the universe, and to extend the light of consciousness to the stars.”
The S-1 IPO registration statement for Elon Musk’s rocket company SpaceX arrived late Wednesday afternoon. Investors can download it here. The IPO is expected to raise a record amount of money, valuing Elon Musk’s company at roughly $2 trillion—enough to turn the world’s richest person into a trillionaire.
Loar Holdings stock fell 25% despite a raised 2026 outlook and strong Q1 growth. Click here to read this latest analysis of LOAR.
Daniel Loeb's Third Point added Meta, Alphabet, Broadcom, and semiconductor names while sharply cutting Nvidia and Microsoft positions in Q1.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how aerospace stocks fared in Q1, starting with TransDigm (NYSE:TDG).
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how aerospace stocks fared in Q1, starting with TransDigm (NYSE:TDG).
Why TransDigm Group (TDG) Is Back on Investors’ Radar TransDigm Group (TDG) is drawing fresh attention after recent share price pressure, with the stock down about 3% over the past month and about 7% over the past 3 months. See our latest analysis for TransDigm Group. At a latest share price of US$1,201.40, TransDigm Group has seen short term share price pressure with the 90 day share price return down 7.3%. However, the 5 year total shareholder return of 145.99% shows that longer term...
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| TDG | +9.00% | -4.40% | -5.38% | -14.31% |
| XLI | +0.10% | -3.23% | +11.61% | +21.22% |
| Alpha (stock − sector) | +8.90% | -1.18% | -16.99% | -35.53% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| CapResearch | fundamental | 3.14M | $3.64B | 0.57% | Added+26.9% | 2026-03-31 |
| StateStreet | passive | 2.52M | $2.92B | 0.10% | Added+2.5% | 2026-03-31 |
| FidelityFMR | fundamental | 1.36M | $1.57B | 0.08% | Trimmed-16.1% | 2026-03-31 |
| Citadel | multi-strat | 42.3K | $49.04M | 0.06% | Trimmed-83.3% | 2026-03-31 |
| LonePine | growth | 35.7K | $41.35M | 0.33% | Added+85.5% | 2026-03-31 |
| ThirdPoint | activist | 25.0K | $28.97M | 1.39% | New | 2026-03-31 |
| DEShaw | quant | 21.5K | $24.94M | 0.01% | Trimmed-6.6% | 2026-03-31 |
| RenTech | quant | 19.8K | $22.92M | 0.04% | New | 2026-03-31 |
| Bridgewater | macro | 2.3K | $2.69M | 0.01% | Trimmed-58.2% | 2026-03-31 |
| Wellington | fundamental | 1.4K | $1.65M | 0.00% | Added+29.1% | 2026-03-31 |
| TRowePrice | fundamental | 592.7K | $686.91K | 0.08% | Trimmed-20.6% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-19 | Howley W Nicholas | Director | M Option exercise(deriv) | 10,132 | — | +$0 |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 132 | $1189.02 | −$157.0K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 3,801 | $1188.13 | −$4.52M |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 272 | $1187.11 | −$322.9K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 448 | $1185.97 | −$531.3K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 1,075 | $1185.05 | −$1.27M |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 87 | $1183.86 | −$103.0K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 290 | $1182.81 | −$343.0K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 437 | $1180.97 | −$516.1K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 250 | $1179.67 | −$294.9K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 140 | $1178.14 | −$164.9K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 313 | $1175.96 | −$368.1K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 685 | $1174.17 | −$804.3K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 220 | $1172.31 | −$257.9K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 390 | $1169.24 | −$456.0K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 463 | $1168.33 | −$540.9K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 586 | $1167.05 | −$683.9K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 110 | $1165.51 | −$128.2K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 23 | $1163.98 | −$26.8K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 50 | $1162.94 | −$58.1K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 80 | $1160.00 | −$92.8K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 60 | $1170.38 | −$70.2K |
| 2026-05-19 | Howley W Nicholas | Director | S Open-market sale | 40 | $1176.67 | −$47.1K |
| 2026-05-19 | Howley W Nicholas | Director | M Option exercise | 10,132 | $66.47 | +$673.5K |
| 2026-05-18 | Reiss Joel | Co-Chief Operating Officer | M Option exercise(deriv) | 3,900 | — | +$0 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-04upcoming | 10.23 | — | — |
| 2026-05-05 | 8.52 | 9.20 | +7.92% |
| 2026-02-03 | 8.04 | 8.23 | +2.35% |
| 2025-11-12 | 7.63 | 7.75 | +1.56% |
| 2025-08-05 | 9.90 | 9.60 | -3.02% |
| 2025-05-06 | 8.95 | 9.11 | +1.80% |
| 2025-02-04 | 7.74 | 7.83 | +1.12% |
| 2024-11-07 | 7.99 | 5.80 | -27.42% |
| 2024-08-06 | 8.51 | 9.00 | +5.80% |
| 2024-05-07 | 7.41 | 7.99 | +7.77% |
| 2024-02-08 | 6.40 | 7.16 | +11.86% |
| 2023-11-09 | 7.63 | 8.03 | +5.18% |
| 2023-08-08 | 6.40 | 7.25 | +13.22% |
| 2023-05-09 | 5.46 | 5.98 | +9.45% |
| 2023-02-07 | 4.29 | 4.58 | +6.69% |
| 2022-11-10 | 5.23 | 5.50 | +5.11% |