67/100BTransDigm Group stock forecast 2027–2030What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for TransDigm Group is 1,461.22, 17.6% above the current price of 1,243.04. Their targets range from 1,200.00 to 1,745.00.
Of the 11 firms that rated TransDigm Group in the past 12 months, 4 rate it buy or strong buy, 7 hold and 0 sell or strong sell (each firm at its latest rating): a Hold consensus.
Analysts' 1-year price targets range from 1,200.00 to 1,745.00, with an average of 1,461.22.
| Buy | 4 | |
| Hold | 7 | |
| Sell | 0 |
12-month price target
| Highest target | 1,745.00 |
| Average target | 1,461.22 |
| Lowest target | 1,200.00 |
| Current price | 1,243.04 |
TransDigm Group price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their TransDigm Group price target and rating?
How analysts rate TransDigm Group, month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
4 of 11 firms rate it buy now, against 10 of 15 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
TransDigm Group analyst upgrades, downgrades and price targets
The latest rating change came on 5 August 2026, when Stifel Nicolaus downgraded TransDigm Group from Buy to Hold. Its price target is 1,405.00, from 1,525.00. The most recent new target came from Morgan Stanley on 16 October 2026: 1,300.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 16 Oct 2026 | Morgan Stanley | — | 1,400.00 → 1,300.00 | -7.1% | 1,134.24 |
| 15 Oct 2026 | RBC Capital | Reiterated · Sector Perform | 1,350.00 → 1,200.00 | -11.1% | 1,114.25 |
| 12 Oct 2026 | Goldman Sachs | Reiterated · Buy | 1,871.00 → 1,745.00 | -6.7% | 1,107.99 |
| 28 Sept 2026 | BMO Capital | Reiterated · Outperform | 1,550.00 → 1,400.00 | -9.7% | 1,116.20 |
| 14 Sept 2026 | Melius Research | — | 1,331.00 | — | 1,140.32 |
| 10 Aug 2026 | Wells Fargo David Strauss | — | 1,450.00 | — | 1,225.25 |
| 9 Aug 2026 | Jefferies | — | 1,575.00 → 1,625.00 | +3.2% | 1,225.25 |
| 6 Aug 2026 | Morgan Stanley | — | 1,345.00 → 1,400.00 | +4.1% | 1,256.65 |
| 5 Aug 2026 | UBS | Reiterated · Buy | 1,645.00 → 1,695.00 | +3.0% | 1,244.39 |
| 5 Aug 2026 | Stifel Nicolaus Jonathan Siegmann | Downgraded · Buy → Hold | 1,525.00 → 1,405.00 | -7.9% | 1,275.05 |
| 15 Jul 2026 | Morgan Stanley | Downgraded · Overweight → Equal Weight | 1,680.00 → 1,345.00 | -19.9% | 1,215.34 |
| 10 May 2026 | Jefferies | — | 1,565.00 → 1,575.00 | +0.6% | 1,215.08 |
| 6 May 2026 | UBS | Reiterated · Buy | 1,800.00 → 1,645.00 | -8.6% | 1,240.11 |
| 6 May 2026 | RBC Capital Ken Herbert | Reiterated · Sector Perform | 1,350.00 | — | 1,191.33 |
| 6 May 2026 | Morgan Stanley | — | 1,660.00 → 1,680.00 | +1.2% | 1,191.33 |
| 6 May 2026 | Stifel Nicolaus | Reiterated · Buy | 1,710.00 → 1,525.00 | -10.8% | 1,191.33 |
| 8 Feb 2026 | Jefferies | — | 1,490.00 → 1,565.00 | +5.0% | 1,285.53 |
| 5 Feb 2026 | Keybanc | Downgraded · Overweight → Sector Weight | — | — | — |
| 4 Feb 2026 | Susquehanna Charles Minervino | — | 1,500.00 → 1,400.00 | -6.7% | 1,251.75 |
| 4 Feb 2026 | BMO Capital | — | 1,420.00 → 1,550.00 | +9.2% | 1,301.93 |
| 4 Feb 2026 | UBS | Reiterated · Buy | 1,804.00 → 1,800.00 | -0.2% | 1,301.93 |
| 4 Feb 2026 | Robert W. Baird | — | 1,400.00 | — | 1,301.93 |
| 20 Jan 2026 | Goldman Sachs Noah Poponak | — | 1,871.00 | — | 1,450.00 |
| 15 Jan 2026 | Susquehanna | — | 1,450.00 → 1,500.00 | +3.4% | 1,428.44 |
| 15 Jan 2026 | UBS Gavin Parsons | Reiterated · Buy | 1,804.00 | — | 1,428.39 |
| 9 Jan 2026 | Truist Financial Michael Ciarmoli | — | 1,647.00 → 1,697.00 | +3.0% | 1,377.42 |
| 14 Nov 2025 | Morgan Stanley | Reiterated · Overweight | 1,600.00 → 1,660.00 | +3.8% | 1,330.30 |
TransDigm Group EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Analysts expect TransDigm Group's EPS to grow 20.1% a year until 2028, slower than over the last 5 years (31.1% a year) and the last 3 years (33.8%).
Analysts expect TransDigm Group's revenue to grow 12.6% a year until 2028. Over the last 5 years it grew 11.6% a year, and over the last 3 years 17.6%.
Revenue
EPS
Does TransDigm Group beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 4.7% off the result, either way, and their revenue estimate 2.2%, over the last 12 quarters.
- EPS beats
- 67 / 82
- Revenue beats
- 64 / 82
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +4.2%
- Since
- July 2006
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q4 FY2026 | 10 Nov 2026 | 12.21 | 12.44 | +1.9% | 2.95B | 2.99B | +1.4% |
| Q3 FY2026 | 4 Aug 2026 | 10.30 | 10.87 | +5.5% | 2.68B | 2.74B | +2.4% |
| Q2 FY2026 | 5 May 2026 | 9.46 | 9.85 | +4.1% | 2.47B | 2.54B | +3.1% |
| Q1 FY2026 | 3 Feb 2026 | 8.10 | 8.23 | +1.6% | 2.26B | 2.29B | +1.2% |
| Q4 FY2025 | 12 Nov 2025 | 10.04 | 10.82 | +7.8% | 2.40B | 2.44B | +1.6% |
| Q3 FY2025 | 5 Aug 2025 | 9.89 | 9.60 | -2.9% | 2.30B | 2.24B | -2.7% |
| Q2 FY2025 | 6 May 2025 | 8.96 | 9.11 | +1.7% | 2.17B | 2.15B | -0.8% |
| Q1 FY2025 | 4 Feb 2025 | 7.83 | 7.83 | 0.0% | 2.03B | 2.01B | -1.3% |
| Q4 FY2024 | 7 Nov 2024 | 9.26 | 9.83 | +6.2% | 2.16B | 2.19B | +1.1% |
| Q3 FY2024 | 6 Aug 2024 | 8.56 | 9.00 | +5.1% | 2.01B | 2.05B | +2.0% |
| Q2 FY2024 | 7 May 2024 | 7.42 | 7.99 | +7.7% | 1.88B | 1.92B | +2.1% |
| Q1 FY2024 | 8 Feb 2024 | 6.41 | 7.16 | +11.7% | 1.68B | 1.79B | +6.7% |
TransDigm Group stock price 2027–2030: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
If TransDigm Group's earnings grow at the 15.9% a year analysts expect to FY2028, then 15.0% a year, it would earn about 73.54 a share in FY2030. At the P/E it has traded at over the last five years (35.0 to 55.7) that is 2,572.14 to 4,096.48 a share, or 3,076.93 at its average P/E of 41.8. This is arithmetic on the analysts' estimates, not a prediction.
| Fiscal year | EPS | Bear | Base | Bull |
|---|---|---|---|---|
| FY2027 | 48.64 | 1,701.12 | 2,034.97 | 2,709.26 |
| FY2028 | 55.61 | 1,944.90 | 2,326.60 | 3,097.53 |
| FY2029 (extrapolated) | 63.95 | 2,236.64 | 2,675.59 | 3,562.15 |
| FY2030 (extrapolated) | 73.54 | 2,572.14 | 3,076.93 | 4,096.48 |
Each year's EPS is the analysts' consensus to FY2028; the years after grow 15.0% a year (the analysts' growth, at most 15%). Bear, base and bull apply the lowest, average and highest P/E of today and the last five fiscal year ends, leaving out any above 60, the mark of a year of collapsed earnings (35.0, 41.8, 55.7).
Is TransDigm Group stock undervalued or overvalued?How does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
TransDigm Group's P/E of 35.0 is near the bottom of its 5-year range (32.6 to 79.3, median 47.3). Analysts expect slower growth than in recent years, so the low P/E may be deserved. Buyers pay about the usual price for each point of growth: a PEG of 1.7 on expected growth against 1.5 on its median P/E and past five years' growth. At its usual P/E (46.3 × EPS of 35.54), TransDigm Group's fair value is 1,645.90; the price, 1,243.04, is 24.5% below it. Its forward P/E, on the consensus for FY2027, is 25.6.
Fair value is the usual (median) P/E of the last five years times the earnings per share of the last twelve months; the ends of the bar are the same earnings at its lowest and highest P/E of those years (32.6 and 55.3). The price against its P/E range
- Price to earnings ratio (TTM)What is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 34.98
- Five-year median P/EWhat is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 47.35
- Five-year P/E range
- 32.6 – 79.3
- Forward P/E (FY2027)What is the forward P/E ratio? Forward P/E divides a share's price by the earnings per share analysts expect in the coming year, rather than last year's actual earnings.
- 25.56
- PEG ratioWhat is the PEG ratio? The PEG ratio divides the P/E by the yearly earnings growth analysts expect, to show how much you pay for each point of growth.
- 2.20
- To the average targetWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
- +17.6%
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 97.350 | 194.84146Price 97.35244 | +100.1% | |
| 119.980 | 236.63177Price 119.98296 | +97.2% | |
| 197.050 | 384.58163Price 197.052,644 | +95.2% | |
| 157.530 | 305.52161Price 157.53396 | +93.9% | |
| 43.270 | 82.9546Price 43.27165 | +91.7% | |
| 214.470 | 405.52304Price 214.47507 | +89.1% | |
| 163.700 | 308.95212Price 163.70442 | +88.7% |
Furthest below the fair value on each stock's page, updated every day.