TransDigm Group (NYSE:TDG) Issues FY25 Earnings Guidance

TransDigm Group (NYSE:TDG) issued an update on its FY25 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of $35.36-$37.28 for the period, compared to the consensus estimate of $39.21. The company issued revenue guidance of $8.750-$8.950 billion, compared to the consensus revenue estimate of $8.93 billion. TransDigm Group also updated its FY 2025 guidance to 35.360-37.280 EPS.

TransDigm Group Trading Up 3.2 %

Shares of NYSE TDG opened at $1,380.72 on Thursday. The stock has a market cap of $77.47 billion, a price-to-earnings ratio of 51.08, a P/E/G ratio of 1.79 and a beta of 1.43. TransDigm Group has a 1-year low of $879.35 and a 1-year high of $1,451.32. The stock’s 50-day moving average is $1,369.27 and its 200 day moving average is $1,315.00.

TransDigm Group (NYSE:TDG) last posted its quarterly earnings results on Tuesday, August 6th. The aerospace company reported $9.00 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.77 by $1.23. TransDigm Group had a negative return on equity of 66.70% and a net margin of 21.83%. The business had revenue of $2.05 billion for the quarter, compared to analyst estimates of $2.01 billion. During the same period last year, the company earned $6.55 EPS. TransDigm Group’s revenue for the quarter was up 17.3% compared to the same quarter last year. On average, analysts forecast that TransDigm Group will post 30.71 EPS for the current fiscal year.

TransDigm Group Increases Dividend

The firm also recently disclosed a special dividend, which was paid on Friday, October 18th. Stockholders of record on Friday, October 4th were given a $75.00 dividend. This is a positive change from TransDigm Group’s previous special dividend of $32.50. The ex-dividend date was Friday, October 4th.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. Northcoast Research assumed coverage on TransDigm Group in a research report on Thursday, August 1st. They set a “neutral” rating on the stock. Morgan Stanley boosted their price target on TransDigm Group from $1,550.00 to $1,575.00 and gave the stock an “overweight” rating in a research note on Wednesday, August 7th. KeyCorp boosted their price target on TransDigm Group from $1,440.00 to $1,500.00 and gave the stock an “overweight” rating in a research note on Thursday, October 24th. Citigroup cut their price objective on TransDigm Group from $1,648.00 to $1,563.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Jefferies Financial Group decreased their target price on shares of TransDigm Group from $1,625.00 to $1,515.00 and set a “buy” rating on the stock in a research note on Tuesday, August 13th. Eight research analysts have rated the stock with a hold rating and thirteen have issued a buy rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,461.82.

Insider Buying and Selling at TransDigm Group

In other TransDigm Group news, Director W Nicholas Howley sold 5,472 shares of the company’s stock in a transaction that occurred on Monday, September 16th. The stock was sold at an average price of $1,376.42, for a total value of $7,531,770.24. Following the sale, the director now owns 21,548 shares in the company, valued at approximately $29,659,098.16. This represents a 0.00 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. In other news, Director W Nicholas Howley sold 5,472 shares of the business’s stock in a transaction that occurred on Monday, September 16th. The stock was sold at an average price of $1,376.42, for a total value of $7,531,770.24. Following the completion of the sale, the director now directly owns 21,548 shares in the company, valued at $29,659,098.16. The trade was a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Kevin M. Stein sold 10,000 shares of the stock in a transaction on Monday, August 12th. The shares were sold at an average price of $1,228.24, for a total transaction of $12,282,400.00. Following the transaction, the chief executive officer now directly owns 8,158 shares in the company, valued at approximately $10,019,981.92. The trade was a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 26,944 shares of company stock valued at $35,823,485. 4.96% of the stock is owned by insiders.

About TransDigm Group

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, and cargo loading and handling systems.