Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
4
institutions
Market cap
$69.9B
56M shares
52-week range
$1,123.61 – $1,620.58
25% from low
Sector
AIRCRAFT PARTS & AUXILIARY EQUIPMENT, NEC
Exchange
NYSE
CS
TransDigm manufactures and services a broad set of specialized parts for commercial and military aircraft. The firm organizes itself in three segments: power and control, airframes, and a small non-aviation segment, which serves mostly off-road vehicles and mining equipment. It operates as an acquisitive holding company that focuses on buying up smaller firms that make proprietary aerospace products with substantial aftermarket demand. TransDigm regularly employs financial leverage to amplify its operating results.
www.transdigm.comNo one on the platform currently holds TDG.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 35,677 | $41.3M |
| Third Point LLCas of 2026-03-31 | 25,000 | $29.0M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2025-09-02 | $90.0000 | 2025-09-12 |
| 2024-10-04 | $75.0000 | 2024-10-18 |
| 2023-11-17 | $35.0000 | 2023-11-27 |
No one on the platform has traded TDG yet.
| 19,780 |
| $22.9M |
| Bridgewater Associatesas of 2026-03-31 | 2,323 | $2.7M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $10.4B | +18.1% | $40.04 | $39.63–$40.59 | 31.2× | 12 |
| 2027 | $11.4B | +9.4% | $47.00 | $45.03–$50.85 | 26.6× | 13 |
| 2028 | $12.2B | +7.7% | $54.00 | $38.92–$64.04 | 23.1× | 9 |
| 2029 | $12.7B | +3.8% | $61.52 | $59.65–$64.06 | 20.3× | 6 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-05 | $9.46 | $9.85 | +4.1% |
| 2026-02-03 | $8.10 | $8.23 | +1.6% |
| 2025-11-12 | $10.04 | $10.82 | +7.8% |
| 2025-08-05 | $9.89 | $9.60 | -2.9% |
| 2025-05-06 | $8.96 | $9.11 | +1.7% |
| 2025-02-04 | $7.83 | $7.83 | +0.0% |
| 2024-11-07 | $9.26 | $9.83 | +6.2% |
| 2024-08-06 | $8.56 |
| $9.00 |
| +5.1% |
| $81.6B |
| — |
| JCIJohnson Controls International plc | $143.88 | +3.20% | $87.8B | — |
| LHXL3Harris Technologies, Inc. | $271.90 | -8.61% | $50.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
The most recent Filtered Momentum signal on $TDG triggered on 2026-07-29. The expected return for the selected horizon is +9.27% with a historical profit probability of +72.61%. Learn more: https://axlfi.com/factor-analysis?symbol=TDG&factor=filtered_momentum&timeframe=daily
View on StockTwits ↗📈 TransDigm $TDG to acquire Prince & Izant for ~$1.07B in cash. Specialty metals + aerospace aftermarket = classic TransDigm playbook. $TDG +3.6% in afternoon trade. #Stocks #Aerospace #SpecialtyMetals https://prismmarketview.com/transdigm-snaps-up-prince-izant-in-1-07-billion-cash-deal/
View on StockTwits ↗The most recent Momentum signal on $TDG triggered on 2026-07-27. The expected return for the selected horizon is +11.39% with a historical profit probability of +74.62%. Learn more: https://axlfi.com/factor-analysis?symbol=TDG&factor=momentum&timeframe=daily
View on StockTwits ↗@OffHisGame88 compounding machine 1000 per share by 2035 look at $TDG and you will see the relation
View on StockTwits ↗Morgan Stanley maintained a bullish view on aerospace, defense, and space ahead of Q2 earnings, citing resilient commercial aerospace demand, improving Boeing aircraft production, and favorable long-term defense spending trends. The firm highlighted strong aftermarket demand driven by high fleet utilization, low aircraft retirement rates, limited maintenance capacity, and ongoing engine servicing needs. Boeing's 737 MAX production has reached 47 aircraft per month, with additional certification milestones expected to support the sector. On defense, Morgan Stanley believes investors continue to underestimate the likelihood of the U.S. FY2027 defense budget reaching roughly $1.1 trillion, which could provide meaningful upside as supply chain conditions improve and missile production capacity expands. The firm also expects space companies to benefit from upcoming launch milestones, stronger order trends, and NASA's commercial space station initiatives. $BA $FTAI $NOC $TDG
View on StockTwits ↗TransDigm Group shares fell Monday after the company withdrew its proposed acquisition of Stellant Systems from Arlington Capital Partners, ending the deal after determining it no longer served shareholders' best interests. Following TransDigm's withdrawal of its regulatory filing on July 10, the seller formally terminated the transaction. The company said prolonged regulatory uncertainty, the expected time required to complete the review process relative to the contractual deadline, and the opportunity cost of pursuing the acquisition instead of other strategic opportunities drove its decision. Management added that abandoning the deal represents the most prudent allocation of capital and management resources under the circumstances. Despite walking away from the transaction, TransDigm reaffirmed its commitment to its disciplined acquisition strategy, emphasizing that it continues to evaluate alternative deals that could create long-term shareholder value. $TDG
View on StockTwits ↗$TDG >> Ospreyeye Trade Map Setup Category: Breakout → Retest → Reclaim Support: 300 SMA (~1308) Resistance: Recent high around 1335–1340 Target 1: 1335–1340 (prior high) Target 2: 1400 (gap-fill area) Invalidation: Daily close back below the 300 SMA. $SPY $QQQ
View on StockTwits ↗$TDG >> Daily Chart >> Could run 🏃♂️ to 1400 & Fill the Gap if 300 SMA holds I agree that's a reasonable upside scenario. Looking at this updated daily chart, there are three technical reasons why 1400 stands out as a realistic target if the 300 SMA (~1308) continues to hold 1. Gap Fill There is an open gap above current price. Markets don't have to fill gaps, but once a stock reclaims a major support level and momentum is positive, unfilled gaps often become logical targets 2. 300 SMA Reclaim This is the foundation of the setup. Above 300 SMA: Bullish bias remains intact. Back below 300 SMA: The breakout/reclaim thesis weakens That gives the trade a well-defined line in the sand 3. Bullish Trend Structure The chart has: Price above all major moving averages Bullish EMA alignment (4 > 8 > 13) Positive MACD on both settings RSI around 62, showing strength without being extremely overbought Everything is aligned in favor of continuation as long as support holds $SPY $QQQ
View on StockTwits ↗$TDG >> Daily Chart >> Closed above the 300 SMA @ 1308 & now trades above all of the moving averages As long as the 300 SMA holds there's more upside potential Downside risk on a close back below The Republican politician with the recent $2M purchase likely knows something we don't $SPY $QQQ
View on StockTwits ↗$TDG >> Daily Chart >> Some Republican politician bought $2M worth of this stock recently She sits on a board making AI related government decisions They probably have new government contracts coming if she's so heavily invested Look at the trade volume / this stock isn't a household name Only good from here above 300 SMA @ 1307.84 Above that level $TDG is above all of the moving averages on the daily chart Trading below signals it's not ready to go... Looks like bearish doji star 🌟 reversal pattern formed on Thursday and it was confirmed yesterday $SPY $QQQ
View on StockTwits ↗@Waytobe360 What you are pointing at is likely the long term moving average zone, often the 200 day EMA area. $TDG and $STX are trend driven names, so the key is whether pullbacks get bought, not just holding above or below the line. I am also tracking their structure closely. Follow me if you want, I can DM my full view.
View on StockTwits ↗@ChipDistribution7 do $TDG and $STX next.. what is that the 200 day ema?
View on StockTwits ↗$DFNS ugh. A lot of red flags, expect the need for exit liquidity soon. Looking at larger bets, $STXS $MU $TDG $PLTR
View on StockTwits ↗@WAJeff this business is much more than fire retardant. The business model is a replica of $TDG
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.