WallStSmart
TDG

Transdigm Group Incorporated

NYSE: TDG · INDUSTRIALS · AEROSPACE & DEFENSE

$1,142.74
-0.98% today

Updated 2026-04-29

Market cap
$64.84B
P/E ratio
36.90
P/S ratio
7.12x
EPS (TTM)
$31.12
Dividend yield
—
52W range
$1,124 – $1,512
Volume
0.4M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Transdigm Group Incorporated (TDG) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$1,142.74
Consensus
$1,560.00
+36.51%
2030 Target
$2,917.50
+155.31%
DCF
$826.09
-60.54% MoS
13 analysts:
6 Buy5 Hold0 Sell

Management guidance

TransDigm raised FY2026 net sales guidance to $9.94B (from prior guidance), representing 12.5% growth. Management is executing $3.1B in pending acquisitions with $2B in new debt financing, signaling confidence in organic and inorganic growth acceleration. CEO guidance implies mid-to-high single-digit organic growth with acquisitions driving incremental revenue contribution through 2030.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$4,901.40
$13.8B Rev × 20x P/S
Base case (2030)
$2,917.50
$13.8B Rev × 12x P/S
Bear case (2030)
$1,983.90
$13.8B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$6.6B$7.9B$8.8B$10.1B$10.9B$11.8B$12.8B$13.8B
Revenue growth—20.6%11.2%14.6%8.1%8.3%8.1%8.1%
EPS$25.84$33.98$8.23$39.38$46.14$52.30$58.70$65.50
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$2,100.60$2,334.00$2,567.40$2,684.10$2,917.50

Catalysts & risks

Growth catalysts
+ $3.1B acquisition pipeline (Jet Parts Engineering, Victor Sierra Aviation, Stellant Systems) driving revenue accretion starting FY2026-2027
+ Commercial aerospace recovery with strong aftermarket demand offsetting supply chain pressures
+ Defense segment expansion benefiting from elevated geopolitical tensions and military modernization spending
+ Operating leverage from 57.6% gross margins and 47% operating margins as scale increases post-acquisitions
Key risks
- High leverage (EV/EBITDA 20.3x) and $2B new debt raise increases financial risk and interest rate sensitivity
- Supply chain disruptions and rising input costs pressuring near-term margins despite pricing power
- Aftermarket growth deceleration concerns flagged by KeyBanc downgrade in Feb 2026; integration execution risk on $3.1B acquisitions
- Premium valuation (P/E 37.6x, Forward P/E 26x) limits margin of safety if aerospace cycle softens or acquisitions underperform

Methodology

Transdigm Group Incorporated's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 13 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.