Aerospace Parts Demand: Social media commentary highlights how aircraft shortages are driving sustained demand for replacement components from established suppliers like TransDigm. Observers note that older planes remain in service longer, boosting aftermarket revenue streams tied to proprietary parts.
Valuation Comparisons: Discussions compare the entire public aerospace sector, including TransDigm, to high-profile private valuations such as SpaceX, emphasizing recurring cash flows and established moats in the former. Analysts on social media point to strong EBITDA margins and acquisition strategies as key differentiators.
Investor Activity: Recent filings show notable purchases by political figures, with social media users tracking these moves alongside deep-dive analyses that underscore TransDigm's pricing power and long-term platform integration.
Note: This discussion summary was generated from an AI condensation of post data.
TransDigm Group Insider Trading Activity
TransDigm Group insiders have traded $TDG stock on the open market 179 times in the past 6 months. Of those trades, 2 have been purchases and 177 have been sales.
Here’s a breakdown of recent trading of $TDG stock by insiders over the last 6 months:
- ROBERT J SMALL has made 1 purchase buying 1 shares for an estimated $1,285 and 5 sales selling 95,653 shares for an estimated $127,551,620.
- KEVIN M STEIN has made 0 purchases and 42 sales selling 73,000 shares for an estimated $103,708,665.
- W NICHOLAS HOWLEY has made 0 purchases and 47 sales selling 30,432 shares for an estimated $38,404,711.
- JOEL REISS (Co-Chief Operating Officer) has made 0 purchases and 81 sales selling 15,600 shares for an estimated $19,921,863.
- MICHAEL LISMAN (President & CEO) purchased 950 shares for an estimated $1,220,047
- PATRICK JOSEPH MURPHY (Co-Chief Operating Officer) has made 0 purchases and 2 sales selling 580 shares for an estimated $800,147.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
TransDigm Group Revenue
TransDigm Group had revenues of $2.5B in Q2 2026. This is an increase of 18.33% from the same period in the prior year.
You can track TDG financials on Quiver Quantitative's TDG stock page.
You can access data on TDG stock through the Quiver Quantitative API.
TransDigm Group Congressional Stock Trading
Members of Congress have traded $TDG stock 14 times in the past 6 months. Of those trades, 12 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $TDG stock by members of Congress over the last 6 months:
- REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 10 times. They made 10 purchases worth up to $185,000 on 05/22, 05/21, 05/13, 05/08, 05/07, 04/29, 04/20, 04/17, 04/16, 04/15 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $30,000 on 03/16, 01/30 and 2 sales worth up to $30,000 on 03/25, 12/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
TransDigm Group Hedge Fund Activity
We have seen 515 institutional investors add shares of TransDigm Group stock to their portfolio, and 593 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 1,049,728 shares (-16.0%) from their portfolio in Q1 2026, for an estimated $1,216,592,762
- CAPITAL WORLD INVESTORS added 711,979 shares (+18.0%) to their portfolio in Q1 2026, for an estimated $825,155,181
- CAPITAL RESEARCH GLOBAL INVESTORS added 666,848 shares (+26.9%) to their portfolio in Q1 2026, for an estimated $772,850,158
- BLACKROCK, INC. added 302,960 shares (+7.0%) to their portfolio in Q1 2026, for an estimated $351,118,521
- JPMORGAN CHASE & CO removed 269,307 shares (-21.3%) from their portfolio in Q4 2025, for an estimated $358,137,913
- FMR LLC removed 260,754 shares (-16.1%) from their portfolio in Q1 2026, for an estimated $302,203,455
- FRANKLIN RESOURCES INC removed 233,083 shares (-61.9%) from their portfolio in Q1 2026, for an estimated $270,133,873
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
TransDigm Group Analyst Ratings
Wall Street analysts have issued reports on $TDG in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 05/06/2026
To track analyst ratings and price targets for TransDigm Group, check out Quiver Quantitative's $TDG forecast page.
TransDigm Group Price Targets
Multiple analysts have issued price targets for $TDG recently. We have seen 5 analysts offer price targets for $TDG in the last 6 months, with a median target of $1350.0.
Here are some recent targets:
- Ken Herbert from RBC Capital set a target price of $1350.0 on 05/06/2026
- Charles Minervino from Susquehanna set a target price of $1350.0 on 05/06/2026
- Jonathan Siegmann from Stifel set a target price of $1525.0 on 05/06/2026
- Gavin Parsons from UBS set a target price of $1645.0 on 05/06/2026
- David Strauss from Wells Fargo set a target price of $1200.0 on 04/01/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
