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Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $38.7M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net buying of $25K to $200K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$38.7M netNet selling
- CongressSTOCK Act, last 180 days
- +$25K to +$200K netNet buying
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 4 added, 5 cutMore cutting
Key stats
Fundamentals Sep 30- Open
- $1,107.82
- 52-wk high
- $1,463.03
- High
- $1,118.72
- 52-wk low
- $1,071.25
- Low
- $1,091.01
- Prev close
- $1,099.79
- Mkt cap
- $60.79B
- P/E
- 33.7x
- Volume
- 412.8K
- Fwd P/E
- 23.1x
- Beta
- 0.89
- P/S
- 6.1x
- P/B
- 9.6x
- Profit margin
- +21.3%
- Op margin
- +46.0%
- ROE
- +0.0%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about TDG filings
Are insiders buying or selling Transdigm Group Incorporated (TDG) stock?
Net selling: insiders sold $38.7M and bought $0 of TDG stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. $38.7M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Howley, W Nicholas (Director), who sold $24.8M. The latest filing was on Sep 16, 2026.
Which members of Congress have traded TDG recently?
Rep. April McClain Delaney (D) bought $1K to $15K on Jul 28, 2026, disclosed 6 days later. Rep. April McClain Delaney (D) bought $1K to $15K on May 22, 2026, disclosed 14 days later. Rep. April McClain Delaney (D) bought $1K to $15K on May 21, 2026, disclosed 15 days later. Rep. April McClain Delaney (D) bought $1K to $15K on May 13, 2026, disclosed 23 days later. In total, 1 member disclosed 11 TDG trades with trade dates in the last 180 days, filed a median 19 days after trading.
How current is this TDG smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (2)
- DL
Daniel Loeb
$76.3M
added
- TS
Two Sigma
$59.8M
bought
Sells/Trims (1)
- SQ
Squarepoint
$60.9M
trimmed
What insiders are doing
What Congress is doing
How top traders are positioned
No tracked top-trader positions in TDG right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 4.0% above what analysts expected.
Earnings per share
$9.59 expected
Revenue
$2.67B expected
GAAP EPS was $9.39 and adjusted EPS was $10.87. The analyst basis could not be confirmed, so no beat or miss is shown.
FY2026 guidance
$10.47B to $10.55B
No comparable estimate
Reports Nov 11, 2026, in 41 days
Estimates as of Sep 30, 2026
EPS expected
$11.20 to $12.58
Revenue expected
19 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $2.44B | $2.29B | $2.54B | $2.74B |
| Cost of what it sold | $967.0M | $933.0M | $1.03B | $1.11B |
| Gross profit | $1.47B | $1.35B | $1.51B | $1.63B |
| What it spent | ||||
| Sales and admin | $248.0M | $249.0M | $264.0M | $312.0M |
| Other operating costs | $61.0M | $56.0M | $60.0M | $89.0M |
| Total operating expenses | $309.0M | $305.0M | $324.0M | $401.0M |
| What was left | ||||
| Operating profit | $1.16B | $1.05B | $1.19B | $1.23B |
| Interest on debt | $420.0M | $475.0M | $484.0M | $514.0M |
| Profit before tax | $753.0M | $572.0M | $700.0M | $713.0M |
| Tax | $144.0M | $127.0M | $164.0M | $173.0M |
| Net profit | $610.0M | $445.0M | $535.0M | $539.0M |
| EBITDA | $1.27B | $1.15B | $1.29B | $1.27B |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bullish
TransDigm Completes $1.07 Billion Acquisition of Prince & Izant
BullishSep 28TransDigm Finalizes $1.066 Billion Cash Acquisition of Prince & Izant
BullishSep 28TransDigm Completes $1.066B Prince & Izant Deal
BullishSep 28TransDigm Group Incorporated completed the acquisition of PRINCE & IZANT, LLC from IGP Industries LLC.
BullishSep 28TransDigm completes $1.07 billion Prince & Izant acquisition
BullishSep 28TransDigm Completes Acquisition of Prince & Izant
BullishSep 28A maker of gold, silver and platinum alloys joins TransDigm (NYSE: TDG) in a cash deal.
BullishSep 28TransDigm Group Incorporated (TDG) Closes $1.066B Cash Acquisition of Prince & Izant
Leans bullishSep 28
Macro
31 macro signals shaping TDG right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
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