Analyst Consensus ?
ConsensusBuy37 ratings
Bullish2156.8%
Neutral1643.2%
Bearish00.0%
1 unmapped firm rating excluded from the percentages.
FN2 Earnings Intelligence
TransDigm Group Incorporated analyst ratings
TransDigm Group Incorporated (TDG) analyst consensus, price targets, and firm-level rating history from FN2 Research.
Analyst 52W Price Targets
$1,277.4Current
$660Low
$1,373.42Average
$1,871High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Jul 29, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Morgan Stanley | Equal Weight | Overweight | Downgrade | Jul 15, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Jul 2, 2026 |
| UBS | Buy | Buy | Maintain | May 6, 2026 |
| Susquehanna | Neutral | Neutral | Maintain | May 6, 2026 |
| Stifel | Buy | Buy | Maintain | May 6, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | May 6, 2026 |
| Keybanc | Overweight | Downgrade | Feb 5, 2026 | |
| JP Morgan | Neutral | Neutral | Maintain | Nov 14, 2025 |
| Truist Securities | Buy | Buy | Maintain | Oct 15, 2025 |
| Jefferies | Buy | Buy | Maintain | Sep 17, 2025 |
| Citigroup | Buy | Buy | Maintain | Jul 14, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | Jun 23, 2025 |
| Wells Fargo | Overweight | Overweight | Maintain | May 8, 2025 |
| Barclays | Equal Weight | Overweight | Downgrade | Jan 6, 2025 |
| Deutsche Bank | Hold | Buy | Downgrade | Jan 2, 2025 |
| B of A Securities | Buy | Buy | Maintain | May 29, 2024 |
| TD Cowen | Buy | Buy | Maintain | May 8, 2024 |
| Baird | Outperform | Outperform | Maintain | May 8, 2024 |
| Alembic Global | Neutral | Overweight | Downgrade | Nov 16, 2023 |
| Wolfe Research | Outperform | Outperform | Maintain | Aug 9, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Mar 22, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 8, 2023 |
| Vertical Research | Buy | Buy | Maintain | Sep 6, 2022 |
| Canaccord Genuity | Buy | Buy | Maintain | May 12, 2021 |
| SunTrust Robinson Humphrey | Hold | Buy | Downgrade | Jul 15, 2020 |
| Bank of America | Buy | Buy | Maintain | Dec 4, 2019 |
| Longbow Research | Neutral | Neutral | Maintain | Apr 9, 2019 |
| Berenberg | Buy | Buy | Maintain | Sep 28, 2018 |
| Stephens & Co. | Equal Weight | Underweight | Upgrade | Feb 8, 2018 |
| Wellington Shields | Hold | Gradually Accumulate | Downgrade | Nov 15, 2016 |
| FBR Capital | Sector Perform | Sector Perform | Maintain | Aug 21, 2015 |
| CRT Capital | Buy | Buy | Maintain | Feb 24, 2015 |
| DA Davidson | Neutral | Neutral | Maintain | Nov 13, 2014 |
| Great Lakes | Hold | Gradually Accumulate | Downgrade | Jan 13, 2014 |
| Imperial Capital | Outperform | Outperform | Maintain | May 8, 2013 |
| Topeka | Hold | Hold | Maintain | Sep 27, 2012 |
| Wedbush | Neutral | Neutral | Maintain | May 9, 2012 |
| Auriga | Buy | Buy | Maintain | Mar 30, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $1,277.4. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | Analyst unavailable | $1,345 | $1,215.34 | +5.3% | Jul 15, 2026 |
| Jefferies | Analyst unavailable | $1,575 | $1,215.08 | +23.3% | May 10, 2026 |
| UBS | Analyst unavailable | $1,645 | $1,240.1 | +28.8% | May 6, 2026 |
| RBC Capital | Ken Herbert | $1,350 | $1,191.33 | +5.7% | May 6, 2026 |
| Morgan Stanley | Analyst unavailable | $1,680 | $1,191.33 | +31.5% | May 6, 2026 |
| Stifel Nicolaus | Analyst unavailable | $1,525 | $1,191.33 | +19.4% | May 6, 2026 |
| Jefferies | Analyst unavailable | $1,565 | $1,285.53 | +22.5% | Feb 8, 2026 |
| Susquehanna | Charles Minervino | $1,400 | $1,251.75 | +9.6% | Feb 4, 2026 |
| BMO Capital | Analyst unavailable | $1,550 | $1,301.93 | +21.3% | Feb 4, 2026 |
| UBS | Analyst unavailable | $1,800 | $1,301.93 | +40.9% | Feb 4, 2026 |
| Robert W. Baird | Analyst unavailable | $1,400 | $1,301.93 | +9.6% | Feb 4, 2026 |
| Goldman Sachs | Noah Poponak | $1,871 | $1,450 | +46.5% | Jan 20, 2026 |
| Susquehanna | Analyst unavailable | $1,500 | $1,428.44 | +17.4% | Jan 15, 2026 |
| UBS | Gavin Parsons | $1,804 | $1,428.39 | +41.2% | Jan 15, 2026 |
| Truist Financial | Michael Ciarmoli | $1,697 | $1,377.42 | +32.8% | Jan 9, 2026 |
| Morgan Stanley | Analyst unavailable | $1,660 | $1,330.3 | +30.0% | Nov 14, 2025 |
| Truist Financial | Michael Ciarmoli | $1,647 | $1,270.08 | +28.9% | Oct 15, 2025 |
| Morgan Stanley | Kristine Liwag | $1,600 | $1,306.32 | +25.3% | Oct 15, 2025 |
| Susquehanna | Analyst unavailable | $1,450 | $1,285.85 | +13.5% | Oct 9, 2025 |
| Deutsche Bank | Analyst unavailable | $1,370 | $1,284.38 | +7.2% | Oct 8, 2025 |
| BMO Capital | Michael Goldie | $1,420 | $1,289.29 | +11.2% | Sep 29, 2025 |
| Jefferies | Sheila Kahyaoglu | $1,490 | $1,275.96 | +16.6% | Sep 17, 2025 |
| Susquehanna | Charles Minervino | $1,600 | $1,574.85 | +25.3% | Jul 14, 2025 |
| Deutsche Bank | Scott Deuschle | $1,545 | $1,524.23 | +20.9% | Jul 8, 2025 |
| Stifel Nicolaus | Jonathan Siegmann | $1,710 | $1,470.68 | +33.9% | Jun 23, 2025 |
| Truist Financial | Michael Ciarmoli | $1,553 | $1,391.86 | +21.6% | May 7, 2025 |
| Susquehanna | Charles Minervino | $1,300 | $1,399.57 | +1.8% | Apr 2, 2025 |
| Wells Fargo | Matthew Akers | $1,580 | $1,394.11 | +23.7% | Mar 25, 2025 |
| Deutsche Bank | Scott Deuschle | $1,348 | $1,254.11 | +5.5% | Jan 2, 2025 |
| Morgan Stanley | Kristine Liwag | $1,575 | $1,237.37 | +23.3% | Aug 7, 2024 |
| RBC Capital | Ken Herbert | $1,500 | $1,321.83 | +17.4% | Jun 24, 2024 |
| Deutsche Bank | Scott Deuschle | $1,524 | $1,339.48 | +19.3% | Jun 20, 2024 |
| Stifel Nicolaus | Bert Subin | $1,325 | $1,325.75 | +3.7% | Jun 7, 2024 |
| KeyBanc | Michael Leshock | $1,440 | $1,338 | +12.7% | May 28, 2024 |
| Morgan Stanley | Analyst unavailable | $793 | $742.5 | -37.9% | Feb 8, 2023 |
| Morgan Stanley | Analyst unavailable | $765 | $611.3 | -40.1% | Dec 12, 2022 |
| Wells Fargo | Analyst unavailable | $660 | $636.54 | -48.3% | Nov 28, 2022 |
| Wells Fargo | Analyst unavailable | $735 | $640.02 | -42.5% | Nov 11, 2022 |
| Bank of America Securities | Ronald Epstein | $790 | $625.25 | -38.2% | Nov 23, 2021 |
| Barclays | David E. Strauss | $710 | $629.63 | -44.4% | Nov 22, 2021 |
| Cowen & Co. | Gautam Khanna | $695 | $660.61 | -45.6% | Nov 18, 2021 |
| Susquehanna | Charles Minervino | $708 | $658.93 | -44.6% | Nov 17, 2021 |
| Goldman Sachs | Noah Poponak | $732 | $599.56 | -42.7% | Sep 10, 2021 |
| Credit Suisse | Robert Spingarn | $712 | $629.11 | -44.3% | Aug 6, 2021 |
| Wells Fargo | Matthew Akers | $718 | $578.24 | -43.8% | May 12, 2021 |
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