Analyst Consensus ?
ConsensusBuy37 ratings
Bullish1951.4%
Neutral1848.6%
Bearish00.0%
1 unmapped firm rating excluded from the percentages.
FN2 Earnings Intelligence
TransDigm Group Incorporated complete analyst coverage
TransDigm Group Incorporated (TDG) analyst consensus, price targets, and firm-level rating history from FN2 Research.
Analyst 52W Price Targets
$1,130.23Current
$660Low
$1,367.83Average
$1,871High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 27, 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 | Equal Weight | Maintain | Oct 19, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Oct 15, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Oct 12, 2026 |
| TD Cowen | Buy | Buy | Maintain | Oct 9, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Sep 30, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Sep 28, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Sep 17, 2026 |
| UBS | Buy | Buy | Maintain | Aug 5, 2026 |
| Stifel | Hold | Buy | Downgrade | Aug 5, 2026 |
| Susquehanna | Neutral | Neutral | Maintain | May 6, 2026 |
| Keybanc | Overweight | Downgrade | Feb 5, 2026 | |
| Truist Securities | Buy | Buy | Maintain | Oct 15, 2025 |
| Jefferies | Buy | Buy | Maintain | Sep 17, 2025 |
| Citigroup | Buy | Buy | Maintain | Jul 14, 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 |
| 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 $1,130.23. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | Analyst unavailable | $1,300 | $1,134.24 | +15.0% | Oct 16, 2026 |
| RBC Capital | Analyst unavailable | $1,200 | $1,114.25 | +6.2% | Oct 15, 2026 |
| Goldman Sachs | Analyst unavailable | $1,745 | $1,107.99 | +54.4% | Oct 12, 2026 |
| BMO Capital | Analyst unavailable | $1,400 | $1,116.2 | +23.9% | Sep 28, 2026 |
| Melius Research | Analyst unavailable | $1,331 | $1,140.32 | +17.8% | Sep 14, 2026 |
| Wells Fargo | David Strauss | $1,450 | $1,225.25 | +28.3% | Aug 10, 2026 |
| Jefferies | Analyst unavailable | $1,625 | $1,225.25 | +43.8% | Aug 9, 2026 |
| Morgan Stanley | Analyst unavailable | $1,400 | $1,256.65 | +23.9% | Aug 6, 2026 |
| UBS | Analyst unavailable | $1,695 | $1,244.39 | +50.0% | Aug 5, 2026 |
| Stifel Nicolaus | Jonathan Siegmann | $1,405 | $1,275.05 | +24.3% | Aug 5, 2026 |
| Morgan Stanley | Analyst unavailable | $1,345 | $1,215.34 | +19.0% | Jul 15, 2026 |
| Jefferies | Analyst unavailable | $1,575 | $1,215.08 | +39.4% | May 10, 2026 |
| UBS | Analyst unavailable | $1,645 | $1,240.1 | +45.5% | May 6, 2026 |
| RBC Capital | Ken Herbert | $1,350 | $1,191.33 | +19.4% | May 6, 2026 |
| Morgan Stanley | Analyst unavailable | $1,680 | $1,191.33 | +48.6% | May 6, 2026 |
| Stifel Nicolaus | Analyst unavailable | $1,525 | $1,191.33 | +34.9% | May 6, 2026 |
| Jefferies | Analyst unavailable | $1,565 | $1,285.53 | +38.5% | Feb 8, 2026 |
| Susquehanna | Charles Minervino | $1,400 | $1,251.75 | +23.9% | Feb 4, 2026 |
| BMO Capital | Analyst unavailable | $1,550 | $1,301.93 | +37.1% | Feb 4, 2026 |
| UBS | Analyst unavailable | $1,800 | $1,301.93 | +59.3% | Feb 4, 2026 |
| Robert W. Baird | Analyst unavailable | $1,400 | $1,301.93 | +23.9% | Feb 4, 2026 |
| Goldman Sachs | Noah Poponak | $1,871 | $1,450 | +65.5% | Jan 20, 2026 |
| Susquehanna | Analyst unavailable | $1,500 | $1,428.44 | +32.7% | Jan 15, 2026 |
| UBS | Gavin Parsons | $1,804 | $1,428.39 | +59.6% | Jan 15, 2026 |
| Truist Financial | Michael Ciarmoli | $1,697 | $1,377.42 | +50.1% | Jan 9, 2026 |
| Morgan Stanley | Analyst unavailable | $1,660 | $1,330.3 | +46.9% | Nov 14, 2025 |
| Truist Financial | Michael Ciarmoli | $1,647 | $1,270.08 | +45.7% | Oct 15, 2025 |
| Morgan Stanley | Kristine Liwag | $1,600 | $1,306.32 | +41.6% | Oct 15, 2025 |
| Susquehanna | Analyst unavailable | $1,450 | $1,285.85 | +28.3% | Oct 9, 2025 |
| Deutsche Bank | Analyst unavailable | $1,370 | $1,284.38 | +21.2% | Oct 8, 2025 |
| BMO Capital | Michael Goldie | $1,420 | $1,289.29 | +25.6% | Sep 29, 2025 |
| Jefferies | Sheila Kahyaoglu | $1,490 | $1,275.96 | +31.8% | Sep 17, 2025 |
| Susquehanna | Charles Minervino | $1,600 | $1,574.85 | +41.6% | Jul 14, 2025 |
| Deutsche Bank | Scott Deuschle | $1,545 | $1,524.23 | +36.7% | Jul 8, 2025 |
| Stifel Nicolaus | Jonathan Siegmann | $1,710 | $1,470.68 | +51.3% | Jun 23, 2025 |
| Truist Financial | Michael Ciarmoli | $1,553 | $1,391.86 | +37.4% | May 7, 2025 |
| Susquehanna | Charles Minervino | $1,300 | $1,399.57 | +15.0% | Apr 2, 2025 |
| Wells Fargo | Matthew Akers | $1,580 | $1,394.11 | +39.8% | Mar 25, 2025 |
| Deutsche Bank | Scott Deuschle | $1,348 | $1,254.11 | +19.3% | Jan 2, 2025 |
| Morgan Stanley | Kristine Liwag | $1,575 | $1,237.37 | +39.4% | Aug 7, 2024 |
| RBC Capital | Ken Herbert | $1,500 | $1,321.83 | +32.7% | Jun 24, 2024 |
| Deutsche Bank | Scott Deuschle | $1,524 | $1,339.48 | +34.8% | Jun 20, 2024 |
| Stifel Nicolaus | Bert Subin | $1,325 | $1,325.75 | +17.2% | Jun 7, 2024 |
| KeyBanc | Michael Leshock | $1,440 | $1,338 | +27.4% | May 28, 2024 |
| Morgan Stanley | Analyst unavailable | $793 | $742.5 | -29.8% | Feb 8, 2023 |
| Morgan Stanley | Analyst unavailable | $765 | $611.3 | -32.3% | Dec 12, 2022 |
| Wells Fargo | Analyst unavailable | $660 | $636.54 | -41.6% | Nov 28, 2022 |
| Wells Fargo | Analyst unavailable | $735 | $640.02 | -35.0% | Nov 11, 2022 |
| Bank of America Securities | Ronald Epstein | $790 | $625.25 | -30.1% | Nov 23, 2021 |
| Barclays | David E. Strauss | $710 | $629.63 | -37.2% | Nov 22, 2021 |
| Cowen & Co. | Gautam Khanna | $695 | $660.61 | -38.5% | Nov 18, 2021 |
| Susquehanna | Charles Minervino | $708 | $658.93 | -37.4% | Nov 17, 2021 |
| Goldman Sachs | Noah Poponak | $732 | $599.56 | -35.2% | Sep 10, 2021 |
| Credit Suisse | Robert Spingarn | $712 | $629.11 | -37.0% | Aug 6, 2021 |
| Wells Fargo | Matthew Akers | $718 | $578.24 | -36.5% | May 12, 2021 |
Track every rating change on TDG the moment it posts. Free to start.
Start freeGet the TDG recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.