Morgan Stanley cuts TransDigm PT on higher debt; shares fall

TransDigm Incorporated

15/10/2025 17:42

** Morgan Stanley cuts PT on aircraft component maker TransDigm Group TDG.N to $1,600 from $1,750 on higher debt

** New PT represents a 21.9% upside on stock's last close

** Shares of TransDigm fall nearly 4.5% to about $1,252.80

** Says it lowers FY25 adj. EPS to $36.65 from $37.15 due to higher interest expense

** Brokerage says it updates FY profit estimate to include co’s recent debt transactions and payment of a $90/share special dividend

** 18 of 22 brokerages rate the stock "buy" or higher and four "hold"; their median PT is $1565 - data compiled by LSEG

** Including session moves, shares up about 6.4% YTD

(Reporting by Parth Chandna)

((Parth.Chandna@thomsonreuters.com;))