PREVIEW: TransDigm seen reporting higher rev in results early Wednesday

TransDigm Incorporated

11/11/2025 20:10

** Shares of Transdigm Group  TDG.N were up 0.3% on Tues, with the aircraft component maker seen reporting a yr-over-yr increase in rev and EPS when it releases qtrly results before the bell on Wed

** Analysts expect Q4 rev of $2.4 bln vs $2.2 bln a yr ago and adj EPS of $10.04 vs $9.83 a yr ago, according to LSEG

** In October, both JPMorgan and Morgan Stanley cut their PTs on the stock, with Morgan Stanley noting higher debt concerns

**  The median 12-mo PT on the stock is $1,565; TDG was last at $1,292.64

** On October 1, TransDigm said Kevin Stein will retire as CEO and be succeeded by Mike Lisman, the current co-COO

** Analyst recommendations on the stock include 17 "strong buy" or "buy" ratings and five "hold" ratings

** For the YTD, TransDigm shares are up ~9%, compared with a ~22% gain in the Nasdaq .IXIC

(Reporting by Caroline Valetkevitch )

((caroline.valetkevitch@thomsonreuters.com))