TransDigm Group stock: Morgan Stanley cuts target for TransDigm Group stock to USD 1,300.00
Published on 10/22/2026 at 18:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst target and earnings
- Morgan Stanley cut its TransDigm target from USD 1,400.00 to USD 1,300.00 on October 16, 2026.
- Fiscal third-quarter revenue reached USD 2.74 billion for the period ended June 27, 2026.
- TransDigm Group stock costs EUR 996.75 at Lang & Schwarz on October 22, 2026 at 6:07 p.m. CEST.
Morgan Stanley cut its TransDigm Group price target from USD 1,400.00 to USD 1,300.00 on October 16, 2026, while keeping an Equal-Weight rating, as MarketScreener reported. Fiscal 2026 guidance points to USD 10.51 billion in revenue at the midpoint, according to the fiscal third-quarter earnings call carried by Yahoo Finance. At Lang & Schwarz, the stock stood at EUR 996.75 on October 22, 2026 at 6:07 p.m. CEST.
Revenue reached USD 2.74 billion
TransDigm reported USD 2.74 billion of revenue for fiscal third quarter 2026, the period ended June 27, 2026. That represented growth of 22.50 percent from the prior-year quarter, while operating profit reached USD 1.23 billion and net income attributable to common shareholders was USD 539.00 million. Diluted earnings per share were USD 9.39 and the operating margin was 45.00 percent.
The earnings call raised the fiscal 2026 midpoint for revenue to USD 10.51 billion, up 19.00 percent from the prior year. EBITDA as defined guidance reached USD 5.52 billion, with a 52.50 percent margin, while adjusted earnings per share guidance stood at USD 41.04.
What does the target cut imply?
Morgan Stanley's new USD 1,300.00 target is USD 300.00 below its previous target. RBC Capital also cut its target from USD 1,350.00 to USD 1,200.00 on October 15, 2026, according to MarketScreener. The two reductions leave the analyst discussion centered on valuation despite the higher fiscal outlook.
Valuation and the next date
TransDigm traded at a price-to-earnings ratio of 33.89 on October 22, 2026, with a market capitalization of USD 61.8 billion. The NYSE quote was USD 1,117.55 at 12:11 p.m. EDT, versus a 52-week range of USD 1,071.25 to USD 1,463.03. Investing.com lists November 17, 2026 as the next earnings date.
Comparison with peers
TransDigm Group: down 1.05 percent on the NYSE, P/E 33.89, market capitalization USD 61.8 billion.
RTX Corporation: up 0.21 percent on the NYSE, P/E 31.21, market capitalization USD 258.8 billion.
Howmet Aerospace: down 6.61 percent on the NYSE, P/E 41.90, market capitalization USD 77.5 billion.
Stock price and trading phase
TransDigm's fiscal third-quarter revenue and raised full-year guidance provide the operating backdrop for the analyst target changes. The stock price at Lang & Schwarz was EUR 996.75 on October 22, 2026 at 6:07 p.m. CEST, after the Xetra close.
The further course of trading is shown by the continuously updated real-time quote of TransDigm Group stock.
TransDigm Group market facts
- Company: TransDigm Group Incorporated
- ISIN: US8936411003
- Ticker: TDG
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 22, 2026, 6:07 p.m. CEST): EUR 996.75
- Market capitalization: USD 61.8 billion (as of October 22, 2026)
- 52-week range: USD 1,071.25-1,463.03 (as of October 22, 2026)
- Sector / Industry: Industrials / Aerospace and Defense
Market context: Market report S&P 500.
