Shared on08 Oct 25
Fair value Decreased 1.38%

TransDigm Group's analyst price target has been lowered slightly from approximately $1,608 to $1,586. Analysts cite concerns around compressed EBITDA multiples and reduced Commercial OEM expectations, despite ongoing acquisition capacity and robust after-market fundamentals.

Shared on04 Sep 25
Fair value Decreased 0.79%

TransDigm Group’s price target remains steady at $1621 as weaker commercial OEM sales expectations are offset by bullish confidence in ongoing aerospace and defense strength, sector tailwinds, and the company’s resilient fundamentals. Analyst Commentary Recent reduction in price target reflects lowered sales guidance due to weaker Commercial OEM end-market expectations, driven by slower build rates and inventory destocking in the supply chain.

Shared on07 May 25
Fair value Increased 19%

Shared on30 Apr 25
Fair value Decreased 10%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on23 Apr 25
Fair value Decreased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 7.47%

AnalystConsensusTarget has increased profit margin from 22.7% to 25.0%, decreased future PE multiple from 44.4x to 38.6x, decreased discount rate from 7.6% to 6.7% and increased shares outstanding growth rate from 0.0% to 0.0%.