Should I buy TransDigm Group (TDG) stock or is it too late?

TransDigm Group · Industrials · price $1,112

See the full TransDigm Group (TDG) profile

⭐ What the most reliable analysts say · those who beat their sector, targets replayed on real prices

⭐ The most reliable of them, either direction: BMO Capital — 74% of its targets hit on this sector (179 calls tested). It aims for $1,400 (+26 %), call made on September 29, 2026, maturing on September 29, 2027 (15 d ago).

The 8 reliable analysts $1,403+26 %

The 2 other firms $1,348+21 %

How to read it: the 8 reliable firms are not filtered by optimism — 8 aim above the price, 0 below, hence their $1,403 median. “The 2 others” are the firms that don't pass our reliability filter on this sector.

Firm-by-firm track record on TransDigm Group

Here the hit rate is measured <b>on this stock specifically</b> (matured targets replayed against real prices, minimum 5 calls tested) — the green block above measures reliability <b>across the whole sector</b>, which is the criterion behind JPI selections. “Aims for” = the firm's most recent target on this stock; “—” means it hasn't published one recently.

Firm	% right	Gain vs sector	Calls	Aims for
Truist Securities	80 %	+30.5 %	15	$1,647 +48%
Jefferies	76 %	+24.8 %	17	$1,490 +34%
RBC Capital	90 %	+23.1 %	10	$1,350 +21%
Canaccord Genuity	85 %	+21.6 %	13	$670 -40%
Goldman Sachs	83 %	+19.0 %	6	$1,745 +57%
Morgan Stanley	77 %	+18.8 %	13	$1,345 +21%
UBS	54 %	+14.9 %	13	$1,695 +52%
Citigroup	71 %	+12.8 %	7	$1,795 +61%

In short — Should you invest in TransDigm Group? Is it too late, still worth it? Analysts are split (36% buy, median target $1,375, i.e. +24%), and the most reliable on TDG targets even higher. But the valuation is stretched (P/E ~34). We give you both sides, with the numbers — not advice.

✅ Reasons to believe

Median price target $1,375, i.e. +24% from the current price ($1,112).
The most reliable firm on TDG, TD Cowen (100% hit rate, 2 scored calls), targets $1,300 (call made on October 9, 2026, maturing on October 9, 2027) (+17%) in its most recent call.
Pays a dividend (6.9% yield) — regular income on top of potential upside.

⚠️ Reasons to hesitate

The consensus is not unanimous: of 11 ratings, 7 are neutral.
High valuation (P/E ~34): strong growth is already "priced in", leaving little room for error.
A 12-month target is not a guaranteed path: the price can fall in the meantime.

The analyst consensus on TDG

Median target $1,375 (+24%) · 11 ratings · Hold consensus

Strong Buy00%

Buy436%

Hold764%

Sell00%

Strong Sell00%

⚠️ Information, not investment advice. Past performance does not guarantee future results. Analyst targets on a ~12-month horizon.

Frequently asked questions

Should you invest in TransDigm Group now?

We won't decide for you. The facts: 36% of analysts rate it a buy, median target $1,375 (+24%), and TD Cowen (most reliable on TDG, 100%) targets $1,300. Weigh that against valuation (P/E ~34). This is not personalized advice.

Is it too late to invest in TransDigm Group?

Not according to analysts: the median target ($1,375) is still +24% above the current price ($1,112) (most reliable on TDG: TD Cowen, 100%). The real question isn't "too late" but the price-to-value gap and risk. Not advice.

Is TransDigm Group still worth investing in?

It depends on the gap between the price ($1,112) and its estimated value: analysts target $1,375 on median (+24%), with 36% buys (most reliable on TDG: TD Cowen, 100%). Cross-check with their real reliability on TDG and the cautions above. Information, not advice.

What's the main risk in buying TDG?

The consensus is not unanimous: of 11 ratings, 7 are neutral.

→ Go deeper: the full TransDigm Group profile (consensus, analyst reliability, price target, performance).