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

TransDigm Group · Industrials · price $1,186

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 — 75% of its targets hit on this sector (178 calls tested). It aims for $1,525 (+29 %), call made on July 3, 2026, maturing on July 3, 2027 (56 d ago).

The 4 reliable analysts $1,465+23 %

The 3 other firms $1,350+14 %

How to read it: the 4 reliable firms are not filtered by optimism — 4 aim above the price, 0 below, hence their $1,465 median. “The 3 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 +39%
Jefferies	81 %	+27.3 %	16	$1,490 +26%
Barclays	79 %	+24.9 %	14	$1,500 +26%
RBC Capital	90 %	+23.1 %	10	$1,350 +14%
Canaccord Genuity	85 %	+21.6 %	13	$670 -44%
Deutsche Bank	89 %	+20.9 %	9	$1,348 +14%
Goldman Sachs	83 %	+19.0 %	6	$1,709 +44%
Morgan Stanley	77 %	+18.8 %	13	$1,345 +13%

In short — Should you invest in TransDigm Group? Is it too late, still worth it? Analysts are split (29% buy, median target $1,350, i.e. +14%), and the most reliable on TDG targets even higher. But the valuation is stretched (P/E ~37). We give you both sides, with the numbers — not advice.

✅ Reasons to believe

Median price target $1,350, i.e. +14% from the current price ($1,186).
The most reliable firm on TDG, RBC Capital (90% hit rate, 10 scored calls), targets $1,350 (call made on May 6, 2026, maturing on May 6, 2027) (+14%) in its most recent call, and $1,385 (call made on September 8, 2025, maturing on September 8, 2026) (+17%) in the one coming due soonest.
Pays a dividend (6.9% yield) — regular income on top of potential upside.

⚠️ Reasons to hesitate

The consensus is not unanimous: of 7 ratings, 5 are neutral.
High valuation (P/E ~37): 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 $1,350 (+14%) · 7 ratings · Hold consensus

Strong Buy00%

Buy229%

Hold571%

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: 29% of analysts rate it a buy, median target $1,350 (+14%), and RBC Capital (most reliable on TDG, 90%) targets $1,350. Weigh that against valuation (P/E ~37). This is not personalized advice.

Is it too late to invest in TransDigm Group?

Not according to analysts: the median target ($1,350) is still +14% above the current price ($1,186) (most reliable on TDG: RBC Capital, 90%). 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 ($1,186) and its estimated value: analysts target $1,350 on median (+14%), with 29% buys (most reliable on TDG: RBC Capital, 90%). 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 7 ratings, 5 are neutral.

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