TDG trades 18.1% below Wall Street's consensus target of $1569.30.
Last 12 months price action with 12-month analyst target path
The base valuation assumes TDG achieves its forward estimates and maintains a stable P/E multiple of 33.2x. This scenario reflects the blended consensus of 39 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of June 21, 2026, TransDigm Group Incorporated (TDG) has a Wall Street consensus price target of $1569.30, based on estimates from 39 covering analysts. With the stock currently trading at $1328.31, this represents a potential upside of +18.1%. The company has a market capitalization of $75.01B.
Analyst price targets range from a low of $1350.00 to a high of $1871.00, representing a 33% spread in expectations. The median target of $1562.50 aligns closely with the consensus average.
The current analyst consensus rating is Buy, with 22 analysts rating the stock as a Buy or Strong Buy,17 rating it Hold, and 0 rating it Sell or Strong Sell. The positive sentiment balance indicates moderate optimism about the stock prospects.
From a valuation perspective, TDG trades at a trailing P/E of 41.4x and forward P/E of 33.2x. The forward PEG ratio of 1.07 indicates reasonable valuation for growth. Analysts expect EPS to grow +18.4% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $1679.58, with bear and bull scenarios of $1058.14 and $2213.02 respectively. Model confidence stands at 61/100, reflecting moderate uncertainty in projections.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
HEIHEICO Corporation | $47.0B | $337.10 | $378.44 | +12.3% | Buy | 55.6x | 35 |
WWDWoodward, Inc. | $25.6B | $430.08 | $435.00 | +1.1% | Buy | 46.0x | 20 |
CWCurtiss-Wright Corporation | $28.5B | $771.93 | $741.00 | -4.0% | Buy | 50.7x | 25 |
KTOSKratos Defense & Security Solutions, Inc. | $10.2B | $54.21 | $110.00 | +102.9% | Buy | 70.9x | 24 |
DRSLeonardo DRS, Inc. | $12.3B | $46.08 | $53.33 | +15.7% | Buy | 35.7x | 9 |
SPRSpirit AeroSystems Holdings, Inc. | $4.6B | $39.50 | $46.15 | +16.8% | Hold | 31.5x | 43 |
HAYWHayward Holdings, Inc. | $3.3B | $15.00 | $15.75 | +5.0% | Hold | 17.5x | 10 |
AIRAAR Corp. | $5.3B | $134.88 | $120.00 | -11.0% | Buy | 27.5x | 20 |
VSECVSE Corporation | $5.0B | $219.22 | $247.00 | +12.7% | Buy | 49.9x | 11 |
BAThe Boeing Company | $175.6B | $222.72 | $281.56 | +26.4% | Buy | — | 54 |
Quick answers to the most common questions about buying TDG stock.
TransDigm Group Incorporated (TDG) has a consensus 12-month price target of $1569.3, implying 18.1% upside from $1328.31. The 39 analysts covering TDG see moderate appreciation potential.
TDG has a consensus rating of "Buy" based on 39 Wall Street analysts. The rating breakdown is predominantly bullish, with 22 Buy/Strong Buy ratings. The consensus 12-month price target of $1569.3 implies 18.1% upside from current levels.
TDG trades at a forward P/E of 33.1916x, representing a moderate valuation. With analysts targeting $1569.3 (18.1% implied move), the stock appears reasonably valued with upside.
The most bullish Wall Street analyst has a price target of $1871 for TDG, while the most conservative target is $1350. The consensus of $1569.3 represents the median expectation. Our quantitative valuation model projects a bull case target of $2213 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
TDG is heavily covered by Wall Street, with 39 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 22 have Buy ratings, 17 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month TDG stock forecast based on 39 Wall Street analysts shows a consensus price target of $1569.3, with estimates ranging from $1350 (bear case) to $1871 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $1680, with bear/bull scenarios of $1058/$2213.
Our quantitative valuation model calculates TDG's fair value at $1680 (base case), with a bear case of $1058 and bull case of $2213. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 61/100.
TDG trades at a forward P/E ratio of 33.2x based on next-twelve-months earnings estimates compared to a trailing P/E of 41.4x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are optimistic on TDG, with a "Buy" consensus rating and $1569.3 price target (18.1% upside). 22 of 39 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
TDG analyst price targets range from $1350 to $1871, a 33% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $1569.3 consensus represents the middle ground. Our model's $1058-$2213 range provides an independent fundamental perspective.
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