Here Is What Analysts Are Saying About TransDigm Group Incorporated (TDG)

TransDigm Group Incorporated (NYSE:TDG) is among the 10 Best Aerospace Stocks to Buy Now. On July 14, Susquehanna analyst Charles Minervino hiked the stock’s price target to $1,600 from $1,300, while maintaining a Neutral rating for its shares.

The firm believes that tailwinds in the commercial aerospace and defense industry heading into the second-quarter earnings season are setting the stage for an encouraging outlook for 2025 and beyond. Minervino noted the improvement in production, deliveries, and orders on the commercial front and described it as a favorable development for the overall supply chain.

Earlier in the month, on July 11, Truist Securities lifted TransDigm Group Incorporated (NYSE:TDG)’s price target to $1,730 from $1,553 and reiterated a Buy rating for its shares, as part of a broader research note previewing Q2 results for companies in the sector.

Analyst Michael Ciarmoli said that commercial aerospace and defense companies should be able to manage the impact from tariffs. He also cited favorable global defense spending and strength in the commercial aerospace aftermarket as important factors behind the latest rating update.

On July 2, Keybanc raised TransDigm Group Incorporated (NYSE:TDG)’s price target to $1,700 from $1,500 and maintained an Overweight rating for its shares, citing a robust aftermarket environment and rising demand for defense products worldwide.

Overall, Wall Street analysts are bullish on the stock, with a consensus Buy rating and a one-year average share price target of $1,644, representing an upside potential of 2.4% as of the close of business on July 28.

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