Morgan Stanley cuts target for TransDigm Group stock to USD 1,300
Published on 10/23/2026 at 11:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst targets and fiscal guidance
- Morgan Stanley cut its TransDigm target from USD 1,400 to USD 1,300 on October 19, 2026.
- Fiscal 2026 revenue guidance has a USD 10.51 billion midpoint.
- TransDigm Group stock traded at EUR 1,009.25 at 11:32 a.m. CEST at Lang & Schwarz on October 23, 2026.
- The company had a USD 63.1 billion market capitalization as of October 23, 2026.
TransDigm Group (US8936411003) traded at EUR 1,009.25 at Lang & Schwarz on October 23, 2026, while Morgan Stanley had cut its price target from USD 1,400 to USD 1,300 on October 19, 2026. According to Benzinga, the bank retained an Equal-Weight rating.
Guidance sets the operating backdrop
The latest operating signal is stronger than the target revisions suggest. On the fiscal 2026 earnings call dated August 4, 2026, TransDigm said the midpoint of its revenue guidance was USD 10.51 billion, while the midpoint of EBITDA As Defined guidance was USD 5.52 billion with a 52.5 percent margin, according to Yahoo Finance.
The same call put the commercial aftermarket growth rate at 17 percent in the third quarter and described fiscal 2026 free cash flow guidance of USD 2.60 billion. The figures point to continued execution, but the lower analyst targets show that valuation and acquisition capacity remain important counterweights.
What changed across three dates?
The recent sequence began on September 30, 2026, when Wells Fargo cut its target from USD 1,450 to USD 1,210, according to Benzinga. RBC Capital cut its target from USD 1,350 to USD 1,200 on October 15, 2026, and Morgan Stanley followed with its USD 1,300 target on October 19, 2026, according to Benzinga.
When is the next reporting date?
The next scheduled earnings date is November 5, 2026, according to Yahoo Finance. That report will test whether the guidance midpoint and acquisition-related margin dilution remain on track.
Valuation stays central
TransDigm had a market capitalization of USD 63.1 billion as of October 23, 2026. Its NYSE-listed shares had a 52-week range of USD 1,071.25 to USD 1,463.03, leaving the current primary-market quote within that band. The company designs and supplies highly engineered aircraft components, with aftermarket products central to its operating strategy.
At Lang & Schwarz, TransDigm Group stock was trading at EUR 1,009.25 on October 23, 2026 at 11:32 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of TransDigm Group stock.
TransDigm Group stock facts
- Company: TransDigm Group Incorporated
- ISIN: US8936411003
- Ticker: TDG
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 23, 2026, 11:32 a.m. CEST): EUR 1,009.25
- Market capitalization: USD 63.1 billion (as of October 23, 2026)
- 52-week range: USD 1,071.25-1,463.03 (as of October 23, 2026)
- Sector / Industry: Industrials / Aerospace and Defense
- Next earnings date: November 5, 2026
Market context: Market report S&P 500.
