Morgan Stanley cuts target for TransDigm Group stock to USD 1,300
Published on 10/27/2026 at 17:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSMorgan Stanley cuts target to USD 1,300
- The target fell from USD 1,400 to USD 1,300 on October 19, 2026.
- Quarterly revenue reached USD 2.74 billion and rose 22.50 percent year over year.
- TransDigm Group stock costs EUR 1,010.00 at Lang & Schwarz on October 27, 2026 at 5:01 p.m. CET.
TransDigm Group (ISIN US8936411003) is facing a lower Morgan Stanley valuation marker after the bank cut its price target from USD 1,400 to USD 1,300 on October 19, 2026, while keeping an Equal Weight rating, as Markets Insider reported. The stock was trading at EUR 1,010.00 at Lang & Schwarz on October 27, 2026 at 5:01 p.m. CET.
Target cut meets stronger revenue
The lower target contrasts with the company's latest operating figures. TransDigm reported quarterly revenue of USD 2.74 billion, up 22.50 percent from the same quarter a year earlier, while earnings per share reached USD 10.87 versus a USD 10.30 consensus estimate, according to MarketBeat. The revenue figure was USD 2.68 billion in the comparison estimate, giving the reported quarter a USD 60.00 million advantage over expectations.
Valuation remains elevated
TransDigm's primary listing is on the NYSE, where the stock was last quoted at USD 1,124.55 on October 27, 2026 at 12:04 p.m. EDT. That price was USD 5.15 below the previous close, or down 0.46 percent, with 124,897 shares traded. The current 52-week range runs from USD 1,071.25 to USD 1,463.03, placing the latest quote USD 53.30 above the low and USD 338.48 below the high.
The structured market figures put TransDigm's market capitalization at USD 62.2 billion and its trailing price-to-earnings ratio at 34.14 as of October 27, 2026. For comparison, HEICO Corporation carried a USD 42.8 billion market capitalization and a 51.21 price-to-earnings ratio, while Howmet Aerospace had a USD 76.1 billion market capitalization and a 41.15 ratio on the same date. TransDigm therefore traded on a lower earnings multiple than both comparison companies, although the figures describe different business mixes.
What the target means for valuation
Morgan Stanley's USD 1,300 target is USD 175.45 above the primary-exchange quote of USD 1,124.55 on October 27, 2026. The target cut still leaves a quantified gap between the market quote and the bank's revised valuation, while the latest revenue growth supplies a separate operating measure for investors assessing the aerospace supplier.
TransDigm stock stays near its lower range
At Lang & Schwarz, TransDigm Group stock was trading at EUR 1,010.00 on October 27, 2026 at 5:01 p.m. CET. The Nasdaq quote was USD 1,124.55 on October 27, 2026 at 12:04 p.m. EDT.
The further course of trading is shown by the continuously updated real-time quote of TransDigm Group stock.
TransDigm Group market facts
- Company: TransDigm Group Incorporated
- ISIN: US8936411003
- Ticker: TDG
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 27, 2026, 5:01 p.m. CET): EUR 1,010.00
- Market capitalization: USD 62.2 billion (as of October 27, 2026)
- 52-week range: USD 1,071.25-USD 1,463.03 (as of October 27, 2026)
- Sector / Industry: Industrials / Aerospace and Defense
- Index membership: S&P 500
Market context: Market report S&P 500.
