August 26, 2025 a 04:39 pm
TDG: Analysts Ratings - TransDigm Group Incorporated
TransDigm Group Incorporated has shown a consistent presence in the aerospace component supply industry. Over the past year, the analyst ratings indicate a fluid sentiment with fluctuating recommendations. As of August 2025, the sentiment tilts towards a positive outlook, underscored by a higher number of buy recommendations.
Historical Stock Grades
| Rating | Count | Score |
|---|---|---|
| Strong Buy | 2 | |
| Buy | 14 | |
| Hold | 5 | |
| Sell | 0 | |
| Strong Sell | 1 |
Sentiment Development
Recent months have seen a gradual decline in "Strong Buy" ratings, accompanied by a steady increase in "Buy" recommendations. This shift suggests a moderate confidence among analysts. The total number of ratings has remained relatively stable, indicating consistent interest in the stock.
- From March to August 2025, "Strong Buy" ratings decreased from 4 to 2.
- "Buy" ratings remained predominant, highlighting consistent overall positive sentiment.
- "Hold" ratings have experienced minor fluctuations but indicate a significant minority still advocate holding the stock.
Percentage Trends
Over the past months, there has been a noticeable shift from "Strong Buy" towards "Buy" and "Hold," reflecting a slight change in analyst confidence. The ratings distribution now shows a heavier weight on moderate buy recommendations.
- In January 2025, "Strong Buy" made up 20%, compared to 10% in August 2025.
- "Buy" ratings consistently represented over 60% of the recommendations, peaking at 70% in June and July.
- The trend suggests more analysts are choosing to downgrade their ratings from Strong Buy to Buy or Hold positions.
Latest Analyst Recommendations
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-08-08 | Overweight | Overweight | Keybanc |
| 2025-08-07 | Neutral | Neutral | JP Morgan |
| 2025-08-07 | Buy | Buy | UBS |
| 2025-07-17 | Overweight | Overweight | Morgan Stanley |
| 2025-07-14 | Neutral | Neutral | Susquehanna |
Analyst Recommendations with Change of Opinion
Here are recent instances where analysts have changed their ratings for TransDigm Group Incorporated, reflecting strategic opinion shifts.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-02-24 | Buy | Neutral | UBS |
| 2025-02-07 | Overweight | Equal Weight | Wells Fargo |
| 2025-01-06 | Equal Weight | Overweight | Barclays |
| 2025-01-02 | Hold | Buy | Deutsche Bank |
| 2023-11-16 | Neutral | Overweight | Alembic Global |
Interpretation
The market perception of TransDigm Group remains cautiously optimistic. Given the stable ratio of "Buy" recommendations, there is a sense of enduring confidence, albeit tempered by a modest decline in "Strong Buy" ratings. The consistency in recommendations underscores continued faith in the company's performance, yet hints of caution suggest analysts remain observant of market or operational shifts. The current stability in ratings highlights a balanced sentiment toward the stock.
Conclusion
In summary, TransDigm Group Incorporated benefits from a largely positive consensus among analysts, although with marked carefulness evident in recent rating adjustments. While an increase in "Hold" ratings indicates some watchfulness, the predominance of "Buy" recommendations reflects sustained market confidence. Future performance hinges on the company's ability to leverage its strengths in the aerospace sector, mindful of potential global uncertainties. Investors should consider these dynamics in evaluating the stock’s potential.