11:15 AM EDT, 07/14/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We increase our 12-month target by $73 to $1,599, or 36.0x our FY 26 (Sep.) EPS estimate, above TDG's three-year avg. forward P/E of 32.8x but below peers' avg. of 37.3x. We raise our FY 25 EPS estimate by $0.15 to $38.06 and FY 26 by $0.81 to $44.41. TDG operates a highly defensible business model centered on aftermarket parts for commercial and military aircraft, generating exceptional margins through its competitive positions in niche aerospace components where switching costs and regulatory barriers create substantial competitive moats. TDG's aftermarket-focused strategy benefits from the installed base effect, as aging aircraft fleets require increasing maintenance and part replacements, while new aircraft deliveries expand the long-term addressable market for proprietary components. TransDigm's ( TDG ) disciplined acquisition strategy continues to consolidate fragmented aerospace suppliers, allowing TDG to apply its proven playbook of operational improvements and pricing optimization to newly acquired assets.