BUZZ-Jefferies lifts TransDigm PT on thrust from deals, aircraft production

Reuters
Feb 09
BUZZ-Jefferies lifts <a href="https://laohu8.com/S/TDG">TransDigm</a> PT on thrust from deals, aircraft production

** Jefferies raises PT on aircraft parts maker TransDigm Group TDG.N to $1,635 from $1,565, maintains "buy" rating

** New PT implies 27.2% upside from stock's last close

** Brokerage says stock looks undervalued, noting that TDG's ongoing acquisition activity should help it catch up with competitors, even though recent commercial growth was soft

** Expects co's commercial aircraft parts business to bounce back strongly in 2026 as Boeing and Airbus boost production following last year's supply chain and inventory hurdles

** Hikes 2026 EPS forecast to $38.10 from $37.40

** Of 24 brokerages tracking the stock, 15 rate it "buy" or higher, eight "hold" and one "sell"; their median PT is $1,565- data compiled by LSEG

** In 2025, TDG rose ~12.2%

(Reporting by Apratim Sarkar in Bengaluru)

((Apratim.Sarkar@thomsonreuters.com))

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