Jefferies lifts TransDigm 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%