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TransDigm Group

NYSE: TDG

Stock price

1246.31 USD

(+0%) TODAY

Aerospace & Defense

Financial Performance

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5Y price score: 141

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 455.7%

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    1123.6

    52-week range

    1463.0

    1,246.31

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    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

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    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    2.7 %

    Dividend Yield TTM

    7.2 %

    Market cap $

    $ 69,711

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    37.8

    Price / Book TTM

    (5.9)

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    1.5

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    (1) %

    141.7 %

    455.7 %

    Free cash flow per share growth

    (4.1) %

    61.4 %

    279 %

    Earnings per share growth

    25.2 %

    287.8 %

    309.2 %

    Founded: 1,993

    Employees: 16,600

    Business Summary:TransDigm Group Incorporated is a global aerospace enterprise specializing in the development, manufacturing, and distribution of a wide array of aircraft components. Operating across the United States and internationally, its business is structured around three distinct divisions. The Power & Control division focuses on critical systems, providing solutions such as electromechanical actuators and control mechanisms, engine ignition and related technologies, precision pumps and valves, power regulation equipment, specialized electric motors and generators, energy storage units, data communication and power management systems, diverse sensors, switching gear, and material handling equipment including hoists and cargo systems. This segment caters to a broad clientele, including engine and power system manufacturers, airlines, independent maintenance providers, governmental defense agencies, and aircraft repair facilities. The Airframe segment delivers structural and interior components. Its offerings encompass custom latching and locking mechanisms, structural rods and connectors, resilient sealing solutions, cockpit safety and display units, advanced audio, radio, and antenna technologies, restroom facilities, passenger safety restraints, bespoke interior panels and associated parts, thermal management and insulation products, illumination and control systems, and parachutes. Its customer base includes airframe constructors, cabin system integrators, commercial airlines, third-party maintenance organizations, military procurement offices, and overhaul centers. Beyond aviation, the Non-Aviation segment addresses diverse industrial needs. It supplies safety harnesses for ground vehicles, electromechanical actuators for space vehicles, hydraulic and electromechanical actuators and fuel valves for terrestrial gas turbines, specialized refueling systems for heavy machinery in sectors like mining and construction, and sophisticated turbine controls for the energy and petrochemical industries. This segment's clients span suppliers of off-road vehicles and their subsystems, manufacturers of child safety seats, providers of satellite and space systems, and producers of heavy industrial equipment. Established in 1993, TransDigm Group Incorporated maintains its headquarters in Cleveland, Ohio.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q3 (Aug 4, 2026)

    1) Strategy & Leadership
    - TransDigm continues to focus on intrinsic shareholder value creation through a consistent strategy, emphasizing proprietary aerospace businesses with significant aftermarket content.
    - The company operates with a decentralized structure and a compensation system aligned with shareholder interests.
    - Management remains committed to disciplined capital allocation, prioritizing reinvestment, accretive M&A, and shareholder returns through buybacks or dividends.

    2) Financial & Segment Results
    - Q3 2026 revenue reached $10.51 billion, a 19% increase YoY, with strong growth across all market channels:
    - Commercial OEM: Revenue up 17%, driven by production increases at Boeing and Airbus.
    - Commercial Aftermarket: Revenue increased by 17%, with commercial transport aftermarket growing 18%.
    - Defense: Revenue grew by 11%, supported by new business wins and operational execution.
    - EBITDA As Defined margin was 52.8%, slightly improved from Q2, despite a 2% dilution from recent acquisitions.
    - Free cash flow for Q3 was approximately $870 million, with a year-to-date total of $2.1 billion, and guidance for the full year raised to $2.6 billion.

    3) Problems / Headwinds
    - The company withdrew from the acquisition of Stellant due to anticipated DOJ challenges, which management viewed as a one-off situation not indicative of future M&A capabilities.
    - Despite rising jet fuel prices and some airlines adjusting capacity due to the conflict in the Middle East, TransDigm has not yet seen a material impact on its commercial aftermarket business.

    4) Operational or Product Plans
    - TransDigm is actively pursuing new acquisition targets, primarily in the small to midsize range, with a recent agreement to acquire Prince & Izant for approximately $1.1 billion, expected to generate $360 million in revenue for 2026.
    - The company is integrating recently acquired businesses (Jet Parts and Victor Sierra) and is optimistic about their contributions moving forward.
    - New product developments include innovative solutions for defense and commercial markets, which are expected to drive substantial revenue over the next few years.

    5) Guidance & Outlook / Investor Angle
    - Full fiscal 2026 guidance has been raised, with revenue now expected at $10.51 billion and EBITDA As Defined at $5.52 billion, reflecting a 16% increase YoY.
    - The company anticipates continued growth in all market segments, with commercial OEM growth in the mid-teens, commercial aftermarket in the low-double-digit range, and defense revenue growth in the high-single-digit to low-double-digit range.
    - Management remains focused on operational excellence and value drivers, aiming to maintain strong performance through the remainder of the fiscal year.

    Bottom line: TransDigm's strong Q3 results and raised guidance reflect its robust market position and disciplined strategy, positioning the company well for continued growth despite external challenges. Shareholders can expect ongoing value creation through strategic acquisitions and operational excellence.

    Annual Reports, Presentations And IR Contacts

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    Annual report links (10K)
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    TransDigm Group — Financial Overview, Stock Price, Market Cap

    TransDigm Group is a company. Founded in 1993. As of August 14, 2026, the company's market capitalization is $69710605016 with a current stock price of $1246.31.