Price
$1225.25-5.44%Social Signal Score
Analyst Ratings
39 analystsRevenue
$2.74B+213.18%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Michael J. Lisman
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Employees
- 16,500
- Beta
- 0.89
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 1.58
Financials
Revenue
$2.74B+213.2%Net Income
$539.00M+248.5%EBITDA
$1.27B+228.9%Free Cash Flow
$650.00M+208.8%EPS (diluted)
$9.39+239.0%Shares Outstanding (diluted)
57.90M+3.7%Operating Expenses
$332.00MCash & Debt
$2.77BReturn of Capital
$1.09BRevenue by Segment (annual)
$8.83BDividend per Share
$90.00Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $8.83B | $2.07B | $32.08 |
| 2024 | $7.94B | $1.71B | $25.62 |
| 2023 | $6.58B | $1.30B | $22.03 |
| 2022 | $5.43B | $866.00M | $13.40 |
| 2021 | $4.80B | $680.00M | $10.39 |
| 2020 | $5.10B | $699.00M | $8.27 |
| 2019 | $5.22B | $778.75M | $13.84 |
| 2018 | $3.81B | $907.76M | $16.33 |
| 2017 | $3.50B | $437.63M | $7.88 |
| 2016 | $3.17B | $583.41M | $10.39 |
| 2015 | $2.71B | $443.85M | $7.84 |
| 2014 | $2.37B | $180.28M | $3.16 |
| 2013 | $1.92B | $131.55M | $2.39 |
| 2012 | $1.71B | $321.67M | $5.97 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from TDG's reported EPS growth of 13.8% a year over 13 years.
- EPS in 5 years
- $68.01
- Implied price
- $2,789
- Return from $1,090
- 20.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $1,386 — today's price is already 21.4% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 29 | 35 | 41 | 47 | 53 |
|---|---|---|---|---|---|
| 3.8% | 2.7% | 6.6% | 10.1% | 13.1% | 15.9% |
| 8.8% | 7.6% | 11.8% | 15.4% | 18.6% | 21.4% |
| 13.8% | 12.6% | 16.9% | 20.7% | 24.0% | 27.0% |
| 18.8% | 17.5% | 22.0% | 26.0% | 29.4% | 32.6% |
| 23.8% | 22.5% | 27.2% | 31.3% | 34.9% | 38.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50+0.00%Social Signal Score
Mentions (11)
- Newsprnewswire.com·8d ago·Neutral
TransDigm Completes Acquisition of Prince & Izant CLEVELAND, Sept. 28, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced that it has successfully completed its acquisition of Prince & Izant ("P&I" or "the Company"), formerly a portfolio company of Industrial Growth Partners, for approximately $1.066 billion in cash, including certain tax benefits.
View source ↗ - 4chan /biz/biz·31d ago·Neutral
>62660914 >BUYAN TDG, ASML, NOC >SELLAN Nothing, I sold two weeks ago. >HODLAN 2330, AI, ASML, GE, TTWO, NTDOY, NOC, TDG. >PLAYAN Nothing, got bored of Quasimorph pretty quickly and I don't have anything else I'm interested to play. >WATCHAN Nothing >LISTENAN Justice >READAN Prison School and De Lillo's Libra. >EATAN Peaches and figs from my garden. >DRINKAN Water >FAPPAN My GF gave me some used panties while she's traveling with her family. >FEELAN I haven't been this focused in decades
View source ↗ - Newszacks.com·31d ago·Positive
Can Strategic Acquisitions Strengthen TransDigm's Growth? TDG is expanding its proprietary aerospace portfolio through disciplined acquisitions that bolster aftermarket capabilities and long-term growth.
View source ↗ - Newszacks.com·32d ago·Neutral
TransDigm (TDG) Down 8.1% Since Last Earnings Report: Can It Rebound? TransDigm (TDG) reported earnings 30 days ago. What's next for the stock?
View source ↗ - News (RSS)seekingalpha·35d ago·Neutral
TransDigm Group: High-Leverage Excellence Fueling Exceptional Equity Returns
View source ↗ - Newsseekingalpha.com·35d ago·Positive
…ptional Equity Returns TransDigm Group commands a dominant aftermarket position with over 50% EBITDA margins and 80% sole-source products, underpinning a BUY rating. TDG's business model delivers stable, high-margin cash flows via inelastic aftermarket demand but is offset by aggressive leverage and $30B in debt. Valuation scenarios suggest 22%–96% upside in base and optimistic DCF cases, though dividend discount models highlight downside risks if debt strategy falters.
View source ↗ - News (RSS)seekingalpha·36d ago·Neutral
TransDigm Group: A Premium Option For Private-Equity-Like Exposure
View source ↗ - Newsseekingalpha.com·36d ago·Positive
TransDigm Group: A Premium Option For Private-Equity-Like Exposure TransDigm Group is a buy as valuation lags fundamentals, offering rare relative value versus HEICO and historical multiples. TDG's Q3 saw 22.5% YoY revenue growth, raised full-year guidance, and continued strong organic growth despite minor margin dilution from acquisitions. The business model's high-margin, recurring aftermarket exposure supports elevated leverage and robust free cash flow, justifying its premium.
View source ↗ - Newszacks.com·38d ago·Positive
What Makes TransDigm (TDG) a New Buy Stock TransDigm (TDG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
View source ↗ - Newszacks.com·38d ago·Positive
Is TransDigm's Commercial Aftermarket Strength Driving Growth? TDG's commercial aftermarket revenues rise 17% in fiscal Q3 2026, with strong bookings prompting a higher full-year growth outlook.
View source ↗ - Newsmarketbeat.com·58d ago·Neutral
Transdigm Group Q3 Earnings Call Highlights TransDigm Group NYSE: TDG raised its fiscal 2026 sales, EBITDA and commercial aftermarket outlook after reporting third-quarter results that management said exceeded expectations, supported by growth across commercial OEM, commercial aftermarket and defense markets.
View source ↗
Earnings
Wed, Nov 11(in 5 weeks)
Consensus estimate $12.15 per share
Typical surprise +1.7% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 4$10.87 vs $10.30beat
- Tue, May 5$9.85 vs $9.46beat
- Tue, Feb 3$8.23 vs $8.10beat
- Wed, Nov 12$10.82 vs $10.04beat
- Tue, Aug 5$9.60 vs $9.89miss
- Tue, May 6$9.11 vs $8.96beat
Estimates and results for TDG via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by TDG officers and directors.
- Bought
- —
- Sold
- $34.5m
0 trades
77 trades
- Reiss Joelsold
- Reiss Joelsold
- Reiss Joelsold
- Reiss Joelsold
- Reiss Joelsold
- Reiss Joelsold
- Reiss Joelsold
- Reiss Joelsold
23 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- April Delaneyhouse · MD06 · disclosed Sep 10, 2026 (16d later)Sell$100,001 - $250,000
- April McClain Delaneyhouse · MD06 · disclosed Aug 4, 2026 (7d later)Buy$1,001 - $15,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Jun 8, 2026 (32d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Jun 8, 2026 (26d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Jun 8, 2026 (17d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Jun 8, 2026 (31d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Jun 8, 2026 (18d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed May 7, 2026 (20d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed May 7, 2026 (8d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed May 7, 2026 (21d later)Buy$15,001 - $50,000
- April McClain Delaneyhouse · MD06 · disclosed May 7, 2026 (17d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed May 7, 2026 (22d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (14d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (23d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 13, 2026 (14d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jan 12, 2026 (19d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (27d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Nov 18, 2025 (32d later)Buy$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.