Price (90d)
$1225.25Signal Score (90d)
100Quote
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 |
Social Signal Score
Earnings
Wed, Nov 11(in 3 months)
Consensus estimate $12.02 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.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from TDG's reported EPS growth of 32.5% a year over 4 years. Historical EPS growth of 33% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $132.31
- Implied price
- $5,425
- Return from $1,257
- 34.0% a year
To earn 15.0% a year on these assumptions you'd need to buy at $2,697 — today's price is already 53.4% 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 |
|---|---|---|---|---|---|
| 20.0% | 15.4% | 19.8% | 23.7% | 27.1% | 30.2% |
| 25.0% | 20.2% | 24.8% | 28.8% | 32.4% | 35.6% |
| 30.0% | 25.0% | 29.8% | 34.0% | 37.7% | 41.0% |
| 35.0% | 29.8% | 34.8% | 39.1% | 43.0% | 46.5% |
| 40.0% | 34.6% | 39.8% | 44.3% | 48.3% | 51.9% |
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.
Mentions (1)
- Newsmarketbeat.com·6d 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.
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