TransDigm Group Incorporated logo

TransDigm Group Incorporated

TDG

NYSEIndustrialsAerospace & Defense

Previous close

$1,200.35

+$19.95 · +1.69%

Aug 21, 4:00 PM ET

TDG company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

70

Undervalued

Momentum

38

Weakening

Sentiment

53

Mixed

Risk resilience

70

Moderate Risk

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Company profile

Company website

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.

Industry
Aerospace & Defense
Sector
Industrials
Headquarters
US
CEO
Michael J. Lisman
Listed since
Mar 15, 2006
Employees
16,500

Market position

Day range

Current $1,200.35

52-week range

Current $1,200.35

Open
$1,194.55
Previous close
$1,180.4
Volume
533.78K
1.32× average
Average volume
405.68K
Average daily volume
Market cap
67.14B USD
Beta
0.91
Market reference 1
50-day average
$1,266.24
-5.20% below average
200-day average
$1,275.53
-5.89% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
103.93B USD
EV / EBITDA
22.75×
Earnings yield
2.70%
Free cash flow yield
2.37%

Profitability & efficiency

Return on equity
-21.41%
Return on assets
9.05%
Return on invested capital
15.22%

Financial health

Current ratio
3.21×
Altman Z-score
1.69
Piotroski F-score
6 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends65%46%28%10%Gross margin, FY2021: 52.38%Gross margin, FY2022: 57.08%Gross margin, FY2023: 58.34%Gross margin, FY2024: 58.84%Gross margin, FY2025: 60.14%Operating margin, FY2021: 35.24%Operating margin, FY2022: 40.80%Operating margin, FY2023: 44.39%Operating margin, FY2024: 44.47%Operating margin, FY2025: 47.16%Net margin, FY2021: 14.17%Net margin, FY2022: 15.95%Net margin, FY2023: 19.71%Net margin, FY2024: 21.59%Net margin, FY2025: 23.49%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 52.38%. Gross margin FY2022 57.08%. Gross margin FY2023 58.34%. Gross margin FY2024 58.84%. Gross margin FY2025 60.14%. Operating margin FY2021 35.24%. Operating margin FY2022 40.80%. Operating margin FY2023 44.39%. Operating margin FY2024 44.47%. Operating margin FY2025 47.16%. Net margin FY2021 14.17%. Net margin FY2022 15.95%. Net margin FY2023 19.71%. Net margin FY2024 21.59%. Net margin FY2025 23.49%.

Income trends

Revenue

8.83B USD+11.22%

Operating income

4.17B USD+17.96%

Net income

2.07B USD+21.00%
Income trends across reported periods9.65B USD6.39B USD3.13B USD−135.1M USDRevenue, FY2021: 4.8B USDRevenue, FY2022: 5.43B USDRevenue, FY2023: 6.59B USDRevenue, FY2024: 7.94B USDRevenue, FY2025: 8.83B USDOperating income, FY2021: 1.69B USDOperating income, FY2022: 2.22B USDOperating income, FY2023: 2.92B USDOperating income, FY2024: 3.53B USDOperating income, FY2025: 4.17B USDNet income, FY2021: 680M USDNet income, FY2022: 866M USDNet income, FY2023: 1.3B USDNet income, FY2024: 1.71B USDNet income, FY2025: 2.07B USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 4.8B USD. Revenue FY2022 5.43B USD. Revenue FY2023 6.59B USD. Revenue FY2024 7.94B USD. Revenue FY2025 8.83B USD. Operating income FY2021 1.69B USD. Operating income FY2022 2.22B USD. Operating income FY2023 2.92B USD. Operating income FY2024 3.53B USD. Operating income FY2025 4.17B USD. Net income FY2021 680M USD. Net income FY2022 866M USD. Net income FY2023 1.3B USD. Net income FY2024 1.71B USD. Net income FY2025 2.07B USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue8.83B USD7.94B USD6.59B USD5.43B USD4.8B USD
Cost of goods sold3.52B USD3.27B USD2.74B USD2.33B USD2.29B USD
Gross profit5.31B USD4.67B USD3.84B USD3.1B USD2.51B USD
Selling, general, and administrative921M USD931M USD770M USD748M USD685M USD
Operating expenses1.15B USD1.14B USD919M USD884M USD822M USD
Interest expense1.57B USD1.34B USD1.22B USD1.08B USD1.1B USD
Depreciation and amortization367M USD312M USD268M USD253M USD253M USD
Operating income4.17B USD3.53B USD2.92B USD2.22B USD1.69B USD
Net income2.07B USD1.71B USD1.3B USD866M USD680M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
82%
9 beats, 1 miss, 1 met estimate
Average EPS surprise
+4.40%
11 comparable reports
Latest EPS result
10.87
Estimate 10.3 · Beat by 5.53%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates12.5810.849.097.35Q1 '25MetQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 4, 2025: actual 7.83, estimate 7.83, surprise 0.00%, Met estimate. Q2 2025, reported May 6, 2025: actual 9.11, estimate 8.96, surprise +1.67%, Beat. Q3 2025, reported Aug 5, 2025: actual 9.6, estimate 9.89, surprise -2.93%, Miss. Q4 2025, reported Nov 12, 2025: actual 10.82, estimate 10.04, surprise +7.77%, Beat. Q1 2026, reported Feb 3, 2026: actual 8.23, estimate 8.1, surprise +1.60%, Beat. Q2 2026, reported May 5, 2026: actual 9.85, estimate 9.46, surprise +4.12%, Beat. Q3 2026, reported Aug 4, 2026: actual 10.87, estimate 10.3, surprise +5.53%, Beat. Q4 2026, reported Nov 11, 2026: actual —, estimate 12.1, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates3.06B2.67B2.28B1.89BQ1 '25MissQ2 '25MissQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 4, 2025: actual 2.01B USD, estimate 2.03B USD, surprise -1.28%, Miss. Q2 2025, reported May 6, 2025: actual 2.15B USD, estimate 2.17B USD, surprise -0.81%, Miss. Q3 2025, reported Aug 5, 2025: actual 2.24B USD, estimate 2.3B USD, surprise -2.69%, Miss. Q4 2025, reported Nov 12, 2025: actual 2.44B USD, estimate 2.4B USD, surprise +1.58%, Beat. Q1 2026, reported Feb 3, 2026: actual 2.29B USD, estimate 2.26B USD, surprise +1.22%, Beat. Q2 2026, reported May 5, 2026: actual 2.54B USD, estimate 2.47B USD, surprise +3.06%, Beat. Q3 2026, reported Aug 4, 2026: actual 2.74B USD, estimate 2.68B USD, surprise +2.37%, Beat. Q4 2026, reported Nov 11, 2026: actual —, estimate 2.94B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$1,487.5

23.92% upside
Past 12 months12-month forecastHigh $1,695Average $1,487.5Low $1,350

Recent analyst actions

12 institutions

TDG news

Corporate actions

Corporate action history

Dividend

Ex-dividend Sep 2, 2025

$90.00

Special

Record Sep 2, 2025 · Payment Sep 12, 2025

Dividend

Ex-dividend Oct 4, 2024

$75.00

Special

Record Oct 4, 2024 · Payment Oct 18, 2024

Dividend

Ex-dividend Nov 17, 2023

$35.00

Special

Record Nov 20, 2023 · Payment Nov 27, 2023

Dividend

Ex-dividend Aug 18, 2022

$18.50

Special

Record Aug 19, 2022 · Payment Aug 26, 2022

Dividend

Ex-dividend Dec 27, 2019

$32.50

Special

Record Dec 30, 2019 · Payment Jan 7, 2020

Dividend

Ex-dividend Aug 15, 2019

$30.00

Special

Record Aug 16, 2019 · Payment Aug 23, 2019

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