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TransDigm Group Incorporated (TDG)

1,146.81 -29.10 (-2.47%)
At close: October 30 at 4:00:03 PM EDT
1,148.00 +1.19 (+0.10%)
After hours: October 30 at 5:47:42 PM EDT
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47m ago
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TransDigm enters its fiscal fourth-quarter report with strong aerospace demand, high margins, and raised fiscal 2026 guidance. The main investor debate remains whether those strengths justify its valuation and substantial leverage.

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  • Previous Close 1,175.91
  • Open 1,178.88
  • Bid 1,146.86 x 2000
  • Ask 1,155.71 x 2000
  • Day's Range 1,145.64 - 1,181.88
  • 52 Week Range 1,071.25 - 1,463.03
  • Volume 395,336
  • Avg. Volume 397,175
  • Market Cap (intraday) 64.145B
  • Beta (5Y Monthly) 0.94
  • PE Ratio (TTM) 34.78
  • EPS (TTM) 32.97
  • Earnings Date (est.) Nov 5, 2026
  • Forward Dividend & Yield -- (0.00%)
  • 1y Target Est 1,414.30
  • Morningstar Rating Rating available with Stock Picks access

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, cargo loading and handling systems, delivery systems, and electronic components. Its Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, parachutes, specialized flight, wind tunnel and jet engine testing services and equipment, and testing and instrumentation solutions, as well as engineered audio, radio, and antenna systems. The Non-Aviation segment offers seat belts and safety restraints; mechanical/electromechanical actuators and controls; hydraulic/electromechanical actuators and fuel valves; refueling systems; and turbine controls. It serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots; airframe manufacturers, cabin system and subsystem suppliers, airlines, and third party maintenance suppliers; and off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers, as well as manufacturers of heavy equipment. The company was formerly known as TD Holding Corporation and changed its name to TransDigm Group Incorporated in 2006. The company was founded in 1993 and is headquartered in Cleveland, Ohio.

www.transdigm.com

16,500

Full Time Employees

September 30

Fiscal Year Ends

Industrials

Sector

Performance Overview

Trailing total returns as of 10/30/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

TDG
13.76%
S&P 500 (^GSPC)
10.73%

1-Year Return

TDG
12.20%
S&P 500 (^GSPC)
11.11%

3-Year Return

TDG
63.68%
S&P 500 (^GSPC)
81.91%

5-Year Return

TDG
121.19%
S&P 500 (^GSPC)
64.59%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q3 FY26
Revenue 2.74B
Earnings 539M
Profit Margin 19.66%

Q4

FY25

Q1

FY26

Q2

FY26

Q3

FY26

0
500M
1B
2B
2B
3B
17.0%
18.0%
19.0%
20.0%
21.0%

Analyst Insights

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Top Analyst

Goldman Sachs
68/100
Latest Rating
Buy

Analyst Price Targets

1,100.00
1,414.30 Average
1,146.81 Current
1,745.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 10/19/2026
Analyst Morgan Stanley
Rating Action Maintains
Rating Equal-Weight
Price Action Lowers
Price Target 1400 -> 1300

Statistics

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Valuation Measures

Annual
As of 10/29/2026
  • Market Cap

    65.00B

  • Enterprise Value

    95.80B

  • Trailing P/E

    35.67

  • Forward P/E

    24.54

  • PEG Ratio (current)

    1.16

  • Price/Sales (ttm)

    6.81

  • Price/Book (mrq)

    --

  • Enterprise Value/Revenue

    9.57

  • Enterprise Value/EBITDA

    18.97

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    21.28%

  • Return on Assets (ttm)

    11.82%

  • Return on Equity (ttm)

    --

  • Revenue (ttm)

    10.01B

  • Net Income Avi to Common (ttm)

    1.91B

  • Diluted EPS (ttm)

    32.97

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    2.78B

  • Total Debt/Equity (mrq)

    --

  • Levered Free Cash Flow (ttm)

    1.46B

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Company Insights

Fair Value

1,146.81 Current

Dividend Score

0 Low
Sector Avg.
100 High

Hiring Score

0 Low
Sector Avg.
100 High

Insider Sentiment Score

0 Low
Sector Avg.
100 High

Research Reports

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  • Lowering target price to $1,243.00

    TRANSDIGM GROUP INC has an Investment Rating of BUY; a target price of $1243.000000; an Industry Subrating of High; a Management Subrating of High; a Safety Subrating of High; a Financial Strength Subrating of High; a Growth Subrating of High; and a Value Subrating of Medium.

  • Raising target price to $1,257.00

    TRANSDIGM GROUP INC has an Investment Rating of BUY; a target price of $1257.000000; an Industry Subrating of High; a Management Subrating of High; a Safety Subrating of High; a Financial Strength Subrating of High; a Growth Subrating of High; and a Value Subrating of Medium.

  • Raising target price to $1,224.00

    TRANSDIGM GROUP INC has an Investment Rating of BUY; a target price of $1224.000000; an Industry Subrating of High; a Management Subrating of High; a Safety Subrating of High; a Financial Strength Subrating of High; a Growth Subrating of High; and a Value Subrating of Medium.

  • Raising target price to $1,214.00

    TRANSDIGM GROUP INC has an Investment Rating of BUY; a target price of $1214.000000; an Industry Subrating of High; a Management Subrating of High; a Safety Subrating of High; a Financial Strength Subrating of High; a Growth Subrating of High; and a Value Subrating of Medium.

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