TransDigm Group Incorporated (TDG) Stock

TransDigm Group Incorporated (TDG) is a Industrials stock trading at $1213.96 (as of 2026-07-17), with a market capitalization of $67.90B and a trailing P/E of 34.8. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

TransDigm Group Incorporated designs, produces, and supplies aircraft components through two business segments: Power & Control and Airframe. It provides items such as actuators and controls, ignition and engine technology, power conditioning devices, and pumps/valves, as well as latching and locking devices, cockpit systems, interior components, and safety and thermal products for aircraft manufacturers, airlines, third-party maintenance suppliers, military buying agencies, repair depots, and engine and power system suppliers.

Understand TransDigm Group Incorporated: how it makes money

TransDigm designs, produces, and supplies aircraft components, and its Power & Control offerings (including actuators and controls, ignition and engine technology, pumps and valves, power conditioning and databus controls, sensors, and cargo loading and handling systems) are supplied to engine and power system and subsystem suppliers.

The profit model is driven by supplying engineered aircraft power and control components to engine and power system and subsystem suppliers, through a product-focused portfolio spanning mechanical, electrical, and specialized cargo handling equipment.

Business quality (Solid): Profitability is clearly high in the provided period data, but the provided facts do not include a complete reportable segment revenue breakdown or any non-revenue operating KPI for investors to track.

Valuation: At 41× earnings, TDG trades 23% below the Aircraft average (54×). Note: one-time items can distort reported P/E.

Bull case

  • Product breadth inside Power & Control: The Power & Control segment covers a wide range of aircraft component types, from mechanical and electro-mechanical actuators and controls to ignition and engine technology, specialized pumps and valves, power conditioning devices, sensors, and cargo loading and handling systems.
  • Strong profitability in the provided period: For the period ending 2026-03-28, TransDigm reports 59.4% gross margin and 46.3% operating margin.

Bear case

  • Limited segment transparency in the provided facts: The provided dataset does not include revenue by official reportable segment, so it is not possible to directly attribute results to specific parts of the business.
  • Customer focus tied to engine and power ecosystems: The Power & Control segment serves engine and power system and subsystem suppliers, which means results can be influenced by conditions in those specific supplier ecosystems.
Valuation — source: SEC EDGAR (first-party)
Price$1213.96
Market Cap$67.90B
P/E Ratio34.8
EV / EBITDA20.5
Price / Sales7.37
FCF Yield5.6%
DCF Value (model)$902.26
DCF Upside vs Price-25.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$8.83B
Net Margin23.5%
Revenue Growth (YoY)11.2%
EPS Growth (YoY)25.2%
FCF Growth (YoY)-3.4%
Financial Health — source: SEC EDGAR
Altman Z-Score1.85 (grey)
Piotroski F-Score6/9 (moderate)
Valuation vs Sector & Industry
Stock P/E34.8
Sector P/E (Industrials)28.7
Industry P/E (Aircraft)42.9
vs Sector21.4%
vs Industry-18.8%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($9.04B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorIndustrials
IndustryAircraft
CEOMichael J. Lisman
Employees16,600
CountryUS
IPO Date2006-03-15

Related Companies (Business model: Defense & Aerospace Prime (Defense Primes + Commercial Aerospace OEMs); 8 closest by market cap)

  • RTX Corporation (RTX)
  • The Boeing Company (BA)
  • Honeywell International Inc. (HON)
  • General Dynamics Corporation (GD)
  • HEICO Corporation (HEI)
  • Textron Inc. (TXT)
  • HEICO CORP (HEI)
  • Joby Aviation, Inc. (JOBY)
TDG earnings history · TDG institutional & insider holders · TDG KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-17.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.