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N
TDG TransDigm Group Incorporated NYQ
$1,246.98 +8.57 (+0.69%)
Neutral · +0.90σ

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $2.5B $0.5B $1.2B $0.1B 21.0% 46.7%
2025-12-31 $2.3B $0.4B $1.0B $0.8B 19.5% 45.8%
2025-09-30 $2.4B $0.6B $1.2B $0.4B 25.0% 48.0%
2025-06-30 $2.2B $0.5B $1.0B $0.6B 22.0% 46.7%
2025-03-31 $2.1B $0.5B $1.0B $0.1B 22.3% 46.3%
2024-12-31 $nanB $nanB $nanB $nanB nan% nan%
2024-09-30 $nanB $nanB $nanB $nanB nan% nan%

Earnings replay · last 20 reports

DateEPS actual EPS estSurprise
2026-05-05 9.20 8.52 +7.9%
2026-02-03 8.23 8.04 +2.4%
2025-11-12 7.75 7.63 +1.6%
2025-08-05 9.60 9.90 -3.0%
2025-05-06 9.11 8.95 +1.8%
2025-02-04 7.83 7.74 +1.1%
2024-11-07 5.80 7.99 -27.4%
2024-08-06 9.00 8.51 +5.8%
2024-05-07 7.99 7.41 +7.8%
2024-02-08 7.16 6.40 +11.9%
2023-11-09 8.03 7.63 +5.2%
2023-08-08 7.25 6.40 +13.2%
2023-05-09 5.98 5.46 +9.4%
2023-02-07 4.58 4.29 +6.7%
2022-11-10 5.50 5.23 +5.1%
2022-08-09 4.85 4.43 +9.4%
2022-05-10 3.86 3.69 +4.5%
2022-02-08 3.00 3.17 -5.3%
2021-11-16 4.25 3.71 +14.5%
2021-08-10 3.33 2.99 +11.5%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Industrials

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
TDG $70B 38.9 26.6 7.3 20.1 -7.6 59.7% 18.3% 11.5% 2.19%
GE $332B 39.5 36.6 6.9 31.7 17.8 31.1% 24.7% -1.8% 1.71%
RTX $235B 32.6 23.1 2.6 17.6 3.5 20.2% 8.7% 32.5% 3.08%
CAT $419B 45.3 30.3 5.9 30.1 22.5 28.6% 22.2% 30.2% 0.90%
HON $149B 37.5 20.5 4.0 20.7 11.0 36.9% 2.4% -41.9% 1.97%
BA $172B 86.0 52.1 1.9 -61.7 28.7 4.8% 14.0% 1.49%
UNP $157B 21.8 19.3 6.4 14.9 8.5 56.5% 3.2% 6.2% 2.57%
LMT $118B 24.9 16.0 1.6 17.2 15.8 9.9% 0.3% -11.5% 3.37%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 55.98%

HolderShares% out
Capital International Investors 5,494,695 9.82%
Capital World Investors 4,666,491 8.34%
Blackrock Inc. 4,601,252 8.23%
Vanguard Capital Management LLC 3,669,729 6.56%
Capital Research Global Investors 3,143,509 5.62%
Vanguard Portfolio Management LLC 2,573,087 4.60%
State Street Corporation 2,516,606 4.50%
Principal Financial Group, Inc. 2,013,784 3.60%
FMR, LLC 1,358,539 2.43%
Geode Capital Management, LLC 1,276,444 2.28%

Insider activity · 90d

No insider trades for TDG in last 90d.

Analyst estimates

yfinance
Low
$1200.0
Mean
$1524.0
High
$1937.0
Analysts
20

Consensus: buy (mean 1.81818). Distribution requires FINNHUB_API_KEY.

SEC filings

No CIK found for TDG.

About

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 s…