TDG
NYSE · Aerospace & Defense
Transdigm Group Inc
$1,156.49
-6.29 (-0.54%)
Performance
1D
—
1W
—
1M
—
3M
-11.67%
6M
-10.30%
1Y
-17.04%
YTD
-14.87%
Open$1,174.16
Previous Close$1,162.78
Day High$1,181.80
Day Low$1,148.98
52W High$1,623.83
52W Low$1,183.60
Volume—
Avg Volume315.6K
Market Cap73.13B
P/E Ratio36.10
EPS$34.84
SectorAerospace & Defense
Technical Indicators
Full analysis →
SMA 50
$1,347.38
Below
SMA 200
$1,383.44
Below
RSI (14)
36.1
Neutral
Trend
Death Cross
Bearish
Analyst Ratings
Buy
28 analysts
Price Target
-78.1% upside
Current
$1,156.49
$1,156.49
Target
$253.51
$253.51
$171.08
$253.51 avg
$381.20
Key Financials
| FY 2026 | FY 2025 | FY 2024 | |
|---|---|---|---|
| Revenue | 8.57B | 7.29B | 39.90B |
| Net Income | 2.01B | 1.54B | 3.57B |
| Profit Margin | 23.5% | 22.3% | 9.0% |
| EBITDA | 4.27B | 3.45B | 5.94B |
| Free Cash Flow | — | — | 3.47B |
| Rev Growth | +17.6% | +17.6% | +7.3% |
| Debt/Equity | 2.97 | 2.97 | 0.46 |
Recent Insider Activity
All Insiders →| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| Feb 27 | SMALL ROBERT J | Buy | 366,142 | $1,285.00 | $470.49M |
| Feb 25 | Murphy Patrick Joseph | Exercise | 2,215 | $269.42 | $596.8K |
| Feb 25 | Murphy Patrick Joseph | Exercise | 2,515 | $347.17 | $873.1K |
| Feb 25 | Murphy Patrick Joseph | Exercise | 0 | $0.00 | — |
| Feb 25 | Murphy Patrick Joseph | Exercise | 1,450 | $0.00 | — |
About Transdigm Group Inc
TransDigm Group Incorporated is a leading designer, producer, and supplier of highly engineered aircraft components for commercial and military aircraft, headquartered in Cleveland, Ohio. The company operates through three segments: Power & Control, Airframe, and Non-aviation, manufacturing proprietary products including mechanical and electro-mechanical actuators, ignition systems, pumps, valves, fasteners, and cockpit security devices. TransDigm primarily produces aftermarket replacement parts and sole-source components with significant installed bases. The company serves commercial airlines, military branches, aircraft manufacturers, and maintenance, repair, and overhaul providers worldwide.
Aerospace & Defense Peers
| Symbol | Name | Price | Change | P/E | Mkt Cap |
|---|---|---|---|---|---|
| GE | GE Aerospace | $296.56 | +2.04% | 40.3 | 350.80B |
| RTX | Rtx Corp | $195.00 | +0.52% | 41.0 | 275.72B |
| BA | Boeing Co. | $199.61 | +1.62% | 68.9 | 154.00B |
| LMT | Lockheed Martin Corp | $624.20 | +2.30% | 28.6 | 143.67B |
| NOC | Northrop Grumman Corp | $691.21 | +1.33% | 24.1 | 100.60B |
| GD | General Dynamics Corp | $352.50 | +1.81% | 23.1 | 97.29B |
TDG Frequently Asked Questions
What does Transdigm Group Inc do?
TransDigm acquires and operates businesses that make highly engineered, proprietary components for aircraft — parts like actuators, pumps, valves, and ignition systems where it holds the sole FAA-approved source designation. Once an aircraft type is certified with a TransDigm part, switching to an alternative supplier requires a costly and time-consuming re-certification process, creating an extraordinarily durable competitive position. The aftermarket replacement parts business is the profit engine: airlines and militaries must keep planes flying and have limited ability to negotiate on price for sole-source components.
Is TDG stock a good investment?
TransDigm's business model generates some of the highest margins in the industrial sector, and its acquisition-driven growth strategy has compounded shareholder value at an impressive rate over many years. The company is deliberately levered, using debt to fund acquisitions and periodic special dividends rather than accumulating cash. This financial structure magnifies returns but also means the company is sensitive to interest rate changes and would be pressured in a severe aviation downturn. Congressional scrutiny over aftermarket pricing on military contracts has also emerged as a recurring reputational and regulatory risk.
Who are Transdigm Group Inc's main competitors?
TransDigm's sole-source structure means it often faces no direct competitors on specific part numbers, but at a portfolio level, Heico Corporation is the most strategically relevant rival — Heico produces FAA-approved alternative parts (PMA parts) that can substitute for OEM components at lower prices, including some TransDigm parts. Parker Hannifin and Eaton Aerospace compete in broader aerospace fluid and motion control systems. Safran and Collins Aerospace (RTX) compete in some component categories, particularly on new aircraft programs before sole-source positions are established.
What makes TDG stock unique?
TransDigm's sole-source aftermarket model is arguably the strongest competitive moat in the aerospace supply chain. When an airline needs a specific certified actuator for a 737 or A320, there is often only one approved source — and that source is frequently a TransDigm subsidiary. This pricing power, combined with a disciplined acquisition playbook targeting underperforming aerospace businesses with proprietary products, has made TransDigm a consistent value creator even through aerospace down-cycles, as the installed base continues requiring replacement parts regardless of new aircraft delivery rates.
What is TDG's stock price today?
TDG last closed at $1,156.49, down 0.54% in the most recent trading session. Over the past 52 weeks, the stock has traded between a low of $1,183.60 and a high of $1,623.83. The current price represents 0% of its 52-week range, which helps investors gauge where the stock sits relative to its recent trading history.
What do Wall Street analysts say about TDG?
Among 28 analysts covering TDG, the consensus rating is Buy — 18 rate it a buy, 9 hold, and 1 sell. The average price target sits at $253.51, implying 78% downside from the current price. Keep in mind that analyst targets reflect 12-month expectations and can shift quickly after earnings reports or major company events.
Is Transdigm Group Inc profitable?
Transdigm Group Inc generated $8.57B in revenue during fiscal year 2026, with $2.01B reaching the bottom line as net income. The net profit margin of 23.5% is strong by most industry standards.
What is TDG's P/E ratio?
TDG trades at a P/E ratio of 36.10 on trailing earnings of $34.84 per share. That's above the S&P 500 historical average, suggesting the market expects above-average earnings growth ahead. Comparing this multiple against Aerospace & Defense sector peers gives better context than the broad market alone, since P/E norms vary significantly across industries.
How has TDG stock performed recently?
Performance varies across timeframes, reflecting shifting market conditions. Returns by timeframe: -11.67% (3M), -10.30% (6M), -17.04% (1Y), -14.87% (YTD). Comparing these figures against the S&P 500 and sector benchmarks helps determine whether TDG is outperforming or lagging the broader market.