Industrials
TransDigm Group Incorporated(TDG)
Live Price
Offline$1,256.05
-0.12% today
1Y Change
-9.68%
Window
Jun 23, 2025 โ Jun 18, 2026
- Market Cap
- $65.20B
- Revenue Growth
- +11.2%
- EPS Growth
- +25.2%
- Dividend Yield
- 7.8%
Coverage: 249 bars ยท Jun 23, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
TransDigm Group Incorporated (TDG) is a Industrials stock with a market cap of $65.20B and listed on NYSE. The stock last traded around $1256.05 and down 9.7% across the available one-year price window (Jun 23, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +11.2%, EPS growth of +25.2%, a dividend yield of 7.8%. What stands out right now is revenue +11.2%, EPS +25.2%, free cash flow -3.4% with operating margin 46.5% and ROIC 15.0%. The dividend matters to the case here, with a current yield around 7.8%. Valuation already assumes a fairly strong business story at P/E 34.2 and price/sales 7.2. Overall, the current profile looks closer to a quality compounder than a generic broad-market placeholder. Stock Foundry combines TDG price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+11.2% vs +3.6% peer median
Operating Margin
Above sector median
+46.5% vs +16.9% peer median
P/E
Below sector median
34.2 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 5, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +11.2% and EPS at +25.2%, with operating margin around 46.5%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 7.8%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +1.1% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 5, 2026 | โ | +3.5% | -0.0% | +1.7% |
2026 Feb 3, 2026 | +1.6% | -2.9% | +0.8% | +1.0% |
2025 Nov 12, 2025 | +7.8% | +1.3% | +2.5% | +0.7% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
TDG
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
TDG Max Drawdown
-30.10%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for TDG and SPY.
Company Overview
TransDigm Group Incorporated
New York Stock Exchange
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. Its 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, and cargo loading and handling systems. This segment serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. The company's Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, engineered audio, radio and antenna systems, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, and parachutes. This segment serves airframe manufacturers, cabin system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. Its Non-aviation segment offers seat belts and safety restraints for ground transportation applications; electro-mechanical actuators for space applications; hydraulic/electromechanical actuators and fuel valves for land-based gas turbines; refueling systems for heavy equipment used in mining, construction, and other industries; and turbine controls for the energy and oil and gas markets. This segment serves off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers; and manufacturers of heavy equipment. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.
- Leadership
- Michael J. Lisman
- IPO Date
- Mar 15, 2006
- Employees
- 16.6k
- Street Address
- 1350 Euclid Avenue
- Mailing
- Cleveland, OH, 44115
- Region
- Cleveland, OH, US
- Reporting Currency
- USD
- Investor Line
- 216 706 2960
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 34.2
- EV/EBITDA
- 20.0
- Price/Sales
- 7.2
- Price/Book
- โ
Growth
- Revenue
- +11.2%
- EPS
- +25.2%
- Free Cash Flow
- -3.4%
Profitability
- Gross Margin
- 59.0%
- Operating Margin
- 46.5%
- Net Margin
- 21.6%
- ROE
- -26.6%
- ROIC
- 15.0%
Balance Sheet
- Debt/Equity
- โ
- Current Ratio
- 2.75
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.