TransDigm Group
Supplies proprietary aircraft components for long-lived original-equipment and aftermarket programs.
Something off on this page? Send us feedback.
Profile
Designs and supplies proprietary aerospace components across Power & Control and Airframe systems, plus a small non-aviation portfolio. Earns through original-equipment and aftermarket sales to aircraft manufacturers, airlines, maintenance providers and defense customers, with installed positions on long-lived aircraft programs supporting recurring demand.
Organizes its businesses into Power & Control, Airframe and a small Non-aviation segment. Power & Control supplies actuators, ignition systems, pumps, valves, motors, generators, batteries, sensors and microwave electronics; Airframe covers latches, seals, cockpit systems, restraints, interiors, lighting, parachutes and testing equipment. Ground-transport restraints, space actuators and industrial turbine and refueling systems form the non-aviation portfolio.
Sells to aircraft and system manufacturers, airlines, maintenance providers and defense customers worldwide, including across Western Europe, Canada and Asia. Proprietary designs, installed positions and long platform lives drive aftermarket parts and repair demand; acquisitions add niche product lines. Results depend on flight activity, defense spending, integration and debt service, while aviation, military, export and environmental rules govern products and repair operations.
Company facts
Categories
Key statistics
Year to date −12.8% · Average volume (30d) 411.4K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Wells Fargo | Reiterate | Outperform | $1,580 | $1,450 | |
| Aug 9, 2026 | Jefferies | Reiterate | Buy | $1,575 | $1,625 | |
| Aug 6, 2026 | Morgan Stanley | Target | $1,345 | $1,400 | ||
| Aug 5, 2026 | UBS | Reiterate | Buy | $1,645 | $1,695 | |
| Aug 5, 2026 | Stifel Nicolaus | Target | $1,525 | $1,405 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q3 FY26 | $10.30 | $10.87 | +5.5% | $2.68B | $2.74B | +2.4% | −0.82% |
| May 5, 2026Q2 FY26 | $9.46 | $9.85 | +4.1% | $2.47B | $2.54B | +3.1% | +3.53% |
| Feb 3, 2026Q1 FY26 | $8.10 | $8.23 | +1.6% | $2.26B | $2.29B | +1.2% | −2.85% |
| Nov 12, 2025Q4 FY25 | $10.04 | $10.82 | +7.8% | $2.40B | $2.44B | +1.6% | +1.31% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.15B | $2.24B | $2.44B | $2.29B | $2.54B | $2.74B | |
| Gross profit | $1.27B | $1.33B | $1.47B | $1.35B | $1.51B | $1.63B | |
| Operating income | $991.0M | $1.04B | $1.16B | $1.05B | $1.19B | $1.23B | |
| Net income | $479.0M | $492.0M | $610.0M | $445.0M | $535.0M | $539.0M | |
| Diluted EPS | $8.24 | $8.47 | $7.75 | $6.62 | $9.20 | $9.39 | |
| Gross margin | 59.3% | 59.5% | 60.3% | 59.2% | 59.4% | 59.4% | |
| Operating margin | 46.1% | 46.4% | 47.6% | 45.8% | 46.7% | 44.8% |
Fiscal years (4-quarter sums)FY21 $4.80B · FY22 $5.43B · FY23 $6.59B · FY24 $7.94B · FY25 $8.83B
Revenue by product · Q3 FY26
Revenue by geography · FY25
Balance sheet, Jun 27, 2026Cash & short-term investments $2.77B · Total debt $33.35B · Total assets $24.04B · Shareholders' equity −$12.16B
Dividends
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Sep 2, 2025 | Sep 2 | Sep 12 | $90.00 | special dividend |
| Oct 4, 2024 | Oct 4 | Oct 18 | $75.00 | special dividend |
| Nov 17, 2023 | Nov 20 | Nov 27 | $35.00 | special dividend |
| Aug 18, 2022 | Aug 19 | Aug 26 | $18.50 | special dividend |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 55.93M · Float 55.23M · 98.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Capital International Investors | 5.06M | 9.05% | 13F | Aug 12, 2026 |
| BlackRock, Inc. | 4.87M | 8.71% | 13F | Aug 7, 2026 |
| Capital World Investors | 4.27M | 7.64% | 13F | Aug 12, 2026 |
| Vanguard Capital Management LLC | 3.65M | 6.53% | 13F | Aug 13, 2026 |
| Capital Research Global Investors | 3.12M | 5.58% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | W. Nicholas Howley | director | −10,132 | $1,236.28 |
| Aug 17, 2026 | Joel Reiss | officer: Co-Chief Operating Officer | −3,900 | $1,238.76 |
| Jul 20, 2026 | W. Nicholas Howley | director | −10,132 | $1,216.08 |
| Jul 15, 2026 | Joel Reiss | officer: Co-Chief Operating Officer | −3,900 | $1,217.79 |
| Jun 18, 2026 | W. Nicholas Howley | director | −10,132 | $1,319.55 |
Peers
- HEICO
Closest pure-play peer: FAA-PMA aftermarket parts and niche defense electronics.
- Woodward
Fuel systems, energy controls, and actuation; grew via Safran NA acquisition.
- Curtiss-Wright
Engineered A&D components: actuation, sensors, embedded computing, naval.
- RTX
Collins Aerospace overlaps on power, ECS, lighting, cargo, and sensing systems.
- Honeywell Technologies
Aerospace Technologies: avionics, APUs, ECS, engine accessories, and sensors.
- Loar
Niche aerospace roll-up: same sole-source proprietary aftermarket model as TDG.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| TransDigm Group | $1,185.97 | +0.05% | $66.34B | 36.0 | 25.4 | 6.6 | +22.6% |
| HEICO | $336.53 | −0.01% | $46.89B | 56.1 | 50.6 | 9.1 | +23.1% |
| Woodward | $341.81 | +0.02% | $20.37B | 38.0 | 33.4 | 4.9 | +21.2% |
| Curtiss-Wright | $596.37 | −0.07% | $22.03B | 41.0 | 36.9 | 6.0 | +5.4% |
| RTX | $212.00 | +0.13% | $285.33B | 37.3 | 28.8 | 3.1 | +14.5% |
| Honeywell Technologies | $217.85 | +0.18% | $68.91B | 8.4 | 23.7 | 1.9 | −49.9% |
| Loar | $72.24 | +0.81% | $6.71B | 99.6 | 49.4 | 11.5 | +39.4% |
| Median | 39.5 | 35.2 | 5.4 | +17.9% |