Transdigm Group Incorporated
TDG
Positions held
Your positionsTDG isn't in your positions.
Add it to see shares, cost, and P&L here.
Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-07.
- Transdigm Group operates in the aerospace and defense industry, which is expected to see increased demand due to rising defense budgets globally.
- Revenue increased by 8% compared to the prior quarter, reaching $2.7 billion.
- Gross margin remained stable at 59.4%, indicating strong operational efficiency.
- The company's current score indicates a 'Sell' signal, reflecting potential weaknesses in market performance.
- The trailing P/E ratio is 33.46, suggesting the stock may be overvalued compared to its earnings growth.
- The stock has a negative price-to-book ratio of -6.57, which could raise concerns about asset valuation.
Fundamentals
| Market cap | $60.21B | Enterprise value | $91.01B | Trailing P/E | 33.04 | Forward P/E | 22.49 |
| PEG | 3.05 | Price / book | -6.48 | Beta | 0.94 | Dividend yield | 0.00% |
| Revenue growth | 22.5% | Earnings growth | 10.9% | Gross margin | 59.8% | Operating margin | 46.0% |
| Profit margin | 21.3% | ROE | — | ROA | 11.8% | Debt / equity | — |
| Current ratio | 3.02 | Free cash flow | $1.46B | Analyst recommendation | buy | Mean target | $1,470.55 |
| 52w high | $1,463.03 | 52w low | $1,071.25 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $2.7B | $2.5B | $2.3B | $2.4B | $2.2B | — |
| Op margin | 45.5% | 46.7% | 45.8% | 48.0% | 46.7% | — |
| Net income | $539M | $535M | $445M | $610M | $492M | — |
| Gross margin | 59.4% | 59.4% | 59.2% | 60.3% | 59.5% | — |
| Gross profit | $1.6B | $1.5B | $1.4B | $1.5B | $1.3B | — |
| Operating income | $1.2B | $1.2B | $1.0B | $1.2B | $1.0B | — |
- Revenue +8% vs prior quarter ($2.7B vs $2.5B).
- Gross margin 59.4% (was 59.4% prior quarter).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $8.8B | $7.9B | $6.6B | $5.4B |
| Op margin | 47.4% | 45.1% | 44.4% | 40.8% |
| Net income | $2.1B | $1.7B | $1.3B | $866M |
| Gross margin | 60.1% | 58.8% | 58.3% | 57.1% |
| Gross profit | $5.3B | $4.7B | $3.8B | $3.1B |
| Operating income | $4.2B | $3.6B | $2.9B | $2.2B |
Headlines — watch
• [WARN · legal] Joby Hit With Over $100 Million in Damages in IP Lawsuit Verdict
News
2026-10-09 · TransDigm Group (TDG): Fundamental Resilience Outweighs Short-Term Aftermarket Sell-Off
2026-10-09 · TD Cowen Adjusts Price Target on TransDigm Group to $1,300 From $1,450
2026-10-09 · Baird Adjusts Price Target on TransDigm Group to $1,100 From $1,400
2026-10-06 · Joby Hit With Over $100 Million in Damages in IP Lawsuit Verdict
2026-10-06 · Rocket Lab Gains 13.6% in a Month: Should Investors Buy the Stock Now?
2026-10-06 · BNP Paribas Adjusts TransDigm Price Target to $1,600 From $1,700, Maintains Outperform Rating
2026-10-06 · 1 of Wall Street’s Favorite Stocks to Own for Decades and 2 We Brush Off
2026-10-05 · HEICO Has the Better Business, the Better Balance Sheet, and a Price That Makes It Impossible to Buy
2026-10-02 · 3 Quality Compounders with Exciting Potential
2026-09-30 · Wells Fargo Adjusts PT on TransDigm Group to $1,210 From $1,450, Keeps Equalweight Rating
2026-09-29 · Industrial Growth Partners Completes Sale of Prince & Izant to TransDigm
2026-09-29 · TransDigm (TDG): Strong Growth Meets a Tougher M&A and Valuation Debate
Price (daily)
Full chart · RSI · MACD · patterns