TransDigm Group (TDG)
Industrials · Aerospace and Defense Components & Systems
TransDigm is an aerospace and defense supplier that designs, manufactures, and sells engineered components and systems for commercial aircraft, regional aircraft, military aircraft, and business jets, generating strong margins through proprietary technology and acquisition-driven consolidation.
What TransDigm Group does
TransDigm Group is a leading global supplier of aerospace and defense products and components. The company designs, manufactures, and sells engineered components, modules, and systems for aircraft, including commercial aircraft, regional aircraft, military aircraft, and business jets. TransDigm operates through an acquisition-driven strategy, consolidating multiple specialized manufacturers into a cohesive portfolio. The company serves original equipment manufacturers (OEMs), tier-1 suppliers, and customers across the aviation and defense sectors with high-margin, proprietary technology products.
Themes: ["aerospace and defense","commercial aircraft","military aviation","aircraft systems integration","OEM supply chain","acquisition consolidation","high-margin aerospace components","business jet components","aerospace aftermarket"]
Fundamentals
- Price$1,295.71 as of 2026-07-09 close
- Market cap$72.7B as of 2026-07-10
- 1-year return-15.1% as of 2026-07-09 close
- P/E34.90 as of 2026-07-10
- Net margin+21.9% as of 2026-07-10
- Gross margin+59.8% as of 2026-07-10
- ROE+37.1% as of 2026-07-10
- Debt / equity5.41 as of 2026-07-10
- Revenue growth (YoY)+13.3% as of 2026-07-10
- Revenue CAGR (3y)+17.6% SEC XBRL
- Beta0.91 as of 2026-07-10
Dividend: yield +7.3%; pays a dividend.
Key risks (from latest filing)
["High debt leverage: Long-term debt of $31.2 billion against total assets of $25.4 billion as of Q2 2026, creating significant financial risk and refinancing exposure","Commercial aerospace cyclicality: Revenue highly dependent on commercial aircraft production rates and airline capital expenditures, which are subject to economic downturns and demand shocks","Supply chain and manufacturing disruption: Complex global supply chain and manufacturing operations vulnerable to geopolitical tensions, component shortages, and production disruptions affecting delivery schedules"]
Competitors & peers
- Esterline Technologies
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.