AIR vs TDG
AIR: AAR CORP. is a premier global aviation services provider, delivering comprehensive parts supply, maintenance, and logistics solutions for both commercial and government aerospace customers. TDG: 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.
Side-by-side fundamentals
| Metric | AIR | TDG | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $127.60 | $1,194.70 | |
| Market cap as of 2026-07-23 | $5.1B | $66.8B | |
| P/E as of 2026-07-23 | 29.57 | 32.07 | AIR lower |
| PEG as of 2026-07-23 | 0.02 | 4.56 | AIR lower |
| Net margin as of 2026-07-23 | +5.5% | +21.9% | TDG higher |
| Gross margin as of 2026-07-23 | +19.0% | +59.8% | TDG higher |
| Operating margin as of 2026-07-23 | +9.6% | +46.4% | TDG higher |
| ROE as of 2026-07-23 | +12.1% | +37.1% | TDG higher |
| ROA as of 2026-07-23 | +5.5% | +8.8% | TDG higher |
| Debt / equity as of 2026-07-23 | 0.54 | 5.41 | AIR lower |
| Revenue growth (YoY) as of 2026-07-23 | +16.9% | +13.3% | AIR higher |
| Revenue CAGR (3y) SEC XBRL | +2.5% | +17.6% | TDG higher |
| Dividend yield as of 2026-07-23 | n/a | +7.9% | |
| Dividend streak (yrs) SEC XBRL | 3 | 0 | AIR higher |
| Beta as of 2026-07-23 | 1.14 | 0.92 | |
| 1-year return as of 2026-07-22 close | +75.5% | -24.0% | AIR higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.