HEI vs TDG
HEI: HEICO is a leading niche manufacturer of high-reliability components and aftermarket parts for the global aerospace and electronics sectors. TDG: TransDigm is a specialized manufacturer of proprietary, high-value, sole-source aerospace components with a significant focus on the recurring aftermarket revenue stream.
Side-by-side fundamentals
| Metric | HEI | TDG | Edge |
|---|---|---|---|
| Price as of 2026-10-09 close | $298.28 | $1,107.99 | |
| Market cap | $35.3B | $61.2B | |
| P/E as of 2026-10-09 | 53.27 | 30.18 | TDG lower |
| PEG as of 2026-10-09, 3-year EPS CAGR to FY2025 | 2.19 | 0.89 | TDG lower |
| Net margin FY2025, SEC XBRL | +15.4% | +23.5% | TDG higher |
| Gross margin FY2025, SEC XBRL | n/a | +60.1% | |
| Operating margin FY2025, SEC XBRL | +22.7% | +47.2% | TDG higher |
| ROE FY2025, SEC XBRL | +15.8% | n/a | |
| ROA FY2025, SEC XBRL | +8.1% | +9.1% | TDG higher |
| Debt / equity as of 2026-09-03 | 0.54 | 5.41 | HEI lower |
| Revenue growth (YoY) as of 2026-09-03 | +18.8% | +16.6% | HEI higher |
| Revenue CAGR (3y) SEC XBRL | +26.6% | +17.6% | HEI higher |
| Dividend yield as of 2026-09-03 | +0.1% | +7.8% | TDG higher |
| Dividend streak (yrs) SEC XBRL | 10 | 0 | HEI higher |
| Beta as of 2026-09-03 | 0.80 | 0.72 | |
| 1-year return as of 2026-10-09 close | -5.6% | -13.1% | HEI higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.