HEI vs TDG
HEI: HEICO manufactures and supplies specialized electronic and mechanical components for the aerospace, defense, and industrial sectors through both OEM and robust aftermarket operations. 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 | HEI | TDG | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $357.15 | $1,286.27 | |
| Market cap as of 2026-08-01 | $41.7B | $71.9B | |
| P/E as of 2026-08-01 | 52.75 | 33.89 | TDG lower |
| PEG as of 2026-08-01 | 3.37 | 4.73 | HEI lower |
| Net margin as of 2026-08-01 | +16.1% | +21.9% | TDG higher |
| Gross margin as of 2026-08-01 | +40.1% | +59.8% | TDG higher |
| Operating margin as of 2026-08-01 | +23.5% | +46.4% | TDG higher |
| ROE as of 2026-08-01 | +17.8% | +37.1% | TDG higher |
| ROA as of 2026-08-01 | +8.9% | +8.8% | HEI higher |
| Debt / equity as of 2026-08-01 | 0.54 | 5.41 | HEI lower |
| Revenue growth (YoY) as of 2026-08-01 | +18.8% | +13.3% | HEI higher |
| Revenue CAGR (3y) SEC XBRL | +26.6% | +17.6% | HEI higher |
| Dividend yield as of 2026-08-01 | +0.1% | +7.5% | TDG higher |
| Dividend streak (yrs) SEC XBRL | 5 | 0 | HEI higher |
| Beta as of 2026-08-01 | 1.06 | 0.91 | |
| 1-year return as of 2026-07-27 close | +10.3% | -20.0% | HEI higher |
Fundamentals: market data, as of 2026-08-01. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
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.