TDG vs VSEC
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. VSEC: VSE is an aviation aftermarket powerhouse providing parts distribution and MRO services to commercial and government operators, expanding significantly through the Precision Aviation Group acquisition.
Side-by-side fundamentals
| Metric | TDG | VSEC | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $1,194.70 | $197.08 | |
| Market cap as of 2026-07-23 | $66.8B | $5.5B | |
| P/E as of 2026-07-23 | 32.07 | 110.78 | TDG lower |
| PEG as of 2026-07-23 | 4.56 | 3.61 | VSEC lower |
| Net margin as of 2026-07-23 | +21.9% | +4.2% | TDG higher |
| Gross margin as of 2026-07-23 | +59.8% | +14.7% | TDG higher |
| Operating margin as of 2026-07-23 | +46.4% | +8.3% | TDG higher |
| ROE as of 2026-07-23 | +37.1% | +3.3% | TDG higher |
| ROA as of 2026-07-23 | +8.8% | +2.3% | TDG higher |
| Debt / equity as of 2026-07-23 | 5.41 | 0.14 | VSEC lower |
| Revenue growth (YoY) as of 2026-07-23 | +13.3% | +7.9% | TDG higher |
| Revenue CAGR (3y) SEC XBRL | +17.6% | +18.4% | VSEC higher |
| Dividend yield as of 2026-07-23 | +7.9% | +0.2% | TDG higher |
| Dividend streak (yrs) SEC XBRL | 0 | 5 | VSEC higher |
| Beta as of 2026-07-23 | 0.92 | 1.26 | |
| 1-year return as of 2026-07-22 close | -24.0% | +52.0% | VSEC 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.