TDG vs VSEC
TDG: TransDigm is a specialized manufacturer of proprietary, high-value, sole-source aerospace components with a significant focus on the recurring aftermarket revenue stream. VSEC: VSE Corporation is a leading provider of aftermarket parts and supply chain services for the global aviation and commercial fleet markets.
Side-by-side fundamentals
| Metric | TDG | VSEC | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $1,089.30 | $169.97 | |
| Market cap as of 2026-07-31 (share count; price 2026-10-08) | $60.2B | $4.8B | |
| P/E as of 2026-10-08 | 29.67 | 62.23 | TDG lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | 0.88 | n/a | |
| Net margin FY2025, SEC XBRL | +23.5% | +1.1% | TDG higher |
| Gross margin FY2025, SEC XBRL | +60.1% | n/a | |
| Operating margin FY2025, SEC XBRL | +47.2% | +8.1% | TDG higher |
| ROE FY2025, SEC XBRL | n/a | +0.8% | |
| ROA FY2025, SEC XBRL | +9.1% | +0.6% | TDG higher |
| Debt / equity as of 2026-09-02 | 5.41 | 0.32 | VSEC lower |
| Revenue growth (YoY) as of 2026-09-02 | +16.6% | +23.4% | VSEC higher |
| Revenue CAGR (3y) SEC XBRL | +17.6% | +18.4% | VSEC higher |
| Dividend yield as of 2026-09-02 | +7.8% | +0.2% | TDG higher |
| Dividend streak (yrs) SEC XBRL | 0 | 12 | VSEC higher |
| Beta as of 2026-09-02 | 0.71 | 1.48 | |
| 1-year return as of 2026-10-08 close | -15.3% | +3.3% | VSEC higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
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.