TDG TransDigm Group Incorporated
USIndustrialsAs of 2026-08-24
Why TDG matters now
TransDigm Group Incorporated (TDG) is a US stock in Industrials. The latest InvestLog snapshot shows $1,199.01 with -0.11% on the session and $67.06B in market capitalization; recent performance reads 1-month +12.66% and YTD -0.12%.
The latest financial table shown here is Q2 2026, with revenue of $2.54B, net income of $535.0M, and EPS of $9.20. Investors can compare that operating picture with valuation signals such as P/E 33.58 and FCF yield 2.5%.
InvestLog's latest related AI research is a Insider Sale note titled "Howley W Nicholas sells $12.5M of TDG". The latest indexable market news headline is "If Boeing Ramps Up Production, These Suppliers May Win Big" from MarketBeat.
Additional event context on this page matters because analyst consensus is Buy with a median target of $1,562.50; recent insider activity includes Reiss Joel filing S-Sale; recent congressional disclosure data includes April Delaney Purchase. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
33.58
PEG
4.32
P/B
-8.22
P/S
7.82
EV/EBITDA
21.41
DCF Value
$2,316.57
FCF Yield
2.5%
Div Yield
6.8%
Margins & Returns
Gross Margin
59.0%
Operating Margin
46.5%
Net Margin
21.3%
ROE
-24.3%
ROA
8.0%
ROIC
14.5%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $2.54B | $535.0M | $9.20 |
| Q1 2026 | $2.29B | $386.0M | $6.62 |
| Q4 2025 | $2.44B | $610.0M | $7.75 |
| FY 2025 | $8.83B | $2.07B | $32.08 |
Analyst Ratings
Consensus
Buy
Target (Consensus)
$1,569.30
Target (Median)
$1,562.50
Target Range
$1,350.00 - $1,871.00
Trading Activity
Insider Trades
Congress Trades
Related AI Research
Howley W Nicholas sells $12.5M of TDGHowley W Nicholas 内部减持 TDG $12.5M
TransDigm Group (ticker TDG) director Howley W Nicholas executed an open-market sale of 10,132 common shares on August 18, 2026, at an average price of $1,236.TransDigm Group(股票代码TDG)董事Howley W Nicholas于2026年8月18日进行公开市场减持,出售10132股公司普通股,交易均价1236.28美元,总价值约1252.59万美元。相关Form 4内幕交易文件于次日(2026年8月19日)提交至美国SEC。
TDG earnings call: guidance, demand, margins, analyst Q&ATransDigm Group Incorporated (TDG) 电话会要点:指引、需求、利润率、分析师问答
Sarah Wynne: For the full fiscal year now, we expect our free cash flow guidance to be closer to $2.6 billion, an increase from the prior guide of $2.5 billion.萨拉·怀恩:就本完整财年而言,我们预计自由现金流指引将更接近26亿美元,较此前25亿美元的指引有所上调。
TDG earnings release — EPS beat +5.5% · revenue beat +182.6%TransDigm Group Incorporated (TDG) 财报发布 — EPS 高于预期+5.5% · 营收 高于预期+182.6%
TransDigm Group Incorporated reported EPS $10.87 vs $10.30 estimate and revenue $7.6B vs $2.7B estimate.TransDigm Group Incorporated 公布财报:EPS $10.87 vs $10.30 预期,营收 $7.6B vs $2.7B 预期。
Related Stocks
Latest News
Company Info
Sector
Industrials
Industry
Aerospace & Defense
Country
US
Exchange
—
Beta
0.90
TransDigm Group Incorporated is a global aerospace enterprise specializing in the development, manufacturing, and distribution of a wide array of aircraft components. Operating across the United States and internationally, its business is structured around three distinct divisions. The Power & Control division focuses on critical systems, providing solutions such as electromechanical actuators and control mechanisms, engine ignition and related technologies, precision pumps and valves, power regulation equipment, specialized electric motors and generators, energy storage units, data communication and power management systems, diverse sensors, switching gear, and material handling equipment including hoists and cargo systems. This segment caters to a broad clientele, including engine and power system manufacturers, airlines, independent maintenance providers, governmental defense agencies, and aircraft repair facilities. The Airframe segment delivers structural and interior components. Its offerings encompass custom latching and locking mechanisms, structural rods and connectors, resilient sealing solutions, cockpit safety and display units, advanced audio, radio, and antenna technologies, restroom facilities, passenger safety restraints, bespoke interior panels and associated parts, thermal management and insulation products, illumination and control systems, and parachutes. Its customer base includes airframe constructors, cabin system integrators, commercial airlines, third-party maintenance organizations, military procurement offices, and overhaul centers. Beyond aviation, the Non-Aviation segment addresses diverse industrial needs. It supplies safety harnesses for ground vehicles, electromechanical actuators for space vehicles, hydraulic and electromechanical actuators and fuel valves for terrestrial gas turbines, specialized refueling systems for heavy machinery in sectors like mining and construction, and sophisticated turbine controls for the energy and petrochemical industries. This segment's clients span suppliers of off-road vehicles and their subsystems, manufacturers of child safety seats, providers of satellite and space systems, and producers of heavy industrial equipment. Established in 1993, TransDigm Group Incorporated maintains its headquarters in Cleveland, Ohio.