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TransDigm Group Incorporated
TDG
NYSE·Industrials·Aerospace & Defense·Mkt cap $73.2B
$1,339.34
▲ +2.30%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$1,123.61 - $1,623.83
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 13.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Specialized, mission-critical component engineering
- Diversified aerospace and defense portfolio
- High barriers to entry in technical manufacturing
- Long-term contracts with major aerospace manufacturers
Bear Case
1 risk
- Average volatility.
Growth
Moderate growth ahead
Global commercial and military aircraft fleet expansion
Value
Attractively priced below Defense Prime Contractors peer average
Momentum
Strong
+12.2% over 3m
Quality
Strong
Excellent business quality
Dividend
High yield
6.87% yield
Smart-money signal
Who's buying TDG right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: May 4, 2026
MAY 5, 2026
Reported EPS of $9.85 vs $9.46 consensus (+4.1% surprise). Revenue of $2.5B vs $2.5B expected (+3.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+4.1%
Next: May 4, 2026
Revenue trend · last 8Q
—
—
+12%
+12%
+9%
+11%
+14%
+18%
Q3 24
Q4 24
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q2 26
$2.0B
$2.2B
$2.0B
$2.1B
$2.2B
$2.4B
$2.3B
$2.5B
Margins · last 8Q
Gross
59.4%
Operating
46.3%
Profit
21.0%
Wall Street consensus
5 analysts · 40% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
40%
Hold
60%
Sell
0%
Median Price Target
$1,575.00
▲ +17.6% vs $1,339.34
Latest: Jefferies · $1,575.00 · May 10, 2026
5 analysts covering