TransDigm Group Incorporated
TDG
NYSE·Industrials·Aerospace & Defense·Mkt cap $66.3B
$1,171.74
▼ -1.20%
P/E
35.55
Mkt Cap
$66.3B
52-Wk Range
$1,124–$1,463
52-Week Range
$1,123.61 - $1,463.03
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 9.1% 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
Stable outlook
Global commercial and military aircraft fleet expansion
Value
Fairly valued vs Defense Prime Contractors peers
Momentum
Weak
-5.8% over 3m
Quality
Strong
Strong fundamentals
Dividend
High yield
7.59% 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: Nov 11, 2026
AUG 4, 2026
Reported EPS of $10.87 vs $10.30 consensus (+5.5% surprise). Revenue of $2.7B vs $2.7B expected (+2.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+5.5%
Revenue trend · last 8Q
—
+12%
+12%
+9%
+11%
+14%
+18%
+23%
Q4 24
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q2 26
Q3 26
$2.2B
$2.0B
$2.1B
$2.2B
$2.4B
$2.3B
$2.5B
$2.7B
Margins · last 8Q
Gross
59.4%
Operating
44.8%
Profit
19.7%
Wall Street consensus
6 analysts · 67% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
67%
Hold
33%
Sell
0%
Median Price Target
—
Latest: Wells Fargo · Aug 10, 2026
vs Industry
How TDG stacks vs Aerospace & Defense
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related