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Transdigm Group Incorporated (TDG)

Upturn stock ratingUpturn stock rating
$1398.06
Last Close (24-hour delay)
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PASS
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Upturn Advisory Summary

08/28/2025: TDG (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

23 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $1621.15

1 Year Target Price $1621.15

Analysts Price Target For last 52 week
$1621.15 Target price
52w Low $1183.6
Current$1398.06
52w High $1623.83

Analysis of Past Performance

Type Stock
Historic Profit 39.9%
Avg. Invested days 80
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 78.78B USD
Price to earnings Ratio 46.51
1Y Target Price 1621.15
Price to earnings Ratio 46.51
1Y Target Price 1621.15
Volume (30-day avg) 23
Beta 1.07
52 Weeks Range 1183.60 - 1623.83
Updated Date 08/28/2025
52 Weeks Range 1183.60 - 1623.83
Updated Date 08/28/2025
Dividends yield (FY) -
Basic EPS (TTM) 30.06

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-08-05
When -
Estimate 9.86
Actual 9.6

Profitability

Profit Margin 22.52%
Operating Margin (TTM) 46.8%

Management Effectiveness

Return on Assets (TTM) 11.23%
Return on Equity (TTM) -

Valuation

Trailing PE 46.51
Forward PE 32.89
Enterprise Value 100830901586
Price to Sales(TTM) 9.18
Enterprise Value 100830901586
Price to Sales(TTM) 9.18
Enterprise Value to Revenue 11.75
Enterprise Value to EBITDA 23.23
Shares Outstanding 56350300
Shares Floating 56077550
Shares Outstanding 56350300
Shares Floating 56077550
Percent Insiders 0.39
Percent Institutions 98.61

ai summary icon Upturn AI SWOT

Transdigm Group Incorporated

stock logo

Company Overview

overview logo History and Background

Transdigm Group Incorporated was founded in 1993. It grew through acquisitions of aerospace component manufacturers, focusing on proprietary products with strong aftermarket demand. It went public in 2006 and has continued its acquisition strategy, becoming a leading global designer, producer, and supplier of engineered aerospace components, systems, and subsystems.

business area logo Core Business Areas

  • Power & Control: Includes components and systems that provide and control power for aircraft, such as pumps, motors, actuators, and control valves.
  • Airframe Architectures: Includes components that are integrated into the airframe, such as latching systems, lighting, and specialized controls.
  • Non-aviation: Includes products made for other markets outside aviation.

leadership logo Leadership and Structure

Kevin Stein is the CEO of Transdigm Group Incorporated. The company is organized into multiple operating units, each focused on specific product lines or customer segments. This decentralized structure allows for entrepreneurial decision-making and a focus on operational efficiency.

Top Products and Market Share

overview logo Key Offerings

  • Proprietary Aerospace Components: Transdigm focuses on proprietary aerospace components, including ignition systems, pumps, valves, actuators, and lighting. Competitors include Eaton Corporation and Curtiss-Wright Corporation. Market share data is difficult to pinpoint precisely for each component type but is significant due to their focus on sole-source and proprietary products. Revenue for specific products is not publicly disclosed.
  • Aftermarket Services: Provides repair, overhaul, and other aftermarket services for its products. Aftermarket service revenues are a significant portion of Transdigm's overall revenue. Competitors include OEMs and independent repair organizations. The exact market share is not publicly available but represents a substantial portion of the overall aerospace aftermarket.

Market Dynamics

industry overview logo Industry Overview

The aerospace industry is characterized by high barriers to entry, long product lifecycles, and stringent regulatory requirements. The industry is driven by both commercial and military aircraft production and aftermarket demand.

Positioning

Transdigm is a leading player in the aerospace component market, particularly for proprietary products with strong aftermarket demand. Its competitive advantage lies in its focus on sole-source or limited-competition products, pricing power, and efficient operations.

Total Addressable Market (TAM)

The global aerospace components market is estimated to be several hundred billion dollars. Transdigm's TAM is focused on the segments where it holds a leading position in proprietary and aftermarket components.

Upturn SWOT Analysis

Strengths

  • Proprietary products
  • High aftermarket revenue
  • Strong pricing power
  • Decentralized operating structure
  • Experienced management team

Weaknesses

  • High debt levels
  • Reliance on acquisitions for growth
  • Exposure to cyclical aerospace industry
  • Potential for increased regulation

Opportunities

  • Further acquisitions of aerospace component manufacturers
  • Expansion into new product lines
  • Growth in emerging markets
  • Increased demand for aftermarket services

Threats

  • Economic downturn impacting air travel and aircraft production
  • Increased competition from other aerospace component manufacturers
  • Disruptive technologies
  • Rising interest rates

Competitors and Market Share

competitor logo Key Competitors

  • HEICO Corporation (HEI)
  • Eaton Corporation (ETN)
  • Curtiss-Wright Corporation (CW)

Competitive Landscape

Transdigm has a competitive advantage in its focus on proprietary products and aftermarket services. It faces competition from other aerospace component manufacturers, including HEICO Corporation, Eaton Corporation and Curtiss-Wright Corporation, which each have unique strengths and strategies.

Major Acquisitions

DART Aerospace

  • Year: 2019
  • Acquisition Price (USD millions): 360
  • Strategic Rationale: Expanded Transdigm's product portfolio and strengthened its position in the helicopter market.

Esterline Technologies

  • Year: 2019
  • Acquisition Price (USD millions): 4000
  • Strategic Rationale: Significantly broadens Transdigm's portfolio of engineered components and systems for the aerospace and defense markets. This acquisition brought in many strong brand names in the market.

Growth Trajectory and Initiatives

Historical Growth: Transdigm's historical growth has been driven by acquisitions and organic growth in its core markets.

Future Projections: Analysts expect Transdigm to continue to grow through acquisitions and organic growth in the aerospace market. Revenue is expected to increase, and EPS is expected to grow as the company deleverages its balance sheet.

Recent Initiatives: Recent strategic initiatives include acquisitions of complementary aerospace component manufacturers, investments in research and development, and efforts to improve operational efficiency.

Summary

Transdigm is a strong company due to its focus on proprietary aerospace components and aftermarket services, allowing for high profit margins. Its decentralized structure and experienced management contribute to its success. However, its high debt levels and reliance on acquisitions pose risks. Transdigm should continue to focus on deleveraging and improving operational efficiency.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company SEC Filings (10-K, 10-Q)
  • Company Investor Relations Materials
  • Equity Research Reports
  • Industry Analysis Reports

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market data is subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Transdigm Group Incorporated

Exchange NYSE
Headquaters Cleveland, OH, United States
IPO Launch date 2006-03-15
President, CEO & Director Dr. Kevin M. Stein Ph.D.
Sector Industrials
Industry Aerospace & Defense
Full time employees 16600
Full time employees 16600

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, delivery systems and electronic components, and cargo loading and handling systems. This segment serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. The Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, engineered audio, radio and antenna systems, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, parachutes, specialized flight, wind tunnel and jet engine testing services and equipment, and testing and instrumentation solutions. This segment serves airframe manufacturers, cabin system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. The Non-aviation segment offers seat belts and safety restraints; mechanical/electromechanical actuators and controls; hydraulic/electromechanical actuators and fuel valves; refueling systems; and turbine controls. This segment serves off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers; and manufacturers of heavy equipment. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.