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TDG 
Transdigm Group Incorporated (TDG)
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Upturn Advisory Summary
12/01/2025: TDG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
23 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $1581.1
1 Year Target Price $1581.1
| 14 | Strong Buy |
| 4 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 41.9% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 76.35B USD | Price to earnings Ratio 42.19 | 1Y Target Price 1581.1 |
Price to earnings Ratio 42.19 | 1Y Target Price 1581.1 | ||
Volume (30-day avg) 23 | Beta 0.92 | 52 Weeks Range 1101.96 - 1511.83 | Updated Date 12/1/2025 |
52 Weeks Range 1101.96 - 1511.83 | Updated Date 12/1/2025 | ||
Dividends yield (FY) 6.62% | Basic EPS (TTM) 32.11 |
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 2025-11-06 | When Before Market | Estimate 10.32 | Actual 10.82 |
Profitability
Profit Margin 23.49% | Operating Margin (TTM) 47.76% |
Management Effectiveness
Return on Assets (TTM) 10.82% | Return on Equity (TTM) - |
Valuation
Trailing PE 42.19 | Forward PE 33.9 | Enterprise Value 103525796718 | Price to Sales(TTM) 8.65 |
Enterprise Value 103525796718 | Price to Sales(TTM) 8.65 | ||
Enterprise Value to Revenue 11.72 | Enterprise Value to EBITDA 22.66 | Shares Outstanding 56318584 | Shares Floating 56054450 |
Shares Outstanding 56318584 | Shares Floating 56054450 | ||
Percent Insiders 0.38 | Percent Institutions 98.81 |
Upturn AI SWOT
Transdigm Group Incorporated
Company Overview
History and Background
Transdigm Group Incorporated was founded in 1993. It has grown through acquisitions, focusing on proprietary aerospace components with significant aftermarket content.
Core Business Areas
- Power & Control: Manufactures components and subsystems that provide power, control, and motion for aerospace applications.
- Airframe Assemblies: Supplies engineered components and subassemblies used in the construction and operation of aircraft airframes.
- Non-Automotive Transport: This segment designs, manufactures and delivers products such as engine and ignition systems, fuel pumps, and controls. They serve industries that require safe, reliable and efficient engine performance for non-automotive purposes.
Leadership and Structure
Transdigm's leadership team consists of experienced executives in the aerospace industry. The organizational structure is decentralized, allowing individual business units to operate with autonomy.
Top Products and Market Share
Key Offerings
- Electromechanical Actuators: Used in flight control systems. Market share is significant within specific applications; difficult to quantify precisely across the entire aerospace actuator market. Competitors include Moog, Parker Hannifin.
- Ignition Systems: Essential for aircraft engine start-up and operation. Market share estimated to be around 30% in their sub-segment of the market, but market data is limited and could vary. Competitors include Unison Industries (GE Aerospace), Woodward.
- Audio and Cabin Systems: Provide communication and entertainment solutions for aircraft interiors. Market share is highly fragmented in this section. Main competitors include Astronics Corporation, Collins Aerospace.
Market Dynamics
Industry Overview
The aerospace industry is characterized by long product lifecycles, high barriers to entry, and a significant aftermarket. Demand is driven by aircraft production, passenger traffic, and defense spending.
Positioning
Transdigm focuses on niche markets within the aerospace industry, specializing in proprietary components with high aftermarket content. Its competitive advantages include its differentiated products, aftermarket focus, and strong customer relationships.
Total Addressable Market (TAM)
TAM for aerospace components is estimated at hundreds of billions of dollars. Transdigm targets specific segments within this market, addressing a portion of the total available market. They are well-positioned in niche aftermarket segments.
Upturn SWOT Analysis
Strengths
- Proprietary products with high aftermarket content
- Strong aftermarket revenue stream
- Disciplined acquisition strategy
- Decentralized operating model
- High barriers to entry
Weaknesses
- High debt levels
- Dependence on the aerospace industry
- Acquisition integration risks
- Price Sensitivity
Opportunities
- Further acquisitions in fragmented markets
- Expansion into new aerospace applications
- Increased aftermarket demand due to aging aircraft fleet
- Growth in commercial aviation
Threats
- Aerospace industry downturns
- Increased competition
- Supply chain disruptions
- Changes in government regulations
Competitors and Market Share
Key Competitors
- HON
- GE
- RTX
Competitive Landscape
Transdigm differentiates itself through its focus on proprietary products with high aftermarket content. Competitors such as Honeywell, GE Aerospace, and RTX have broader product portfolios and serve a wider range of aerospace applications.
Major Acquisitions
Dumont Aviation Group
- Year: 2022
- Acquisition Price (USD millions): 725
- Strategic Rationale: Expands Transdigm's aftermarket presence and provides access to new customers and products.
Growth Trajectory and Initiatives
Historical Growth: Transdigm has grown significantly through acquisitions and organic growth in its aftermarket business.
Future Projections: Analysts project continued revenue and earnings growth, driven by the recovery in air travel and continued acquisitions.
Recent Initiatives: Recent initiatives include acquisitions to expand product offerings and market share, as well as efforts to improve operational efficiency.
Summary
Transdigm is a strong company with high aftermarket content that provides a reliable revenue stream. Their acquisiton strategy has proven successful for their growth. The company is also exposed to debt and the cyclicality of the aerospace industry that must be watched closely.
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Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data and other figures are estimates and may not be precise. Investment decisions should be made based on individual risk tolerance and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | CEO, President & Director Mr. Michael J. Lisman | ||
Sector Industrials | Industry Aerospace & Defense | Full time employees 16500 | Website https://www.transdigm.com |
Full time employees 16500 | Website https://www.transdigm.com | ||
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, cargo loading and handling systems, delivery systems, and electronic components. Its Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, 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, as well as engineered audio, radio, and antenna systems. 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. It serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots; airframe manufacturers, cabin system and subsystem suppliers, airlines, and third party maintenance suppliers; and off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers, as well as manufacturers of heavy equipment. The company was formerly known as TD Holding Corporation and changed its name to TransDigm Group Incorporated in 2006. The company was founded in 1993 and is headquartered in Cleveland, Ohio.
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