TransDigm Group IncorporatedTDG
NYSE•Industrials•Aerospace & Defense
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.
Transdigm Group Incorporated (TDG) reported trailing twelve months revenue of $9.50B as of March 2026, a 13.3% increase year-over-year. Quarterly revenue reached $2.54B, reflecting continued top-line momentum.
Transdigm Group Incorporated generated $2.08B in TTM net income, with quarterly EBITDA of $29.00M. The operating margin expanded from 46.1% to 46.3%, suggesting improving cost efficiency and pricing discipline.
The spread between operating margin (46.3%) and net margin (21.0%) indicates significant non-operating expenses or interest burden. Net margin has narrowed from 22.3% a year ago, reflecting increased costs or interest expense.
TDG trades at a P/E of 31.9x (a premium multiple) and a P/S of 7.0x.
The company generated $64.00M in free cash flow over the trailing twelve months, a 30.4% decrease year-over-year, indicating cash generation ability. The balance sheet shows $25.44B in total assets with $31.28B in long-term debt against $-9.40B in stockholders equity. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are stable at ~46.2%, suggesting durable pricing power and cost discipline.
Limited ROE data for a reliable assessment.
8 of the last 8 quarters generated positive FCF. The company generally funds itself but has occasional cash consumption quarters.
TTM revenue has grown consistently (7 of 7 quarters up), with ~25.0% growth over the period. Strong demand durability.
Data-driven red flags and warnings across 21 quarters
Margins are stable or improving at ~46.5% — no sign of cost or pricing stress.
FCF covers net income by 1.0x on average — earnings are well-supported by cash generation.
Limited debt-to-equity data available.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Share count is stable — no significant dilution or buyback activity.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation