TransDigm Group INC
TransDigm Group INC (TDG) is listed on NYSE and classified in Aerospace & Defense, part of the Industrials sector. It is headquartered in Cleveland, United States and has 16,500 employees. The company is worth $63.11B and trades at 34.3x its earnings of the last twelve months; the median for its sector is 24.3x. Revenue was $8.83B in fiscal 2025, up 11.2% from the year before. Net income was $2.07B. The share price is 22.0% below its 52-week high of $1,463.03. 9 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Ken Griffin (Citadel Advisors), at $126.71M. In that quarter, 6 of them opened or added to the position and 2 reduced it. Over the last 30 days, company insiders sold $4.62M of its stock on the open market and bought none. All of those sales were scheduled in advance under 10b5-1 plans.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +97.1% over 5Y.
today you would have $2,197.45▲ +119.7%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 18 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $1,329.85 | $1,267.28 | $1,011.60 | $629.65 | $636.28 | $618.85 | $560.00 | $340.06 | $274.62 | $248.96 | $228.45 | $196.35 | $161.02 | $136.36 | $95.68 | $72.01 | $47.49 | $33.57 |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Earnings growing 25.0% a year plus a 0.0% dividend yield. Growth capped at 25%.
Median P/E of 24.3 among peers in the sector.
Median P/E of 40.5 across this company’s own years on record.
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 13.2x operating profit, less net debt. Banks have no EBITDA.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Industrials, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| GWWW.w Grainger Inc | $1,360.08 | 34.7x | 15.5x | 0.73% | 46.09% | $64.06B |
| BEBloom Energy Corp | $217.77 | 286.5x | 39.6x | 0.00% | 22.21% | $64.14B |
| FASTFastenal Co | $52.73 | 42.5x | 14.6x | 1.97% | 35.26% | $60.51B |
| PCARPaccar Inc | $109.59 |
| P/E | 40.5x | 41.5x | 49.5x | 45.9x | 47.0x | 61.1x | 69.1x | 40.5x | 21.0x | 34.9x | 24.0x | 29.1x | 62.1x | 67.4x | 22.8x | 30.2x | 28.6x | 15.3x | — |
| P/S | 4.5x | 8.5x | 9.0x | 8.5x | 6.3x | 7.3x | 6.6x | 5.7x | 4.7x | 4.1x | 4.2x | 4.5x | 4.3x | 4.4x | 4.1x | 4.0x | 4.3x | 3.1x | — |
| P/B | 5.9x | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.8x | 5.9x | 6.1x | 2.9x | — |
| EPS | $32.08 | $25.62 | $22.03 | $13.40 | $10.41 | $8.96 | $13.84 | $16.20 | $7.88 | $10.39 | $7.84 | $3.16 | $2.39 | $5.97 | $3.17 | $2.52 | $3.10 | — |
| Dividend yield | 9.42% | 6.77% | 5.92% | 3.46% | 2.94% | — | — | 11.16% | — | 8.01% | 9.64% | — | 12.73% | 13.66% | 9.42% | — | — | 16.11% | — |
| Payout | 279.19% | 280.55% | 292.74% | 158.87% | 138.06% | — | — | 451.59% | — | 279.19% | 230.99% | — | 791.14% | 920.50% | 215.24% | — | — | 246.77% | — |
| Profit margin | 17.77% | 23.49% | 21.59% | 19.71% | 15.95% | 14.17% | 13.70% | 17.04% | 25.11% | 17.03% | 18.49% | 16.52% | 12.93% | 15.73% | 19.11% | 14.27% | 19.75% | 21.39% | 18.65% |
| ROE | 21.23% | — | — | — | — | — | — | — | — | — | — | — | — | — | 26.66% | 21.23% | 27.56% | 19.89% | 20.36% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
5 methods answered, across 3 families.
Room for errors in the reported numbers.
-35.2% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| 23.2x |
| 2.8x |
| 2.52% |
| 12.76% |
| $57.68B |
| URIUnited Rentals Inc | $1,111.02 | 26.7x | 7.5x | 0.71% | 28.89% | $69.15B |
| HONHoneywell International Inc | $218.31 | 8.1x | 5.0x | 2.04% | 46.58% | $69.19B |