TransDigm/$TDG

13:30
09:10
04:45
00:25
20:00
1D1W1MYTD1Y5YMAX

About TransDigm

TransDigm manufactures and services a broad set of specialized parts for commercial and military aircraft. The firm organizes itself in three segments: power and control, airframes, and a small non-aviation segment, which serves mostly off-road vehicles and mining equipment. It operates as an acquisitive holding company that focuses its portfolio on firms that make proprietary aerospace products with substantial aftermarket demand. TransDigm regularly employs financial leverage to amplify its operating results.

Ticker

$TDG

Primary listing

NYSE

Employees

16,600

TransDigm Metrics

BasicAdvanced
$72B
42.34
$30.14
1.03
$165.00
12.93%

What the Analysts think about TransDigm

Analyst ratings (Buy, Hold, Sell) for TransDigm stock.

Bulls say / Bears say

TransDigm surpassed Q2 profit estimates with adjusted EPS of $9.11 versus $8.95 consensus, and net sales up 12% to $2.15 billion, driven by strong aftermarket demand and little tariff impact, while reaffirming full-year outlook. (Reuters)
BofA Global Research raised TDG’s price target to $1,615 (10.6% upside), keeping a Buy rating as aftermarket and defense remain robust and tariff exposure is limited; 19 of 23 brokers rate the stock a Buy. (Reuters)
Strategic acquisition of Simmonds Precision Products for $765 million boosts TransDigm’s proprietary aftermarket portfolio, expected to add $350 million in annual revenue (40% aftermarket), improving long-term revenue stability. (Reuters)
Q2 10-Q shows long-term debt of $24.3 billion against cash of $2.43 billion, resulting in approximately $21.9 billion in net debt (around five times H1 EBITDA of $2.224 billion), increasing interest expense and financial leverage risk. (SEC)(PR Newswire)
TransDigm cut its full-year sales guidance to $8.76–$8.82 billion (midpoint down $60 million), citing weaker-than-expected commercial OEM demand and inventory destocking as main challenges. (Reuters)
TDG shares trade at a high ~50.6× adjusted P/E—well above sector averages—making the valuation vulnerable in case of cyclical OEM weakness or margin pressure. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 3 Sept 2025.

TransDigm Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

TransDigm Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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