SuperworthTransDigm Group Incorporated TDG
Aerospace & Defense, Industrials
$1,093.06
−0.29%
- Market cap
- $60.4B
- PE
- 33.3×
- 10y median 42.4×
- Forward PE
- Price to sales
- 6.1×
- EV/EBIT
- 19.6×
- Revenue, 12 months
- $10B
- +17% on a year ago
- Net margin
- 21.3%
- Free cash flow yield
- 3.2%
TransDigm trades at 33.3× trailing earnings, cheaper than 71% of the last ten years. Revenue was $10B over the last twelve months, up 17% on a year earlier with a 21% net margin.
Charts
Financials
| Income statement | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $1.8B | $1.9B | $2B | $2.2B | $2B+12% | $2.1B+12% | $2.2B+9% | $2.4B+12% | $2.3B+14% | $2.5B+18% | $2.7B+23% | |
| Cost of revenue | $747M | $767M | $826M | $927M | $771M+3% | $876M+14% | $905M+10% | $967M+4% | $933M+21% | $1B+18% | $1.1B+23% |
| Gross profit | $1B | $1.2B | $1.2B | $1.3B | $1.2B+19% | $1.3B+11% | $1.3B+9% | $1.5B+17% | $1.4B+10% | $1.5B+19% | $1.6B+22% |
| SG&A | $220M | $248M | $248M | $265M | $211M−4% | $236M−5% | $242M−2% | $256M−3% | $254M+20% | $273M+16% | $332M+37% |
| $787M | $867M | $934M | $943M | $974M+24% | $991M+14% | $1B+11% | $1.2B+23% | $1B+7% | $1.2B+19% | $1.2B+18% | |
| Interest expense | $300M | $354M | $346M | $342M | $378M+26% | $378M+7% | $397M+15% | $420M+23% | $475M+26% | $484M+28% | $514M+30% |
| Pre-tax income | $488M | $519M | $602M | $605M | $619M+27% | $622M+20% | $635M+6% | $753M+25% | $572M−8% | $700M+13% | $713M+12% |
| $106M | $115M | $141M | $138M | $126M+19% | $143M+24% | $142M+1% | $144M+4% | $127M+1% | $164M+15% | $173M+22% | |
| Net income | $382M | $403M | $461M | $468M | $493M+29% | $479M+19% | $492M+7% | $610M+30% | $445M−10% | $535M+12% | $539M+10% |
| $4.87 | $6.97 | $7.96 | $5.79 | $7.62+56% | $8.24+18% | $8.47+6% | $7.75+34% | $6.62−13% | $9.20+12% | $9.39+11% | |
| 57.7M | 57.8M | 57.9M | 58M | 58.3M+1% | 58.1M+1% | 58.1M+0% | 58.1M+0% | 58.2M−0% | 58.2M+0% | 57.4M−1% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Aerospace & Defense within ten times TransDigm's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group Incorporated | $60.6B | 33.3× | 42.4× | 6.1× | +17% | 21.3% | |
| NOCNorthrop Grumman Corporation | $67.3B | 15.0× | 19.4× | 1.6× | +6% | 10.5% | |
| LHXL3Harris Technologies, Inc. | $43.5B | 23.6× | 30.1× | — | +83% | — | |
| GDGeneral Dynamics Corporation | $88.4B | 19.9× | 19.4× | 1.6× | +9% | 8.2% | |
| HEIHEICO Corporation | $41.3B | 49.2× | 59.3× | 8.0× | +21% | 16.4% | |
| HWMHowmet Aerospace Inc. | $88.8B | 48.0× | 40.5× | 9.7× | +18% | 20.5% | |
| AXONAxon Enterprise, Inc. | $33B | 168× | 137× | 10.2× | +35% | 6.2% | |
| LMTLockheed Martin Corporation | $115.2B | 18.4× | 18.7× | 1.5× | +7% | 8.2% | |
| BAThe Boeing Company | $148.8B | 81.5× | 23.9× | 1.6× | +25% | 2.6% | |
| CWCurtiss-Wright Corporation | $18.8B | 35.0× | 23.6× | 5.1× | +11% | 14.8% | |
| RTXRTX Corporation | $242.9B | 31.7× | 31.7× | 2.6× | +12% | 8.3% | |
| Peer median | $77.8B | 33.4× | 27.0× | 2.6× | +15% | 8.3% |
About
- Industry
- Aerospace & Defense
- Sector
- Industrials
Valuation data, not investment advice. Prices as of .