SuperworthTransDigm TDG
- Market cap
- $61.1B
- PE
- 33.5×
- 10y median 42.3×
- Forward PE
- 23.6×
- 10y median 31.8×
- Price to sales
- 6.1×
- EV/EBIT
- 19.7×
- Revenue, 12 months
- $10B
- +17% on a year ago
- Net margin
- 21.3%
- Free cash flow yield
- 3.2%
TransDigm trades at 33.5× 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 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $1.9B+23% | $1.8B+28% | $1.9B+21% | $2B+17% | $2.2B+18% | $2B+12% | $2.1B+12% | $2.2B+9% | $2.4B+12% | $2.3B+14% | $2.5B+18% | $2.7B+23% | |
| Cost of revenue | $760M+22% | $747M+24% | $767M+16% | $826M+16% | $927M+22% | $771M+3% | $876M+14% | $905M+10% | $967M+4% | $933M+21% | $1B+18% | $1.1B+23% |
| Gross profit | $1.1B+23% | $1B+31% | $1.2B+24% | $1.2B+19% | $1.3B+15% | $1.2B+19% | $1.3B+11% | $1.3B+9% | $1.5B+17% | $1.4B+10% | $1.5B+19% | $1.6B+22% |
| SG&A | $202M−4% | $220M+30% | $248M+25% | $248M+19% | $265M+31% | $211M−4% | $236M−5% | $242M−2% | $256M−3% | $254M+20% | $273M+16% | $332M+37% |
| $856M+34% | $787M+33% | $867M+25% | $934M+19% | $943M+10% | $974M+24% | $991M+14% | $1B+11% | $1.2B+23% | $1B+7% | $1.2B+19% | $1.2B+18% | |
| Interest expense | $292M+5% | $300M+5% | $326M+11% | $316M+9% | $343M+18% | $378M+26% | $378M+16% | $397M+26% | $420M+22% | $475M+26% | $484M+28% | $514M+30% |
| Pre-tax income | $550M+52% | $488M+62% | $519M+31% | $602M+28% | $605M+10% | $619M+27% | $622M+20% | $635M+6% | $753M+25% | $572M−8% | $700M+13% | $713M+12% |
| $136M+42% | $106M+47% | $115M+24% | $141M+21% | $138M+2% | $126M+19% | $143M+24% | $142M+1% | $144M+4% | $127M+1% | $164M+15% | $173M+22% | |
| Net income | $415M+56% | $382M+68% | $403M+33% | $461M+31% | $468M+13% | $493M+29% | $479M+19% | $492M+7% | $610M+30% | $445M−10% | $535M+12% | $539M+10% |
| $7.22+81% | $4.87+46% | $6.97+31% | $7.96+30% | $5.81−20% | $7.62+57% | $8.24+18% | $8.47+6% | $7.75+33% | $6.62−13% | $9.20+12% | $9.39+11% | |
| 57.5M+1% | 57.7M+1% | 57.8M+1% | 57.9M+1% | 57.8M+1% | 58.3M+1% | 58.1M+1% | 58.1M+0% | 58.2M+1% | 58.2M−0% | 58.2M+0% | 57.4M−1% |
EPS, diluted: Q4 FY09 and Q4 FY10: quarter's net income to common over its shares, to the cent, the shares from counts implied by EPS, near the year's EPS less the nine months'. 14 periods, Q4 FY12 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: 6 periods, Q3 FY09 to Q3 FY21: not printed by the filing, worked out from its own lines. 14 periods, Q4 FY11 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days. Q4 FY13: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q4 FY26 | $2.9B | $2.9B to $3B | $12.21 | $11.87 to $12.64 | 13 |
| Q1 FY27 | $2.6B | $2.6B to $2.7B | $9.79 | $9.35 to $10.22 | 5 |
| Q2 FY27 | $2.9B | $2.8B to $3B | $11.83 | $11.30 to $12.16 | 1 |
| Q3 FY27 | $3.1B | $3B to $3.1B | $13.07 | $12.48 to $13.44 | 1 |
| Q4 FY27 | $3.3B | $3.1B to $3.3B | $14.01 | $13.38 to $14.40 | 1 |
| Q1 FY28 | $2.8B | $2.7B to $2.8B | $11.45 | $10.93 to $11.77 | 1 |
| Q2 FY28 | $3.1B | $3B to $3.1B | $13.70 | $13.08 to $14.08 | 2 |
| Q3 FY28 | $3.2B | $3.1B to $3.3B | $15.06 | $14.38 to $15.48 | 2 |
Peers
Companies in Aerospace & Defense nearest TransDigm's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| TDGTransDigm | $61.1B | 33.5× | 42.3× | 23.6× | 6.1× | +17% | 21.3% |
| HONAHoneywell Aerospace | $51.8B | n/m | n/a | 20.1× | n/m | n/m | n/m |
| HWMHowmet Aerospace | $74.1B | 40.1× | 40.9× | 31.5× | 8.1× | +18% | 20.5% |
| NOCNorthrop Grumman | $78.3B | 17.5× | 19.5× | 18.9× | 1.8× | +6% | 10.5% |
| LHXL3Harris Technologies | $47.3B | 25.6× | 30.1× | 20.6× | n/m | n/m | n/m |
| HEIHEICO | $41.6B | 49.5× | 59.3× | 42.8× | 8.0× | +21% | 16.4% |
| GDGeneral Dynamics | $94.5B | 21.3× | 19.4× | 20.0× | 1.7× | +9% | 8.2% |
| AXONAxon Enterprise | $34.1B | 174× | 136× | 47.0× | 10.6× | +35% | 6.2% |
| LMTLockheed Martin | $139.4B | 21.5× | 18.7× | 19.2× | 1.8× | +8% | 8.2% |
| BABoeing | $148.9B | 81.5× | 24.0× | 197× | 1.6× | +25% | 2.6% |
| WWDWoodward | $17.9B | 33.8× | 31.3× | n/m | 4.3× | +22% | 13.2% |
| Peer median | $63B | 33.8× | 30.1× | 20.6× | 3.1× | +19% | 9.4% |
Investors who own it
Investors we follow who held TransDigm at the end of Jun 30, 2026, from their 13F filings.
- Dan LoebThird Point2.3% of portfolioadded
- Stephen MandelLone Pine Capital0.2% of portfoliotrimmed
- Ron BaronBaron Capital0.2% of portfoliotrimmed
More on TransDigm
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #1of 44Aerospace and defense stocks with the highest profit margins
- #9of 366Industrial stocks with the highest profit margins
- #4of 24Aerospace and defense stocks cheapest against their own PE history
- #4of 12Aerospace and defense stocks with the fastest expected revenue growth
- #6of 14Aerospace and defense stocks with the lowest forward PE
Its groups
About
- Industry
- Aerospace & Defense
- Sector
- Industrials
Valuation data, not investment advice. Prices as of .