TDG

Transdigm Group Incorporated

Exchange: NYSESector: IndustrialsIndustry: Aerospace & Defense

TransDigm Group, through its wholly-owned subsidiaries, is a leading global designer, producer and supplier of highly engineered aircraft components for use on nearly all commercial and military aircraft in service today. Major product offerings, substantially all of which are ultimately provided to end-users in the aerospace industry, include 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, engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, databus and power controls, cockpit security components and systems, specialized and advanced cockpit displays, engineered audio, radio and antenna systems, specialized lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, advanced sensor products, switches and relay panels, thermal protection and insulation, lighting and control technology, parachutes, high performance hoists, winches and lifting devices, and cargo loading, handling and delivery systems, specialized flight, wind tunnel and jet engine testing services and equipment, electronic components used in the generation, amplification, transmission and reception of microwave signals, and complex testing and instrumentation solutions.

Did you know?

Profit margin of 22.2% — that's well above average.

Current Price

$1158.36

+0.89%

GoodMoat Value

$795.57

31.3% overvalued

Profile

Valuation (TTM)

Market Cap$65.24B

P/E36.08

EV$92.45B

P/B—

Shares Out56.32M

P/Sales7.16

Revenue$9.11B

EV/EBITDA20.04

Transdigm Group Incorporated (TDG) Company Profile

GoodMoat Analysis

Based on data as of March 26, 2026

TransDigm is a highly profitable aerospace parts supplier with a powerful competitive moat built on switching costs and proprietary designs, but its valuation appears extremely high relative to its growth and cash flow. The stock's current price of $1,156.49 is well above the GoodMoat Target of $795.57, indicating a significant premium.

Read full analysis

TransDigm Group is a specialized aerospace company that designs, manufactures, and sells proprietary, highly engineered aircraft components. These are often mission-critical parts like actuators, valves, and cockpit instruments. Its customers are primarily commercial and military aircraft manufacturers (OEMs like Boeing and Airbus) and airlines that need parts for maintenance, repair, and overhaul (MRO). The company's moat is exceptionally strong, scoring highly on several framework criteria. It exhibits powerful switching costs (criterion #2) because its proprietary parts are certified for specific aircraft, making them expensive and time-consuming for customers to replace. This grants TransDigm significant pricing power (criterion #13). It also demonstrates technology leadership and niche dominance (criteria #9 & #10) in its specialized components. Financially, it shows a stellar operating margin of 47.2% and profit margin of 22.2%, indicating excellent quality. However, key risks from the framework are present. The valuation is a major red flag (criterion #4), with a P/E of 36x and a price far above the target. The high debt level, implied by the extreme Debt/Equity ratio, is a concern, and the 14.78% dividend yield is likely a one-time special dividend, not a sustainable yield. A value investor might be interested in the durable, high-margin business model but would likely find the current price unfavourable, requiring a significant margin of safety that is not present. Analysis based on data as of 2024-05-15.

TDG Company Information

Major product offerings, substantially all of which are ultimately provided to end-users in the aerospace industry, include 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, engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, databus and power controls, cockpit security components and systems, specialized and advanced cockpit displays, engineered audio, radio and antenna systems, specialized lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, advanced sensor products, switches and relay panels, thermal protection and insulation, lighting and control technology, parachutes, high performance hoists, winches and lifting devices, and cargo loading, handling and delivery systems, specialized flight, wind tunnel and jet engine testing services and equipment, electronic components used in the generation, amplification, transmission and reception of microwave signals, and complex testing and instrumentation solutions.

Sector

Industrials

Industry

Aerospace & Defense

Exchange

NYSE

Country

Ohio, USA

TDG Key Officers

Key officers data coming soon

TDG Company Profile

Transdigm Group Incorporated (TDG) is a Industrials company in the Aerospace & Defense industry. It trades on NYSE. The company is based in Ohio, USA.

Market cap is $65.24B. There are 56.3M shares outstanding. Dividend yield is 14.76%.

See the full Transdigm Group Incorporated profile on GoodMoat. It covers key officers, financial metrics, and sector details. You can also use GoodMoat's DCF calculator, fair value models, and quality score to help decide if TDG is a good investment.