TDGTransDigm Group
Price
-14%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, nothing alarming, price roughly fair, growth steady, the market undecided.
TD Group, through its wholly-owned subsidiary, TransDigm Inc., is a leading global designer, producer and supplier of highly engineered aircraft components that are critical to the safe and effective operation of nearly all commercial and military aircraft worldwide. Our products are represented in nearly every commercial and military aircraft in service today. Our business is well diversified due to the broad range of products we offer to our customers.
In the company’s own words · 10-K filed Nov 12, 2025 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
TransDigm Group (TDG) reported revenue of $2.74B in Q3 2026 (quarter ended Jun 27, 2026), up 23% from the same quarter a year earlier. That came with a gross margin of 59% and net income of $539M (20% of revenue). For the full year FY2025, revenue was $8.83B (+11% year on year) and net income $2.07B. Its largest segment in Q3 2026 was Airframe at $346M, 51% of the disclosed total, ahead of Power And Control at 43%. The next results filing is expected around Nov 11, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 29, 2026Completed Financing Summary On September 28, 2026, TransDigm Inc. (the “Issuer”), a wholly-owned subsidiary of TransDigm Group Incorporated (“TransDigm Group”), completed the previously announced offering of $3,000 million of new 6.75% Senior Secured Notes maturing January 2035 (the “Notes”) at an issue price of …Material agreement entered · Form 8-K
- Sep 28, 2026On September 28, 2026, TransDigm Group Incorporated (“TransDigm Group”) issued a press release (the “Press Release”) announcing the completion of the acquisition of Prince & Izant (“P&I” or “the Company”), formerly a portfolio company of Industrial Growth Partners, for approximately $1.066 billion in cash, including …Other event · Form 8-K
- Sep 21, 2026On September 21, 2026, TransDigm Group Incorporated (“TransDigm Group”) announced that its operating unit, Extant Aerospace, entered into a definitive agreement to acquire certain assets comprising a portfolio of commercial rotorcraft, land systems, and business jet products, including a facility located in California …Other event · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q3 2026 · $685.0MThe company’s own SEC segment disclosure.
- Airframe$346.0M51%
- Power And Control$293.0M43%
- Non Aviation Related Business$46.0M7%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Aerospace & Defense
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