TransDigm Group (TDG) Aktienübersicht
TransDigm Group Incorporated entwickelt, produziert und liefert Flugzeugkomponenten in den Vereinigten Staaten und international. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 4/6 |
| Künftiges Wachstum | 1/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 0/6 |
| Dividenden | 2/6 |
Belohnungen
Risikoanalyse
TDG Community Fair Values
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Analyst Price Targets
TransDigm Group Incorporated Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$1,086.05 |
| 52-Wochen-Hoch | US$1,463.03 |
| 52-Wochen-Tief | US$1,071.25 |
| Beta | 0.89 |
| 1 Monat Veränderung | -9.52% |
| 3 Monate Veränderung | -16.31% |
| 1 Jahr Veränderung | -16.15% |
| 3 Jahre Veränderung | 27.59% |
| 5 Jahre Veränderung | 67.39% |
| Veränderung seit IPO | 4,406.43% |
Aktuelle Nachrichten und Updates
Recent updates
TransDigm Group: A Premium Option For Private-Equity-Like Exposure
Summary TransDigm Group is a buy as valuation lags fundamentals, offering rare relative value versus HEICO and historical multiples. TDG’s Q3 saw 22.5% YoY revenue growth, raised full-year guidance, and continued strong organic growth despite minor margin dilution from acquisitions. The business model’s high-margin, recurring aftermarket exposure supports elevated leverage and robust free cash flow, justifying its premium. Antitrust scrutiny and right-to-repair legislation pose risks, but recent acquisitions and MRO tailwinds reinforce TDG’s growth thesis. Read the full article on Seeking Alpha
TDG: Aftermarket Strength And Buybacks Will Drive Future Upside Potential
TransDigm Group's analyst fair value estimate has inched up by $0.50 to $1,524.50, reflecting a blend of recent target hikes and cuts as analysts factor in updated views on discount rates, revenue growth, margins, and future price-to-earnings (P/E) assumptions. Analyst Commentary Recent Street research on TransDigm Group shows a mix of higher and lower price targets, with analysts weighing valuation, execution risk, and growth assumptions differently.TransDigm Group (TDG) Stock Could Be 12.8% Undervalued After Q2 Results And Acquisitions
Q2 results and acquisitions put TransDigm Group (TDG) in focus TransDigm Group (TDG) is back on investors’ radar after reporting strong Q2 2026 results, raising its full year outlook, and closing a US$2.2b acquisition in the aerospace aftermarket. See our latest analysis for TransDigm Group. At a share price of US$1,328.31, TransDigm Group has seen short term momentum pick up, with a 5.75% 7 day share price return and 9.46% 30 day share price return. However, the 3 year total shareholder...TDG: Aftermarket Cash Flows And Buybacks Will Support Future Upside
TransDigm Group's updated analyst price target has moved slightly lower to $1,524. This reflects analysts' adjustments to fair value, discount rate, growth assumptions, margins, and future P/E after recent mixed target changes across the Street.Results: TransDigm Group Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates
TransDigm Group Incorporated ( NYSE:TDG ) investors will be delighted, with the company turning in some strong numbers...TDG: Aftermarket Cash Flows And M&A Discipline Will Support Future Upside
Narrative Update The updated analyst price target for TransDigm edges lower by about $15, as analysts factor in higher required returns and slightly softer margin assumptions while keeping revenue growth and P/E expectations broadly in line. Analyst Commentary Recent Street research around TransDigm highlights a mix of caution and support, with several firms adjusting ratings and price targets in response to updated assumptions on required returns, margins, and execution risk after the latest quarterly report.TDG: Aftermarket Cash Flows And M&A Discipline Will Drive Future Returns
Analysts have trimmed the fair value estimate for TransDigm Group to about $1,552 from roughly $1,591, reflecting a mix of reduced price targets following recent downgrades and initiations, alongside some upward revisions from firms that remain constructive on the stock. Analyst Commentary Recent research shows a split field, with some firms trimming price targets or downgrading, while others are still raising their valuation work for TransDigm Group.TDG: Aftermarket Cash Flows And Buybacks Will Drive Future Returns
TransDigm Group's analyst price target has been adjusted slightly higher to $1,591.25, as analysts factor in updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples following a mix of recent target hikes and cuts across the Street. Analyst Commentary Recent Street research around TransDigm Group shows a split between bullish analysts lifting price targets and more cautious voices lowering targets or moving to neutral stances.TDG: Future Returns Will Be Driven By Aftermarket Cash Flows And Buyback Capacity
The analyst derived fair value estimate for TransDigm Group has inched higher to approximately $1,586 from about $1,581, as analysts modestly raise price targets on the back of Q3 and Q4 earnings beats, resilient aftermarket profitability, and expectations for continued 20% multi year EPS growth, despite some deceleration in aftermarket growth rates and conservative forward guidance. Analyst Commentary Bullish analysts remain broadly constructive on TransDigm, highlighting continued earnings outperformance, resilient margins, and a compelling relative valuation profile even as growth normalizes from post pandemic highs.TDG: Future Returns Will Be Driven By Aftermarket Margins And M&A Optionality
Our revised fair value estimate for TransDigm Group edges up to $1,581 from $1,578, reflecting analysts' slightly higher price targets supported by continued earnings outperformance, resilient aftermarket fundamentals, and the optionality from future large scale M&A. Analyst Commentary Street research remains broadly constructive on TransDigm, with most recent actions involving higher price targets and reaffirmed positive ratings, even where those targets have been modestly trimmed.TDG: Multi-Year Earnings Expansion Will Rely On Margin Strength And M&A Capacity
TransDigm Group's fair value estimate has been increased by analysts to $1,577.65 from $1,557.89. This change reflects continued conviction in strong organic growth, robust earnings performance, and expectations for future margin resilience despite a mixed outlook for certain market segments.TDG: Aftermarket Demand And Acquisition Capacity Will Drive Shares Higher
Analysts have reduced their price targets for TransDigm Group. Recent estimates have moved from a range of about $1,730 to $1,385 per share, citing factors including compressed valuation multiples, shifting after-market demand, and a more uncertain outlook for large acquisitions.Analysts Adjust TransDigm Group Outlook Amid Aftermarket Strength and Softer OEM Demand
Analysts have revised TransDigm Group's price target lower, reducing the fair value from $1,586 to $1,558. This adjustment is attributed to factors such as softening commercial OEM demand, compressed EBITDA multiples, and a more cautious outlook on large acquisitions.Air Travel Demand And OEM Backlogs Will Sustain Future Upside
TransDigm Group's analyst price target has been lowered slightly from approximately $1,608 to $1,586. Analysts cite concerns around compressed EBITDA multiples and reduced Commercial OEM expectations, despite ongoing acquisition capacity and robust after-market fundamentals.TransDigm Group (NYSE:TDG) Is Investing Its Capital With Increasing Efficiency
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Air Travel Demand And OEM Backlogs Will Sustain Future Upside
TransDigm Group’s price target remains steady at $1621 as weaker commercial OEM sales expectations are offset by bullish confidence in ongoing aerospace and defense strength, sector tailwinds, and the company’s resilient fundamentals. Analyst Commentary Recent reduction in price target reflects lowered sales guidance due to weaker Commercial OEM end-market expectations, driven by slower build rates and inventory destocking in the supply chain.TransDigm: Still A Buy Despite The Leverage And The Premium Valuation
Summary TransDigm holds a dominant market position, leveraging its pricing power to maintain high FCF margins and return capital to shareholders despite potential 2025 headwinds. 90% of its revenue comes from selling proprietary parts, ensuring FAA-certified exclusivity and pricing power. During the Q1 2025 earnings, the company showed commitment to returning capital to its shareholders with special dividend payments and share repurchases. Even though we are seeing growth in the commercial OEM segment of the business, that will be circumvented by the growth in defense spending. DOGE fears are exaggerated due to the fact that the DoD contributes less than 1% of TransDigm's revenue. Read the full article on Seeking AlphaTransDigm Group: Balanced Growth Outlook But Negative Near-Term Sentiment (Rating Downgrade)
Summary I recommend a hold rating for TransDigm stock due to near-term sentiment headwinds, despite strong structural tailwinds from aftermarket demand and increasing defense budgets. TDG benefits from robust air travel demand and supply chain disruptions, driving high demand for maintenance, repair, and overhaul services. TDG's defense segment is growing, supported by rising global defense spending, but regulatory scrutiny and growth deceleration pose risks. TDG trades at a premium multiple, making it less attractive now; investors should revisit once uncertainties subside or valuation improves. Read the full article on Seeking AlphaAktionärsrenditen
| TDG | US Aerospace & Defense | US Markt | |
|---|---|---|---|
| 7D | -2.3% | -1.0% | -0.1% |
| 1Y | -16.2% | 4.0% | 11.9% |
Rendite im Vergleich zur Industrie: TDG unter dem Niveau der Branche US Aerospace & Defense , die im vergangenen Jahr eine Rendite von 4% erzielte.
Rendite vs. Markt: TDG hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 11.9 erzielte.
Preisvolatilität
| TDG volatility | |
|---|---|
| TDG Average Weekly Movement | 3.6% |
| Aerospace & Defense Industry Average Movement | 8.5% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
Stabiler Aktienkurs: TDG hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: TDGDie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1993 | 16,500 | Mike Lisman | www.transdigm.com |
TransDigm Group Incorporated entwickelt, produziert und liefert Flugzeugkomponenten in den Vereinigten Staaten und international. Das Segment Power & Control bietet mechanische/elektromechanische Aktuatoren und Steuerungen, Zündsysteme und Triebwerkstechnik, spezielle Pumpen und Ventile, Stromaufbereitungsgeräte, spezielle AC/DC-Elektromotoren und -Generatoren, Batterien und Ladegeräte, Datenbusse und Stromversorgungssteuerungen, Sensorprodukte, Schalter und Relaistafeln, Hebezeuge, Winden und Hebevorrichtungen, Frachtlade- und -handhabungssysteme, Liefersysteme und elektronische Komponenten. Das Airframe-Segment bietet technische Verriegelungsvorrichtungen, technische Stangen, technische Steckverbinder und Elastomer-Dichtungslösungen, Cockpit-Sicherheitskomponenten und -systeme, Cockpit-Displays, Toilettenkomponenten, Sitzgurte und Sicherheitsrückhaltesysteme, technische und kundenspezifische Innenraumoberflächen und zugehörige Komponenten, Wärmeschutz- und Isolationsprodukte, Beleuchtungs- und Steuerungstechnik, Fallschirme, spezielle Flug-, Windkanal- und Triebwerkstestservices und -ausrüstungen, Test- und Instrumentierungslösungen sowie technische Audio-, Funk- und Antennensysteme.
TransDigm Group Incorporated's Grundlagenzusammenfassung
| TDG grundlegende Statistiken | |
|---|---|
| Marktanteil | US$60.03b |
| Gewinn(TTM) | US$1.91b |
| Umsatz(TTM) | US$10.01b |
Ist TDG zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| TDG Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$10.01b |
| Kosten der Einnahmen | US$4.02b |
| Bruttogewinn | US$5.99b |
| Sonstige Ausgaben | US$4.08b |
| Gewinn | US$1.91b |
Zuletzt gemeldete Gewinne
Jun 27, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 34.57 |
| Bruttomarge | 59.82% |
| Nettogewinnspanne | 19.10% |
| Schulden/Eigenkapital-Verhältnis | -341.3% |
Wie hat sich TDG auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/21 07:39 |
| Aktienkurs zum Tagesende | 2026/09/18 00:00 |
| Gewinne | 2026/06/27 |
| Jährliche Einnahmen | 2025/09/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
TransDigm Group Incorporated wird von 37 Analysten beobachtet. 22 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Peter Arment | Baird |
| Carter Copeland | Barclays |
| David Strauss | Barclays |