TransDigm Group Incorporated

NYSE:TDG Lagerbericht

Marktkapitalisierung: US$72.2b

TransDigm Group Ausschüttungen und Rückkäufe

Zukünftiges Wachstum Kriterienprüfungen 2/6

TransDigm Group ist ein dividendenzahlendes Unternehmen mit einer aktuellen Rendite von 6.97%.

Wichtige Informationen

7.0%

Dividendenausschüttung

1.0%

Rückkaufsrendite

Gesamte Aktionärsrendite7.9%
Zukünftige Dividendenrendite0%
Wachstum der Dividenden/a
Nächster Dividendenzahlungsterminn/a
Ex-Dividendendatumn/a
Dividende pro Aktien/a
Ausschüttungsquoten/a

Jüngste Updates zu Dividenden und Rückkäufen

Recent updates

Seeking Alpha • Jul 06

TransDigm: A Good Tax-Efficient Compounder For A Taxable Account

Summary TransDigm Group stands out as a tax-efficient, elite compounder with dominant aerospace component market share and a private equity-style acquisition strategy. TDG's capital allocation favors debt repayment, accretive acquisitions, and aggressive share buybacks over regular dividends, enhancing after-tax returns for taxable accounts. Despite a premium valuation, TDG trades below its five-year average P/E and offers superior margins versus peers, supported by strong pricing power and high free cash flow conversion. Management raised fiscal 2026 guidance, targeting $10.3–$10.42B in revenue and $2.5B in free cash flow, while monitoring geopolitical and inflationary risks to aftermarket demand. Read the full article on Seeking Alpha
Narrativ-Update • Jun 24

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.
Analyseartikel • Jun 21

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...
Narrativ-Update • Jun 07

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.
Analyseartikel • May 07

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...
Narrativ-Update • Apr 29

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.
Narrativ-Update • Apr 10

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.
Narrativ-Update • Mar 27

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.
Narrativ-Update • Dec 27

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.
Narrativ-Update • Dec 13

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.
Narrativ-Update • Nov 27

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.
Narrativ-Update • Nov 05

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.
Narrativ-Update • Oct 22

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.
Narrativ-Update • Oct 08

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.
Analyseartikel • Sep 21

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...
Narrativ-Update • Sep 04

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.
Seeking Alpha • Mar 14

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 Alpha
Seeking Alpha • Jan 21

TransDigm 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 Alpha
Seeking Alpha • Nov 18

TransDigm: Expect Muted Upside With Balance Sheet And Regulatory Headwinds

Summary TransDigm's Q4'24 results show strong performance with a 19% EBITDA increase, driven by robust growth in Commercial OEM and Aftermarket sales. The company continues its aggressive M&A strategy, acquiring SEI Industries, an electron device business, and Raptor Scientific, adding significant high-margin revenue streams. Elevated debt levels and potential regulatory scrutiny pose risks, potentially limiting M&A flexibility and impacting future growth. Despite high-quality operations, TransDigm's valuation appears fully priced, suggesting limited near-term upside; I remain cautious and will avoid buying for now. Read the full article on Seeking Alpha

Stabilität und Wachstum des Zahlungsverkehrs

Rufe Dividendendaten ab

Stabile Dividende: TDG zahlt seit weniger als 10 Jahren eine Dividende, und während dieser Zeit waren die Zahlungen volatil.

Wachsende Dividende: TDGDie Dividendenzahlungen des Unternehmens sind gestiegen, aber das Unternehmen zahlt erst seit 6 Jahren eine Dividende.

Dividendenrendite im Vergleich zum Markt

TransDigm Group Dividendenrendite im Vergleich zum Markt
Wie sieht die Dividendenrendite von TDG im Vergleich zum Markt aus?
SegmentDividendenrendite
Unternehmen (TDG)7.0%
Untere 25 % des Marktes (US)1.4%
Markt Top 25 % (US)4.2%
Branchendurchschnitt (Aerospace & Defense)1.0%
Analystenprognose (TDG) (bis zu 3 Jahre)0%

Bemerkenswerte Dividende: TDGDie Dividende des Unternehmens (6.97%) ist höher als die der untersten 25% der Dividendenzahler auf dem US Markt (1.35%).

Hohe Dividende: TDGDie Dividende des Unternehmens (6.97%) gehört zu den besten 25% der Dividendenzahler auf dem US Markt (4.18%)

Gewinnausschüttung an die Aktionäre

Abdeckung der Erträge: Unzureichende Daten zur Berechnung der Ausschüttungsquote von TDG, um festzustellen, ob die Dividendenzahlungen durch die Gewinne gedeckt sind.

Barausschüttung an die Aktionäre

Cashflow-Deckung: Mit seiner hohen Ausschüttungsquote (272.1%) sind die Dividendenzahlungen von TDG nicht ausreichend durch den Cashflow gedeckt.

Entdecken Sie dividendenstarke Unternehmen

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/12 11:57
Aktienkurs zum Tagesende2026/07/10 00:00
Gewinne2026/03/28
Jährliche Einnahmen2025/09/30

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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 des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, 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. 20 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.

AnalystEinrichtung
Peter ArmentBaird
David StraussBarclays
Carter CopelandBarclays