TransDigm Group Management
Management Kriterienprüfungen 2/4
TransDigm Group CEO ist Mike Lisman , ernannt in Oct 2025, hat eine Amtszeit von weniger als einem Jahr. Die jährliche Gesamtvergütung beträgt $33.88M , bestehend aus 2.3% Gehalt und 97.7% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.009% der Aktien des Unternehmens, im Wert von $7.02M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.2 Jahre bzw. 8.8 Jahre.
Wichtige Informationen
Mike Lisman
Geschäftsführender
US$33.9m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 2.27% |
| Amtszeit als Geschäftsführer | less than a year |
| Eigentum des Geschäftsführers | 0.009% |
| Durchschnittliche Amtszeit des Managements | 3.2yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 8.8yrs |
Jüngste Management Updates
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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 28 2026 | n/a | n/a | US$2b |
| Dec 27 2025 | n/a | n/a | US$2b |
| Sep 30 2025 | US$34m | US$768k | US$2b |
| Jun 28 2025 | n/a | n/a | US$2b |
| Mar 29 2025 | n/a | n/a | US$2b |
| Dec 28 2024 | n/a | n/a | US$2b |
| Sep 30 2024 | US$25m | US$763k | US$1b |
| Jun 29 2024 | n/a | n/a | US$2b |
| Mar 30 2024 | n/a | n/a | US$1b |
| Dec 30 2023 | n/a | n/a | US$1b |
| Sep 30 2023 | US$13m | US$720k | US$1b |
| Jul 01 2023 | n/a | n/a | US$1b |
| Apr 01 2023 | n/a | n/a | US$958m |
| Dec 31 2022 | n/a | n/a | US$853m |
| Sep 30 2022 | US$5m | US$656k | US$779m |
| Jul 02 2022 | n/a | n/a | US$762m |
| Apr 02 2022 | n/a | n/a | US$841m |
| Jan 01 2022 | n/a | n/a | US$746m |
| Sep 30 2021 | US$14m | US$584k | US$607m |
| Jul 03 2021 | n/a | n/a | US$499m |
| Apr 03 2021 | n/a | n/a | US$178m |
| Jan 02 2021 | n/a | n/a | US$396m |
| Sep 30 2020 | US$3m | US$496k | US$467m |
| Jun 27 2020 | n/a | n/a | US$594m |
| Mar 28 2020 | n/a | n/a | US$726m |
| Dec 28 2019 | n/a | n/a | US$604m |
| Sep 30 2019 | US$14m | US$468k | US$728m |
Vergütung im Vergleich zum Markt: MikeDie Gesamtvergütung ($USD33.88M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.46M).
Entschädigung vs. Einkommen: MikeDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.
Geschäftsführer
Mike Lisman (42 yo)
less than a year
Amtszeit
US$33,877,872
Vergütung
Mr. Michael J. Lisman, also known as Mike, served as Co-Chief Operating Officer of TransDigm Group Incorporated since May 26, 2023 until October 1, 2025 and serves as its President and Chief Executive Offi...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$33.88m | 0.0093% $ 7.0m | |
| Chief Financial Officer | 3.2yrs | US$15.85m | 0.0088% $ 6.6m | |
| Co-Chief Operating Officer | 3.2yrs | US$39.50m | 0.0064% $ 4.8m | |
| Co-Chief Operating Officer | less than a year | US$13.84m | 0.0045% $ 3.4m | |
| Director of Investor Relations | no data | keine Daten | keine Daten | |
| General Counsel | 1yr | keine Daten | keine Daten | |
| Executive Vice President | 3yrs | keine Daten | keine Daten | |
| Executive Vice President | 7.5yrs | keine Daten | keine Daten | |
| Executive Vice President | no data | keine Daten | keine Daten | |
| Executive Vice President | 8.5yrs | keine Daten | keine Daten | |
| Executive Vice President | 6.6yrs | keine Daten | keine Daten | |
| Executive Vice President | no data | keine Daten | keine Daten |
3.2yrs
Durchschnittliche Betriebszugehörigkeit
53yo
Durchschnittliches Alter
Erfahrenes Management: TDGDas Führungsteam des Unternehmens gilt als erfahren (3.2 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$33.88m | 0.0093% $ 7.0m | |
| Independent Director | 8.8yrs | US$358.82k | 0.058% $ 43.3m | |
| Lead Independent Director | 16.3yrs | US$378.82k | 0.12% $ 88.7m | |
| Independent Director | 8.8yrs | US$348.82k | 0.0017% $ 1.3m | |
| Independent Director | 20.3yrs | US$358.82k | 0.060% $ 45.5m | |
| Independent Non-Executive Chairman | 33.5yrs | keine Daten | 0.053% $ 40.3m | |
| Independent Director | 23yrs | US$338.82k | 0.025% $ 18.5m | |
| Director | less than a year | US$2.12m | 0.0072% $ 5.4m | |
| Independent Director | 8.3yrs | US$338.82k | 0.0014% $ 1.0m | |
| Independent Director | 5.1yrs | US$319.32k | 0.0013% $ 941.2k |
8.8yrs
Durchschnittliche Betriebszugehörigkeit
62.5yo
Durchschnittliches Alter
Erfahrener Vorstand: TDGDie Vorstandsmitglieder gelten als erfahren (8.8 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/07 04:29 |
| Aktienkurs zum Tagesende | 2026/07/07 00:00 |
| Gewinne | 2026/03/28 |
| 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 |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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.
| Analyst | Einrichtung |
|---|---|
| Peter Arment | Baird |
| David Strauss | Barclays |
| Carter Copeland | Barclays |