TransDigm Group Crecimiento futuro
Future controles de criterios 1/6
Se prevé un crecimiento anual de los beneficios y los ingresos de TransDigm Group de 15.9% y 8.4% por año respectivamente. Se prevé que el BPA crezca en un 11.9% al año. Se espera que la rentabilidad financiera sea de 9.3% en 3 años.
Información clave
15.9%
Tasa de crecimiento de los beneficios
11.86%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Aerospace & Defense | 19.0% |
| Tasa de crecimiento de los ingresos | 8.4% |
| Rentabilidad financiera futura | 9.32% |
| Cobertura de analistas | Good |
| Última actualización | 21 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Artículo de análisis • 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...
Actualización de narrativa • 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.Seeking Alpha • Apr 24
TransDigm: Commercial Exposure Drives Sell-Off, But Valuation Now Attractive
Summary TransDigm (TDG) shares have declined over 10%, but I maintain a buy rating with a $1,537 price target, implying 32% upside. Commercial aftermarket exposure presents risk from geopolitical tensions and cost inflation, but earnings estimates have held up relatively well. TDG is expected to deliver 10.5% annual sales growth and nearly 20% annual free cash flow growth through 2028, with margins dipping slightly before recovering. Despite demand risks, current valuation is oversold versus historical and peer multiples, and M&A opportunities could further enhance value. Read the full article on Seeking AlphaActualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • Jun 29
Why TransDigm Group Incorporated (NYSE:TDG) Could Be Worth Watching
Let's talk about the popular TransDigm Group Incorporated ( NYSE:TDG ). The company's shares received a lot of...Artículo de análisis • Jun 11
Does TransDigm Group (NYSE:TDG) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...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 Alpha
Nueva narrativa • Sep 24
Skyrocketing Through Challenges, A Future Of Growth And Strategic Wins In Aerospace
Strong aftermarket demand and favorable aerospace market trends suggest potential for significant revenue and earnings growth.Seeking Alpha • Sep 09
TransDigm -- A Stock Every Investor Should Know
Summary TransDigm Group Incorporated excels with proprietary products and aftermarket sales, driving high margins and consistent cash flow, benefiting from growing and aging fleets. The private-equity-style model and 92 acquisitions since 1993 have generated substantial shareholder value and positioned TransDigm Group as a key aerospace supplier. Despite a high P/E ratio of 39.3x, TransDigm Group's strong growth outlook and special dividend approach make it a compelling investment. Regulatory risks and economic cycles are concerns, but TransDigm's pricing power and strategic acquisitions ensure a bright future in the aerospace industry. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 9/30/2028 | 12,174 | 3,016 | 3,220 | 3,582 | 16 |
| 9/30/2027 | 11,317 | 2,550 | 2,782 | 2,956 | 21 |
| 9/30/2026 | 10,373 | 2,052 | 2,312 | 2,445 | 20 |
| 3/28/2026 | 9,503 | 1,864 | 1,850 | 2,105 | N/A |
| 12/27/2025 | 9,110 | 1,808 | 1,878 | 2,118 | N/A |
| 9/30/2025 | 8,831 | 1,866 | 1,816 | 2,038 | N/A |
| 6/28/2025 | 8,579 | 1,751 | 1,906 | 2,103 | N/A |
| 3/29/2025 | 8,388 | 1,720 | 1,901 | 2,080 | N/A |
| 12/28/2024 | 8,157 | 1,644 | 1,990 | 2,161 | N/A |
| 9/30/2024 | 7,940 | 1,481 | 1,880 | 2,045 | N/A |
| 6/29/2024 | 7,606 | 1,560 | 1,774 | 1,935 | N/A |
| 3/30/2024 | 7,304 | 1,450 | 1,576 | 1,733 | N/A |
| 12/30/2023 | 6,977 | 1,351 | 1,490 | 1,634 | N/A |
| 9/30/2023 | 6,585 | 1,260 | 1,236 | 1,375 | N/A |
| 7/1/2023 | 6,243 | 1,071 | 1,051 | 1,186 | N/A |
| 4/1/2023 | 5,897 | 958 | 961 | 1,089 | N/A |
| 12/31/2022 | 5,632 | 853 | 921 | 1,046 | N/A |
| 9/30/2022 | 5,429 | 779 | 829 | 948 | N/A |
| 7/2/2022 | 5,198 | 762 | 853 | 964 | N/A |
| 4/2/2022 | 5,018 | 841 | 805 | 907 | N/A |
| 1/1/2022 | 4,884 | 746 | 819 | 918 | N/A |
| 9/30/2021 | 4,798 | 607 | 808 | 913 | N/A |
| 7/3/2021 | 4,692 | 499 | 723 | 846 | N/A |
| 4/3/2021 | 4,496 | 178 | 876 | 991 | N/A |
| 1/2/2021 | 4,746 | 396 | 945 | 1,054 | N/A |
| 9/30/2020 | 5,103 | 467 | 1,108 | 1,213 | N/A |
| 6/27/2020 | 5,471 | 594 | 1,154 | 1,238 | N/A |
| 3/28/2020 | 5,970 | 726 | 1,048 | 1,156 | N/A |
| 12/28/2019 | 5,695 | 604 | N/A | 1,118 | N/A |
| 9/30/2019 | 5,223 | 728 | N/A | 1,015 | N/A |
| 6/29/2019 | 4,731 | 730 | N/A | 1,099 | N/A |
| 3/30/2019 | 4,191 | 820 | N/A | 1,021 | N/A |
| 12/29/2018 | 3,956 | 822 | N/A | 1,059 | N/A |
| 9/30/2018 | 3,811 | 906 | N/A | 1,022 | N/A |
| 6/30/2018 | 3,686 | 796 | N/A | 924 | N/A |
| 3/31/2018 | 3,603 | 748 | N/A | 852 | N/A |
| 12/30/2017 | 3,538 | 702 | N/A | 856 | N/A |
| 9/30/2017 | 3,504 | 469 | N/A | 789 | N/A |
| 7/1/2017 | 3,456 | 503 | N/A | 756 | N/A |
| 4/1/2017 | 3,356 | 494 | N/A | 787 | N/A |
| 12/31/2016 | 3,284 | 480 | N/A | 730 | N/A |
| 9/30/2016 | 3,171 | 583 | N/A | 683 | N/A |
| 7/2/2016 | 3,106 | 570 | N/A | 630 | N/A |
| 4/2/2016 | 3,000 | 509 | N/A | 625 | N/A |
| 1/2/2016 | 2,822 | 478 | N/A | 511 | N/A |
| 9/30/2015 | 2,707 | 444 | N/A | 521 | N/A |
| 6/27/2015 | 2,540 | 410 | N/A | 565 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (15.9% al año) de TDG es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (15.9% al año) de TDG crezcan menos que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de TDG crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (8.4% al año) de TDG crezcan más despacio que el mercado de US (11.7% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 8.4% al año) de TDG crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de TDG sea baja dentro de 3 años (9.3%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/25 19:48 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/28 |
| Ingresos anuales | 2025/09/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
TransDigm Group Incorporated está cubierta por 39 analistas. 21 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Peter Arment | Baird |
| David Strauss | Barclays |
| Carter Copeland | Barclays |