TransDigm Group Incorporated

NYSE:TDG Rapport sur les actions

Capitalisation boursière : US$67.8b

TransDigm Group Dividendes et rachats

Dividende contrôle des critères 2/6

TransDigm Group est une société versant des dividendes avec un rendement actuel de 7.33%.

Informations clés

7.3%

Rendement du dividende

1.0%

Rendement des rachats

Rendement total pour l'actionnaire8.3%
Rendement futur des dividendes0%
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Article d’analyse • 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...
Mise à jour du récit • 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 Alpha
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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 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
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Nouveau récit • 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.

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: TDG verse un dividende depuis moins de 10 ans et pendant cette période, les paiements ont été volatils.

Dividende croissant: Les paiements de dividendes de TDG ont augmenté, mais la société n'a versé de dividendes que pendant 6 ans.

Rendement des dividendes par rapport au marché

TransDigm Group Rendement des dividendes par rapport au marché
Comment le rendement du dividende de TDG se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (TDG)7.3%
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Aerospace & Defense)1.1%
Analyste prévisionnel (TDG) (jusqu'à 3 ans)0%

Dividende notable: Le dividende de TDG ( 7.33% ) est supérieur à celui des 25 % des payeurs de dividendes les plus faibles du marché US ( 1.41% ).

Dividende élevé: Le dividende de TDG ( 7.33% ) se situe dans les 25 % des premiers payeurs de dividendes du marché US ( 4.23% )

Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de TDG afin de déterminer si les dividendes versés sont couverts par les bénéfices.

Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Avec son cash payout ratio élevé (272.1%), les paiements de dividendes de TDG ne sont pas bien couverts par les flux de trésorerie.

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/04 20:41
Cours de l'action en fin de journée2026/06/04 00:00
Les revenus2026/03/28
Revenus annuels2025/09/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

TransDigm Group Incorporated est couverte par 37 analystes. 21 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Peter ArmentBaird
David StraussBarclays
Carter CopelandBarclays