TransDigm Group Résultats passés
Passé contrôle des critères 2/6
TransDigm Group a connu une croissance annuelle moyenne de ses bénéfices de 26.9%, tandis que le secteur Aerospace & Defense a vu ses bénéfices augmenter de en hausse à 20.3% par an. Les revenus ont augmenté de en hausse à un taux moyen de 15.7% par an.
Informations clés
26.91%
Taux de croissance des bénéfices
26.93%
Taux de croissance du BPA
| Aerospace & Defense Croissance de l'industrie | 5.38% |
| Taux de croissance des recettes | 15.68% |
| Rendement des fonds propres | n/a |
| Marge nette | 19.61% |
| Dernière mise à jour des bénéfices | 28 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • 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.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 AlphaMise 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 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
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.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment TransDigm Group gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 28 Mar 26 | 9,503 | 1,864 | 997 | 0 |
| 27 Dec 25 | 9,110 | 1,808 | 964 | 0 |
| 30 Sep 25 | 8,831 | 1,866 | 921 | 0 |
| 28 Jun 25 | 8,579 | 1,751 | 926 | 0 |
| 29 Mar 25 | 8,388 | 1,720 | 916 | 0 |
| 28 Dec 24 | 8,157 | 1,644 | 927 | 0 |
| 30 Sep 24 | 7,940 | 1,481 | 934 | 0 |
| 29 Jun 24 | 7,606 | 1,560 | 890 | 0 |
| 30 Mar 24 | 7,304 | 1,450 | 858 | 0 |
| 30 Dec 23 | 6,977 | 1,351 | 817 | 0 |
| 30 Sep 23 | 6,585 | 1,260 | 780 | 0 |
| 01 Jul 23 | 6,243 | 1,071 | 769 | 0 |
| 01 Apr 23 | 5,897 | 958 | 773 | 0 |
| 31 Dec 22 | 5,632 | 853 | 758 | 0 |
| 30 Sep 22 | 5,429 | 779 | 744 | 0 |
| 02 Jul 22 | 5,198 | 762 | 685 | 0 |
| 02 Apr 22 | 5,018 | 841 | 651 | 0 |
| 01 Jan 22 | 4,884 | 746 | 617 | 0 |
| 30 Sep 21 | 4,798 | 607 | 671 | 0 |
| 03 Jul 21 | 4,692 | 499 | 662 | 0 |
| 03 Apr 21 | 4,496 | 178 | 653 | 0 |
| 02 Jan 21 | 4,746 | 396 | 671 | 0 |
| 30 Sep 20 | 5,103 | 467 | 715 | 0 |
| 27 Jun 20 | 5,471 | 594 | 714 | 0 |
| 28 Mar 20 | 5,970 | 726 | 773 | 0 |
| 28 Dec 19 | 5,695 | 604 | 747 | 0 |
| 30 Sep 19 | 5,223 | 728 | 744 | 0 |
| 29 Jun 19 | 4,731 | 730 | 592 | 0 |
| 30 Mar 19 | 4,191 | 820 | 487 | 0 |
| 29 Dec 18 | 3,956 | 822 | 453 | 0 |
| 30 Sep 18 | 3,811 | 906 | 450 | 0 |
| 30 Jun 18 | 3,686 | 796 | 427 | 0 |
| 31 Mar 18 | 3,603 | 748 | 423 | 0 |
| 30 Dec 17 | 3,538 | 702 | 414 | 0 |
| 30 Sep 17 | 3,504 | 469 | 414 | 0 |
| 01 Jul 17 | 3,456 | 503 | 405 | 0 |
| 01 Apr 17 | 3,356 | 494 | 388 | 0 |
| 31 Dec 16 | 3,284 | 480 | 378 | 0 |
| 30 Sep 16 | 3,171 | 583 | 357 | 0 |
| 02 Jul 16 | 3,106 | 570 | 342 | 0 |
| 02 Apr 16 | 3,000 | 509 | 332 | 0 |
| 02 Jan 16 | 2,822 | 478 | 315 | 0 |
| 30 Sep 15 | 2,707 | 444 | 303 | 0 |
| 27 Jun 15 | 2,540 | 410 | 293 | 0 |
Des revenus de qualité: TDG a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de TDG sont inférieures à celles de l'année dernière TDG. (19.6%) sont inférieures à celles de l'année dernière (20.5%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de TDG ont augmenté de manière significative de 26.9% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de TDG au cours de l'année écoulée ( 8.4% ) est inférieure à sa moyenne sur 5 ans ( 26.9% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices TDG au cours de l'année écoulée ( 8.4% ) n'a pas surpassé celle du secteur Aerospace & Defense 23.9%.
Rendement des fonds propres
ROE élevé: Le passif TDG dépasse son actif, il est donc difficile de calculer son rendement des capitaux propres.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/09 12:18 |
| Cours de l'action en fin de journée | 2026/06/09 00:00 |
| Les revenus | 2026/03/28 |
| Revenus annuels | 2025/09/30 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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. 20 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.
| Analyste | Institution |
|---|---|
| Peter Arment | Baird |
| David Strauss | Barclays |
| Carter Copeland | Barclays |