TransDigm Group Gestione
Criteri Gestione verificati 2/4
TransDigm Group Il CEO è Mike Lisman, nominato in Oct2025, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 33.88M, composta da 2.3% di stipendio e 97.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.009% delle azioni della società, per un valore di $ 6.25M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3 anni e 8.6 anni.
Informazioni chiave
Mike Lisman
Amministratore delegato
US$33.9m
Compenso totale
| Percentuale dello stipendio del CEO | 2.27% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.009% |
| Durata media del management | 3yrs |
| Durata media del Consiglio di amministrazione | 8.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • 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...
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • May 24
Investors Should Be Encouraged By TransDigm Group's (NYSE:TDG) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...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
Nuova narrazione • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$728m |
Compensazione vs Mercato: La retribuzione totale di Mike ($USD 33.88M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.80M ).
Compensazione vs guadagni: La retribuzione di Mike è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Mike Lisman (41 yo)
less than a year
Mandato
US$33,877,872
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$33.88m | 0.0093% $ 6.2m | |
| Chief Financial Officer | 3yrs | US$15.85m | 0.0088% $ 5.9m | |
| Co-Chief Operating Officer | 3yrs | US$39.50m | 0.0064% $ 4.3m | |
| Co-Chief Operating Officer | less than a year | US$13.84m | 0.0045% $ 3.0m | |
| Director of Investor Relations | no data | Nessun dato | Nessun dato | |
| General Counsel | less than a year | Nessun dato | Nessun dato | |
| Executive Vice President | 2.8yrs | Nessun dato | Nessun dato | |
| Executive Vice President | 7.3yrs | Nessun dato | Nessun dato | |
| Executive Vice President | no data | Nessun dato | Nessun dato | |
| Executive Vice President | 8.3yrs | Nessun dato | Nessun dato | |
| Executive Vice President | 6.4yrs | Nessun dato | Nessun dato | |
| Executive Vice President | no data | Nessun dato | Nessun dato |
3.0yrs
Durata media
52yo
Età media
Gestione esperta: Il team dirigenziale di TDG è considerato esperto (durata media dell'incarico 3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$33.88m | 0.0093% $ 6.2m | |
| Independent Director | 8.6yrs | US$358.82k | 0.058% $ 38.6m | |
| Lead Independent Director | 16.2yrs | US$378.82k | 0.12% $ 78.9m | |
| Independent Director | 8.6yrs | US$348.82k | 0.0017% $ 1.1m | |
| Independent Director | 20.1yrs | US$358.82k | 0.060% $ 40.5m | |
| Independent Non-Executive Chairman | 33.3yrs | Nessun dato | 0.053% $ 35.9m | |
| Independent Director | 22.8yrs | US$338.82k | 0.025% $ 16.5m | |
| Director | less than a year | US$2.12m | 0.0072% $ 4.8m | |
| Independent Director | 8.1yrs | US$338.82k | 0.0014% $ 924.8k | |
| Independent Director | 4.9yrs | US$319.32k | 0.0013% $ 837.7k |
8.6yrs
Durata media
61.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TDG sono considerati esperti (durata media dell'incarico 8.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 05:21 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/28 |
| Utili annuali | 2025/09/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
TransDigm Group Incorporated è coperta da 39 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Peter Arment | Baird |
| David Strauss | Barclays |
| Carter Copeland | Barclays |