TransDigm Group（1TDG）株式概要トランスダイム・グループ・インコーポレイテッドは、米国内外で航空機部品の設計、製造、供給を行っている。 詳細1TDG ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績2/6財務の健全性0/6配当金2/6報酬当社が推定した公正価値より20.9%で取引されている 収益は年間15.91%増加すると予測されています 過去5年間の収益は年間26.9%増加しました。 リスク分析マイナスの株主資本 利払いは収益で十分にカバーされない Italian市場と比較した過去 3 か月間の株価の変動不安定な配当実績 すべてのリスクチェックを見る1TDG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW501,009 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG501,009 investors already sharing narrativesYour Fair Value€Current Price€1.16k3.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture014b2016201920222025202620282031Revenue US$14.2bEarnings US$2.8bAdvancedSet Fair ValueView all narrativesTransDigm Group Incorporated 競合他社LeonardoSymbol: BIT:LDOMarket cap: €31.1bAvioSymbol: BIT:AVIOMarket cap: €1.5bPrysmianSymbol: BIT:PRYMarket cap: €38.4bBAE SystemsSymbol: LSE:BA.Market cap: UK£55.9b価格と性能株価の高値、安値、推移の概要TransDigm Group過去の株価現在の株価US$1,162.0052週高値US$1,191.5052週安値US$1,001.00ベータ0.881ヶ月の変化8.60%3ヶ月変化11.20%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-0.21%最新ニュースBuy Or Sell Opportunity • 4hNow 21% undervaluedOver the last 90 days, the stock has risen 11% to €1,162. The fair value is estimated to be €1,468, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Buy Or Sell Opportunity • May 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.1% to €1,038. The fair value is estimated to be €1,324, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • May 07TransDigm Group Incorporated Revises Earnings Guidance for the Year 2026TransDigm Group Incorporated revised earnings guidance for the year ending September 30, 2026. For the year, the company revised net sales are anticipated to be in the range of $10,300 million to $10,420 million compared with $8,831 million in fiscal 2025, an increase of 17.3% at the midpoint (an increase of $420 million at the midpoint from prior guidance); Net income is anticipated to be in the range of $2,026 million to $2,106 million compared with $2,074 million in fiscal 2025, a decrease of 0.4% at the midpoint primarily due to additional interest expense relating to the financing activities completed during the fourth quarter of fiscal 2025 and the second quarter of fiscal 2026 (an increase of $58 million at the midpoint from prior guidance); Earnings per share is expected to be in the range of $33.91 to $35.29 per share based upon weighted average shares outstanding of 58.0 million shares, compared with $32.08 per share in fiscal 2025, which is an increase of 7.9% at the midpoint (an increase of $1.17 per share at the midpoint from prior guidance). net sales of $10,300 million to $10,420 million compared to previous guidance of $9,845 million to $10,035 million. GAAP Net Income of $2,026 million to $2,106 million compared to previous guidance of $1,952 million to $2,064 million. GAAP Earnings Per Share OF $33.91 to $35.29 compared to previous guidance of $32.47 to $34.39 per share.Reported Earnings • May 06Second quarter 2026 earnings released: EPS: US$9.19 (vs US$8.24 in 2Q 2025)Second quarter 2026 results: EPS: US$9.19 (up from US$8.24 in 2Q 2025). Revenue: US$2.54b (up 18% from 2Q 2025). Net income: US$535.0m (up 12% from 2Q 2025). Profit margin: 21% (down from 22% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.お知らせ • Apr 27TransDigm Group Incorporated to Report Q2, 2026 Results on May 05, 2026TransDigm Group Incorporated announced that they will report Q2, 2026 results Pre-Market on May 05, 2026お知らせ • Apr 16TransDigm Group Incorporated Provides Earnings Guidance for the Thirteen-Week Period Ended March 28, 2026TransDigm Group Incorporated provided earnings guidance for the thirteen-week period ended March 28, 2026. For the period, the company estimates Net sales of approximately $2,540 million to $2,545 million.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • 4hNow 21% undervaluedOver the last 90 days, the stock has risen 11% to €1,162. The fair value is estimated to be €1,468, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Buy Or Sell Opportunity • May 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.1% to €1,038. The fair value is estimated to be €1,324, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • May 07TransDigm Group Incorporated Revises Earnings Guidance for the Year 2026TransDigm Group Incorporated revised earnings guidance for the year ending September 30, 2026. For the year, the company revised net sales are anticipated to be in the range of $10,300 million to $10,420 million compared with $8,831 million in fiscal 2025, an increase of 17.3% at the midpoint (an increase of $420 million at the midpoint from prior guidance); Net income is anticipated to be in the range of $2,026 million to $2,106 million compared with $2,074 million in fiscal 2025, a decrease of 0.4% at the midpoint primarily due to additional interest expense relating to the financing activities completed during the fourth quarter of fiscal 2025 and the second quarter of fiscal 2026 (an increase of $58 million at the midpoint from prior guidance); Earnings per share is expected to be in the range of $33.91 to $35.29 per share based upon weighted average shares outstanding of 58.0 million shares, compared with $32.08 per share in fiscal 2025, which is an increase of 7.9% at the midpoint (an increase of $1.17 per share at the midpoint from prior guidance). net sales of $10,300 million to $10,420 million compared to previous guidance of $9,845 million to $10,035 million. GAAP Net Income of $2,026 million to $2,106 million compared to previous guidance of $1,952 million to $2,064 million. GAAP Earnings Per Share OF $33.91 to $35.29 compared to previous guidance of $32.47 to $34.39 per share.Reported Earnings • May 06Second quarter 2026 earnings released: EPS: US$9.19 (vs US$8.24 in 2Q 2025)Second quarter 2026 results: EPS: US$9.19 (up from US$8.24 in 2Q 2025). Revenue: US$2.54b (up 18% from 2Q 2025). Net income: US$535.0m (up 12% from 2Q 2025). Profit margin: 21% (down from 22% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.お知らせ • Apr 27TransDigm Group Incorporated to Report Q2, 2026 Results on May 05, 2026TransDigm Group Incorporated announced that they will report Q2, 2026 results Pre-Market on May 05, 2026お知らせ • Apr 16TransDigm Group Incorporated Provides Earnings Guidance for the Thirteen-Week Period Ended March 28, 2026TransDigm Group Incorporated provided earnings guidance for the thirteen-week period ended March 28, 2026. For the period, the company estimates Net sales of approximately $2,540 million to $2,545 million.お知らせ • Apr 07TransDigm Group Incorporated (NYSE:TDG) completed the acquisition of Victor Sierra Aviation Holdings LLC and Jet Parts Engineering, LLC from Vance Street Management LLC.TransDigm Group Incorporated (NYSE:TDG) signed a binding Stock Purchase Agreement to acquire Victor Sierra Aviation Holdings LLC and Jet Parts Engineering, LLC from Vance Street Management LLC for $2.2 billion on January 16, 2026. A cash consideration of $2.2 billion will be paid by TransDigm Group Incorporated. As part of consideration, $2.2 billion is paid towards common equity of Victor Sierra Aviation Holdings LLC and Jet Parts Engineering, LLC. As of February 9, 2026, TransDigm Group Incorporated announced that its wholly-owned subsidiary, TransDigm Inc., is planning, subject to market and other conditions, to offer an incremental $2,000 million of new debt. The offering is expected to be comprised of $1,000 million of new senior subordinated notes and $1,000 million of new term loans to be launched concurrently. TransDigm Group intends to use the net proceeds of the incremental debt, together with cash on hand, to fund the aggregate purchase price of the previously announced and expected acquisitions of (i) Stellant Systems, Inc. and (ii) Jet Parts Engineering and Victor Sierra Aviation Holdings (collectively, the “Acquisitions”) and for related transaction fees and expenses. For the period ending December 31, 2025, Victor Sierra Aviation Holdings LLC and Jet Parts Engineering, LLC combinedly reported total revenue of $280 million. The transaction is subject to approval by regulatory board / committee. Harris Williams LLC acted as financial advisor for Victor Sierra Aviation Holdings LLC, Jet Parts Engineering, LLC and Vance Street Management LLC. Paul Hastings LLP acted as legal advisor for Victor Sierra Aviation Holdings LLC, Jet Parts Engineering, LLC and Vance Street Management LLC. Baker & Hostetler LLP acted as legal advisor for TransDigm Group Incorporated. TransDigm Group Incorporated (NYSE:TDG) completed the acquisition of Victor Sierra Aviation Holdings LLC and Jet Parts Engineering, LLC from Vance Street Management LLC on April 7, 2026.お知らせ • Feb 04Transdigm Group Incorporated Raises Earnings Guidance for the Fiscal Year 2026TransDigm Group Incorporated raised earnings guidance for the fiscal year 2026. For the period, the company Net sales are anticipated to be in the range of $9,845 million to $10,035 million compared with $8,831 million in fiscal 2025, an increase of 12.6% at the midpoint (an increase of $90 million at the midpoint from prior guidance); Net income is anticipated to be in the range of $1,952 million to $2,064 million compared with $2,074 million in fiscal 2025, a decrease of 3.2% at the midpoint primarily due to additional interest expense relating to the financing activities completed during the fourth quarter of fiscal 2025 (an increase of $42 million at the midpoint from prior guidance); Earnings per share is expected to be in the range of $32.47 to $34.39 per share based upon weighted average shares outstanding of 58.3 million shares, compared with $32.08 per share in fiscal 2025, which is an increase of 4.2% at the midpoint (an increase of $0.86 per share at the midpoint from prior guidance).お知らせ • Jan 26+ 1 more updateTransDigm Group Incorporated, Annual General Meeting, Mar 05, 2026TransDigm Group Incorporated, Annual General Meeting, Mar 05, 2026. Location: 1350 euclid avenue, suite 1600, ohio 44115, cleveland United Statesお知らせ • Jan 01TransDigm Group Incorporated (NYSE:TDG) entered into a definitive agreement to acquire Stellant Systems, Inc. from Arlington Management Employees, LLC for approximately $960 million.TransDigm Group Incorporated (NYSE:TDG) entered into a definitive agreement to acquire Stellant Systems, Inc. from Arlington Management Employees, LLC for approximately $960 million on December 31, 2025. A cash consideration of $960 million will be paid by TransDigm Group Incorporated. As part of consideration, $960 million is paid towards common equity of Stellant Systems, Inc. The transaction is subject to customary regulatory approvals and closing conditions. The transaction is expected to close in 2026. Harris Williams served as exclusive financial advisor to Arlington Management Employees, LLC and Stellant Systems, Inc. Douglas Ryder, Michael Chung, Sara Zablotney, Steven Cantor, Ivan Schlager, Justin Schenck, Luci Hague, Michael Krasnovsky, Christie Alcala, Maureen O’Brien, Jack Amaro, Matthew Lovell, Joanna Schlingbaum, Roberto Miceli, Jonathan Kidwell, Andrea Murino, Noah Pinegar and Michael Thorpe of Kirkland & Ellis served as legal counsel to Arlington Management Employees, LLC and Stellant Systems, Inc.株主還元1TDGIT Aerospace & DefenseIT 市場7D0.3%18.7%3.4%1Yn/a19.4%26.8%株主還元を見る業界別リターン: 1TDGがItalian Aerospace & Defense業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 1TDG Italian市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 1TDG's price volatile compared to industry and market?1TDG volatility1TDG Average Weekly Movement6.5%Aerospace & Defense Industry Average Movement6.0%Market Average Movement4.7%10% most volatile stocks in IT Market8.2%10% least volatile stocks in IT Market3.0%安定した株価: 1TDGの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1TDGの weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199316,500Mike Lismanwww.transdigm.comトランスディグム・グループ・インコーポレーテッドは、米国内外で航空機部品の設計、生産、供給を行っている。パワー＆コントロール部門は、機械・電気機械アクチュエータと制御装置、点火システムとエンジン技術、特殊ポンプとバルブ、パワーコンディショニング装置、特殊AC/DC電気モーターと発電機、バッテリーと充電器、データバスとパワーコントロール、センサー製品、スイッチとリレーパネル、ホイスト、ウインチとリフティング装置、貨物積載とハンドリングシステム、配送システム、電子部品を提供している。機体部門では、ラッチ・ロック装置、ロッド、コネクター、エラストマーシール、コックピット・セキュリティ部品・システム、コックピット・ディスプレイ、化粧室部品、シートベルト・安全拘束具、内装部品、防熱・断熱製品、照明・制御技術、パラシュート、特殊飛行・風洞・ジェットエンジン試験サービス・機器、試験・計装ソリューション、音響・無線・アンテナシステムを提供している。非航空分野は、シートベルトと安全拘束具、機械／電気機械アクチュエータと制御装置、油圧／電気機械アクチュエータと燃料バルブ、給油システム、タービン制御装置を提供している。エンジン・動力システムおよびサブシステムサプライヤー、航空会社、第三者メンテナンスサプライヤー、軍需購買機関、修理工場、機体メーカー、客室システムおよびサブシステムサプライヤー、航空会社、第三者メンテナンスサプライヤー、オフロード車およびサブシステムサプライヤー、チャイルドシートシステムサプライヤー、衛星および宇宙システムサプライヤー、重機メーカーにサービスを提供している。以前はTDホールディング・コーポレーションとして知られ、2006年にトランスダイム・グループ・インコーポレーテッドに社名を変更した。同社は1993年に設立され、オハイオ州クリーブランドに本社を置いている。もっと見るTransDigm Group Incorporated 基礎のまとめTransDigm Group の収益と売上を時価総額と比較するとどうか。1TDG 基礎統計学時価総額€65.96b収益（TTM）€1.63b売上高(TTM)€8.32b39.9xPER（株価収益率7.8xP/Sレシオ1TDG は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1TDG 損益計算書（TTM）収益US$9.50b売上原価US$3.83b売上総利益US$5.68bその他の費用US$3.81b収益US$1.86b直近の収益報告Mar 28, 2026次回決算日該当なし一株当たり利益（EPS）33.33グロス・マージン59.72%純利益率19.61%有利子負債／自己資本比率-337.4%1TDG の長期的なパフォーマンスは？過去の実績と比較を見る配当金6.8%現在の配当利回りn/a配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/07 00:35終値2026/07/07 00:00収益2026/03/28年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TransDigm Group Incorporated 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37 アナリスト機関Peter ArmentBairdDavid StraussBarclaysCarter CopelandBarclays34 その他のアナリストを表示
Buy Or Sell Opportunity • 4hNow 21% undervaluedOver the last 90 days, the stock has risen 11% to €1,162. The fair value is estimated to be €1,468, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Buy Or Sell Opportunity • May 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.1% to €1,038. The fair value is estimated to be €1,324, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • May 07TransDigm Group Incorporated Revises Earnings Guidance for the Year 2026TransDigm Group Incorporated revised earnings guidance for the year ending September 30, 2026. For the year, the company revised net sales are anticipated to be in the range of $10,300 million to $10,420 million compared with $8,831 million in fiscal 2025, an increase of 17.3% at the midpoint (an increase of $420 million at the midpoint from prior guidance); Net income is anticipated to be in the range of $2,026 million to $2,106 million compared with $2,074 million in fiscal 2025, a decrease of 0.4% at the midpoint primarily due to additional interest expense relating to the financing activities completed during the fourth quarter of fiscal 2025 and the second quarter of fiscal 2026 (an increase of $58 million at the midpoint from prior guidance); Earnings per share is expected to be in the range of $33.91 to $35.29 per share based upon weighted average shares outstanding of 58.0 million shares, compared with $32.08 per share in fiscal 2025, which is an increase of 7.9% at the midpoint (an increase of $1.17 per share at the midpoint from prior guidance). net sales of $10,300 million to $10,420 million compared to previous guidance of $9,845 million to $10,035 million. GAAP Net Income of $2,026 million to $2,106 million compared to previous guidance of $1,952 million to $2,064 million. GAAP Earnings Per Share OF $33.91 to $35.29 compared to previous guidance of $32.47 to $34.39 per share.
Reported Earnings • May 06Second quarter 2026 earnings released: EPS: US$9.19 (vs US$8.24 in 2Q 2025)Second quarter 2026 results: EPS: US$9.19 (up from US$8.24 in 2Q 2025). Revenue: US$2.54b (up 18% from 2Q 2025). Net income: US$535.0m (up 12% from 2Q 2025). Profit margin: 21% (down from 22% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.
お知らせ • Apr 27TransDigm Group Incorporated to Report Q2, 2026 Results on May 05, 2026TransDigm Group Incorporated announced that they will report Q2, 2026 results Pre-Market on May 05, 2026
お知らせ • Apr 16TransDigm Group Incorporated Provides Earnings Guidance for the Thirteen-Week Period Ended March 28, 2026TransDigm Group Incorporated provided earnings guidance for the thirteen-week period ended March 28, 2026. For the period, the company estimates Net sales of approximately $2,540 million to $2,545 million.
Buy Or Sell Opportunity • 4hNow 21% undervaluedOver the last 90 days, the stock has risen 11% to €1,162. The fair value is estimated to be €1,468, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Buy Or Sell Opportunity • May 11Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.1% to €1,038. The fair value is estimated to be €1,324, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • May 07TransDigm Group Incorporated Revises Earnings Guidance for the Year 2026TransDigm Group Incorporated revised earnings guidance for the year ending September 30, 2026. For the year, the company revised net sales are anticipated to be in the range of $10,300 million to $10,420 million compared with $8,831 million in fiscal 2025, an increase of 17.3% at the midpoint (an increase of $420 million at the midpoint from prior guidance); Net income is anticipated to be in the range of $2,026 million to $2,106 million compared with $2,074 million in fiscal 2025, a decrease of 0.4% at the midpoint primarily due to additional interest expense relating to the financing activities completed during the fourth quarter of fiscal 2025 and the second quarter of fiscal 2026 (an increase of $58 million at the midpoint from prior guidance); Earnings per share is expected to be in the range of $33.91 to $35.29 per share based upon weighted average shares outstanding of 58.0 million shares, compared with $32.08 per share in fiscal 2025, which is an increase of 7.9% at the midpoint (an increase of $1.17 per share at the midpoint from prior guidance). net sales of $10,300 million to $10,420 million compared to previous guidance of $9,845 million to $10,035 million. GAAP Net Income of $2,026 million to $2,106 million compared to previous guidance of $1,952 million to $2,064 million. GAAP Earnings Per Share OF $33.91 to $35.29 compared to previous guidance of $32.47 to $34.39 per share.
Reported Earnings • May 06Second quarter 2026 earnings released: EPS: US$9.19 (vs US$8.24 in 2Q 2025)Second quarter 2026 results: EPS: US$9.19 (up from US$8.24 in 2Q 2025). Revenue: US$2.54b (up 18% from 2Q 2025). Net income: US$535.0m (up 12% from 2Q 2025). Profit margin: 21% (down from 22% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Aerospace & Defense industry in Europe.
お知らせ • Apr 27TransDigm Group Incorporated to Report Q2, 2026 Results on May 05, 2026TransDigm Group Incorporated announced that they will report Q2, 2026 results Pre-Market on May 05, 2026
お知らせ • Apr 16TransDigm Group Incorporated Provides Earnings Guidance for the Thirteen-Week Period Ended March 28, 2026TransDigm Group Incorporated provided earnings guidance for the thirteen-week period ended March 28, 2026. For the period, the company estimates Net sales of approximately $2,540 million to $2,545 million.
お知らせ • Apr 07TransDigm Group Incorporated (NYSE:TDG) completed the acquisition of Victor Sierra Aviation Holdings LLC and Jet Parts Engineering, LLC from Vance Street Management LLC.TransDigm Group Incorporated (NYSE:TDG) signed a binding Stock Purchase Agreement to acquire Victor Sierra Aviation Holdings LLC and Jet Parts Engineering, LLC from Vance Street Management LLC for $2.2 billion on January 16, 2026. A cash consideration of $2.2 billion will be paid by TransDigm Group Incorporated. As part of consideration, $2.2 billion is paid towards common equity of Victor Sierra Aviation Holdings LLC and Jet Parts Engineering, LLC. As of February 9, 2026, TransDigm Group Incorporated announced that its wholly-owned subsidiary, TransDigm Inc., is planning, subject to market and other conditions, to offer an incremental $2,000 million of new debt. The offering is expected to be comprised of $1,000 million of new senior subordinated notes and $1,000 million of new term loans to be launched concurrently. TransDigm Group intends to use the net proceeds of the incremental debt, together with cash on hand, to fund the aggregate purchase price of the previously announced and expected acquisitions of (i) Stellant Systems, Inc. and (ii) Jet Parts Engineering and Victor Sierra Aviation Holdings (collectively, the “Acquisitions”) and for related transaction fees and expenses. For the period ending December 31, 2025, Victor Sierra Aviation Holdings LLC and Jet Parts Engineering, LLC combinedly reported total revenue of $280 million. The transaction is subject to approval by regulatory board / committee. Harris Williams LLC acted as financial advisor for Victor Sierra Aviation Holdings LLC, Jet Parts Engineering, LLC and Vance Street Management LLC. Paul Hastings LLP acted as legal advisor for Victor Sierra Aviation Holdings LLC, Jet Parts Engineering, LLC and Vance Street Management LLC. Baker & Hostetler LLP acted as legal advisor for TransDigm Group Incorporated. TransDigm Group Incorporated (NYSE:TDG) completed the acquisition of Victor Sierra Aviation Holdings LLC and Jet Parts Engineering, LLC from Vance Street Management LLC on April 7, 2026.
お知らせ • Feb 04Transdigm Group Incorporated Raises Earnings Guidance for the Fiscal Year 2026TransDigm Group Incorporated raised earnings guidance for the fiscal year 2026. For the period, the company Net sales are anticipated to be in the range of $9,845 million to $10,035 million compared with $8,831 million in fiscal 2025, an increase of 12.6% at the midpoint (an increase of $90 million at the midpoint from prior guidance); Net income is anticipated to be in the range of $1,952 million to $2,064 million compared with $2,074 million in fiscal 2025, a decrease of 3.2% at the midpoint primarily due to additional interest expense relating to the financing activities completed during the fourth quarter of fiscal 2025 (an increase of $42 million at the midpoint from prior guidance); Earnings per share is expected to be in the range of $32.47 to $34.39 per share based upon weighted average shares outstanding of 58.3 million shares, compared with $32.08 per share in fiscal 2025, which is an increase of 4.2% at the midpoint (an increase of $0.86 per share at the midpoint from prior guidance).
お知らせ • Jan 26+ 1 more updateTransDigm Group Incorporated, Annual General Meeting, Mar 05, 2026TransDigm Group Incorporated, Annual General Meeting, Mar 05, 2026. Location: 1350 euclid avenue, suite 1600, ohio 44115, cleveland United States
お知らせ • Jan 01TransDigm Group Incorporated (NYSE:TDG) entered into a definitive agreement to acquire Stellant Systems, Inc. from Arlington Management Employees, LLC for approximately $960 million.TransDigm Group Incorporated (NYSE:TDG) entered into a definitive agreement to acquire Stellant Systems, Inc. from Arlington Management Employees, LLC for approximately $960 million on December 31, 2025. A cash consideration of $960 million will be paid by TransDigm Group Incorporated. As part of consideration, $960 million is paid towards common equity of Stellant Systems, Inc. The transaction is subject to customary regulatory approvals and closing conditions. The transaction is expected to close in 2026. Harris Williams served as exclusive financial advisor to Arlington Management Employees, LLC and Stellant Systems, Inc. Douglas Ryder, Michael Chung, Sara Zablotney, Steven Cantor, Ivan Schlager, Justin Schenck, Luci Hague, Michael Krasnovsky, Christie Alcala, Maureen O’Brien, Jack Amaro, Matthew Lovell, Joanna Schlingbaum, Roberto Miceli, Jonathan Kidwell, Andrea Murino, Noah Pinegar and Michael Thorpe of Kirkland & Ellis served as legal counsel to Arlington Management Employees, LLC and Stellant Systems, Inc.
