View Future GrowthTransDigm Group 過去の業績過去 基準チェック /26TransDigm Groupは26.9%の年平均成長率で業績を伸ばしているが、Aerospace & Defense業界はgrowingで10.4%毎年増加している。売上は成長しており、年平均15.7%の割合である。主要情報26.91%収益成長率26.93%EPS成長率Aerospace & Defense 業界の成長13.65%収益成長率15.68%株主資本利益率n/aネット・マージン19.61%前回の決算情報28 Mar 2026最近の業績更新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すべての更新を表示Recent updatesBuy 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.収支内訳TransDigm Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BIT:1TDG 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費28 Mar 269,5031,864997027 Dec 259,1101,808964030 Sep 258,8311,866921028 Jun 258,5791,751926029 Mar 258,3881,720916028 Dec 248,1571,644927030 Sep 247,9401,481934029 Jun 247,6061,560890030 Mar 247,3041,450858030 Dec 236,9771,351817030 Sep 236,5851,260780001 Jul 236,2431,071769001 Apr 235,897958773031 Dec 225,632853758030 Sep 225,429779744002 Jul 225,198762685002 Apr 225,018841651001 Jan 224,884746617030 Sep 214,798607671003 Jul 214,692499662003 Apr 214,496178653002 Jan 214,746396671030 Sep 205,103467715027 Jun 205,471594714028 Mar 205,970726773028 Dec 195,695604747030 Sep 195,223728744029 Jun 194,731730592030 Mar 194,191820487029 Dec 183,956822453030 Sep 183,811906450030 Jun 183,686796427031 Mar 183,603748423030 Dec 173,538702414030 Sep 173,504469414001 Jul 173,456503405001 Apr 173,356494388031 Dec 163,284480378030 Sep 163,171583357002 Jul 163,106570342002 Apr 163,000509332002 Jan 162,822478315030 Sep 152,707444303027 Jun 152,5404102930質の高い収益: 1TDGは 高品質の収益 を持っています。利益率の向上: 1TDGの現在の純利益率 (19.6%)は、昨年(20.5%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 1TDGの収益は過去 5 年間で年間26.9%増加しました。成長の加速: 1TDGの過去 1 年間の収益成長率 ( 8.4% ) は、5 年間の平均 ( 年間26.9%を下回っています。収益対業界: 1TDGの過去 1 年間の収益成長率 ( 8.4% ) Aerospace & Defense業界72.1%を上回りませんでした。株主資本利益率高いROE: 1TDGの負債は資産を上回っているため、自己資本利益率を計算することは困難です。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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2026/05/24 05:31終値2026/05/22 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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 21 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。39 アナリスト機関Peter ArmentBairdDavid StraussBarclaysCarter CopelandBarclays36 その他のアナリストを表示
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
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.