TransDigm Group（TDG）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
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Analyst Price Targets
TransDigm Group Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$1,198.09 |
| 52週高値 | US$1,623.83 |
| 52週安値 | US$1,123.61 |
| ベータ | 0.88 |
| 1ヶ月の変化 | -6.00% |
| 3ヶ月変化 | -9.93% |
| 1年変化 | -14.91% |
| 3年間の変化 | 53.67% |
| 5年間の変化 | 92.92% |
| IPOからの変化 | 4,871.33% |
最新ニュース
Recent updates
分析記事 • 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...
ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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
新しいナラティブ • 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 Alpha株主還元
| TDG | US Aerospace & Defense | US 市場 | |
|---|---|---|---|
| 7D | -0.3% | -1.0% | -0.3% |
| 1Y | -14.9% | 29.1% | 26.7% |
業界別リターン: TDG過去 1 年間で29.1 % の収益を上げたUS Aerospace & Defense業界を下回りました。
リターン対市場: TDGは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| TDG volatility | |
|---|---|
| TDG Average Weekly Movement | 4.4% |
| Aerospace & Defense Industry Average Movement | 9.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: TDG 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TDGの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1993 | 16,500 | Mike Lisman | www.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。
TransDigm Group Incorporated 基礎のまとめ
| TDG 基礎統計学 | |
|---|---|
| 時価総額 | US$65.95b |
| 収益（TTM） | US$1.86b |
| 売上高(TTM) | US$9.50b |
36.0x
PER（株価収益率7.1x
P/SレシオTDG は割高か？
公正価値と評価分析を参照収益と収入
| TDG 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% |
TDG 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
7.5%
現在の配当利回りn/a
配当性向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 | 2026/05/20 06:20 |
| 終値 | 2026/05/20 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 22 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 Arment | Baird |
| David Strauss | Barclays |
| Carter Copeland | Barclays |