View Financial HealthTransDigm Group 배당 및 자사주 매입배당 기준 점검 2/6TransDigm Group 은(는) 현재 수익률이 7.34% 인 배당금 지급 회사입니다.핵심 정보7.3%배당 수익률1.0%자사주 매입 수익률총 주주 수익률8.4%미래 배당 수익률0%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent 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.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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).공시 • 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 States공시 • 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.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 1TDG 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: 1TDG 의 배당금 지급이 증가했지만 회사는 6 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장TransDigm Group 배당 수익률 vs 시장1TDG의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (1TDG)7.3%시장 하위 25% (IT)1.6%시장 상위 25% (IT)4.5%업계 평균 (Aerospace & Defense)1.3%분석가 예측 (1TDG) (최대 3년)0%주목할만한 배당금: 1TDG 의 배당금( 7.34% )은 Italian 시장에서 배당금 지급자의 하위 25%( 1.63% )보다 높습니다.고배당: 1TDG 의 배당금( 7.34% )은 Italian 시장( 4.45% )주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 1TDG 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 272.1% )이 높기 때문에 1TDG 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIT 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 21:00종가2026/05/26 00:00수익2026/03/28연간 수익2025/09/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스TransDigm Group Incorporated는 39명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Peter ArmentBairdDavid StraussBarclaysCarter CopelandBarclays36명의 분석가 더 보기
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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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).
공시 • 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
공시 • 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.