View Future GrowthTransDigm Group 과거 순이익 실적과거 기준 점검 2/6TransDigm Group은 연평균 26.9%의 비율로 수입이 증가해 온 반면, Aerospace & Defense 산업은 연평균 10.4%의 비율로 증가했습니다. 매출은 연평균 15.7%의 비율로 증가했습니다.핵심 정보26.91%순이익 성장률26.93%주당순이익(EPS) 성장률Aerospace & Defense 산업 성장률13.65%매출 성장률15.68%자기자본이익률n/a순이익률19.61%최근 순이익 업데이트28 Mar 2026최근 과거 실적 업데이트Reported 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, 2026모든 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.매출 및 비용 세부 내역TransDigm Group가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BIT:1TDG 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비28 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 152,5404102930양질의 수익: 1TDG는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 1TDG의 현재 순 이익률 (19.6%)은 지난해 (20.5%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 1TDG의 수익은 지난 5년 동안 연평균 26.9%로 크게 증가했습니다.성장 가속화: 지난 1년간 1TDG 의 수익 증가율(8.4%)은 5년 평균(연간 26.9%)보다 낮습니다.수익 대 산업: 1TDG의 지난 1년 수익 증가율(8.4%)은 Aerospace & Defense 업계 평균(72.1%)을 능가하지 못했습니다.자기자본이익률높은 ROE: 1TDG의 부채가 자산을 초과하여 자본 수익률을 계산하기 어렵습니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YCapital-goods 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 23:01종가2026/05/22 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
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
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.