TransDigm Group Beheer
Beheer criteriumcontroles 2/4
De CEO TransDigm Group is Mike Lisman, benoemd in Oct2025, heeft een ambtstermijn van minder dan een jaar. De totale jaarlijkse vergoeding van { bedraagt $ 33.88M, bestaande uit 2.3% salaris en 97.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.009% van de aandelen van het bedrijf, ter waarde $ 5.96M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.9 jaar en 8.5 jaar.
Belangrijke informatie
Mike Lisman
Algemeen directeur
US$33.9m
Totale compensatie
| Percentage CEO-salaris | 2.27% |
| Dienstverband CEO | less than a year |
| Eigendom CEO | 0.009% |
| Management gemiddelde ambtstermijn | 2.9yrs |
| Gemiddelde ambtstermijn bestuur | 8.5yrs |
Recente managementupdates
Recent updates
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.TransDigm: Commercial Exposure Drives Sell-Off, But Valuation Now Attractive
Apr 24TDG: 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.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.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.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.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.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.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.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.TransDigm Group (NYSE:TDG) Is Investing Its Capital With Increasing Efficiency
Sep 21
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.Why TransDigm Group Incorporated (NYSE:TDG) Could Be Worth Watching
Jun 29
Does TransDigm Group (NYSE:TDG) Deserve A Spot On Your Watchlist?
Jun 11Investors Should Be Encouraged By TransDigm Group's (NYSE:TDG) Returns On Capital
May 24TransDigm: Still A Buy Despite The Leverage And The Premium Valuation
Mar 14TransDigm Group: Balanced Growth Outlook But Negative Near-Term Sentiment (Rating Downgrade)
Jan 21TransDigm: Expect Muted Upside With Balance Sheet And Regulatory Headwinds
Nov 18
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.TransDigm -- A Stock Every Investor Should Know
Sep 09TransDigm: High-Flier On The Dealmaking Hunt Again
Aug 06Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Dec 27 2025 | n/a | n/a | US$2b |
| Sep 30 2025 | US$34m | US$768k | US$2b |
| Jun 28 2025 | n/a | n/a | US$2b |
| Mar 29 2025 | n/a | n/a | US$2b |
| Dec 28 2024 | n/a | n/a | US$2b |
| Sep 30 2024 | US$25m | US$763k | US$1b |
| Jun 29 2024 | n/a | n/a | US$2b |
| Mar 30 2024 | n/a | n/a | US$1b |
| Dec 30 2023 | n/a | n/a | US$1b |
| Sep 30 2023 | US$13m | US$720k | US$1b |
| Jul 01 2023 | n/a | n/a | US$1b |
| Apr 01 2023 | n/a | n/a | US$958m |
| Dec 31 2022 | n/a | n/a | US$853m |
| Sep 30 2022 | US$5m | US$656k | US$779m |
| Jul 02 2022 | n/a | n/a | US$762m |
| Apr 02 2022 | n/a | n/a | US$841m |
| Jan 01 2022 | n/a | n/a | US$746m |
| Sep 30 2021 | US$14m | US$584k | US$607m |
| Jul 03 2021 | n/a | n/a | US$499m |
| Apr 03 2021 | n/a | n/a | US$178m |
| Jan 02 2021 | n/a | n/a | US$396m |
| Sep 30 2020 | US$3m | US$496k | US$467m |
| Jun 27 2020 | n/a | n/a | US$594m |
| Mar 28 2020 | n/a | n/a | US$726m |
| Dec 28 2019 | n/a | n/a | US$604m |
| Sep 30 2019 | US$14m | US$468k | US$728m |
Compensatie versus markt: De totale vergoeding ($USD 33.88M ) Mike } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.57M ).
Compensatie versus inkomsten: De vergoeding van Mike is het afgelopen jaar met meer dan 20% gestegen.
CEO
Mike Lisman (41 yo)
Mr. Michael J. Lisman, also known as Mike, served as Co-Chief Operating Officer of TransDigm Group Incorporated since May 26, 2023 until October 1, 2025 and serves as its President and Chief Executive Offi...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$33.88m | 0.0092% $ 6.0m | |
| Chief Financial Officer | 2.9yrs | US$15.85m | 0.0087% $ 5.6m | |
| Co-Chief Operating Officer | 2.9yrs | US$39.50m | 0.0064% $ 4.1m | |
| Co-Chief Operating Officer | less than a year | US$13.84m | 0.0044% $ 2.9m | |
| Director of Investor Relations | no data | geen gegevens | geen gegevens | |
| General Counsel | less than a year | geen gegevens | geen gegevens | |
| Executive Vice President | 2.8yrs | geen gegevens | geen gegevens | |
| Executive Vice President | 7.3yrs | geen gegevens | geen gegevens | |
| Executive Vice President | no data | geen gegevens | geen gegevens | |
| Executive Vice President | 8.3yrs | geen gegevens | geen gegevens | |
| Executive Vice President | 6.3yrs | geen gegevens | geen gegevens | |
| Executive Vice President | no data | geen gegevens | geen gegevens |
Ervaren management: Het managementteam van TDG wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.9 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$33.88m | 0.0092% $ 6.0m | |
| Independent Director | 8.5yrs | US$358.82k | 0.057% $ 36.8m | |
| Lead Independent Director | 16.1yrs | US$378.82k | 0.12% $ 75.3m | |
| Independent Director | 8.5yrs | US$348.82k | 0.0017% $ 1.1m | |
| Independent Director | 20yrs | US$358.82k | 0.060% $ 38.6m | |
| Independent Non-Executive Chairman | 33.3yrs | geen gegevens | 0.053% $ 34.2m | |
| Independent Director | 22.8yrs | US$338.82k | 0.024% $ 15.7m | |
| Director | less than a year | US$2.12m | 0.0071% $ 4.6m | |
| Independent Director | 8yrs | US$338.82k | 0.0014% $ 884.1k | |
| Independent Director | 4.8yrs | US$319.32k | 0.0012% $ 800.2k |
Ervaren bestuur: De raad van bestuur van TDG wordt beschouwd als ervaren (gemiddelde ambtstermijn 8.5 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/04/30 08:38 |
| Aandelenkoers aan het einde van de dag | 2026/04/30 00:00 |
| Inkomsten | 2025/12/27 |
| Jaarlijkse inkomsten | 2025/09/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
TransDigm Group Incorporated wordt gevolgd door 39 analisten. 20 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Peter Arment | Baird |
| David Strauss | Barclays |
| Carter Copeland | Barclays |