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TransDigm Group Incorporated Stock Price

NYSE:TDG Community·US$63.3b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 78 Fair Values set on narratives written by author
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TDG Share Price Performance

US$1,125.68
-161.64 (-12.56%)
​
US$1,524.50
Fair Value
US$1,125.68
-161.64 (-12.56%)
26.2% undervalued intrinsic discount
US$1,524.50
Fair Value
Price US$1,125.68
AnalystConsensusTarget US$1,524.50
Wed, 24 Jun 26
Fair ValueUS$1,524.50
Share Pricen/a

TDG Community Narratives

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AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$1.52k 26.2% undervalued intrinsic discount

Analysts Adjust TransDigm Group Outlook Amid Aftermarket Strength and Softer OEM Demand

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31users have followed this narrative
TDG logo
TransDigm Group
26.2% undervalued intrinsic discount

Analysts Adjust TransDigm Group Outlook Amid Aftermarket Strength and Softer OEM Demand

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AnalystConsensusTarget
AnalystConsensusTarget
Updated 24 Jun
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Recently Updated Narratives

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AnalystConsensusTarget
TDG logo

TDG: Aftermarket Strength And Buybacks Will Drive Future Upside Potential

Fair Value: US$1.52k 26.2% undervalued intrinsic discount
31 fair values setusers have set this as their fair value
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Snowflake Analysis

Good value with low risk.

3 Risks
4 Rewards
View Full Analysis

TransDigm Group Incorporated Key Details

US$10.0b

Revenue

US$4.0b

Cost of Revenue

US$6.0b

Gross Profit

US$4.1b

Other Expenses

US$1.9b

Earnings

Last Reported Earnings
Jun 27, 2026
Next Reporting Earnings
n/a
34.57
59.82%
19.10%
-341.3%
View Full Analysis

About TDG

Founded
1993
Employees
16500
CEO
Michael Lisman
WebsiteView website
www.transdigm.com

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, cargo loading and handling systems, delivery systems, and electronic components. Its Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, parachutes, specialized flight, wind tunnel and jet engine testing services and equipment, and testing and instrumentation solutions, as well as engineered audio, radio, and antenna systems. The Non-Aviation segment offers seat belts and safety restraints; mechanical/electromechanical actuators and controls; hydraulic/electromechanical actuators and fuel valves; refueling systems; and turbine controls. It serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots; airframe manufacturers, cabin system and subsystem suppliers, airlines, and third party maintenance suppliers; and off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers, as well as manufacturers of heavy equipment. The company was formerly known as TD Holding Corporation and changed its name to TransDigm Group Incorporated in 2006. The company was founded in 1993 and is headquartered in Cleveland, Ohio.

Recent TDG News & Updates

Seeking Alpha • Aug 30

TransDigm Group: A Premium Option For Private-Equity-Like Exposure

Summary TransDigm Group is a buy as valuation lags fundamentals, offering rare relative value versus HEICO and historical multiples. TDG’s Q3 saw 22.5% YoY revenue growth, raised full-year guidance, and continued strong organic growth despite minor margin dilution from acquisitions. The business model’s high-margin, recurring aftermarket exposure supports elevated leverage and robust free cash flow, justifying its premium. Antitrust scrutiny and right-to-repair legislation pose risks, but recent acquisitions and MRO tailwinds reinforce TDG’s growth thesis. Read the full article on Seeking Alpha

Recent updates

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