TransDigm Group Future Growth

Future criteria checks 4/6

TransDigm Group is forecast to grow earnings and revenue by 17.3% and 8.2% per annum respectively. EPS is expected to grow by 14.5% per annum. Return on equity is forecast to be 248% in 3 years.

Key information

17.3%

Earnings growth rate

14.5%

EPS growth rate

Aerospace & Defense earnings growth	20.8%
Revenue growth rate	8.2%
Future return on equity	248.0%
Analyst coverage	Good
Last updated	21 Nov 2024

Recent future growth updates

Recent updates

Earnings and Revenue Growth Forecasts

LSE:0REK - Analysts future estimates and past financials data (USD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
9/30/2027	10,313	2,788	3,071	3,234	11
9/30/2026	9,647	2,403	2,662	2,876	20
9/30/2025	8,906	1,977	2,307	2,490	21
9/30/2024	7,940	1,481	1,880	2,045	N/A
6/29/2024	7,606	1,560	1,774	1,935	N/A
3/30/2024	7,304	1,450	1,576	1,733	N/A
12/30/2023	6,977	1,351	1,490	1,634	N/A
9/30/2023	6,585	1,260	1,236	1,375	N/A
7/1/2023	6,243	1,071	1,051	1,186	N/A
4/1/2023	5,897	958	961	1,089	N/A
12/31/2022	5,632	853	921	1,046	N/A
9/30/2022	5,429	779	829	948	N/A
7/2/2022	5,198	762	853	964	N/A
4/2/2022	5,018	841	805	907	N/A
1/1/2022	4,884	746	819	918	N/A
9/30/2021	4,798	607	808	913	N/A
7/3/2021	4,692	499	723	846	N/A
4/3/2021	4,496	178	876	991	N/A
1/2/2021	4,746	396	945	1,054	N/A
9/30/2020	5,103	467	1,108	1,213	N/A
6/27/2020	5,471	594	1,154	1,238	N/A
3/28/2020	5,970	726	1,048	1,156	N/A
12/28/2019	5,695	604	1,013	1,118	N/A
9/30/2019	5,223	728	913	1,015	N/A
6/29/2019	4,731	730	996	1,099	N/A
3/30/2019	4,191	820	935	1,021	N/A
12/29/2018	3,956	822	977	1,059	N/A
9/30/2018	3,811	906	949	1,022	N/A
6/30/2018	3,686	796	N/A	924	N/A
3/31/2018	3,603	748	N/A	852	N/A
12/30/2017	3,538	702	N/A	856	N/A
9/30/2017	3,504	469	N/A	789	N/A
7/1/2017	3,456	503	N/A	756	N/A
4/1/2017	3,356	494	N/A	787	N/A
12/31/2016	3,284	480	N/A	730	N/A
9/30/2016	3,171	583	N/A	683	N/A
7/2/2016	3,106	570	N/A	630	N/A
4/2/2016	3,000	509	N/A	625	N/A
1/2/2016	2,822	478	N/A	511	N/A
9/30/2015	2,707	444	N/A	521	N/A
6/27/2015	2,540	410	N/A	565	N/A
3/28/2015	2,459	216	N/A	504	N/A
12/27/2014	2,430	190	N/A	614	N/A
9/30/2014	2,373	180	N/A	541	N/A
6/28/2014	2,270	61	N/A	553	N/A
3/29/2014	2,148	194	N/A	493	N/A
12/28/2013	2,023	177	N/A	488	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: 0REK's forecast earnings growth (17.3% per year) is above the savings rate (2.1%).

Earnings vs Market: 0REK's earnings (17.3% per year) are forecast to grow faster than the UK market (14.6% per year).

High Growth Earnings: 0REK's earnings are forecast to grow, but not significantly.

Revenue vs Market: 0REK's revenue (8.2% per year) is forecast to grow faster than the UK market (3.5% per year).

High Growth Revenue: 0REK's revenue (8.2% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: 0REK's Return on Equity is forecast to be very high in 3 years time (248%).

TransDigm Group Future Growth

Future criteria checks 4/6

Key information

Recent future growth updates

TransDigm Group Incorporated Raises Earnings Guidance for the Fiscal Year Ending September 30, 2024

TransDigm Group Incorporated Revises Earnings Guidance for the Fiscal Year Ending September 30, 2024

TransDigm Group Incorporated Updates Earnings Guidance for the Fiscal Year 2024

TransDigm Group Incorporated Revises Earnings Guidance for the Fiscal Year 2023

TransDigm Group Incorporated Revises Earnings Guidance for Fiscal 2023

TransDigm Group Incorporated Revises Earnings Guidance for the Fiscal Year 2023

Recent updates

Full year 2024 earnings released: EPS: US$29.65 (vs US$22.03 in FY 2023)

TransDigm Group Incorporated to Report Q4, 2024 Results on Nov 07, 2024

Upcoming dividend of US$75.00 per share

Third quarter 2024 earnings released: EPS: US$7.96 (vs US$6.14 in 3Q 2023)

TransDigm Group Incorporated Raises Earnings Guidance for the Fiscal Year Ending September 30, 2024

Now 22% undervalued after recent price drop

TransDigm Group Incorporated (NYSE:TDG) completed the acquisition of Raptor Scientific LLC from L Squared Capital Partners.

TransDigm Group Incorporated to Report Q3, 2024 Results on Aug 06, 2024

Insufficient new directors

TransDigm Group Incorporated (NYSE:TDG) completed the acquisition of Electron Device Business from Communications & Power Industries, Inc.

Cerberus Capital Management, L.P. acquired Calspan’s hypersonic and defense test systems business units of TransDigm Group Incorporated (NYSE:TDG).

TransDigm Group Incorporated (NYSE:TDG) entered into a definitive agreement to acquire Raptor Scientific LLC from L Squared Capital Partners for approximately $700 million.

TransDigm Group Incorporated (NYSE:TDG) completed the acquisition of SEI Industries Ltd. for approximately $170 million.

TransDigm Group Incorporated Revises Earnings Guidance for the Fiscal Year Ending September 30, 2024

Second quarter 2024 earnings released: EPS: US$6.97 (vs US$5.32 in 2Q 2023)

TransDigm Group Incorporated to Report Q2, 2024 Results on May 07, 2024

Now 21% undervalued

First quarter 2024 earnings released: EPS: US$6.62 (vs US$3.33 in 1Q 2023)

TransDigm Group Incorporated Updates Earnings Guidance for the Fiscal Year 2024

TransDigm Group Incorporated to Report Q1, 2024 Results on Feb 08, 2024

TransDigm Group Incorporated, Annual General Meeting, Mar 07, 2024

New minor risk - Shareholder dilution

Now 20% undervalued

Now 21% undervalued

Now 21% undervalued

Now 21% undervalued

TransDigm Group Incorporated (NYSE:TDG) entered into a definitive agreement to acquire Electron Device Business from Communications & Power Industries, Inc. for approximately $1.4 billion.

TransDigm Group Incorporated (NYSE:TDG) entered into a definitive agreement to acquire Communications & Power Industries LLC from CPI International, Inc., The Resolute Fund V, L.P. and it's affiliate TJC LP for approximately $1.4 billion.

Full year 2023 earnings released: EPS: US$22.69 (vs US$13.39 in FY 2022)

TransDigm Group Incorporated to Report Q4, 2023 Results on Nov 09, 2023

TransDigm Group Incorporated Announces Resignation of Mervin Dunn and John Staer from Board of Directors

TransDigm Group Incorporated Revises Earnings Guidance for the Fiscal Year 2023

Third quarter 2023 earnings released: EPS: US$6.14 (vs US$4.10 in 3Q 2022)

TransDigm Group Incorporated to Report Q3, 2023 Results on Aug 08, 2023

TransDigm Group Incorporated Appoints Sarah Wynne as Chief Financial Officer

TransDigm Group Incorporated Revises Earnings Guidance for Fiscal 2023

Second quarter 2023 earnings released: EPS: US$5.32 (vs US$3.38 in 2Q 2022)

TransDigm Group Incorporated completed the acquisition of Calspan Corporation.

Independent Director recently sold US$3.3m worth of stock

TransDigm Group Incorporated Revises Earnings Guidance for the Fiscal Year 2023

First quarter 2023 earnings released: EPS: US$3.99 (vs US$1.96 in 1Q 2022)

TransDigm Group Incorporated to Report Q1, 2023 Results on Feb 07, 2023

Full year 2022 earnings released: EPS: US$13.39 (vs US$10.39 in FY 2021)

Now 20% undervalued after recent price drop

TransDigm Group Incorporated Provides Earnings Guidance for the Fiscal Year Ending September 30, 2023

Insufficient new directors

TransDigm Group Incorporated to Report Q4, 2022 Results on Nov 10, 2022

TransDigm Group Incorporated Declares Special Dividend, Payable on August 26, 2022

TransDigm Group Incorporated to Report Q3, 2022 Results on Aug 09, 2022

TransDigm Group Incorporated, Annual General Meeting, Mar 09, 2023

TransDigm Group Incorporated, Annual General Meeting, Jul 12, 2022

TransDigm Group Incorporated (NYSE:TDG) completed the acquisition of Dart Aerospace Limited from Greenbriar Equity Group, L.P. and First Aviation Services Inc.

Transdigm Group Incorporated Will Not Provide Full Fiscal Year 2022 Guidance

Insufficient new directors

TransDigm Group Incorporated to Report Q2, 2022 Results on May 10, 2022

TransDigm Group Incorporated announces not provide full fiscal year 2022 guidance

TransDigm Group Incorporated to Report Q1, 2022 Results on Feb 08, 2022

Now 21% undervalued after recent price drop

Insider recently bought US$190k worth of stock

Full year 2021 earnings released: EPS US$10.39 (vs US$8.15 in FY 2020)

Insufficient new directors

TransDigm Confirms Offer from Meggitt

Third quarter 2021 earnings released: EPS US$5.43 (vs US$0.087 loss in 3Q 2020)

Insufficient new directors

OpenGate Capital, LLC completed the acquisition of ScioTeq and TREALITY Simulation Visual Systems businesses from TransDigm Group Incorporated (NYSE:TDG).

TransDigm Group Incorporated Provides No Earnings Guidance for the Fiscal Year 2021

Vice Chairman recently sold US$9.0m worth of stock

OpenGate Capital, LLC entered into a definitive agreement to acquire ScioTeq and TREALITY Simulation Visual Systems businesses of TransDigm from TransDigm Group Incorporated (NYSE:TDG) for approximately $200 million.

New 90-day high: US$620