TransDigm Group Incorporated

NYSE:TDG Stock Report

Market Cap: US$72.6b

TransDigm Group Management

Management criteria checks 2/4

TransDigm Group's CEO is Kevin Stein, appointed in Jan 2017, has a tenure of 7.92 years. total yearly compensation is $23.85M, comprised of 5.8% salary and 94.2% bonuses, including company stock and options. directly owns 0.015% of the company’s shares, worth $10.53M. The average tenure of the management team and the board of directors is 5 years and 7.2 years respectively.

Key information

Kevin Stein

Chief executive officer

US$23.8m

Total compensation

CEO salary percentage5.8%
CEO tenure7.9yrs
CEO ownership0.01%
Management average tenure5yrs
Board average tenure7.2yrs

Recent management updates

Recent updates

What Does TransDigm Group Incorporated's (NYSE:TDG) Share Price Indicate?

Nov 30
What Does TransDigm Group Incorporated's (NYSE:TDG) Share Price Indicate?

TransDigm: Expect Muted Upside With Balance Sheet And Regulatory Headwinds

Nov 18

An Intrinsic Calculation For TransDigm Group Incorporated (NYSE:TDG) Suggests It's 24% Undervalued

Nov 07
An Intrinsic Calculation For TransDigm Group Incorporated (NYSE:TDG) Suggests It's 24% Undervalued

Do TransDigm Group's (NYSE:TDG) Earnings Warrant Your Attention?

Oct 20
Do TransDigm Group's (NYSE:TDG) Earnings Warrant Your Attention?

There's Been No Shortage Of Growth Recently For TransDigm Group's (NYSE:TDG) Returns On Capital

Oct 02
There's Been No Shortage Of Growth Recently For TransDigm Group's (NYSE:TDG) Returns On Capital

TransDigm -- A Stock Every Investor Should Know

Sep 09

When Should You Buy TransDigm Group Incorporated (NYSE:TDG)?

Aug 27
When Should You Buy TransDigm Group Incorporated (NYSE:TDG)?

TransDigm Group Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Aug 09
TransDigm Group Incorporated Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

TransDigm: High-Flier On The Dealmaking Hunt Again

Aug 06

With TransDigm Group Incorporated (NYSE:TDG) It Looks Like You'll Get What You Pay For

Jul 29
With TransDigm Group Incorporated (NYSE:TDG) It Looks Like You'll Get What You Pay For

If EPS Growth Is Important To You, TransDigm Group (NYSE:TDG) Presents An Opportunity

Jul 11
If EPS Growth Is Important To You, TransDigm Group (NYSE:TDG) Presents An Opportunity

A Look At The Fair Value Of TransDigm Group Incorporated (NYSE:TDG)

Jun 18
A Look At The Fair Value Of TransDigm Group Incorporated (NYSE:TDG)

TransDigm Group (NYSE:TDG) Shareholders Will Want The ROCE Trajectory To Continue

May 30
TransDigm Group (NYSE:TDG) Shareholders Will Want The ROCE Trajectory To Continue

TransDigm: Here Is Why The Richly Valued Stock Is A Buy

May 21

Why TransDigm Group Incorporated (NYSE:TDG) Could Be Worth Watching

May 12
Why TransDigm Group Incorporated (NYSE:TDG) Could Be Worth Watching

TransDigm Group Incorporated's (NYSE:TDG) Price In Tune With Earnings

Apr 24
TransDigm Group Incorporated's (NYSE:TDG) Price In Tune With Earnings

Should You Be Adding TransDigm Group (NYSE:TDG) To Your Watchlist Today?

Apr 06
Should You Be Adding TransDigm Group (NYSE:TDG) To Your Watchlist Today?

TransDigm: An Expensive Aerospace Stock That's Not Worth Its Sky-High Price

Mar 05

Returns At TransDigm Group (NYSE:TDG) Appear To Be Weighed Down

Feb 29
Returns At TransDigm Group (NYSE:TDG) Appear To Be Weighed Down

TransDigm Group Incorporated Beat Revenue Forecasts By 6.5%: Here's What Analysts Are Forecasting Next

Feb 11
TransDigm Group Incorporated Beat Revenue Forecasts By 6.5%: Here's What Analysts Are Forecasting Next

A Look At The Intrinsic Value Of TransDigm Group Incorporated (NYSE:TDG)

Jan 27
A Look At The Intrinsic Value Of TransDigm Group Incorporated (NYSE:TDG)

TransDigm Group: Expectations Run High (Again)

Dec 14

TransDigm: Can The Stock Continue To Fly Higher?

Nov 06

TransDigm Group: Strong Quarterly Results, But Expectations Seem To Be Running Hot Ahead

Aug 28

TransDigm Group: Reiterate Buy Rating Despite A Strong Rally

Jun 30

TransDigm Is A Superior Aerospace Stock

May 23

CEO Compensation Analysis

How has Kevin Stein's remuneration changed compared to TransDigm Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

US$1b

Jun 29 2024n/an/a

US$2b

Mar 30 2024n/an/a

US$1b

Dec 30 2023n/an/a

US$1b

Sep 30 2023US$24mUS$1m

US$1b

Jul 01 2023n/an/a

US$1b

Apr 01 2023n/an/a

US$958m

Dec 31 2022n/an/a

US$853m

Sep 30 2022US$19mUS$1m

US$779m

Jul 02 2022n/an/a

US$762m

Apr 02 2022n/an/a

US$841m

Jan 01 2022n/an/a

US$746m

Sep 30 2021US$21mUS$1m

US$607m

Jul 03 2021n/an/a

US$499m

Apr 03 2021n/an/a

US$178m

Jan 02 2021n/an/a

US$396m

Sep 30 2020US$22mUS$992k

US$467m

Jun 27 2020n/an/a

US$594m

Mar 28 2020n/an/a

US$726m

Dec 28 2019n/an/a

US$604m

Sep 30 2019US$13mUS$1m

US$728m

Jun 29 2019n/an/a

US$730m

Mar 30 2019n/an/a

US$820m

Dec 29 2018n/an/a

US$822m

Sep 30 2018US$23mUS$838k

US$906m

Compensation vs Market: Kevin's total compensation ($USD23.85M) is above average for companies of similar size in the US market ($USD12.73M).

Compensation vs Earnings: Kevin's compensation has increased by more than 20% in the past year.


CEO

Kevin Stein (58 yo)

7.9yrs

Tenure

US$23,845,374

Compensation

Dr. Kevin M. Stein, Ph D., serves as Independent Director at Axalta Coating Systems Ltd. since September 01, 2023.He serves as Director at Axalta Coating Systems, LLC since September 2023. He has been Pre...


Leadership Team

NamePositionTenureCompensationOwnership
Kevin Stein
President7.9yrsUS$23.85m0.015%
$ 10.5m
Sarah Wynne
Chief Financial Officer1.6yrsUS$3.10m0.0061%
$ 4.4m
Joel Reiss
Co-Chief Operating Officer1.6yrsUS$3.60m0.0064%
$ 4.6m
Michael Lisman
Co-Chief Operating Officer1.6yrsUS$13.00m0.0041%
$ 3.0m
Jessica Warren
General Counsel1.8yrsUS$11.04m0.0010%
$ 740.4k
Liza Sabol
Director of Investor Relationsno datano datano data
Peter Palmer
Executive Vice President12.8yrsUS$2.12mno data
Kevin McHenry
Executive Vice President1.4yrsno datano data
Paula Wheeler
Executive Vice President5.9yrsno datano data
Alex Feil
Executive Vice President6.9yrsno datano data
Patrick Murphy
Executive Vice President5yrsno datano data
Marko Enderlein
Executive Vice President5yrsno datano data

5.0yrs

Average Tenure

51yo

Average Age

Experienced Management: TDG's management team is seasoned and experienced (5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Kevin Stein
President6.6yrsUS$23.85m0.015%
$ 10.5m
David Barr
Independent Director7.2yrsUS$302.12k0.057%
$ 41.4m
Robert Small
Lead Independent Director14.8yrsUS$302.12k0.13%
$ 97.8m
Gary McCullough
Independent Director7.2yrsUS$307.12k0.0016%
$ 1.2m
Sean Hennessy
Independent Director18.7yrsUS$317.12k0.060%
$ 43.5m
Walter Howley
Non-Executive Chairman31.9yrsno data0.038%
$ 27.8m
Michael Graff
Independent Director21.4yrsUS$307.12k0.025%
$ 18.1m
Jorge Valladares
Director1.6yrsUS$11.96m0.020%
$ 14.3m
Michele Santana
Independent Director6.7yrsUS$302.12k0.0012%
$ 885.6k
Jane Cronin
Independent Director3.5yrsUS$282.62k0.0011%
$ 791.2k

7.2yrs

Average Tenure

59.5yo

Average Age

Experienced Board: TDG's board of directors are considered experienced (7.2 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/29 02:44
End of Day Share Price 2024/12/27 00:00
Earnings2024/09/30
Annual Earnings2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

TransDigm Group Incorporated is covered by 50 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Peter ArmentBaird
Ishan MajumdarBaptista Research
Carter CopelandBarclays