TransDigm Group Incorporated

NYSE:TDG Stock Report

Market Cap: US$75.5b

TransDigm Group Management

Management criteria checks 2/4

TransDigm Group's CEO is Mike Lisman, appointed in Oct 2025, has a tenure of less than a year. total yearly compensation is $24.82M, comprised of 3.1% salary and 96.9% bonuses, including company stock and options. directly owns 0.004% of the company’s shares, worth $3.10M. The average tenure of the management team and the board of directors is 2.4 years and 8.1 years respectively.

Key information

Mike Lisman

Chief executive officer

US$24.8m

Total compensation

CEO salary percentage3.07%
CEO tenureless than a year
CEO ownership0.004%
Management average tenure2.4yrs
Board average tenure8.1yrs

Recent management updates

Recent updates

TransDigm: A Long-Term Buy Opportunity On Aerospace Destocking Overreaction

Nov 12

TransDigm Group (NYSE:TDG) Is Investing Its Capital With Increasing Efficiency

Sep 21
TransDigm Group (NYSE:TDG) Is Investing Its Capital With Increasing Efficiency

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

Jun 29
Why TransDigm Group Incorporated (NYSE:TDG) Could Be Worth Watching

Does TransDigm Group (NYSE:TDG) Deserve A Spot On Your Watchlist?

Jun 11
Does TransDigm Group (NYSE:TDG) Deserve A Spot On Your Watchlist?

Investors Should Be Encouraged By TransDigm Group's (NYSE:TDG) Returns On Capital

May 24
Investors Should Be Encouraged By TransDigm Group's (NYSE:TDG) Returns On Capital

TransDigm Group Incorporated's (NYSE:TDG) Earnings Haven't Escaped The Attention Of Investors

Apr 23
TransDigm Group Incorporated's (NYSE:TDG) Earnings Haven't Escaped The Attention Of Investors

TransDigm: Still A Buy Despite The Leverage And The Premium Valuation

Mar 14

Is TransDigm Group Incorporated (NYSE:TDG) Potentially Undervalued?

Mar 13
Is TransDigm Group Incorporated (NYSE:TDG) Potentially Undervalued?

The Return Trends At TransDigm Group (NYSE:TDG) Look Promising

Jan 23
The Return Trends At TransDigm Group (NYSE:TDG) Look Promising

TransDigm Group: Balanced Growth Outlook But Negative Near-Term Sentiment (Rating Downgrade)

Jan 21

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

Jan 05
With TransDigm Group Incorporated (NYSE:TDG) It Looks Like You'll Get What You Pay For

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
User avatar

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 09

TransDigm: High-Flier On The Dealmaking Hunt Again

Aug 06

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

May 21

CEO Compensation Analysis

How has Mike Lisman's remuneration changed compared to TransDigm Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

US$2b

Jun 28 2025n/an/a

US$2b

Mar 29 2025n/an/a

US$2b

Dec 28 2024n/an/a

US$2b

Sep 30 2024US$25mUS$763k

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$13mUS$720k

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$5mUS$656k

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$14mUS$584k

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$3mUS$496k

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$14mUS$468k

US$728m

Compensation vs Market: Mike's total compensation ($USD24.82M) is above average for companies of similar size in the US market ($USD13.49M).

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


CEO

Mike Lisman (42 yo)

less than a year
Tenure
US$24,816,927
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
Michael Lisman
CEO, President & Directorless than a yearUS$24.82m0.0041%
$ 3.1m
Sarah Wynne
Chief Financial Officer2.5yrsUS$21.68m0.0060%
$ 4.6m
Joel Reiss
Co-Chief Operating Officer2.5yrsUS$21.42m0.0064%
$ 4.8m
Kevin Stein
Advisor & Directorless than a yearUS$21.43m0.014%
$ 10.9m
Patrick Murphy
Co-Chief Operating Officerless than a yearno data0.0019%
$ 1.4m
Liza Sabol
Director of Investor Relationsno datano datano data
Armani Vadiee
General Counselless than a yearno datano data
Kevin McHenry
Executive Vice President2.3yrsno datano data
Paula Wheeler
Executive Vice President6.8yrsno datano data
Jason Marlin
Executive Vice Presidentno datano datano data
Alex Feil
Executive Vice President7.8yrsno datano data
Marko Enderlein
Executive Vice President5.9yrsno datano data
2.4yrs
Average Tenure
52yo
Average Age

Experienced Management: TDG's management team is considered experienced (2.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Michael Lisman
CEO, President & Directorless than a yearUS$24.82m0.0041%
$ 3.1m
Kevin Stein
Advisor & Director7.5yrsUS$21.43m0.014%
$ 10.9m
David Barr
Independent Director8.1yrsUS$368.12k0.057%
$ 43.1m
Robert Small
Lead Independent Director15.7yrsUS$388.12k0.12%
$ 88.3m
Gary McCullough
Independent Director8.1yrsUS$358.12k0.0016%
$ 1.2m
Sean Hennessy
Independent Director19.6yrsUS$368.12k0.060%
$ 45.2m
Walter Howley
Non-Executive Chairman32.8yrsno data0.038%
$ 28.9m
Michael Graff
Independent Director22.3yrsUS$348.12k0.025%
$ 18.9m
Peter Palmer
Directorless than a yearUS$2.12m0.0071%
$ 5.4m
Michele Santana
Independent Director7.6yrsUS$348.12k0.0013%
$ 996.6k
Jane Cronin
Independent Director4.4yrsUS$328.62k0.0012%
$ 898.5k
8.1yrs
Average Tenure
61yo
Average Age

Experienced Board: TDG's board of directors are considered experienced (8.1 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/17 19:01
End of Day Share Price 2025/11/17 00:00
Earnings2025/09/30
Annual Earnings2025/09/30

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.

Analysis Model and Snowflake

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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 Github.

Analyst Sources

TransDigm Group Incorporated is covered by 37 analysts. 15 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
David StraussBarclays
Carter CopelandBarclays