TransDigm Group Förvaltning
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TransDigm Group VD är Mike Lisman, utsedd i Oct 2025, har en mandatperiod på mindre än ett år. totala årliga ersättningen är $ 33.88M, bestående av 2.3% lön 97.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.009% av företagets aktier, värda $ 6.02M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3 år respektive 8.6 år.
Viktig information
Mike Lisman
Verkställande direktör
US$33.9m
Total ersättning
| VD-lön i procent | 2.27% |
| Anställning som VD | less than a year |
| Ägande av VD | 0.009% |
| Ledningens genomsnittliga anställningstid | 3yrs |
| Styrelsens genomsnittliga mandatperiod | 8.6yrs |
Senaste uppdateringar av ledningen
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 06Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$728m |
Ersättning vs marknad: Mike s total kompensation ($USD 33.88M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.60M ).
Ersättning vs inkomst: Ersättningen för Mike har ökat med mer än 20 % det senaste året.
VD OCH KONCERNCHEF
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$33.88m | 0.0092% $ 6.0m | |
| Chief Financial Officer | 3yrs | US$15.85m | 0.0087% $ 5.7m | |
| Co-Chief Operating Officer | 3yrs | US$39.50m | 0.0064% $ 4.2m | |
| Co-Chief Operating Officer | less than a year | US$13.84m | 0.0044% $ 2.9m | |
| Director of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| General Counsel | less than a year | inga uppgifter | inga uppgifter | |
| Executive Vice President | 2.8yrs | inga uppgifter | inga uppgifter | |
| Executive Vice President | 7.3yrs | inga uppgifter | inga uppgifter | |
| Executive Vice President | no data | inga uppgifter | inga uppgifter | |
| Executive Vice President | 8.3yrs | inga uppgifter | inga uppgifter | |
| Executive Vice President | 6.4yrs | inga uppgifter | inga uppgifter | |
| Executive Vice President | no data | inga uppgifter | inga uppgifter |
Erfaren ledning: TDG s ledningsgrupp anses vara erfaren ( 3 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$33.88m | 0.0092% $ 6.0m | |
| Independent Director | 8.6yrs | US$358.82k | 0.057% $ 37.1m | |
| Lead Independent Director | 16.2yrs | US$378.82k | 0.12% $ 76.0m | |
| Independent Director | 8.6yrs | US$348.82k | 0.0017% $ 1.1m | |
| Independent Director | 20.1yrs | US$358.82k | 0.060% $ 39.0m | |
| Independent Non-Executive Chairman | 33.3yrs | inga uppgifter | 0.053% $ 34.5m | |
| Independent Director | 22.8yrs | US$338.82k | 0.024% $ 15.9m | |
| Director | less than a year | US$2.12m | 0.0071% $ 4.7m | |
| Independent Director | 8.1yrs | US$338.82k | 0.0014% $ 893.2k | |
| Independent Director | 4.9yrs | US$319.32k | 0.0012% $ 808.4k |
Erfaren styrelse: TDG s styrelse anses vara erfaren ( 8.6 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/03 08:35 |
| Aktiekurs vid dagens slut | 2026/05/01 00:00 |
| Intäkter | 2025/12/27 |
| Årlig intjäning | 2025/09/30 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
TransDigm Group Incorporated bevakas av 39 analytiker. 20 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Peter Arment | Baird |
| David Strauss | Barclays |
| Carter Copeland | Barclays |