TransDigm Group Incorporated

NYSE:TDG Stok Raporu

Piyasa değeri: US$67.6b

TransDigm Group Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 2/6

TransDigm Group 7.42% cari getiri oranına sahip temettü ödeyen bir şirkettir.

Anahtar bilgiler

7.4%

Temettü verimi

1.0%

Geri Alım Getirisi

Toplam Hissedar Getirisi8.4%
Gelecekteki Temettü Verimi0%
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranın/a

Son temettü ve geri alım güncellemeleri

Recent updates

Analiz Makalesi • May 07

Results: TransDigm Group Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates

TransDigm Group Incorporated ( NYSE:TDG ) investors will be delighted, with the company turning in some strong numbers...
Anlatı Güncellemesi • Apr 29

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.
Seeking Alpha • Apr 24

TransDigm: Commercial Exposure Drives Sell-Off, But Valuation Now Attractive

Summary TransDigm (TDG) shares have declined over 10%, but I maintain a buy rating with a $1,537 price target, implying 32% upside. Commercial aftermarket exposure presents risk from geopolitical tensions and cost inflation, but earnings estimates have held up relatively well. TDG is expected to deliver 10.5% annual sales growth and nearly 20% annual free cash flow growth through 2028, with margins dipping slightly before recovering. Despite demand risks, current valuation is oversold versus historical and peer multiples, and M&A opportunities could further enhance value. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Apr 10

TDG: 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.
Anlatı Güncellemesi • Mar 27

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.
Anlatı Güncellemesi • Dec 27

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.
Anlatı Güncellemesi • Dec 13

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.
Anlatı Güncellemesi • Nov 27

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.
Anlatı Güncellemesi • Nov 05

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.
Anlatı Güncellemesi • Oct 22

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.
Anlatı Güncellemesi • Oct 08

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.
Analiz Makalesi • Sep 21

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

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Anlatı Güncellemesi • Sep 04

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.
Analiz Makalesi • Jun 29

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

Let's talk about the popular TransDigm Group Incorporated ( NYSE:TDG ). The company's shares received a lot of...
Analiz Makalesi • Jun 11

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

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analiz Makalesi • May 24

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

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha • Mar 14

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

Summary TransDigm holds a dominant market position, leveraging its pricing power to maintain high FCF margins and return capital to shareholders despite potential 2025 headwinds. 90% of its revenue comes from selling proprietary parts, ensuring FAA-certified exclusivity and pricing power. During the Q1 2025 earnings, the company showed commitment to returning capital to its shareholders with special dividend payments and share repurchases. Even though we are seeing growth in the commercial OEM segment of the business, that will be circumvented by the growth in defense spending. DOGE fears are exaggerated due to the fact that the DoD contributes less than 1% of TransDigm's revenue. Read the full article on Seeking Alpha
Seeking Alpha • Jan 21

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

Summary I recommend a hold rating for TransDigm stock due to near-term sentiment headwinds, despite strong structural tailwinds from aftermarket demand and increasing defense budgets. TDG benefits from robust air travel demand and supply chain disruptions, driving high demand for maintenance, repair, and overhaul services. TDG's defense segment is growing, supported by rising global defense spending, but regulatory scrutiny and growth deceleration pose risks. TDG trades at a premium multiple, making it less attractive now; investors should revisit once uncertainties subside or valuation improves. Read the full article on Seeking Alpha
Seeking Alpha • Nov 18

TransDigm: Expect Muted Upside With Balance Sheet And Regulatory Headwinds

Summary TransDigm's Q4'24 results show strong performance with a 19% EBITDA increase, driven by robust growth in Commercial OEM and Aftermarket sales. The company continues its aggressive M&A strategy, acquiring SEI Industries, an electron device business, and Raptor Scientific, adding significant high-margin revenue streams. Elevated debt levels and potential regulatory scrutiny pose risks, potentially limiting M&A flexibility and impacting future growth. Despite high-quality operations, TransDigm's valuation appears fully priced, suggesting limited near-term upside; I remain cautious and will avoid buying for now. Read the full article on Seeking Alpha
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Yeni Anlatı • Sep 24

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.
Seeking Alpha • Sep 09

TransDigm -- A Stock Every Investor Should Know

Summary TransDigm Group Incorporated excels with proprietary products and aftermarket sales, driving high margins and consistent cash flow, benefiting from growing and aging fleets. The private-equity-style model and 92 acquisitions since 1993 have generated substantial shareholder value and positioned TransDigm Group as a key aerospace supplier. Despite a high P/E ratio of 39.3x, TransDigm Group's strong growth outlook and special dividend approach make it a compelling investment. Regulatory risks and economic cycles are concerns, but TransDigm's pricing power and strategic acquisitions ensure a bright future in the aerospace industry. Read the full article on Seeking Alpha

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: TDG 10 yıldan az bir süredir temettü ödüyor ve bu süre zarfında ödemeler dalgalı oldu.

Büyüyen Temettü: TDG şirketinin temettü ödemeleri artmış, ancak şirket yalnızca 6 yıldır temettü ödemiştir.

Piyasaya Karşı Temettü Getirisi

TransDigm Group Piyasaya Karşı Temettü Getirisi
TDG temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (TDG)7.4%
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.2%
Sektör Ortalaması (Aerospace & Defense)1.1%
Analist tahmini (TDG) (3 yıla kadar)0%

Önemli Temettü: TDG 'in temettüsü ( 7.42% ), US piyasasındaki temettü ödeyenlerin en alttaki %25'inden ( 1.41% ) daha yüksektir.

Yüksek Temettü: TDG 'in temettüsü ( 7.42% ) US pazarındaki temettü ödeyenlerin en üst %25'indedir ( 4.24% )

Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: TDG şirketinin temettü ödemelerinin kazançlarla karşılanıp karşılanmadığını belirlemek için ödeme oranını hesaplamak üzere yeterli veri yok.

Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: Yüksek nakit ödeme oranı ( 272.1% ) nedeniyle, TDG 'un temettü ödemeleri nakit akışları tarafından yeterince karşılanmıyor.

Güçlü temettü ödeyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 17:49
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/28
Yıllık Kazançlar2025/09/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

TransDigm Group Incorporated 39 Bu analistlerden 21, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Peter ArmentBaird
David StraussBarclays
Carter CopelandBarclays