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TransDigm Group Incorporated's published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $62.3B | |
|---|---|---|
| Revenue (ttm) | 10B | |
| Net income (ttm) | 1.9B | |
| EPS (ttm) | $33.0 | |
| Shares out | 55.3M | |
| P/E (trailing) | 34.5x | |
| P/E (forward) | 23.1x | |
| Dividend | $90.0 (7.89%) | |
| Volume | 202,804 | |
| Beta | 0.94 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-09-30 | 2023-09-30 | 2024-09-30 | 2025-09-30 | 2026-09-30 | Trend |
| Revenue | $5.43B | $6.59B | $7.94B | $8.83B | — | +17.6% |
| Gross profit | $3.10B | $3.84B | $4.67B | $5.31B | — | +19.7% |
| Operating income | $2.22B | $2.92B | $3.53B | $4.17B | — | +23.4% |
| Net income | $866.0M | $1.30B | $1.71B | $2.07B | — | +33.8% |
| EPS (diluted) | $13.40 | $22.03 | $25.62 | $32.08 | $28.05 | +20.3% |
| EBITDA | $2.46B | $3.15B | $3.81B | $4.56B | — | +22.9% |
| R&D | $95.0M | $105.0M | $107.0M | $118.0M | — | +7.5% |
| SG&A | $748.0M | $780.0M | $980.0M | $945.0M | — | +8.1% |
Recent company headlines from major financial publishers.
In the Bull case, global commercial flight hours expand rapidly, OEM build rates at Boeing and Airbus accelerate, and recent acquisitions achieve faster-than-modeled synergy realization with sustained pricing power.
The Base case represents the modal expected trajectory where TransDigm delivers 100-150 bps organic margin expansion on constant mix, absorbs acquisition dilution over 24 months, and compounds earnings in line with management guidance and post-earnings consensus estimates.
| Ke ↓ / g → | 2.5% | 2.8% | 3.0% | 3.3% | 3.5% |
|---|---|---|---|---|---|
| 8.1% | $1,263 | $1,298 | $1,336 | $1,378 | $1,425 |
| 8.6% | $1,175 | $1,203 | $1,234 | $1,267 | $1,305 |
| 9.1% | $1,100 | $1,123 | $1,148 | $1,175 | $1,205 |
| 9.6% | $1,035 | $1,054 | $1,075 | $1,097 | $1,122 |
| 10.1% | $978 | $994 | $1,012 | $1,030 | $1,051 |
Upcoming earnings date and setup when available.
The rating each month's published research edition carried. A rating compares the price at analysis with the Fair value; it is not a record of whether the call was right.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
