TransDigm Group (TDG)
Supplies proprietary aircraft components for long-lived original-equipment and aftermarket programs.
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Designs and supplies proprietary aerospace components across Power & Control and Airframe systems, plus a small non-aviation portfolio. Earns through original-equipment and aftermarket sales to aircraft manufacturers, airlines, maintenance providers and defense customers, with installed positions on long-lived aircraft programs supporting recurring demand.
Organizes its businesses into Power & Control, Airframe and a small Non-aviation segment. Power & Control supplies actuators, ignition systems, pumps, valves, motors, generators, batteries, sensors and microwave electronics; Airframe covers latches, seals, cockpit systems, restraints, interiors, lighting, parachutes and testing equipment. Ground-transport restraints, space actuators and industrial turbine and refueling systems form the non-aviation portfolio.
Sells to aircraft and system manufacturers, airlines, maintenance providers and defense customers worldwide, including across Western Europe, Canada and Asia. Proprietary designs, installed positions and long platform lives drive aftermarket parts and repair demand; acquisitions add niche product lines. Results depend on flight activity, defense spending, integration and debt service, while aviation, military, export and environmental rules govern products and repair operations.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Guggenheim | Initiate | Rating: — | |
| Sep 14, 2026 | Melius Research | Target | Target: — | Target: $1,331 |
| Aug 10, 2026 | Wells Fargo | Reiterate | Rating: —Target: $1,580 | Target: $1,450 |
| Aug 9, 2026 | Jefferies | Reiterate | Rating: —Target: $1,575 | Target: $1,625 |
| Aug 6, 2026 | Morgan Stanley | Target | Target: $1,345 | Target: $1,400 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $2.77B · Total debt $33.35B · Total assets $24.04B · Shareholders' equity −$12.16B
- Revenue
- $2.74B
- Operating income
- $1.23B
- Net income
- $539.0M
| Institutions | 95.91% | 53.02M shares | |
|---|---|---|---|
| 1,179 holders · as of Jun 30, 2026 | |||
| Insiders | 0.87% | 483.5K shares | |
| 17 holders · as of Sep 21, 2026 | |||
| Other | 3.22% | 1.78M shares | |
| remainder | |||
55.28M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Capital International InvestorsInstitution | 9.16% | 5.06M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.81% | 4.87M | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 7.73% | 4.27M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.61% | 3.65M | as of Jun 30, 2026 |
The Growth Fund of AmericaInstitution | 5.77% | 3.19M | filed Feb 14, 2019 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 15, 2026 | Joel Reiss | officer: Co-Chief Operating Officer | −3,900 | $1,094.58 |
| Aug 18, 2026 | W. Nicholas Howley | director | −10,132 | $1,236.28 |
| Aug 17, 2026 | Joel Reiss | officer: Co-Chief Operating Officer | −3,900 | $1,238.76 |
| Jul 20, 2026 | W. Nicholas Howley | director | −10,132 | $1,216.08 |
| Jul 15, 2026 | Joel Reiss | officer: Co-Chief Operating Officer | −3,900 | $1,217.79 |
- HEICO
Closest pure-play peer: FAA-PMA aftermarket parts and niche defense electronics.
- Woodward
Fuel systems, energy controls, and actuation; grew via Safran NA acquisition.
- Curtiss-Wright
Engineered A&D components: actuation, sensors, embedded computing, naval.
- RTX
Collins Aerospace overlaps on power, ECS, lighting, cargo, and sensing systems.
- Honeywell Technologies
Aerospace Technologies: avionics, APUs, ECS, engine accessories, and sensors.
- Loar
Niche aerospace roll-up: same sole-source proprietary aftermarket model as TDG.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| TransDigm Group | $1,110.56 | +0.08% | $62.07B | 33.7 | 23.9 | 6.2 | +22.6% |
| HEICO | $308.38 | +1.77% | $42.22B | 50.5 | 44.8 | 8.2 | +23.1% |
| Woodward | $327.91 | +0.85% | $19.37B | 36.2 | 32.0 | 4.6 | +21.2% |
| Curtiss-Wright | $552.85 | −2.67% | $20.98B | 39.1 | 34.4 | 5.7 | +5.4% |
| RTX | $191.47 | −1.48% | $261.92B | 34.2 | 26.0 | 2.8 | +14.5% |
| Honeywell Technologies | $211.67 | +2.51% | $65.44B | 8.0 | 22.9 | 1.8 | −49.9% |
| Loar | $64.34 | −0.61% | $6.06B | 89.9 | 44.4 | 10.3 | +39.4% |
| Median | 37.6 | 33.2 | 5.2 | +17.9% |