TDG · NYSE · Aerospace & Defense

TransDigm Group (TDG)

Supplies proprietary aircraft components for long-lived original-equipment and aftermarket programs.

$1,112.42
After hours+0.58 (+0.05%)
At close$1,111.84(+0.20%)

TransDigm is a collection of businesses that make the small, safety-approved parts inside aircraft, not the aircraft themselves. New planes put its parts into service; years of replacement and repair orders are the richer engine. Power-and-control parts are pulling ahead as production recovers and recent purchases add sensors and approved alternatives. The model hangs on parts staying hard to replace, steady fleet use and enough cash to carry heavy debt.

Item facts: FY2025 · year ended Sep 30, 2025, from filings, earnings calls and company pages.

Judgment weights, not filed revenue

Power & control parts~52%Airframe & cabin equipment~47%Metal-joining materials~1%

The band summarizes business focus and direction. ~ marks estimates.

5 in detail · 17 more below

  • Power & Control

    · Segment

    Aircraft pumps, valves, motors and electrical controls generated $4.56B in fiscal 2025. This is the larger, faster-growing half; watch aircraft output, flying hours and whether recent purchases keep adding useful replacement demand.

    Competes with Aircraft Actuation and Engine Controls (Woodward) · Hydraulic valves, starter generators and actuators (Loar Holdings)

    In plain English

    Think of this as an aircraft’s utility room: small machines move fuel, open and close valves, start engines, store electricity and turn pilot commands into motion. The pieces are easy to overlook, but the aircraft cannot work safely without them.

    Plane and engine makers buy the first set; airlines, repair shops and military agencies later buy replacements and repairs. Once a part has passed safety checks and been built into an aircraft, switching it is slow and expensive. TransDigm is paid whenever a unit ships, so more new aircraft and more time in the air both create sales.

  • Simmonds Precision Products

    · Brand

    Simmonds adds fuel measurement, aircraft-condition sensing and small motorized controls. It had about $350M of calendar 2025 sales before TransDigm bought it; watch how much repeat work follows from its broad aircraft presence.

    Competes with Sensors and Fluid Management Systems (AMETEK) · Fuel Measurement and Management Systems (Parker Aerospace)

    In plain English

    Knowing exactly how much fuel remains, whether two parts are getting too close or whether a structure is wearing out is basic aircraft housekeeping. Simmonds makes the probes, sensors and small motorized controls that answer those questions and act on them.

    Aircraft makers and defense contractors pay to put the equipment on new aircraft, then operators pay again for replacements and service over a long working life. Safety approval and proven accuracy make a qualified sensor hard to change casually. TransDigm bought that long-lived foothold instead of building one from scratch.

  • Jet Parts Engineering & Victor Sierra Aviation Holdings

    · Brand

    JPE and VSA brought about $280M of combined calendar 2025 sales, nearly all from commercial replacement and repair work. Watch how widely airlines accept these approved alternatives while older aircraft keep flying.

    Competes with Flight Support Group approved parts and repairs (HEICO) · LifeX approved parts and repairs (Chromalloy)

    In plain English

    Replacement parts without the plane maker’s label. These businesses design government-approved substitutes for worn aircraft components and create approved ways to repair parts that might otherwise be discarded.

    Airlines, repair shops and owners of smaller aircraft choose them when an alternative is cheaper or easier to obtain than the original. TransDigm is paid for each replacement part or repair. Older fleets and scarce original parts help demand, but every design still depends on official approval, careful tracking and customer trust.

  • Airframe

    · Segment

    Cabin, cockpit and structural equipment generated $4.11B in fiscal 2025. Sales are growing, but more slowly than Power & Control; watch plane deliveries and whether airlines keep spending on cabin refits and repairs.

    Competes with ECOS aircraft cabin interiors (Safran Cabin) · Harper Engineering latches (Loar Holdings)

    In plain English

    This is the aircraft’s fitted-out shell: latches and seals that keep it closed, cockpit communication gear, cabin lights, restraints, insulation, lavatory hardware, parachutes and testing equipment.

    Aircraft makers and cabin suppliers buy the first installation. Airlines and repair shops return for replacement pieces, fixes and cabin upgrades, while military agencies buy equipment for their own aircraft and programs. A latch or seal matched to an approved design cannot simply be swapped for a look-alike, so a small original sale can lead to years of follow-on orders.

  • Prince & Izant

    · BrandAnnounced

    This pending purchase expects about $360M of calendar 2026 stand-alone sales, mostly tied to replacement demand, but contributes nothing to TransDigm today. Regulatory approval is the gate.

    Competes with Custom Brazing Alloys (Lucas Milhaupt) · Medical Braze Alloys (Morgan Advanced Materials)

    In plain English

    Brazing is a way to join metal parts by melting a separate filler between them, much like soldering but built for tougher jobs. Prince & Izant makes precisely shaped filler metals and high-purity pieces for turbines, aircraft electronics, vehicles and medical equipment; it also manages and recovers precious metals.

    Customers pay for exact metal mixtures and shapes that make dependable joints in demanding equipment. Replacement work supplies most of the expected sales. TransDigm would add this materials business only if regulators clear the purchase, so none of its sales belong to TransDigm yet.

  • Power & Control· SegmentAircraft pumps, valves, motors and electrical controls generated $4.56B in fiscal 2025. This is the larger, faster-growing half; watch aircraft output, flying hours and whether recent purchases keep adding useful replacement demand.

    Aircraft pumps, valves, motors and electrical controls generated $4.56B in fiscal 2025. This is the larger, faster-growing half; watch aircraft output, flying hours and whether recent purchases keep adding useful replacement demand.

    In plain English

    Think of this as an aircraft’s utility room: small machines move fuel, open and close valves, start engines, store electricity and turn pilot commands into motion. The pieces are easy to overlook, but the aircraft cannot work safely without them.

    Plane and engine makers buy the first set; airlines, repair shops and military agencies later buy replacements and repairs. Once a part has passed safety checks and been built into an aircraft, switching it is slow and expensive. TransDigm is paid whenever a unit ships, so more new aircraft and more time in the air both create sales.

    Competes with Aircraft Actuation and Engine Controls (Woodward) · Hydraulic valves, starter generators and actuators (Loar Holdings)

  • Simmonds Precision Products· BrandSimmonds adds fuel measurement, aircraft-condition sensing and small motorized controls. It had about $350M of calendar 2025 sales before TransDigm bought it; watch how much repeat work follows from its broad aircraft presence.

    Simmonds adds fuel measurement, aircraft-condition sensing and small motorized controls. It had about $350M of calendar 2025 sales before TransDigm bought it; watch how much repeat work follows from its broad aircraft presence.

    In plain English

    Knowing exactly how much fuel remains, whether two parts are getting too close or whether a structure is wearing out is basic aircraft housekeeping. Simmonds makes the probes, sensors and small motorized controls that answer those questions and act on them.

    Aircraft makers and defense contractors pay to put the equipment on new aircraft, then operators pay again for replacements and service over a long working life. Safety approval and proven accuracy make a qualified sensor hard to change casually. TransDigm bought that long-lived foothold instead of building one from scratch.

    Competes with Sensors and Fluid Management Systems (AMETEK) · Fuel Measurement and Management Systems (Parker Aerospace)

  • Jet Parts Engineering & Victor Sierra Aviation Holdings· BrandJPE and VSA brought about $280M of combined calendar 2025 sales, nearly all from commercial replacement and repair work. Watch how widely airlines accept these approved alternatives while older aircraft keep flying.

    JPE and VSA brought about $280M of combined calendar 2025 sales, nearly all from commercial replacement and repair work. Watch how widely airlines accept these approved alternatives while older aircraft keep flying.

    In plain English

    Replacement parts without the plane maker’s label. These businesses design government-approved substitutes for worn aircraft components and create approved ways to repair parts that might otherwise be discarded.

    Airlines, repair shops and owners of smaller aircraft choose them when an alternative is cheaper or easier to obtain than the original. TransDigm is paid for each replacement part or repair. Older fleets and scarce original parts help demand, but every design still depends on official approval, careful tracking and customer trust.

    Competes with Flight Support Group approved parts and repairs (HEICO) · LifeX approved parts and repairs (Chromalloy)

  • Airframe· SegmentCabin, cockpit and structural equipment generated $4.11B in fiscal 2025. Sales are growing, but more slowly than Power & Control; watch plane deliveries and whether airlines keep spending on cabin refits and repairs.

    Cabin, cockpit and structural equipment generated $4.11B in fiscal 2025. Sales are growing, but more slowly than Power & Control; watch plane deliveries and whether airlines keep spending on cabin refits and repairs.

    In plain English

    This is the aircraft’s fitted-out shell: latches and seals that keep it closed, cockpit communication gear, cabin lights, restraints, insulation, lavatory hardware, parachutes and testing equipment.

    Aircraft makers and cabin suppliers buy the first installation. Airlines and repair shops return for replacement pieces, fixes and cabin upgrades, while military agencies buy equipment for their own aircraft and programs. A latch or seal matched to an approved design cannot simply be swapped for a look-alike, so a small original sale can lead to years of follow-on orders.

    Competes with ECOS aircraft cabin interiors (Safran Cabin) · Harper Engineering latches (Loar Holdings)

  • Prince & Izant· BrandAnnouncedThis pending purchase expects about $360M of calendar 2026 stand-alone sales, mostly tied to replacement demand, but contributes nothing to TransDigm today. Regulatory approval is the gate.

    This pending purchase expects about $360M of calendar 2026 stand-alone sales, mostly tied to replacement demand, but contributes nothing to TransDigm today. Regulatory approval is the gate.

    In plain English

    Brazing is a way to join metal parts by melting a separate filler between them, much like soldering but built for tougher jobs. Prince & Izant makes precisely shaped filler metals and high-purity pieces for turbines, aircraft electronics, vehicles and medical equipment; it also manages and recovers precious metals.

    Customers pay for exact metal mixtures and shapes that make dependable joints in demanding equipment. Replacement work supplies most of the expected sales. TransDigm would add this materials business only if regulators clear the purchase, so none of its sales belong to TransDigm yet.

    Competes with Custom Brazing Alloys (Lucas Milhaupt) · Medical Braze Alloys (Morgan Advanced Materials)

Named in filings, launches and programs

  • Aftermarket parts and repairsServiceReplacement parts and repairs make up 55% of sales; management says they supply most of the profit from the businesses.
  • Non-aviationSegmentJust 1.8% of fiscal 2025 sales: ground-transport restraints, space and turbine controls, heavy-equipment refueling parts and energy controls.
  • ServotronicsBrandAircraft and defense servo controls added to Power & Control through the July 2025 purchase.
  • CPI Electron Device BusinessBrandMakes parts that generate, strengthen, carry and receive microwave signals for aircraft and defense systems.
  • Raptor ScientificBrandTest and measurement equipment for aircraft and defense customers, acquired in fiscal 2024.
  • F-47 contentCustomer program · AnnouncedSeveral TransDigm businesses won unspecified work on the new fighter program; parts and sales remain undisclosed.
  • Glide Modulation CanopyProduct · RampingA steerable parachute canopy entering U.S. Army production under an initial $5M order.
  • Floating Decoy SystemsCustomer programShip-protection decoys backed by a $24M U.S. defense award spread over four years.
  • PRiVETCustomer programRigid boats delivered from A400M aircraft for the U.K. military under a disclosed $30M award.
  • Trent XWB-84 enhanced-performance sensor suiteCustomer program · AnnouncedSensors for Rolls-Royce engines, with support paid according to how much the engines fly.
  • C-130J VHF/UHF antenna systemCustomer programChelton antennas for upgraded radios on newly built Lockheed Martin military transport aircraft.
  • Zephyr reusable re-entry parachute systemCustomer program · AnnouncedParachutes for a reusable satellite capsule under a multimillion-dollar Intuitive Machines contract.
  • ARINC 429 PCI mezzanine and multi-protocol avionic cardsCustomer programFlight-computer plug-in cards for Hindustan Aeronautics’ Light Combat Helicopter under a multimillion-dollar award.
  • Touch-Free Lavatory Product SuiteProduct line · AnnouncedHands-free faucets, flush switches and waste-bin doors selected for an unnamed plane maker’s production line.
  • Critical-aircraft-system batteryCustomer program · RampingA replacement battery qualified for an unnamed fighter-aircraft supplier in under two years.
  • Unmanned combat aircraft landing-gear actuatorCustomer program · AnnouncedA motorized mechanism that lowers and raises landing gear for an unnamed new pilotless combat aircraft.
  • AMU50 Digital Audio Control System audio indicatorProduct · AnnouncedA visual incoming-radio alert added to meet a U.S. Forest Service requirement.
  • Aftermarket parts and repairsService

    Replacement parts and repairs make up 55% of sales; management says they supply most of the profit from the businesses.

  • Non-aviationSegment

    Just 1.8% of fiscal 2025 sales: ground-transport restraints, space and turbine controls, heavy-equipment refueling parts and energy controls.

  • ServotronicsBrand

    Aircraft and defense servo controls added to Power & Control through the July 2025 purchase.

  • CPI Electron Device BusinessBrand

    Makes parts that generate, strengthen, carry and receive microwave signals for aircraft and defense systems.

  • Raptor ScientificBrand

    Test and measurement equipment for aircraft and defense customers, acquired in fiscal 2024.

  • F-47 contentCustomer program · Announced

    Several TransDigm businesses won unspecified work on the new fighter program; parts and sales remain undisclosed.

  • Glide Modulation CanopyProduct · Ramping

    A steerable parachute canopy entering U.S. Army production under an initial $5M order.

  • Floating Decoy SystemsCustomer program

    Ship-protection decoys backed by a $24M U.S. defense award spread over four years.

  • PRiVETCustomer program

    Rigid boats delivered from A400M aircraft for the U.K. military under a disclosed $30M award.

  • Trent XWB-84 enhanced-performance sensor suiteCustomer program · Announced

    Sensors for Rolls-Royce engines, with support paid according to how much the engines fly.

  • C-130J VHF/UHF antenna systemCustomer program

    Chelton antennas for upgraded radios on newly built Lockheed Martin military transport aircraft.

  • Zephyr reusable re-entry parachute systemCustomer program · Announced

    Parachutes for a reusable satellite capsule under a multimillion-dollar Intuitive Machines contract.

  • ARINC 429 PCI mezzanine and multi-protocol avionic cardsCustomer program

    Flight-computer plug-in cards for Hindustan Aeronautics’ Light Combat Helicopter under a multimillion-dollar award.

  • Touch-Free Lavatory Product SuiteProduct line · Announced

    Hands-free faucets, flush switches and waste-bin doors selected for an unnamed plane maker’s production line.

  • Critical-aircraft-system batteryCustomer program · Ramping

    A replacement battery qualified for an unnamed fighter-aircraft supplier in under two years.

  • Unmanned combat aircraft landing-gear actuatorCustomer program · Announced

    A motorized mechanism that lowers and raises landing gear for an unnamed new pilotless combat aircraft.

  • AMU50 Digital Audio Control System audio indicatorProduct · Announced

    A visual incoming-radio alert added to meet a U.S. Forest Service requirement.