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TDG TransDigm Group INC

Trailing twelve months to 2026-06-27 · as filed 2026-08-04, not restated
Industrials

Scale

Market cap
$65.7bn
Revenue TTM
$10.0bn
Net income TTM
$2.1bn
Free cash flow
$1.9bn
Composite score
44.9
Sector rank
#188

Valuation

P / E
30.9
EV / EBITDA
19.0
EV / sales
9.6
FCF yield
2.93%
Earnings yield vs 10-yr
-1.49pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
21.3%
EBITDA margin
50.2%
ROE
-21.7%
ROIC
22.8%
Revenue growth
16.7%

Insider activity, last 90 days

Net open-market
$-79.52m
Buyers
0
Sellers
2

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We believe we have achieved steady, long-term growth in sales and improvements in operating performance due to our competitive strengths and through execution of our value-driven operating strategy. The integration of acquisitions into our existing businesses combined with implementing our proven operating strategy has historically resulted in improvements in the financial performance of the acquired businesses. For the third quarter of fiscal 2026, we generated net sales of $2,741 million and net income attributable to TD Group of $539 million. EBITDA As Defined was $1,447 million, or 52.8% of net sales. …TransDigm Group INC, 10-Q, period ended 2026-06-27, filed 2026-08-04

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