TransDigm Group (TDG) Research

Forward Estimates

EPS Estimates

Current Qtr

$10.25

$9.70$10.77

vs $9.60+6.8%

18 analysts

Next Qtr

$11.71

$11.31$12.27

vs $10.82+8.2%

18 analysts

Current Yr

$40.05

$39.55$40.63

vs $37.33+7.3%

20 analysts

Next Yr

$46.95

$44.00$50.70

vs $40.05+17.2%

20 analysts

Revenue Estimates

Current Qtr

$2.66B

$2.56B$2.72B

vs $2.24B+18.8%

18 analysts

Next Qtr

$2.88B

$2.79B$2.93B

vs $2.44B+18.0%

18 analysts

Current Yr

$10.36B

$10.05B$10.44B

vs $8.83B+17.3%

20 analysts

Next Yr

$11.31B

$10.75B$11.90B

vs $10.36B+9.2%

20 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for TDG on EDGAR.

TDG filing events and research context
Filed	Item	Context
May 5, 2026	mda_quarterly	TransDigm Group reported strong financial results for the twenty-six weeks ended March 28, 2026, with net sales increasing 16.2% to $4,828 million, driven by 9.3% organic growth and $286 million from acquisitions. Net income attributable to TD Group rose to $980 million, with EBITDA As Defined reaching $2,534 million (52.5% margin), slightly diluted by new acquisitions. Interest expense climbed to $959 million, reflecting increased borrowings at a 6.3% weighted average cash interest rate. TransDigm aggressively expanded its portfolio, completing the $757 million Simmonds Precision Products acquisition (fuel & proximity sensing) and the $2.2 billion Jet Parts Engineering and Victor Sierra Aviation Holdings acquisition (proprietary aftermarket parts). A $960 million acquisition of Stellant Systems (high-power electronic components) is pending. These additions bolster its highly engineered proprietary aerospace components with significant aftermarket content. Financing these moves and ongoing share repurchases, TransDigm issued $3.5 billion in new debt across February and April 2026. It repurchased $829 million of common stock, with $4,958 million remaining in its program. Cash and equivalents stood at $3,884 million, supporting a capital allocation strategy prioritizing growth and shareholder returns, while maintaining 75% fixed-rate debt and covenant compliance.
Feb 3, 2026	mda_quarterly	TransDigm Group reported net sales of $2,285 million for the thirteen weeks ended December 27, 2025, a 13.9% increase year-over-year, driven by both organic growth and acquisitions. Net income attributable to TD Group decreased to $445 million, with diluted EPS falling to $6.62, impacted by higher dividend equivalent payments. EBITDA As Defined grew 12.8% to $1,197 million, though its margin slightly compressed to 52.4% due to the dilutive impact of recent acquisitions. Gross profit percentage also declined to 59.2% for the same reason, despite underlying operational improvements. Strong demand characterized key markets. Commercial aftermarket sales increased, fueled by robust international air traffic, while Commercial OEM sales rose from increased aircraft production rates by Boeing and Airbus. Defense sales grew from continued domestic and international spending and military modernization efforts. TransDigm pursued an aggressive acquisition strategy, completing the $757 million Simmonds Precision Products acquisition (fuel & proximity sensing) and $151 million in other bolt-ons. Post-period, it announced definitive agreements for Jet Parts Engineering and Victor Sierra Aviation Holdings ($2.2 billion for aftermarket solutions, PMA parts) and Stellant Systems ($960 million for high-power electronic components), financed by cash and debt. Interest expense-net increased significantly by $97 million to $475 million due to higher outstanding borrowings. The company ended the period with $2,528 million in cash and $3,387 million in total cash liquidity, repurchasing $106 million of common stock and authorizing an additional $5.0 billion for repurchases.
Nov 12, 2025	business	TD Group, through TransDigm Inc., designs and supplies highly engineered proprietary aircraft components for commercial and military platforms. Approximately 90% of fiscal 2025 net sales were generated by proprietary products, with 55% derived from the higher-margin, more stable aftermarket. The company leverages long product life cycles, often exceeding 50 years, to generate recurring revenue. Its growth strategy combines a value-driven operating model—focused on niche market expertise and lean cost structures—with a selective acquisition strategy, having acquired 95 businesses since 1993. Operations are divided into Power & Control (actuators, pumps, valves), Airframe (cockpit security, seatbelts, parachutes), and Non-aviation segments. Revenue is diversified across the defense market (35-40%), commercial OEM (25-30%), and commercial aftermarket (30-35%). Competitive advantages are rooted in high barriers to entry created by stringent FAA and EASA certification requirements, which discourage new entrants and foster long-term customer relationships. While the top ten customers account for approximately 40% of net sales, no single customer exceeds 10%, reducing dependence on any individual entity.

Filed

Item

Context

May 5, 2026

mda_quarterly

TransDigm Group reported strong financial results for the twenty-six weeks ended March 28, 2026, with net sales increasing 16.2% to $4,828 million, driven by 9.3% organic growth and $286 million from acquisitions. Net income attributable to TD Group rose to $980 million, with EBITDA As Defined reaching $2,534 million (52.5% margin), slightly diluted by new acquisitions. Interest expense climbed to $959 million, reflecting increased borrowings at a 6.3% weighted average cash interest rate. TransDigm aggressively expanded its portfolio, completing the $757 million Simmonds Precision Products acquisition (fuel & proximity sensing) and the $2.2 billion Jet Parts Engineering and Victor Sierra Aviation Holdings acquisition (proprietary aftermarket parts). A $960 million acquisition of Stellant Systems (high-power electronic components) is pending. These additions bolster its highly engineered proprietary aerospace components with significant aftermarket content. Financing these moves and ongoing share repurchases, TransDigm issued $3.5 billion in new debt across February and April 2026. It repurchased $829 million of common stock, with $4,958 million remaining in its program. Cash and equivalents stood at $3,884 million, supporting a capital allocation strategy prioritizing growth and shareholder returns, while maintaining 75% fixed-rate debt and covenant compliance.

Feb 3, 2026

mda_quarterly

TransDigm Group reported net sales of $2,285 million for the thirteen weeks ended December 27, 2025, a 13.9% increase year-over-year, driven by both organic growth and acquisitions. Net income attributable to TD Group decreased to $445 million, with diluted EPS falling to $6.62, impacted by higher dividend equivalent payments. EBITDA As Defined grew 12.8% to $1,197 million, though its margin slightly compressed to 52.4% due to the dilutive impact of recent acquisitions. Gross profit percentage also declined to 59.2% for the same reason, despite underlying operational improvements. Strong demand characterized key markets. Commercial aftermarket sales increased, fueled by robust international air traffic, while Commercial OEM sales rose from increased aircraft production rates by Boeing and Airbus. Defense sales grew from continued domestic and international spending and military modernization efforts. TransDigm pursued an aggressive acquisition strategy, completing the $757 million Simmonds Precision Products acquisition (fuel & proximity sensing) and $151 million in other bolt-ons. Post-period, it announced definitive agreements for Jet Parts Engineering and Victor Sierra Aviation Holdings ($2.2 billion for aftermarket solutions, PMA parts) and Stellant Systems ($960 million for high-power electronic components), financed by cash and debt. Interest expense-net increased significantly by $97 million to $475 million due to higher outstanding borrowings. The company ended the period with $2,528 million in cash and $3,387 million in total cash liquidity, repurchasing $106 million of common stock and authorizing an additional $5.0 billion for repurchases.

Nov 12, 2025

business

TD Group, through TransDigm Inc., designs and supplies highly engineered proprietary aircraft components for commercial and military platforms. Approximately 90% of fiscal 2025 net sales were generated by proprietary products, with 55% derived from the higher-margin, more stable aftermarket. The company leverages long product life cycles, often exceeding 50 years, to generate recurring revenue. Its growth strategy combines a value-driven operating model—focused on niche market expertise and lean cost structures—with a selective acquisition strategy, having acquired 95 businesses since 1993. Operations are divided into Power & Control (actuators, pumps, valves), Airframe (cockpit security, seatbelts, parachutes), and Non-aviation segments. Revenue is diversified across the defense market (35-40%), commercial OEM (25-30%), and commercial aftermarket (30-35%). Competitive advantages are rooted in high barriers to entry created by stringent FAA and EASA certification requirements, which discourage new entrants and foster long-term customer relationships. While the top ten customers account for approximately 40% of net sales, no single customer exceeds 10%, reducing dependence on any individual entity.

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TDG filing events and research context

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