Transdigm Group Incorporated: stock overview

TDGNYSEIndustrials · Aircraft Parts & Auxiliary Equipment, NEC

Price

$1,217.28

November 13, 2026Market cap $66.5B

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The full history: 17 fiscal years, from FY2010
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The full analysis, 18 a month
More questions to the chat on its filings
Excel with every year
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In short

Transdigm had revenue of $10.6B in the fiscal year to September 30, 2026 and net income of $2.1B, a net margin of 20.0%. Revenue grew by 17.1% a year on average over the last 5 years. At $1,217.28 the shares trade at a P/E of 31.5, against a median of 39.2 over the last 5 fiscal years. It has net debt of $31.6B. It pays no dividend.

From its SEC filings (latest fiscal year to September 30, 2026) and the price of November 13, 2026.

Its SEC filings

Market cap: $66.5B; 54.59M shares
P/E: 31.5; Today31.5
Median39.2
Revenue, fiscal year: $10.6B; +17.1% a year over 5 years
Net margin: 20.0%; FY2025: 23.5%, above 99% of its industry

Worth knowing

What a holder would want to hear from the company's SEC filings of the last three years. Each with its filing, without comment.

3 fiscal years in figures

Each fiscal year's figures as the company filed them, and the share price at its end.

FY2024–FY2026 fiscal years

+15.3% a year over 2 years

FY2026Sep 30, 202610-K
Revenue$10.6B
FY2025Sep 30, 202510-K
Revenue$8.8B
FY2024Sep 30, 202410-K
Revenue$7.9B

Year	Revenue	Net income	EPS	Free cash flow	Dividend per share	Price
FY2026Sep 30, 202610-K	$10.6B	$2.1B	$35.51	$1.9B	~$1.06	$1,082.60
FY2025Sep 30, 202510-K	$8.8B	$2.1B	$32.08	$1.8B	~$165.00	$1,318.02
FY2024Sep 30, 202410-K	$7.9B	$1.7B	$25.62	$1.9B	~$35.00	$1,427.13

Fiscal years in figures

TDG's revenue, profit, cash flow and dividend with each year-end price, from FY2010 to FY2023, 14 more fiscal years

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Key figures

The company's current figures in five groups. Each term is explained behind its ⓘ.

Valuation

Market cap 3-year median: $74.2B: $66.5B
Enterprise value: $98.1B
P/E 3-year median: 41.1: 31.5
EV / EBIT: 20.4
EV / Revenue: 9.3
P/B: –
FCF yield 3-year median: 2.4%: 2.9%
Earnings yield 3-year median: 2.4%: 3.2%

Profitability

Gross margin: 59.2%
Operating margin: 45.6%
Net margin 3-year median: 21.6%: 20.0%
ROIC: 16.9%
ROIC, 5-year average: 14.5%
ROE: –

Growth

Revenue, yearly change: +19.5%
EPS, yearly change: +10.7%
FCF, yearly change: +5.3%
Revenue, average a year: +17.1%
EPS, average a year: +27.8%

The yearly change compares FY2026 with FY2025.

Balance sheet

Cash: $2.3B
Total debt: $34.0B
Of which operating leases: $96M
Net debt: $31.6B
Net debt / EBITDA: 6.0x
Interest cover: –
Current ratio: –

Balance sheet of September 30, 2026.

Returns to shareholders

Dividend yield 3-year median: 2.5%: 0.00%
Buybacks: 4.14%
Total returned: 4.14%
Shares, yearly change: -3.1%

Valuation against its own pastEach fiscal year's P/E, P/FCF and P/B beside today's, and the DCF calculator for the company.Valuation

Against its industry

Where its margins and returns stood in fiscal 2025 among the SEC filers of its industry (SIC code 37).

Gross margin

60.1%

Above 97% of the 75 companies in its industry, and 78% of all.

Operating margin

47.2%

Above 99% of the 84 companies in its industry, and 97% of all.

Net margin

23.5%

Above 99% of the 92 companies in its industry, and 86% of all.

ROA

8.7%

Above 91% of the 94 companies in its industry, and 85% of all.

Revenue growth

11.2%

Above 73% of the 92 companies in its industry, and 65% of all.

From the yearly figures every company files with the SEC, for those with revenue of at least $25 million. The industry is the first two digits of the SIC code.

Contracts with the US government

What the federal government committed in contracts to the company and its subsidiaries, by federal fiscal year (October to September).

$606M Fiscal year 2025

In federal fiscal year 2025 (October 2024 to September 2025) the US government committed $606M in contracts to the company and its subsidiaries. The year before it was $227M. That is about 6.9% of its revenue in the fiscal year to September 30, 2025 ($8.8B), though an amount committed is not revenue.

Fiscal year 2022Oct 2021 to Sep 2022

$317M

Fiscal year 2023Oct 2022 to Sep 2023

$670M

Fiscal year 2024Oct 2023 to Sep 2024

$227M

Fiscal year 2025Oct 2024 to Sep 2025

$606M

Fiscal year 2026Oct 2025 to Sep 2026

$373M

From USAspending.gov, the federal government's public spending records, as of November 1, 2026. An amount committed is not revenue of the same year: a contract running several years counts when it is signed, and the company is paid as it does the work. The company is matched through the parent company the government records it under, which adds up its subsidiaries. A subsidiary recorded under another parent can be missing.

The company at the SEC

How it is registered and when its fiscal year ends.

Name at the SEC: TransDigm Group INC
CIK: 1260221
Exchange: NYSE
Industry (SIC): 3728 · Aircraft Parts & Auxiliary Equipment, NEC
Fiscal year ends: September 30
Latest annual report: September 30, 2026
Reporting currency: USD
Shares: 54.59M

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The full analysis

What do Transdigm's filings show?

These are Transdigm's figures. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.

A fair value range built from the filings
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Questions about TDG

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What is TDG's market cap?

Transdigm Group Incorporated's market cap is $66.5B, at a price of $1,217.28 on November 13, 2026 and 54.59M shares.

What is TDG's P/E?

TDG's P/E is 31.5, on earnings per share of $35.51 in the fiscal year to September 30, 2026. The median over the last 5 fiscal years was 39.2.

How much revenue does TDG have?

Transdigm had revenue of $10.6B in the fiscal year to September 30, 2026. Over the last 5 years it changed by +17.1% a year on average.

Does TDG pay a dividend?

No. Transdigm paid no regular dividend over the last 12 months.

Where do the figures come from?

From Transdigm Group Incorporated's SEC filings (10-K and 10-Q) and the share price. They hold no analyst estimates and no score, and they are not a recommendation.

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

US stocksThe market today, the sectors, the largest companies and the week's results.The market's sectorsThe 11 sectors side by side: returns, share of the market, median P/E and dividend.Compare stocksTwo companies side by side: price over up to ten years, with and without dividends, and every figure.US dividend stocksEach dividend's yield next to whether the company's cash covers it and whether it was ever cut.

The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.