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TDG Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
OverviewStock Price PredictionTechnicalValuationFinancialsEarningsShould I BuyNews & Events
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Intellectia

Loading chart...

High
1273.490
Open
1271.110
VWAP
1.26K
Vol
108.88K
Mkt Cap
72.17B
Low
1252.990
Amount
137.69M
EV/EBITDA(TTM)
21.56
Total Shares
56.47M
EV
100.00B
EV/OCF(TTM)
47.21
P/S(TTM)
8.16
TransDigm Group Incorporated, through its wholly owned subsidiaries, is a global designer, producer and supplier of highly engineered aircraft components for use on nearly all commercial and military aircraft in service. Its segments include Power & Control, Airframe and Non-aviation. Its product offerings provided to end-users in the aerospace industry include mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, databus and power controls, cockpit security components and systems, specialized and advanced cockpit displays, engineered audio, radio and antenna systems, specialized lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components.
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Events Timeline

(ET)
2026-02-03
12:20:00
Major Averages Decline as Merck and PepsiCo Report Positive Earnings
select
2026-02-03
09:10:00
U.S. Stock Futures Mostly Up, AES Corp Shares Rise 7%
select

News

NASDAQ.COM
4.5
03-06NASDAQ.COM
Analysis of VO Stock's 52-Week Highs and Lows
  • Price Range Analysis: VO stock's 52-week low is $223.65 and high is $307.06, with the last trade at $296.32, indicating the stock is nearing its high point, which may attract investor interest.
  • Technical Analysis Tool: Comparing the current stock price to the 200-day moving average can provide valuable insights for investors, helping to assess market trends and potential buying opportunities.
  • ETF Trading Mechanism: Exchange-traded funds (ETFs) trade similarly to stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting the liquidity of underlying assets.
  • Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding focuses on notable inflows (new units created) or outflows (old units destroyed), which directly affects the performance of individual stocks held within the ETFs.
PRnewswire
8.0
03-06PRnewswire
Pentagon Bans Use of Chinese Rare Earth Materials in Defense
  • Policy Shift Impact: The Pentagon's plan to ban the use of Chinese-origin rare earth magnetic materials in U.S. military platforms starting in 2027 will compel manufacturers to trace the origins of rare earth metals, significantly impacting the entire American defense industrial base.
  • Supply Chain Restructuring: Defense giants like Lockheed Martin are overhauling their magnet supply chains to avoid non-compliance risks in 2027, emphasizing that the traceability requirements for rare earth sourcing will affect multi-tier supplier networks.
  • Domestic Production Capacity Boost: REalloys has achieved industrial production of rare earth metals at its Euclid facility in Ohio, targeting an annual output of 400 tonnes by the end of 2027, scaling up to 600 tonnes, marking a significant restoration of U.S. self-sufficiency in rare earth metals.
  • Capital Support and Strategic Investment: The U.S. Export-Import Bank has expressed interest in providing up to $200 million to support rare earth processing expansion, reflecting the government's commitment to rebuilding the domestic rare earth supply chain to ensure stability and security in defense production.
Newsfilter
8.0
03-06Newsfilter
Pentagon Bans Use of Chinese Rare Earth Materials in Defense
  • Policy Impact: The Pentagon's plan to ban the use of Chinese-origin rare earth magnetic materials in U.S. military platforms starting in 2027 will compel manufacturers to trace the origins of rare earth metals, significantly impacting the entire American defense industrial base.
  • Supply Chain Restructuring: Defense giants like Lockheed Martin are overhauling their magnet supply chains to avoid compliance risks in 2027, emphasizing that the traceability requirements for rare earth materials will affect multi-tier supplier networks.
  • Domestic Production Capacity: REalloys has achieved industrial production of rare earth metals at its Euclid facility in Ohio, targeting an annual output of 400 tonnes by the end of 2027, scaling up to 600 tonnes, marking a significant enhancement in U.S. self-sufficiency in rare earth metals.
  • Strategic Investment: REalloys, in partnership with SRC, is focused on rare earth metallization and alloying, ensuring that U.S. defense production no longer relies on China, highlighting that rare earth metallization has become a critical variable in defense planning.
Barron's
8.5
02-27Barron's
SpaceX Prepares to File for Confidential IPO: Implications Explained.
  • SpaceX IPO Significance: The SpaceX IPO is anticipated to be a major event in the capital markets, potentially the most significant of the decade.

  • Funding for AI Data Centers: The company aims to raise record amounts of money to establish AI data centers in space.

Fool
8.5
02-20Fool
Boeing Delivery Delays Lead to Aircraft Order Backlog
  • Aircraft Order Backlog: The global backlog of unfilled aircraft orders exceeds 17,000 jets, with Boeing's production delays extending delivery timelines, resulting in an average fleet age of 15 years, which hampers airlines' ability to renew their fleets.
  • GE Aerospace Revenue Growth: GE Aerospace has an installed base of approximately 80,000 commercial and military engines, with service revenue reaching $24 billion in 2025, a 26% year-over-year increase, accounting for 53% of total revenue, showcasing the strength of its long-term service agreements.
  • TransDigm's Market Advantage: TransDigm focuses on manufacturing critical small components, achieving an operating margin of 47.2% in fiscal 2025, significantly higher than GE's 21.4%, with its pricing power and cash flow performance setting it apart in the industry.
  • Investor Choice Consideration: GE offers safety and stable cash flow, generating $7.3 billion in free cash flow in 2025, while TransDigm produced $1.8 billion, prompting investors to choose between platform or parts suppliers based on their risk preferences.
CNBC
9.5
02-19CNBC
Airbus Expects 870 Aircraft Deliveries in 2026
  • Delivery Expectations Adjusted: Airbus anticipates delivering 870 commercial aircraft in 2026, slightly below analysts' expectations of 880, reflecting challenges due to supplier quality issues that could impact future revenue growth.
  • Increased Competitive Pressure: Amid Boeing's gradual recovery, sentiment around Airbus has notably shifted, with analysts noting that while Airbus delivered 793 aircraft in 2025, the decline in delivery numbers may affect its market share.
  • Financial Performance Exceeds Expectations: Airbus reported an adjusted EBIT of €2.98 billion in the fourth quarter, surpassing market expectations of €2.87 billion, indicating the company's resilience in maintaining profitability despite challenges.
  • Cautious Future Outlook: Airbus expects an adjusted EBIT of around €7.5 billion in 2026; however, the downward adjustment of delivery targets may heighten investor concerns regarding its long-term growth prospects.
Wall Street analysts forecast TDG stock price to rise
16 Analyst Rating
Wall Street analysts forecast TDG stock price to rise
11 Buy
5 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
1400
Averages
1608
High
1900
Current: 0.000
sliders
Low
1400
Averages
1608
High
1900
Jefferies
Buy
maintain
AI Analysis
2026-02-08
Reason
Jefferies
Price Target
AI Analysis
2026-02-08
maintain
Buy
Reason
Jefferies lowered the firm's price target on TransDigm to $1,565 from $1,635 and keeps a Buy rating on the shares. The stock sold even though the company reported a "slight beat and raise" quarter on the "relatively unimpressive" commercial performance, the analyst tells investors in a research note. The analyst says TransDigm is trading at a discount to peers.
UBS
Buy
maintain
2026-02-04
Reason
UBS
Price Target
2026-02-04
maintain
Buy
Reason
UBS lowered the firm's price target on TransDigm to $1,800 from $1,804 and keeps a Buy rating on the shares. TransDigm faces questions on sustainable growth due to aftermarket deceleration and lumpiness, though high single-digit growth appears achievable through flight activity, pricing, and content gains, the analyst tells investors in a research note. Despite recent weaker quarters, EPS is expected to compound in the high teens, margins guidance is conservative, and the company's recent $3B in acquisitions supports continued bolt-on M&A strategy, UBS says.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for TDG
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Valuation Metrics

The current forward P/E ratio for TransDigm Group Inc (TDG.N) is 35.39, compared to its 5-year average forward P/E of 33.60. For a more detailed relative valuation and DCF analysis to assess TransDigm Group Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
33.60
Current PE
35.39
Overvalued PE
38.53
Undervalued PE
28.67

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
18.77
Current EV/EBITDA
19.94
Overvalued EV/EBITDA
20.69
Undervalued EV/EBITDA
16.84

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
7.02
Current PS
7.70
Overvalued PS
8.23
Undervalued PS
5.81

Financials

AI Analysis
Annual
Quarterly

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Whales Holding TDG

Z
Zimmer Partners, LP
Holding
TDG
+13.25%
3M Return
H
Harel Insurance Investments & Financial Services Ltd
Holding
TDG
+8.47%
3M Return
E
EULAV Asset Management
Holding
TDG
+4.03%
3M Return
C
Cookson Peirce & Co Inc
Holding
TDG
+2.24%
3M Return
D
Darsana Capital Partners LP
Holding
TDG
+1.78%
3M Return
A
Alkeon Capital Management, LLC
Holding
TDG
+1.72%
3M Return

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Frequently Asked Questions

What is TransDigm Group Inc (TDG) stock price today?

The current price of TDG is 1267.61 USD — it has decreased -0.81

What is TransDigm Group Inc (TDG)'s business?

TransDigm Group Incorporated, through its wholly owned subsidiaries, is a global designer, producer and supplier of highly engineered aircraft components for use on nearly all commercial and military aircraft in service. Its segments include Power & Control, Airframe and Non-aviation. Its product offerings provided to end-users in the aerospace industry include mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, databus and power controls, cockpit security components and systems, specialized and advanced cockpit displays, engineered audio, radio and antenna systems, specialized lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components.

What is the price predicton of TDG Stock?

Wall Street analysts forecast TDG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TDG is1608 USD with a low forecast of 1400 USD and a high forecast of 1900 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is TransDigm Group Inc (TDG)'s revenue for the last quarter?

TransDigm Group Inc revenue for the last quarter amounts to 2.29B USD, increased 13.91

What is TransDigm Group Inc (TDG)'s earnings per share (EPS) for the last quarter?

TransDigm Group Inc. EPS for the last quarter amounts to 6.63 USD, decreased -12.99

How many employees does TransDigm Group Inc (TDG). have?

TransDigm Group Inc (TDG) has 16500 emplpoyees as of March 10 2026.

What is TransDigm Group Inc (TDG) market cap?

Today TDG has the market capitalization of 72.17B USD.