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A Look At TransDigm Group’s Valuation As Investor Letters Renew Market Focus On The Aerospace Supplier
📊
AI Sentiment
Positive
6/10
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- TDG
as of 03-10-2026 3:53pm EST
$1,268.37
$9.57
-0.75%
TransDigm manufactures and services a broad set of specialized parts for commercial and military aircraft. The firm organizes itself in three segments: power and control, airframes, and a small non-aviation segment, which serves mostly off-road vehicles and mining equipment. It operates as an acquisitive holding company that focuses on buying up smaller firms that make proprietary aerospace products with substantial aftermarket demand. TransDigm regularly employs financial leverage to amplify its operating results.
| Founded: | 1993 | Country: | United States |
| Employees: | N/A | City: | CLEVELAND |
| Market Cap: | 73.4B | IPO Year: | 2005 |
| Target Price: | $1589.67 | AVG Volume (30 days): | 296.8K |
| Analyst Decision: | Buy | Number of Analysts: | 13 |
| Dividend Yield: | Dividend Payout Frequency: | semi-annual | |
| EPS: | 6.62 | EPS Growth: | 25.21 |
| 52 Week Low/High: | $1183.60 - $1623.83 | Next Earning Date: | 05-05-2026 |
| Revenue: | $8,831,000,000 | Revenue Growth: | 11.22% |
| Revenue Growth (this year): | 14.58% | Revenue Growth (next year): | 8.11% |
| P/E Ratio: | 195.35 | Index: | |
| Free Cash Flow: | 1.8B | FCF Growth: | -5.63% |
Stock Insider Trading Activity of Transdigm Group Incorporated (TDG)
SMALL ROBERT J
Buy
Director
TDG Feb 25, 2026
Avg Cost/Share
$1,285.00
Shares
1
Total Value
$1,285.00
Owned After
366,142
SEC Form 4
Howley W Nicholas
Sell
Director
TDG Feb 18, 2026
Avg Cost/Share
$1,305.82
Shares
10,168
Total Value
$13,296,510.13
Owned After
21,547.513
Reiss Joel
Sell
Co-Chief Operating Officer
TDG Feb 17, 2026
Avg Cost/Share
$1,292.29
Shares
3,900
Total Value
$5,046,140.56
Owned After
3,749
Lisman Michael
Buy
President & CEO
TDG Feb 6, 2026
Avg Cost/Share
$1,284.26
Shares
950
Total Value
$1,220,047.76
Owned After
3,259
SEC Form 4
Stein Kevin M
Sell
Director
TDG Feb 2, 2026
Avg Cost/Share
$1,424.50
Shares
48,000
Total Value
$68,534,105.23
Owned After
55,556
Murphy Patrick Joseph
Sell
Co-Chief Operating Officer
TDG Feb 2, 2026
Avg Cost/Share
$1,430.10
Shares
290
Total Value
$414,729.00
Owned After
1,055
SEC Form 4
Reiss Joel
Sell
Co-Chief Operating Officer
TDG Jan 15, 2026
Avg Cost/Share
$1,429.65
Shares
3,900
Total Value
$5,576,694.62
Owned After
3,749
Stein Kevin M
Sell
Director
TDG Jan 14, 2026
Avg Cost/Share
$1,406.46
Shares
7,627
Total Value
$10,726,454.42
Owned After
55,556
Stein Kevin M
Sell
Director
TDG Jan 5, 2026
Avg Cost/Share
$1,374.13
Shares
25,000
Total Value
$34,339,836.60
Owned After
55,556
Murphy Patrick Joseph
Sell
Co-Chief Operating Officer
TDG Jan 2, 2026
Avg Cost/Share
$1,329.03
Shares
290
Total Value
$385,418.70
Owned After
1,055
SEC Form 4
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| SMALL ROBERT J | TDG | Director | Feb 25, 2026 | Buy | $1,285.00 | 1 | $1,285.00 | 366,142 | |
| Howley W Nicholas | TDG | Director | Feb 18, 2026 | Sell | $1,305.82 | 10,168 | $13,296,510.13 | 21,547.513 | |
| Reiss Joel | TDG | Co-Chief Operating Officer | Feb 17, 2026 | Sell | $1,292.29 | 3,900 | $5,046,140.56 | 3,749 | |
| Lisman Michael | TDG | President & CEO | Feb 6, 2026 | Buy | $1,284.26 | 950 | $1,220,047.76 | 3,259 | |
| Stein Kevin M | TDG | Director | Feb 2, 2026 | Sell | $1,424.50 | 48,000 | $68,534,105.23 | 55,556 | |
| Murphy Patrick Joseph | TDG | Co-Chief Operating Officer | Feb 2, 2026 | Sell | $1,430.10 | 290 | $414,729.00 | 1,055 | |
| Reiss Joel | TDG | Co-Chief Operating Officer | Jan 15, 2026 | Sell | $1,429.65 | 3,900 | $5,576,694.62 | 3,749 | |
| Stein Kevin M | TDG | Director | Jan 14, 2026 | Sell | $1,406.46 | 7,627 | $10,726,454.42 | 55,556 | |
| Stein Kevin M | TDG | Director | Jan 5, 2026 | Sell | $1,374.13 | 25,000 | $34,339,836.60 | 55,556 | |
| Murphy Patrick Joseph | TDG | Co-Chief Operating Officer | Jan 2, 2026 | Sell | $1,329.03 | 290 | $385,418.70 | 1,055 |
Earnings Transcripts
SEC 8-K filings with transcript text
2025 Q4 Q4 2025 Earnings
8-K BUY Feb 3, 2026 · 95% conf.
2025
Q4
Q4 2025 Earnings
8-K BUYFeb 3, 2026 · 95% conf.
AI Prediction BUY
1D
+0.42%
$1307.35
5D
+2.59%
$1335.61
20D
+2.53%
$1334.86
Price: $1301.93 Prob +5D: 98% AUC: 1.000
0001260221-26-000015
tdg-202602030001260221false00012602212026-02-032026-02-03
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 3, 2026
TransDigm Group Incorporated (Exact name of registrant as specified in its charter)
Delaware001-3283341-2101738 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.)
1350 Euclid AvenueSuite 1600,Cleveland,Ohio44115 (Address of principal executive offices)(Zip Code)
(216) 706-2960 (Registrant’s telephone number, including area code)
Not Applicable (Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class:Trading Symbol:Name of each exchange on which registered: Common Stock, $0.01 par valueTDGNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging Growth Company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02.Results of Operations and Financial Condition.
On February 3, 2026, TransDigm Group Incorporated (“TransDigm Group” or the “Company”) issued a press release (the “Press Release”) announcing its financial results for its first quarter ended December 27, 2025 and certain other information. A copy of this press release is furnished with this Current Report as Exhibit 99.1 and is incorporated herein by reference. The information contained in this item and in the accompanying exhibit shall not be incorporated by reference into any filing of the Registrant, whether made before or after the date hereof. The information in this item, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section or Sections 11 and 12(a)(2) of the Securities Act of 1933, as amended. TransDigm Group will host a conference call for investors and security analysts on February 3, 2026, beginning at 11:00 a.m., Eastern Time. To join the call telephonically, please see the detailed instructions within the “Earnings Conference Call” section of the press release furnished with this Current Report as Exhibit 99.1. A live audio webcast of the call can also be accessed online at https://www.transdigm.com. A slide presentation will also be available for reference during the conference call; go to the investor relations page of our website and click on “Presentations.” The call will be archived on the website and available for replay later that day.
Item 9.01.Financial Statements and Exhibits.
(d) Exhibits The following exhibits are being furnished with this Current Report on Form 8-K:
Exhibit No.Description 99.1 Press Release
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
TRANSDIGM GROUP INCORPORATED
By:/s/ Sarah Wynne
Name:Sarah Wynne Title:Chief Financial Officer (Principal Financial Officer)
Dated: February 3, 2026
2025 Q3 Q3 2025 Earnings
8-K Nov 12, 2025
2025
Q3
Q3 2025 Earnings
8-KNov 12, 2025
0001260221-25-000078
tdg-202511120001260221false00012602212025-11-122025-11-12
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 12, 2025
TransDigm Group Incorporated (Exact name of registrant as specified in its charter)
Delaware001-3283341-2101738 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.)
1350 Euclid AvenueSuite 1600,Cleveland,Ohio44115 (Address of principal executive offices)(Zip Code)
(216) 706-2960 (Registrant’s telephone number, including area code)
Not Applicable (Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class:Trading Symbol:Name of each exchange on which registered: Common Stock, $0.01 par valueTDGNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging Growth Company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02.Results of Operations and Financial Condition.
On November 12, 2025, TransDigm Group Incorporated (“TransDigm Group” or the “Company”) issued a press release (the “Press Release”) announcing its financial results for its fourth quarter ended September 30, 2025 and certain other information. A copy of this press release is furnished with this Current Report as Exhibit 99.1 and is incorporated herein by reference. The information contained in this item and in the accompanying exhibit shall not be incorporated by reference into any filing of the Registrant, whether made before or after the date hereof. The information in this item, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section or Sections 11 and 12(a)(2) of the Securities Act of 1933, as amended. TransDigm Group will host a conference call for investors and security analysts on November 12, 2025, beginning at 11:00 a.m., Eastern Time. To join the call telephonically, please see the detailed instructions within the “Earnings Conference Call” section of the press release furnished with this Current Report as Exhibit 99.1. A live audio webcast of the call can also be accessed online at https://www.transdigm.com. A slide presentation will also be available for reference during the conference call; go to the investor relations page of our website and click on “Presentations.” The call will be archived on the website and available for replay later that day.
Item 9.01.Financial Statements and Exhibits.
(d) Exhibits The following exhibits are being furnished with this Current Report on Form 8-K:
Exhibit No.Description 99.1 Press Release
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
TRANSDIGM GROUP INCORPORATED
By:/s/ Sarah Wynne
Name:Sarah Wynne Title:Chief Financial Officer (Principal Financial Officer)
Dated: November 12, 2025
2025 Q2 Q2 2025 Earnings
8-K Aug 5, 2025
2025
Q2
Q2 2025 Earnings
8-KAug 5, 2025
0001260221-25-000049
tdg-202508050001260221false00012602212025-08-052025-08-05
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2025
TransDigm Group Incorporated (Exact name of registrant as specified in its charter)
Delaware001-3283341-2101738 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.)
1350 Euclid AvenueSuite 1600,Cleveland,Ohio44115 (Address of principal executive offices)(Zip Code)
(216) 706-2960 (Registrant’s telephone number, including area code)
Not Applicable (Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class:Trading Symbol:Name of each exchange on which registered: Common Stock, $0.01 par valueTDGNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging Growth Company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02.Results of Operations and Financial Condition.
On August 5, 2025, TransDigm Group Incorporated (“TransDigm Group” or the “Company”) issued a press release (the “Press Release”) announcing its financial results for its third quarter ended June 28, 2025 and certain other information. A copy of this press release is furnished with this Current Report as Exhibit 99.1 and is incorporated herein by reference. The information contained in this item and in the accompanying exhibit shall not be incorporated by reference into any filing of the Registrant, whether made before or after the date hereof. The information in this item, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section or Sections 11 and 12(a)(2) of the Securities Act of 1933, as amended. TransDigm Group will host a conference call for investors and security analysts on August 5, 2025, beginning at 11:00 a.m., Eastern Time. To join the call telephonically, please see the detailed instructions within the “Earnings Conference Call” section of the press release furnished with this Current Report as Exhibit 99.1. A live audio webcast of the call can also be accessed online at https://www.transdigm.com. A slide presentation will also be available for reference during the conference call; go to the investor relations page of our website and click on “Presentations.” The call will be archived on the website and available for replay later that day.
Item 9.01.Financial Statements and Exhibits.
(d) Exhibits The following exhibits are being furnished with this Current Report on Form 8-K:
Exhibit No.Description 99.1 Press Release
104Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
TRANSDIGM GROUP INCORPORATED
By:/s/ Sarah Wynne
Name:Sarah Wynne Title:Chief Financial Officer (Principal Financial Officer)
Dated: August 5, 2025
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The information presented on this page, "TDG Transdigm Group Incorporated - Stocks Price | History | Analysis", including historical data, forecasts, news, insider information, and predictions, is provided for educational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any securities. Decisions regarding investments should be made only after careful consideration and consultation with a qualified financial advisor. We do not endorse or guarantee the accuracy or reliability of the information provided, and we disclaim any liability for financial losses incurred as a result of decisions made based on the information presented.