Zacks Investment Research·2d ago
Why Investors Need to Take Advantage of These 2 Aerospace Stocks NowWhy investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
TransDigm's investment thesis is anchored in its structural margin dominance, with gross margins consistently near 60% and accelerating revenue growth reaching 22.5% in 2026Q3, driven by commercial aerospace recovery and proprietary product pricing power. Howe...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 22.5% in 2026Q3, supported by gross margins consistently near 60%, which are structurally superior to peers and indicate strong pricing power.
TransDigm's strong aftermarket business provides recurring revenue and high margins due to the essential nature of its aerospace components.
The company's proprietary products in the aerospace sector create high barriers to entry and reduce competition.
TransDigm's ability to maintain and increase prices reflects its competitive positioning and value proposition in the aerospace market.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $10.87+5.5% vs $10.30 | $2.7B+2.4% vs $2.7B |
Q2 2026 May 5, 2026 | $9.85+4.1% vs $9.46 | $2.5B+3.1% vs $2.5B |
Q1 2026 Feb 3, 2026 | $8.23+1.6% vs $8.10 | $2.3B+1.2% vs $2.3B |
Q4 2025 Nov 12, 2025 | $10.82+7.8% vs $10.04 | $2.4B+1.6% vs $2.4B |
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
TDG's defense revenues rise 11% in fiscal Q3 2026 as strong bookings and backlog support its U.S. defense aerospace growth outlook.
Transdigm Group Incorporated (NYSE: TDG - Get Free Report) shares reached a new 52-week low during trading on Wednesday. The stock traded as low as $1,082.40 and last traded at $1,084.7960, with a volume of 439010 shares traded. The stock had previously closed at $1,111.22. More Transdigm Group News Here are the key news stories
HB Wealth Management LLC decreased its holdings in shares of Transdigm Group Incorporated (NYSE: TDG) by 9.9% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,956 shares of the aerospace company's stock after selling 543 shares during the
Benchmark TDG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for TransDigm Group Incorporated (TDG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $1112.42 | $62.22B | 34.68 | 11.22% | 23.49% | — | 14.87% | |
| $307.77 | $42.88B | 62.81 | 16.26% | 16.38% | 16.57% | — | |
| $326.14 | $19.43B | 45.36 | 7.3% | 13.17% | 21.75% | — | |
| $550.27 | $20.33B | 42.76 | 12.08% | 14.81% | 20.69% | — | |
| $46.97 | $8.81B | 361.31 | 18.52% | 2.03% | 1.14% | — | |
| $37.15 | $9.91B | 36.07 | 12.8% | 8.52% | 11.76% | — |
TransDigm Group Incorporated (TDG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
TransDigm Group Incorporated (TDG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
Jul 27, 2026·SEC
Jul 24, 2026·SEC
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TransDigm Group Incorporated (TDG) stock FAQ — growth, dividends, profitability & financials explained
TransDigm Group Incorporated (TDG) reported $10.01B in revenue for fiscal year 2025. This represents a 3922% increase from $248.8M in 2002.
TransDigm Group Incorporated (TDG) grew revenue by 11.2% over the past year. This is steady growth.
Yes, TransDigm Group Incorporated (TDG) is profitable, generating $2.13B in net income for fiscal year 2025 (23.5% net margin).
Yes, TransDigm Group Incorporated (TDG) pays a dividend with a yield of 14.87%. This makes it attractive for income-focused investors.
TransDigm Group Incorporated (TDG) generated $1.93B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
