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.
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 11/7/2026, 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 |
TransDigm (TDG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
CLEVELAND, Nov. 2, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today said it will report fiscal 2026 fourth quarter earnings before the market opens on Tuesday, November 10, 2026. A conference call will follow at 10:00 a.m.
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Robeco Institutional Asset Management B.V. bought a new position in Transdigm Group Incorporated (NYSE: TDG) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 1,816 shares of the aerospace company's stock, valued at approximately $1,966,000. Several other institutional investors and hedge
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 |
|---|---|---|---|---|---|---|---|
| $1197.01 | $66.95B | 32.27 | 11.23% | 21.28% | — | 13.82% | |
| $332.65 | $46.34B | 55.43 | 16.26% | 16.38% | 16.57% | 0.07% | |
| $317.31 | $18.91B | 35.25 | 7.3% | 13.17% | 21.75% | 0.33% | |
| $463.47 | $17.12B | 30.76 | 12.08% | 14.86% | 21.16% | 0.2% | |
| $35.10 | $6.58B | 301.29 | 18.52% | 1.34% | 0.72% | — | |
| $34.04 | $9.08B | 25.02 | 12.8% | 9.4% | 13.04% | 1.05% |
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 over the trailing twelve months. Revenue was $8.83B in fiscal year 2025. That is 3450% more than the $248.8M of fiscal year 2002.
TransDigm Group Incorporated (TDG) grew revenue by 16.6% over the trailing twelve months, compared with the twelve months before.
Yes. TransDigm Group Incorporated (TDG) earned $2.13B in net income over the trailing twelve months (a 21.3% net margin).
Yes. TransDigm Group Incorporated (TDG) pays a dividend that yields 13.82% at the current price, a high yield.
TransDigm Group Incorporated (TDG) generated $1.93B in free cash flow over the trailing twelve months.
