NOORULT

TransDigm Group INCTDG

NYSEIndustrialsAircraft Parts & Auxiliary Equipment, NEC
Price (close)
$1105.28
Market cap
$61.1B
P/E
28.7x
Revenue (TTM)
$10.0B
Net income
$2.1B
Dividend yield
—
1-year total return
-14.3%
Net margin
21.3%
Revenue growth
16.6%
Debt / equity
—

What TransDigm Group INC does.

TD Group, through its wholly-owned subsidiary, TransDigm Inc., is a leading global designer, producer and supplier of highly engineered aircraft components that are critical to the safe and effective operation of nearly all commercial and military aircraft worldwide. Our products are represented in nearly every commercial and military aircraft in service today. Our business is well diversified due to the broad range of products we offer to our customers. We estimate that approximately 90% of our net sales for fiscal year 2025 were generated by proprietary products.

Most of our products generate significant aftermarket revenue. Once our parts are designed into and sold on a new aircraft, we generate net sales from aftermarket consumption over the life of that aircraft, which is generally estimated to be approximately 25 to 30 years. A typical platform can be produced for 20 to 30 years, giving us an estimated product life cycle in excess of 50 years. We estimate that approximately 55% of our net sales in fiscal year 2025 were generated from the aftermarket, the vast majority of which come from the commercial and military aftermarkets. Historically, these aftermarket revenues have produced a higher gross profit and have been more stable than net sales to original equipment manufacturers (“OEMs”).

Revenue and profit, by fiscal year.

Fiscal year202020212022202320242025
Revenue$5.1B$4.8B$5.4B$6.6B$7.9B$8.8B
Net income$699.0M$680.0M$866.0M$1.3B$1.7B$2.1B
Free cash flow$1.1B$808.0M$829.0M$1.2B$1.9B$1.8B

More on TDG.

Figures from TransDigm Group INC's filings with the U.S. SEC, standardised automatically; prices are end-of-day closes. Not financial advice.