Stock AnalizTransDigm Group INC TDG
Military/Government/Technical · IPO 2006 · data as of November 13, 2026
TransDigm Group INC (TDG) is a industrial company listed in the US with a market value of about $66.5B. In fiscal year 2026 it had revenue of $10.6B and net income of $2.1B, a net margin of 20.0%.
Its overall Stock Analiz score is 2.8 out of 5 (average). The strongest part is track record (4/5); the weakest is value (2/5).
Key numbers: a P/E of 34.3, a price to free cash flow of 34.7, 5-year revenue growth of 17% a year, a 5-year average ROIC of 14%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 10% above the current price.
Score: 2.8 / 5
Checks passed
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- 3-year free cash flow growth above 10% a year
- 5-year EPS growth above 10% a year
- 5-year revenue growth above 8% a year
- 5-year average ROIC above 12%
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Profit margin improving
- Strong R&D investment or growth above 20%
- ROE above 15%
- More cash than debt, or low debt to equity
- Debt below 3 years of free cash flow
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $10.6B | $8.8B | $7.9B | $6.6B | $5.4B | $4.8B | $5.1B | $5.2B | $3.8B | $3.5B |
| Net income | $2.1B | $2.1B | $1.7B | $1.3B | $866M | $680M | $699M | $890M | $957M | $597M |
| Free cash flow | $1.9B | $1.8B | $1.9B | $1.2B | $829M | $808M | $1.1B | $913M | $949M | $718M |
| EPS (diluted) | $35.51 | $32.08 | $25.62 | $22.03 | $13.40 | $10.41 | $8.96 | $13.84 | $16.20 | $7.88 |
| Net margin | 20.0% | 23.5% | 21.6% | 19.7% | 16.0% | 14.2% | 13.7% | 17.0% | 25.1% | 17.0% |
| ROIC | 15.3% | 16.7% | 15.0% | 12.7% | 10.8% | 9.6% | 9.8% | 11.2% | 15.0% | 13.1% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 20 analysts is $1441.20, 18% above the current price; targets range from $1100.00 to $1754.00; the consensus rating is “Buy”; expected EPS is $48.11 for the fiscal year ending September 30, 2026.
Frequently asked questions
What is TransDigm Group INC’s P/E ratio?
About 34.3, based on the last twelve months of diluted earnings per share (forward P/E about 23.6).
Is TransDigm Group INC stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 10% above the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does TransDigm Group INC pay a dividend?
Not currently.
Is TransDigm Group INC a good stock to buy?
We do not give buy or sell advice. TransDigm Group INC scores 2.8 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.