TransDigm Group (TDG) is trading up at $1,143.74 (+0.11%) on NYSE/NASDAQ, as of the latest quote. It is a S&P 500 constituent in the Industrials sector.
One firm's current price target on TransDigm Group: $1.33k — 16% above the current $1.14k. Each is tracked to its date and scored the same way a member's call is.
Targets published by research firms, extracted from the news, checked against independent reporting, and linked to their source. Where a firm did not state a horizon the target is tracked as 12 months, the industry convention; the rows where the firm set its own horizon are marked. Reported here as facts about what was published — not recommendations from Dalsna Finance, and no firm listed is affiliated with this site.
| FY2016Sep 2016 | FY2017Sep 2017 | FY2018Sep 2018 | FY2019Sep 2019 | FY2020Sep 2020 | FY2021Sep 2021 | FY2022Sep 2022 | FY2023Sep 2023 | FY2024Sep 2024 | FY2025Sep 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||||
| Revenue | $3.17B | $3.50B | $3.81B | $5.22B | $5.10B | $4.80B | $5.43B | $6.58B | $7.94B | $8.83B |
| Growth (year over year) | +17.2% | +10.5% | +8.8% | +37.0% | −2.3% | −6.0% | +13.2% | +21.3% | +20.6% | +11.2% |
| Gross profit | $1.73B | $1.98B | $2.18B | $2.81B | $2.65B | $2.51B | $3.10B | $3.84B | $4.67B | $5.31B |
| Gross margin | 54.5% | 56.6% | 57.1% | 53.8% | 51.9% | 52.4% | 57.1% | 58.3% | 58.8% | 60.1% |
| Operating income | $1.27B | $1.48B | $1.66B | $1.93B | $1.75B | $1.69B | $2.21B | $2.92B | $3.53B | $4.17B |
| Operating margin | 40.0% | 42.3% | 43.4% | 36.9% | 34.3% | 35.2% | 40.8% | 44.4% | 44.5% | 47.2% |
| Net income | $586.4M | $596.9M | $957.0M | $890.0M | $699.0M | $680.0M | $866.0M | $1.30B | $1.71B | $2.07B |
| Net margin | 18.5% | 17.0% | 25.1% | 17.0% | 13.7% | 14.2% | 16.0% | 19.7% | 21.6% | 23.5% |
| EPS (diluted) | $10.39 | $7.88 | $16.20 | $13.84 | $8.96 | $10.41 | $13.40 | $22.03 | $25.62 | $32.08 |
| Balance sheet | ||||||||||
| Cash and equivalents | $1.59B | $650.6M | $2.07B | $1.47B | $4.72B | $4.79B | $3.00B | $3.47B | $6.26B | $2.81B |
| Total assets | $10.7B | $9.98B | $12.2B | $16.3B | $18.4B | $19.3B | $18.1B | $20.0B | $25.6B | $22.9B |
| Total liabilities | $11.4B | $12.9B | $14.0B | $19.1B | $22.4B | $22.2B | $21.9B | $21.9B | $31.9B | $32.6B |
| Long-term debt | $9.94B | $11.4B | $12.5B | $16.5B | $19.4B | $19.4B | $19.4B | $19.3B | $24.3B | $29.2B |
| Shareholders' equity | −$651.5M | −$2.95B | −$1.81B | −$2.89B | −$3.97B | −$2.92B | −$3.77B | −$1.98B | −$6.29B | −$9.69B |
| Cash flow | ||||||||||
| Operating cash flow | $683.3M | $788.7M | $1.02B | $1.01B | $1.21B | $913.0M | $948.0M | $1.38B | $2.04B | $2.04B |
| Capital expenditure | $44.0M | $71.0M | $73.0M | $102.0M | $105.0M | $105.0M | $119.0M | $139.0M | $165.0M | $222.0M |
| Free cash flow | $639.3M | $717.7M | $949.0M | $913.0M | $1.11B | $808.0M | $829.0M | $1.24B | $1.88B | $1.82B |
| Dividends paid | $3.00M | $2.58B | $56.0M | $1.71B | $1.93B | $73.0M | $1.09B | $38.0M | $2.04B | $9.63B |
| Share buybacks | $207.8M | $389.8M | $0 | $0 | $19.0M | $0 | $912.0M | $0 | $0 | $500.0M |
| Q4 FY24†Sep 2024 | Q1 FY25Dec 2024 | Q2 FY25Mar 2025 | Q3 FY25Jun 2025 | Q4 FY25†Sep 2025 | Q1 FY26Dec 2025 | Q2 FY26Mar 2026 | Q3 FY26Jun 2026 | |
|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||
| Revenue | $2.19B | $2.01B | $2.15B | $2.24B | $2.44B | $2.29B | $2.54B | $2.74B |
| Growth (year over year) | +18.0% | +12.1% | +12.0% | +9.3% | +11.5% | +13.9% | +18.3% | +22.5% |
| Gross profit | $1.26B | $1.24B | $1.27B | $1.33B | $1.47B | $1.35B | $1.51B | $1.63B |
| Gross margin | 57.5% | 61.6% | 59.3% | 59.5% | 60.3% | 59.2% | 59.4% | 59.4% |
| Operating income | $943.0M | $974.0M | $991.0M | $1.04B | $1.16B | $1.04B | $1.18B | $1.23B |
| Operating margin | 43.1% | 48.6% | 46.1% | 46.4% | 47.6% | 45.6% | 46.3% | 44.8% |
| Net income | $468.0M | $493.0M | $479.0M | $492.0M | $610.0M | $445.0M | $535.0M | $539.0M |
| Net margin | 21.4% | 24.6% | 22.3% | 22.0% | 25.0% | 19.5% | 21.0% | 19.7% |
| EPS (diluted) | $5.82 | $7.62 | $8.24 | $8.47 | $7.75 | $6.62 | $9.20 | $9.39 |
| Balance sheet | ||||||||
| Cash and equivalents | $6.26B | $2.46B | $2.43B | $2.79B | $2.81B | $2.53B | $3.88B | $2.77B |
| Total assets | $25.6B | $21.5B | $21.9B | $22.7B | $22.9B | $23.8B | $25.4B | $26.8B |
| Total liabilities | $31.9B | $27.8B | $27.6B | $27.7B | $32.6B | $33.0B | $34.8B | $36.5B |
| Long-term debt | $24.3B | $24.3B | $24.3B | $24.3B | $29.2B | $29.2B | $31.1B | $32.6B |
| Shareholders' equity | −$6.29B | −$6.26B | −$5.67B | −$5.00B | −$9.69B | −$9.27B | −$9.40B | −$9.81B |
| Cash flow | ||||||||
| Operating cash flow | $572.0M | $752.0M | $148.0M | $631.0M | $507.0M | $832.0M | $135.0M | $724.0M |
| Capital expenditure | $41.0M | $42.0M | $56.0M | $58.0M | $66.0M | $60.0M | $71.0M | $74.0M |
| Free cash flow | $531.0M | $710.0M | $92.0M | $573.0M | $441.0M | $772.0M | $64.0M | $650.0M |
| Dividends paid | $0 | $4.40B | $0 | $0 | $5.23B | $59.0M | $0 | $0 |
| Share buybacks | $0 | $316.0M | $53.0M | $131.0M | $0 | $106.0M | $615.0M | $1.09B |
From TransDigm Group's 10-K and 10-Q filings with the SEC; its fiscal year ends in September. Each period shows the latest figure the company has reported for it, including restatements. Net margin is our own calculation from those reported figures (net income ÷ revenue); it is left blank where revenue is zero or missing. † Quarter derived from the company's year-to-date or full-year totals. Filings on SEC EDGAR →
TransDigm Group's latest reported figures next to the median of the other 81 S&P 500 Industrials companies and of the other 502 S&P 500 companies; each median is taken over the companies with a comparable figure (counts in the footnote). A median is the middle value, not an average, so one very large company does not move it.
| Measure | TransDigm Group | Industrials (81 other S&P 500 companies) | S&P 500 (502 other companies) |
|---|---|---|---|
| Revenue growth, latest fiscal year | +11.2% | +4.5% | +7.0% |
| Net margin, latest fiscal year | 23.5% | 11.2% | 12.9% |
| Share price change, 1 year | −12.2% | +7.0% | +5.9% |
TransDigm Group: fiscal year ended September 2025, from its 10-K and 10-Q filings with the SEC. Medians computed October 20, 2026 from each company's latest annual filing (fiscal years ending between July 2025 and September 2026) and our price archive. Prices for every company, TransDigm Group included, are the last regular-session prices of October 19, 2026; the 1-year change compares that price with each company's last close on or before October 20, 2025. Net margin and price change are our calculations from reported figures. Each median counts only the companies with a comparable figure (sector / S&P 500): revenue growth 79/496, net margin 79/496, 1-year price change 79/490; the reasons below can overlap. 12 are left out of the price figure because our archive holds no comparable close for them. The S&P 500 price figure is the middle company's change, not the index's return.
TransDigm Group Incorporated is an American publicly traded aerospace manufacturing company headquartered in Cleveland, Ohio. TransDigm develops and manufactures engineered aerospace components. It was founded in 1993, when four industrial aerospace companies were combined by a private equity firm in a leveraged buyout. TransDigm expanded the range of aerospace components it manufactures through acquisitions over the years. It filed an initial public offering on the New York Stock Exchange in 2006.
Source: Wikipedia — TransDigm Group
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