Transdigm Group (TDG) Stock Price & Analysis
TDG Stock Chart & Stats
- Day’s Range
- MXN 21,793.84 - MXN 21,793.84
- 52-Week Range
- MXN 10,200.00 - MXN 25,812.89
- Previous Close
- MXN 20,999.00
- Volume
- 0
- Average Volume (3M)
- 79
- Market Cap
- MXN 1.19T
- Enterprise Value
- MXN 106.83B
- Total Cash (Recent Filing)
- MXN 2.77B
- Total Debt (Recent Filing)
- MXN 33.48B
- Price to Earnings (P/E)
- 34.8
- Beta
- -0.06
- Next Earnings
- Nov 18, 2026 (Est.)
- EPS Estimate
- 229.43
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Proprietary Aftermarket Position
Proprietary and often sole-sourced components can create durable competitive advantages because parts remain installed across long-lived aircraft programs. This supports recurring replacement demand, pricing power, and aftermarket revenue visibility as fleets age and require maintenance.
High Profitability
Exceptionally high gross, operating, and net margins indicate strong economics in TDG’s engineered aerospace components portfolio. Sustained profitability provides resources for product investment, acquisitions, debt service, and shareholder returns while supporting resilience through normal industry cycles.
Growth And Cash Generation
Raised revenue and free-cash-flow guidance signals broad-based demand across commercial OEM, aftermarket, and defense markets. Strong cash generation can fund internal growth, acquisitions, and debt management, increasing the company’s ability to compound earnings over the next several quarters.
Bears Say
Heavy Leverage
TDG’s heavy debt burden and deeply negative equity reduce financial flexibility despite strong operating earnings. High leverage increases sensitivity to interest costs, refinancing conditions, and any downturn in aerospace demand, potentially limiting investment and capital-allocation options.
Acquisition Margin Dilution
Acquisition-related dilution is pressuring an otherwise highly profitable business, and the effect may persist as newly acquired operations are integrated. Lower margins can reduce near-term earnings conversion and require successful cost, pricing, and integration execution to restore profitability.
M&A Regulatory Risk
The Stellant withdrawal demonstrates that regulatory review can disrupt TDG’s acquisition strategy and divert management resources. Because acquisitions are an important avenue for portfolio expansion, future deal timing, expected synergies, and growth opportunities may remain exposed to regulatory intervention.
Transdigm Group News
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Transdigm Group Stock Smart Score
Company Description
Transdigm Group
TransDigm Group Incorporated is a global aerospace enterprise specializing in the development, manufacturing, and distribution of a wide array of aircraft components. Operating across the United States and internationally, its business is structured around three distinct divisions. The Power & Control division focuses on critical systems, providing solutions such as electromechanical actuators and control mechanisms, engine ignition and related technologies, precision pumps and valves, power regulation equipment, specialized electric motors and generators, energy storage units, data communication and power management systems, diverse sensors, switching gear, and material handling equipment including hoists and cargo systems. This segment caters to a broad clientele, including engine and power system manufacturers, airlines, independent maintenance providers, governmental defense agencies, and aircraft repair facilities. The Airframe segment delivers structural and interior components. Its offerings encompass custom latching and locking mechanisms, structural rods and connectors, resilient sealing solutions, cockpit safety and display units, advanced audio, radio, and antenna technologies, restroom facilities, passenger safety restraints, bespoke interior panels and associated parts, thermal management and insulation products, illumination and control systems, and parachutes. Its customer base includes airframe constructors, cabin system integrators, commercial airlines, third-party maintenance organizations, military procurement offices, and overhaul centers. Beyond aviation, the Non-Aviation segment addresses diverse industrial needs. It supplies safety harnesses for ground vehicles, electromechanical actuators for space vehicles, hydraulic and electromechanical actuators and fuel valves for terrestrial gas turbines, specialized refueling systems for heavy machinery in sectors like mining and construction, and sophisticated turbine controls for the energy and petrochemical industries. This segment's clients span suppliers of off-road vehicles and their subsystems, manufacturers of child safety seats, providers of satellite and space systems, and producers of heavy industrial equipment. Established in 1993, TransDigm Group Incorporated maintains its headquarters in Cleveland, Ohio.
- Sector
- Industrials
- Industry
- Aerospace & Defense
- CEO
- Michael J. Lisman
- Employees
- 16,500
- Website
- www.transdigm.com
- Address
- 1350 Euclid Avenue, Cleveland, OH, 44115, US
Transdigm Group (TDG) Earnings & Revenues
TDG Company Deck
TDG Earnings Call
Earnings Call SentimentPositive
The call emphasized strong, broad-based revenue growth across commercial OEM, commercial aftermarket, and defense, accompanied by robust cash flow, raised full-year guidance, active accretive M&A, and significant share repurchases. Headwinds were largely transaction-related (Stellant withdrawal) and short-term margin dilution from recent acquisitions, along with elevated leverage and working capital consumption. Management framed regulatory and geopolitical exposures as monitored risks but not currently material. Overall, positive operational and financial momentum outweighs the manageable near-term challenges.
View all MX:TDG earnings summariesTDG Net sales Breakdown
- 23.85% Commercial and non-aerospace OEM
- 31.75% Commercial and non-aerospace aftermarket
- 42.59% Defense
- 1.81% Non-aviation
TDG Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 15 | 4 | 3 |
| Technical Analysis | 3 | 4 | 3 |
| Moving Averages | 12 | 0 | 0 |
