TransDigm Group (TDG)
Industrials · NYSE · US
Price as at 10 Aug 2026, 18:18 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
TransDigm Group trades at $1,224.24, which is 33% above the $824.77 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 67 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 40.3 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
TDG dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2025 | $90.00 | 1 |
| 2024 | $75.00 | 1 |
| 2023 | $35.00 | 1 |
| 2022 | $18.50 | 1 |
| 2019 | $62.50 | 2 |
| 2017 | $22.00 | 1 |
| 2016 | $24.00 | 1 |
| 2014 | $25.00 | 1 |
| 2013 | $22.00 | 1 |
| 2012 | $12.85 | 1 |
| 2009 | $7.65 | 1 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
TDG earnings and analyst estimates
Recommendation mix, 22 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About TransDigm Group
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, cargo loading and handling systems, delivery systems, and electronic components. Its Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, parachutes, specialized flight, wind tunnel and jet engine testing services and equipment, and testing and instrumentation solutions, as well as engineered audio, radio, and antenna systems. The Non-Aviation segment offers seat belts and safety restraints; mechanical/electromechanical actuators and controls; hydraulic/electromechanical actuators and fuel valves; refueling systems; and turbine controls. It serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots; airframe manufacturers, cabin system and subsystem suppliers, airlines, and third party maintenance suppliers; and off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers, as well as manufacturers of heavy equipment. The company was formerly known as TD Holding Corporation and changed its name to TransDigm Group Incorporated in 2006. The company was founded in 1993 and is headquartered in Cleveland, Ohio.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
TDG passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
23 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Capital Research Global, Capital Research Global Investors$3.64B · 0.6% of book
- AltaRock Partners, ALTAROCK PARTNERS LP$1.17B · 27.5% of book
- Vulcan Value Partners, Vulcan Value Partners, LLC$213.51M · 5.7% of book
- Veritas Asset Management, Veritas Asset Management LLP$155.27M · 2.6% of book
- Triple Frond Partners, Triple Frond Partners LLC$141.92M · 12.7% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is TransDigm Group (TDG) undervalued?
Against our fair value estimate of $824.77, TDG at $1,224.24 is 33% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own TDG?
23 of the institutions we track reported a position in TDG in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is TDG's P/E ratio?
TDG trades at 40.3 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its TDG data?
Fundamentals for TDG come from company filings and exchange data, as listed on NYSE; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 10 Aug 2026, 18:18 UTC and is delayed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for TDG, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.