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TransDigm Group Incorporated TDG NYSE

NYSE • Industrials • Aerospace & Defense • US • USD

SharesGrow Score
73/100
4/7 Pass
SharesGrow Intrinsic Value
$804.98
-37.9%
Analyst Price Target
$1,590.33
+22.7%
SharesGrow 7-Criteria Score All 7 criteria scored · income-related highlighted on this page

TransDigm Group Incorporated (TDG) has shown strong revenue growth over the past 3 years, expanding from $5.4B to $8.8B (average +17.7%/yr). Net income reached $2.1B, reflecting exceptional earnings expansion at +34.3%/yr on average. The net profit margin is 23.5%, which is high. The company has maintained profitability in all 4 of the past 4 years, demonstrating a consistent earnings track record. The gross margin is 60.1% (high), with a +3pp trend over the period. With a $73B market cap and MOAT composite score of 80/100, the company has a strong competitive position.

Criteria proven by this page:

  • GROWTH (90/100, Pass) — proving strong growth momentum
  • PAST (100/100, Pass) — proving consistent earnings. Looking at the full 24-year history, the company was profitable in 23 of 24 years — an excellent long-term track record
  • INCOME (85/100, Pass) — proves strong profitability and pricing power
  • MOAT (80/100, Pass) — strong gross margins and market scale prove a durable competitive advantage

Overall SharesGrow Score: 73/100 with 4/7 criteria passed.

73/100
SG Score
View full scorecard →
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VALUE
49/100
Price-to-Earnings & upside
→ IV page
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FUTURE
58/100
Analyst consensus
→ Forecast
PAST
100/100
4/4 yrs profit
EPS $32.08
Proven by this page
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HEALTH
50/100
Debt-to-Equity & liquidity
→ Health
MOAT
80/100
Score: 80/100
GM 60.1% (+3pp)
Proven by this page
GROWTH
90/100
Rev +17.7%/yr
NI +34.3%/yr
Proven by this page
INCOME
85/100
Margin 23.5%
$8.8B
Proven by this page
TransDigm Group Incorporated Earnings and Revenue History
Analyst Forecast →
Revenue  Actual & Estimate
Earnings & Profit Margin  Actual & Estimate
Metric TTM FY2025 FY2024 FY2023 FY2022
Revenue $9.11B$8.83B$7.94B$6.59B$5.43B
Gross Profit $5.37B$5.31B$4.67B$3.84B$3.1B
Gross Margin 59%60.1%58.8%58.3%57.1%
Operating Income $4.23B$4.17B$3.53B$2.92B$2.22B
Net Income $1.97B$2.07B$1.71B$1.3B$866M
Net Margin 21.6%23.5%21.6%19.7%16%
EPS (Diluted) $31.08$32.08$25.62$22.03$13.40
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