TransDigm Group Incorporated TDG NYSE

TransDigm Group Incorporated (TDG) reported strong year-over-year revenue growth of +11.7% through 2025-12 (TTM revenue vs prior-year TTM). Net income showed solid earnings growth of +7.8% YoY, reaching $386M in the latest quarter. The net profit margin is 16.9%, which is high. The company has maintained profitability in all 4 quarters. The gross margin is 59% (high), up 0.2pp vs the prior year. With a $73B market cap, MOAT composite score of 76/100 (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 annual 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 (76/100, Pass) — strong gross margins and market scale prove a durable competitive advantage

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