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Neutral signalScored 2026-10-20 Drivers: Congress, trend, fundamentals. Insiders: neutral. Moteurs : Congrès, tendance, fondamentaux. Initiés : neutre.

Research, not advice.

À propos

TransDigm Group Incorporated

Nom
TransDigm Group Incorporated
Secteur
Industrials
Industrie
Aerospace & Defense
Bourse
NYSE
Capitalisation
$61.1B
Employés
16,500
PDG
Michael J. Lisman
Site web
https://www.transdigm.com
Marché
AIRAIRIATROCWGEHEI

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.

Price (1 year)

Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.

VENTE TOTALE: 20 titres (~22380 USD)

Insiders
Reiss Joel
Total bought
—

Avg buy (VWAP, 90d window) —

Total sold
$557,520

Avg sell (VWAP, 90d window) $1,142.46 vs last close $1,129.70 (-1.1%)

Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.

$557,520 of that total is under a Rule 10b5-1 plan. It is shown here and left out of the score.

Last activity
2026-09-15
Liquidity
Liquid $405,660,358/day · 20d vol
Last synced
2026-10-26 21:11:00 Synced via automated research pipeline

Sign in to request a sync of this company's price history and timing levels.

Insider holdings as a share of total assets aren't available for this company.

Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.

Recent Form 4

Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.

Date Person Side Shares Price Value Form 4
2026-10-15 Reiss Joel Sell · S · 10b5-1 438 $1,135.95 $497,548 Form 4
2026-09-15 Reiss Joel Sell · S · 10b5-1 20 $1,118.99 $22,380 Form 4
2026-08-17 Reiss Joel Sell · S · 10b5-1 30 $1,253.08 $37,592 Form 4

Sales marked 10b5-1 are scheduled in advance and don't count toward the Quorum score. Les ventes marquées 10b5-1 sont planifiées à l'avance et ne pèsent pas dans le score Quorum.

Congressional trades

STOCK Act disclosures (90-day window)

Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.

Date Member Side Amount range Filing
2026-07-28 April Delaney Buy $1,001 - $15,000 Filing

Recent trades

DateRepresentativeTypeAmount
2026-08-25April McClain DelaneySale$100,001 - $250,000
2026-07-28April McClain DelaneyPurchase$1,001 - $15,000
2026-05-22April McClain DelaneyPurchase$1,001 - $15,000
2026-05-21April McClain DelaneyPurchase$1,001 - $15,000
2026-05-13April McClain DelaneyPurchase$1,001 - $15,000
2026-05-08April McClain DelaneyPurchase$1,001 - $15,000
2026-05-07April McClain DelaneyPurchase$1,001 - $15,000
2026-04-29April McClain DelaneyPurchase$1,001 - $15,000
2026-04-20April McClain DelaneyPurchase$1,001 - $15,000
2026-04-17April McClain DelaneyPurchase$1,001 - $15,000
2026-04-16April McClain DelaneyPurchase$15,001 - $50,000
2026-04-15April McClain DelaneyPurchase$1,001 - $15,000
2026-03-25Gilbert CisnerosSale (Partial)$1,001 - $15,000
2026-03-16Gilbert CisnerosPurchase$1,001 - $15,000
2026-01-30Gilbert CisnerosPurchase$1,001 - $15,000
2025-12-24Gilbert CisnerosSale (Partial)$1,001 - $15,000
2025-11-18Gilbert CisnerosPurchase$1,001 - $15,000
2025-10-17Gilbert CisnerosPurchase$1,001 - $15,000
2025-09-23Val HoyleSale (Full)$1,001 - $15,000
2025-05-12Jefferson ShreveSale (Full)$15,001 - $50,000
2025-05-08Jefferson ShreveSale (Partial)$15,001 - $50,000
2025-04-07Jefferson ShrevePurchase$15,001 - $50,000
2025-03-05Jefferson ShrevePurchase$15,001 - $50,000
2025-02-04Josh GottheimerSale (Partial)$1,001 - $15,000
2025-01-16Josh GottheimerSale (Partial)$1,001 - $15,000
2025-01-13Robert P. BresnahanSale (Full)$1,001 - $15,000
2024-10-29Val HoylePurchase$1,001 - $15,000
2024-10-17Josh GottheimerSale (Partial)$1,001 - $15,000
2024-03-13Josh GottheimerSale (Partial)$1,001 - $15,000
2024-02-28William R. KeatingPurchase$1,001 - $15,000
2023-05-16Josh GottheimerPurchase$1,001 - $15,000
2022-04-06Ro KhannaSale$15,001 - $50,000
2022-04-06Ro KhannaSale$1,001 - $15,000
2021-06-04Ro KhannaSale (Full)$15,001 - $50,000
2020-08-10Dean PhillipsSale (Partial)$1,001 - $15,000
2020-08-07Josh GottheimerSale (Full)$1,001 - $15,000
2020-06-08Dwight EvansSale (Full)$50,001 - $100,000
2020-04-29Gilbert CisnerosPurchase$1,001 - $15,000
2020-04-02Dean PhillipsPurchase$1,001 - $15,000
2019-08-13Dean PhillipsSale (Partial)$1,001 - $15,000
2019-05-15Susie LeeSale (Full)$1,001 - $15,000
2019-04-25Susie LeeSale (Partial)$1,001 - $15,000
2019-04-18Josh GottheimerPurchase$1,001 - $15,000
2019-03-05Susie LeeSale (Partial)$1,001 - $15,000
2019-01-31Susie LeeSale (Full)$1,001 - $15,000
2019-01-29Susie LeeSale (Full)$1,001 - $15,000

Signal

Neutral signalScored 2026-10-20 Drivers: Congress, trend, fundamentals. Insiders: neutral. Moteurs : Congrès, tendance, fondamentaux. Initiés : neutre.

TransDigm combines exceptional operational efficiency (EBITDA margins >50%, strong FCF generation) with a confirmed M&A catalyst (Prince & Izant acquisition at $1.066B) that reinforces its serial-acquirer growth model.

The first sentence of the analysis written for TDG on 2026-10-20 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.

Neutral signal Drivers: Congress, trend, fundamentals. Insiders: neutral. Moteurs : Congrès, tendance, fondamentaux. Initiés : neutre.

Factor checklist — research, not advice

A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.

  • Insider Unavailable or mixed. – Insider: neutral. All sales (≈ $60K) were pre-planned Rule 10b5-1 trades, excluded from the score. No open-market buys or discretionary sales. – Initiés : neutre. Toutes les ventes (≈ $60K) sont sous plan 10b5-1 préétabli, exclues du score. Aucun achat ni vente discrétionnaire.
  • Narrative Supports a bullish reading. Stored narrative reading is in the bullish band
  • Congress Pulls against a bullish reading. STOCK Act sale disclosures outnumber purchases
  • Timing Pulls against a bullish reading. Close is more than 0.5 ATR under stored support
  • Financial indicators Supports a bullish reading. Current ratio 3.21 · operating margin 48%

Suggested stop 1109.86, nearest stored support minus 0.5 ATR(1.8% under the last close). Reward/risk to the next stored resistance is 1.43. Wait — that reward/risk is under 2. Research, not advice. Not an order.

Recent news

Market snapshot

Financial ratios

MetricTrend2025-09-302024-09-302023-09-302022-09-302021-09-30
Gross Profit Margin58.0%58.8%58.3%57.1%52.4%
Ebit Margin47.6%44.1%43.7%40.6%37.0%
Ebitda Margin51.7%48.0%47.8%45.2%42.2%
Operating Profit Margin47.6%44.5%44.4%40.8%35.2%
Pretax Profit Margin29.8%27.9%26.1%20.8%14.9%
Continuous Operations Profit Margin23.5%21.6%19.7%16.0%14.2%
Net Profit Margin23.5%21.6%19.7%16.0%14.2%
Bottom Line Profit Margin21.1%18.7%19.1%14.4%12.7%
Current Ratio3.2141.5824.2673.9614.227
Quick Ratio2.2531.2863.2443.0273.515
Solvency Ratio0.0750.0640.0710.0510.042
Cash Ratio1.2870.9882.1992.1042.879
Price To Earnings Ratio41.08555.70438.27539.16060.091
Price To Earnings Growth Ratio1.6293.4160.5951.3532.343
Forward Price To Earnings Growth Ratio1.6293.4160.5951.3532.343
Price To Earnings Diluted Ratio41.08555.70438.27539.16060.091
Price To Earnings Diluted Growth Ratio1.6293.4160.5951.3532.343
Price To Book Ratio-7.920-13.114-24.308-8.096-12.509
Price To Sales Ratio8.68510.3897.3245.6267.602
Price To Free Cash Flow Ratio42.24143.87739.01936.84545.142
Price To Operating Cash Flow Ratio37.63940.33635.07432.22039.951
Debt To Assets Ratio1.3110.9730.9901.0941.036
Debt To Equity Ratio-3.100-3.959-9.963-5.251-6.865
Debt To Capital Ratio1.4761.3381.1121.2351.171
Long Term Debt To Capital Ratio1.4971.3491.1141.2421.177
Financial Leverage Ratio-2.365-4.068-10.066-4.799-6.624
Working Capital Turnover Ratio2.0731.7951.4041.1320.896
Operating Cash Flow Ratio0.9340.3230.8710.6650.549
Operating Cash Flow Sales Ratio0.2310.2580.2090.1750.190
Free Cash Flow Operating Cash Flow Ratio0.8910.9190.8990.8740.885
Debt Service Coverage Ratio1.6111.7181.6651.4591.156
Interest Coverage Ratio2.5612.6272.3962.0551.540
Short Term Operating Cash Flow Coverage Ratio2.4033.5023.2742.2251.458
Operating Cash Flow Coverage Ratio0.0680.0820.0700.0480.046
Capital Expenditure Coverage Ratio9.18012.3949.8927.9668.695
Dividend Paid And Capex Coverage Ratio0.2070.9287.7680.7835.129
Dividend Payout Ratio4.6431.1890.0291.2600.107
Enterprise Value Multiple22.77226.52120.49619.28225.509

Sparkline shows each ratio oldest → newest (left → right).

How the latest year compares

For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower

MetricCurrentvs 1Y agovs 5Y avg
Gross Profit Margin 58.0% ▼-0.9% ▲1.1%
Ebit Margin 47.5% ▲3.5% ▲5.0%
Ebitda Margin 51.7% ▲3.6% ▲4.7%
Operating Profit Margin 47.5% ▲3.1% ▲5.1%
Pretax Profit Margin 29.8% ▲1.9% ▲5.9%
Continuous Operations Profit Margin 23.5% ▲1.9% ▲4.5%
Net Profit Margin 23.5% ▲1.9% ▲4.5%
Bottom Line Profit Margin 21.1% ▲2.5% ▲3.9%
Current Ratio 3.214 ▲1.631 ▼-0.237
Quick Ratio 2.253 ▲0.967 ▼-0.412
Solvency Ratio 0.075 ▲0.011 ▲0.014
Cash Ratio 1.287 ▲0.299 ▼-0.604
Price To Earnings Ratio 41.085 ▼-14.618 ▼-5.777
Price To Earnings Growth Ratio 1.629 ▼-1.787 ▼-0.238
Forward Price To Earnings Growth Ratio 1.629 ▼-1.787 ▼-0.238
Price To Earnings Diluted Ratio 41.085 ▼-14.618 ▼-5.777
Price To Earnings Diluted Growth Ratio 1.629 ▼-1.787 ▼-0.238
Price To Book Ratio -7.920 ▲5.195 ▲5.270
Price To Sales Ratio 8.685 ▼-1.704 ▲0.760
Price To Free Cash Flow Ratio 42.240 ▼-1.636 ▲0.816
Price To Operating Cash Flow Ratio 37.639 ▼-2.697 ▲0.595
Debt To Assets Ratio 1.311 ▲0.338 ▲0.230
Debt To Equity Ratio -3.100 ▲0.858 ▲2.727
Debt To Capital Ratio 1.476 ▲0.138 ▲0.210
Long Term Debt To Capital Ratio 1.497 ▲0.148 ▲0.221
Financial Leverage Ratio -2.365 ▲1.703 ▲3.219
Working Capital Turnover Ratio 2.073 ▲0.279 ▲0.613
Operating Cash Flow Ratio 0.934 ▲0.611 ▲0.266
Operating Cash Flow Sales Ratio 0.231 ▼-0.027 ▲0.018
Free Cash Flow Operating Cash Flow Ratio 0.891 ▼-0.028 ▼-0.003
Debt Service Coverage Ratio 1.611 ▼-0.107 ▲0.089
Interest Coverage Ratio 2.561 ▼-0.066 ▲0.325
Short Term Operating Cash Flow Coverage Ratio 2.403 ▼-1.098 ▼-0.169
Operating Cash Flow Coverage Ratio 0.068 ▼-0.014 ▲0.005
Capital Expenditure Coverage Ratio 9.180 ▼-3.214 ▼-0.445
Dividend Paid And Capex Coverage Ratio 0.207 ▼-0.721 ▼-2.756
Dividend Payout Ratio 4.643 ▲3.454 ▲3.197
Enterprise Value Multiple 22.772 ▼-3.749 ▼-0.144

Key metrics

MetricTrend20252024202320222021
Market cap$76.71B$82.49B$48.23B$30.54B$36.47B
Enterprise value$103.93B$101.13B$64.52B$47.36B$51.71B
EV / Sales11.77x12.74x9.80x8.72x10.78x
EV / Op. cash flow51.00x49.45x46.92x49.95x56.63x
EV / Free cash flow57.23x53.79x52.20x57.12x63.99x
EV / EBITDA22.77x26.52x20.50x19.28x25.51x
Net debt / EBITDA5.96x4.89x5.18x6.84x7.51x
Current ratio3.21x1.58x4.27x3.96x4.23x
Income quality0.98x1.19x1.06x1.09x1.34x
Graham net-net-$473-$409-$293-$300-$278
Tax burden78.9%77.4%75.6%76.8%95.1%
Interest burden62.6%63.3%59.6%51.2%40.3%
Working capital$4.83B$3.69B$5.16B$4.22B$5.37B
Invested capital$20.48B$19.04B$18.15B$16.42B$17.50B
Return on assets9.1%6.7%6.5%4.8%3.5%
Operating ROA17.3%15.5%15.4%11.8%9.0%
Return on tangible assets23.5%14.6%15.8%12.9%8.5%
Return on equity-21.4%-27.2%-65.4%-23.0%-23.3%
Return on invested capital15.3%13.8%11.8%9.9%8.8%
Return on capital employed20.3%18.3%15.9%13.3%9.6%
Earnings yield2.7%2.1%2.7%2.8%1.9%
Free cash flow yield2.4%2.3%2.6%2.7%2.2%
Capex / Op. cash flow10.9%8.1%10.1%12.6%11.5%
Capex / Depreciation60.5%52.9%51.9%47.0%41.5%
Capex / Sales2.5%2.1%2.1%2.2%2.2%
SG&A / Sales9.1%11.7%11.7%13.8%14.3%
R&D / Sales1.3%0.0%0.0%0.0%0.0%
Stock comp / Sales1.8%2.7%2.4%2.8%2.7%
Intangibles / Total assets61.4%54.2%58.8%62.9%58.8%
Days sales outstanding67d63d68d65d60d
Days payables outstanding36d36d41d44d36d
Operating cycle273d273d283d274d249d
Cash conversion cycle237d237d243d230d213d

Change by theme

Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.

Change over 1 year

Valuation
Market cap ▼-7.0%EV / Sales ▼-7.6%EV / EBITDA ▼-14.1%EV / Op. cash flow ▲+1.546Earnings yield ▲+0.006
Profitability
Return on equity ▲+0.058Return on assets ▲+0.024Return on invested capital ▲+0.016Return on capital employed ▲+0.019Operating ROA ▲+0.018Income quality ▼-0.210Tax burden ▲+0.015
Efficiency
Days sales outstanding ▲+3.341Days payables outstanding ▲+0.120Operating cycle ▼-0.131Cash conversion cycle ▼-0.250Capex / Sales ▲+0.004R&D / Sales n/a
Balance-sheet strength
Current ratio ▲+1.631Net debt / EBITDA ▲+1.076Working capital ▲+1140000000.000Invested capital ▲+1432000000.000Intangibles / Total assets ▲+0.072

Change over 5 years

Valuation
Market cap ▲+110.3%EV / Sales ▲+9.2%EV / EBITDA ▼-10.7%EV / Op. cash flow ▼-5.637Earnings yield ▲+0.008
Profitability
Return on equity ▲+0.019Return on assets ▲+0.055Return on invested capital ▲+0.065Return on capital employed ▲+0.107Operating ROA ▲+0.084Income quality ▼-0.358Tax burden ▼-0.162
Efficiency
Days sales outstanding ▲+6.652Days payables outstanding ▼-0.065Operating cycle ▲+23.419Cash conversion cycle ▲+23.484Capex / Sales ▲+0.003R&D / Sales n/a
Balance-sheet strength
Current ratio ▼-1.014Net debt / EBITDA ▼-1.550Working capital ▼-537000000.000Invested capital ▲+2979000000.000Intangibles / Total assets ▲+0.026

Employee count

Peer market caps