TransDigm Group Incorporated (TDG) Valuation — DCF, Graham & Comparables

TransDigm Group Incorporated (TDG) — Price $1,146.81 (closing price, October 30, 2026) — Industrials — Aerospace & Defense — NYSE

Latest reported results:

Valuation dashboard for TransDigm Group Incorporated (TDG) with P/E 34.79, P/B -6.71, EV/EBITDA 18.6 and dividend yield 0.00%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Industrials companies.

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.

What would it be worth at its usual multiples?

Versus its usual multiples: cheap · Current P/E 34.8× · Multiples range: $852.02 · $1,418.10.

At the decade median (43.0×) $1,418 (+24 %); at its sector median (25.9×) $852 (-26 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.

Analysis Summary

TransDigm Group Incorporated reported revenue of $8.83B in the most recent fiscal year, growing at a 5-year CAGR of 11.6%. Net income reached $2.07B, with a 24.3% 5-year CAGR.

Trailing-twelve-month margins: gross margin 59.6%, operating margin 46.2%, net margin 21.3%.

At $1,146.81 (closing price, October 30, 2026), TDG trades at a P/E of 34.79 and an ROE of -22.31%. Market capitalisation stands at $63.4B, placing it among large-cap names.

Balance sheet quality for TDG: debt-to-equity ratio of -3.41, current ratio of 3.02 over the last 12 months. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.

Valuation Ratios

P/E Ratio34.79
Price / Book-6.71
EV / EBITDA18.6
Dividend Yield0.00%

Peer Comparison

SymbolCompanyMarket CapP/EP/BROE
TDGTransDigm Group Incorporated$63.4B34.79-22.3%
WWDWoodward, Inc.$18.0B33.897.3421.7%
GEGE Aerospace$313.1B34.8717.8350.6%
HWMHowmet Aerospace Inc.$79.5B39.0113.7736.7%
HEIHEICO Corporation$44.8B53.569.0718.3%
CWCurtiss-Wright Corporation$17.6B32.746.3520.7%
MOG-AMoog Inc.$11.1B29.795.0018.0%
AIRAAR Corp.$4.2B21.232.3611.6%

Price

Price$1,146.81 (closing price, October 30, 2026)
Market Cap$63.4B
ExchangeNYSE
CountryUS

Profitability

Return on Equity-22.31%
Return on Invested Capital14.36%
Return on Assets7.96%
Gross Margin59.57%
Operating Margin46.19%
Net Margin21.28%

Related companies: WWD · GE · HWM · HEI · CW · MOG-A · AIR

Explore sector: Industrials · Aerospace & Defense

More sections of TDG: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events

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