Nama Insights

TransDigm Group (TDG)

Industrials · Aerospace Defense · NYSE

S&P 500
TransDigm Group (TDG) is a Industrials company in the Aerospace Defense industry. It has a market capitalization of $66.17B, a trailing price-to-earnings ratio of 30.1 and a free-cash-flow yield of 2.6%. Over the most recent reported fiscal year, revenue grew 11.2% and free cash flow per share fell 4.1%. Nama's AI scorecard rates it Buy, 7.2 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Buy · 7.2/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Trailing · -13.8% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-26.3%
How far the last close sits under the highest price of the past five years.
Market cap$66.17B
Trailing P/E30.1
Price / book—
Price / sales6.6
FCF yield2.6%
Dividend yield—
Gross margin59.6%
Operating margin46.5%
Net margin21.3%
Revenue growth (YoY)+11.2%
Revenue growth (3-yr annual)+17.6%
EPS growth (YoY)+9.9%
FCF/share growth (YoY)-4.1%
Beta0.9
ExchangeNYSE
SectorIndustrials
IndustryAerospace Defense

TDG earnings

Next report: Nov 10, 2026 (Q4 2026, EPS estimate $12.21). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Aug 4, 2026 $10.87 $10.28 +5.7% $2.74B
Q2 2026 May 5, 2026 $9.85 $9.71 +1.4% $2.54B
Q1 2026 Feb 3, 2026 $8.23 $8.04 +2.4% $2.29B
Q4 2025 Nov 12, 2025 $10.82 $10.05 +7.7% $2.44B

TDG analyst price target

Median target $1,405.00 from 20 analysts, ranging $1,100.00 – $1,745.00.

Aerospace Defense peers

TickerCompanyMarket capP/E
SPCX Space Exploration Technologies $1.82T —
GE GE Aerospace $335.38B 42.0
RTX RTX $255.76B 25.3
BA Boeing $137.41B 20.1
LMT Lockheed Martin $131.00B 20.1
GD General Dynamics $95.68B 20.8
HWM Howmet Aerospace $81.84B 40.7
NOC Northrop Grumman $74.59B 18.1
Explore live TDG data on Nama Insights →

Recent Congressional trades

TransDigm Group trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
April McClain Delaney House Sell $100,001 - $250,000 Sep 9, 2026
April McClain Delaney House Buy $1,001 - $15,000 Aug 3, 2026
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
April McClain Delaney House Buy $1,001 - $15,000 Jun 5, 2026
April McClain Delaney House Buy $1,001 - $15,000 Jun 5, 2026
April McClain Delaney House Buy $1,001 - $15,000 Jun 5, 2026
April McClain Delaney House Buy $1,001 - $15,000 Jun 5, 2026
April McClain Delaney House Buy $1,001 - $15,000 Jun 5, 2026
April McClain Delaney House Buy $1,001 - $15,000 May 6, 2026
April McClain Delaney House Buy $1,001 - $15,000 May 6, 2026
April McClain Delaney House Buy $1,001 - $15,000 May 6, 2026
April McClain Delaney House Buy $15,001 - $50,000 May 6, 2026

TDG FAQ

Is TDG a buy?
Nama's AI scorecard currently rates TransDigm Group Buy (7.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is TDG's P/E ratio?
TransDigm Group trades at a trailing price-to-earnings ratio of 30.1.
When does TDG report earnings?
TransDigm Group's next scheduled report is on Nov 10, 2026. Analysts expect EPS of $12.21.
What is the TDG price target?
The median analyst price target from 20 analysts is $1,405.00, with a range of $1,100.00 – $1,745.00.
Is TDG Shariah compliant?
Nama's AAOIFI-style screen reads TransDigm Group as Not Shariah Compliant. At least one of the three ratios or the industry test failed.