1.94%
6.64%
2.65%
7.97%
25.69%
121.50%
108.74%
AI Spotlight on TDG
Company Description
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally.Its Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.This segment serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots.
The company's Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, engineered audio, radio and antenna systems, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, and parachutes.This segment serves airframe manufacturers, cabin system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots.Its Non-aviation segment offers seat belts and safety restraints for ground transportation applications; electro-mechanical actuators for space applications; hydraulic/electromechanical actuators and fuel valves for land-based gas turbines; refueling systems for heavy equipment used in mining, construction, and other industries; and turbine controls for the energy and oil and gas markets.
This segment serves off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers; and manufacturers of heavy equipment.TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.
Market Data
| Last Price | 1364.89 |
| Change Percentage | 1.94% |
| Open | 1347 |
| Previous Close | 1338.92 |
| Market Cap ( Millions) | 76488 |
| Volume | 198107 |
| Year High | 1451.32 |
| Year Low | 1095.72 |
| M A 50 | 1282.07 |
| M A 200 | 1304.31 |
Financial Ratios
| FCF Yield | 2.46% |
| Dividend Yield | 5.49% |
| ROE | -42.03% |
| Debt / Equity | -395.85% |
| Net Debt / EBIDTA | 481.10% |
| Price To Book | -12.59 |
| Price Earnings Ratio | 49.08 |
| Price To FCF | 40.69 |
| Price To sales | 9.64 |
| EV / EBITDA | 24.56 |
News
- Jan -30 - Will Solid Segmental Sales Boost TransDigm's Q1 Earnings?
- Jan -27 - TransDigm First Quarter Earnings Report and Conference Call Set for Tuesday, February 4, 2025
- Jan -27 - Skeena Gold & Silver Announces Investment into TDG Gold Corp
- Jan -27 - TDG Gold Corp. to Complete $14.5 Million Private Placement Including Investment and Property Acquisition from Skeena Gold & Silver
- Jan -09 - 2024 Report: Aircraft Clamps Market Poised for Notable Growth, Estimated to Reach US$ 421 Million by 2034 with TransDigm Group, Voss Industries, Eaton Aerospace Leading
- Dec -09 - TDG a PLTR Alternative, DECK Top Retail Pick
- Dec -05 - CEO Advisor, Inc. Advises Wyvern Technologies, Inc. on its Exit Strategy / Sale
- Nov -25 - Committee Moves: Devon Energy, Transdigm and Reddit
- Nov -21 - Musk, Ramaswamy Should Target TransDigm In Budget Cuts, Short Report Says: 'Target #1' For D.O.G.E.
- Nov -19 - TransDigm: 10% Annual Growth On EBITDA, 21% On Free Cash Flow Makes This A Buy
- Nov -18 - TransDigm: Expect Muted Upside With Balance Sheet And Regulatory Headwinds
- Nov -15 - Three-Stock Lunch: Eli Lilly, Transdigm, & Nvidia
- Nov -08 - These Stock Gems Yielding 4.5% Or More Look Even Better Now
- Nov -07 - TransDigm Group Incorporated (TDG) Q3 2024 Earnings Call Transcript
- Nov -07 - TransDigm Group Q4 Earnings Beat Estimates, Sales Increase Y/Y
- Nov -07 - TransDigm Group (TDG) Tops Q4 Earnings and Revenue Estimates
- Nov -07 - TransDigm Group Reports Fiscal 2024 Fourth Quarter and Year-End Results
- Nov -06 - Will Solid Segmental Sales Boost TransDigm's Q4 Earnings?
- Nov -04 - TransDigm (TDG) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
- Oct -28 - TransDigm Fourth Quarter Earnings Report and Conference Call Set for Thursday, November 7, 2024
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Power & Control
Expected Growth : 6.5 %
What the company do ?
Power & Control from TransDigm Group Incorporated provides highly engineered, proprietary aerospace and defense products, including power conditioning, motion control, and electronic systems.
Why we expect these perspectives ?
TransDigm's Power & Control segment growth is driven by increasing demand for highly engineered, specialized components in the aerospace and defense industries. The 6.5% growth rate is attributed to rising aircraft production, growing aftermarket demand, and the company's strategic acquisitions and investments in innovative technologies.
Segment n°2 -> Airframe
Expected Growth : 6.8 %
What the company do ?
The Airframe segment of TransDigm Group Incorporated designs and manufactures aerostructures, fasteners, and bearings for the aerospace industry.
Why we expect these perspectives ?
TransDigm Group's Airframe segment growth is driven by increasing demand for commercial aircraft, rising aircraft production rates, and growing aftermarket sales. Additionally, the company's strategic acquisitions, cost savings initiatives, and focus on niche products with high barriers to entry contribute to its 6.8% growth.
Segment n°3 -> Non-aviation
Expected Growth : 7.2 %
What the company do ?
Non-aviation from TransDigm Group Incorporated refers to the company's diversified portfolio of products and services outside of the aerospace industry, including energy, industrial, and medical markets.
Why we expect these perspectives ?
TransDigm Group's non-aviation segment growth of 7.2% is driven by increasing demand for specialized products in the defense, industrial, and medical markets. Strong aftermarket sales, new product introductions, and strategic acquisitions also contribute to growth. Additionally, the company's focus on operational excellence and cost savings initiatives have improved profitability, further supporting segment growth.
Transdigm Group Incorporated Products
| Product Range | What is it ? |
|---|---|
| Aerospace Fasteners | TransDigm Group Incorporated provides a wide range of aerospace fasteners, including bolts, nuts, screws, and rivets, designed for use in commercial and military aircraft, as well as spacecraft. |
| Aircraft Bearings | The company offers a variety of aircraft bearings, including ball bearings, roller bearings, and bushings, designed for use in aircraft engines, gearboxes, and other applications. |
| Electromechanical Actuation Systems | TransDigm Group Incorporated provides electromechanical actuation systems, including electric motors, gearboxes, and control systems, for use in aircraft, spacecraft, and missiles. |
| Aircraft Lighting | The company offers a range of aircraft lighting products, including interior and exterior lighting, navigation lights, and warning lights. |
| Aerospace Sealing Solutions | TransDigm Group Incorporated provides a range of aerospace sealing solutions, including O-rings, gaskets, and seals, designed for use in aircraft, spacecraft, and missiles. |
| Aircraft Interiors | The company offers a range of aircraft interior products, including seats, cabin components, and galley equipment. |
| Aerospace Test and Simulation | TransDigm Group Incorporated provides aerospace test and simulation products, including test equipment, simulation systems, and data acquisition systems. |
TransDigm Group Incorporated's Porter Forces
Threat Of Substitutes
The threat of substitutes for TransDigm Group Incorporated is moderate due to the presence of alternative products and services in the aerospace and defense industry.
Bargaining Power Of Customers
The bargaining power of customers for TransDigm Group Incorporated is low due to the company's strong market position and limited customer concentration.
Bargaining Power Of Suppliers
The bargaining power of suppliers for TransDigm Group Incorporated is moderate due to the presence of multiple suppliers and the company's ability to negotiate prices.
Threat Of New Entrants
The threat of new entrants for TransDigm Group Incorporated is low due to the high barriers to entry in the aerospace and defense industry, including significant capital requirements and regulatory hurdles.
Intensity Of Rivalry
The intensity of rivalry for TransDigm Group Incorporated is high due to the presence of several established competitors in the aerospace and defense industry, leading to a competitive market environment.
Strength
Capital Structure
| Value | |
|---|---|
| Debt Weight | 111.26% |
| Debt Cost | 7.84% |
| Equity Weight | -11.26% |
| Equity Cost | 10.87% |
| WACC | 7.50% |
| Leverage | -988.05% |
TransDigm Group Incorporated : Quality Control
TransDigm Group Incorporated passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| NOC | Northrop Grumman Corporation operates as an aerospace and defense company worldwide. The company's Aeronautics Systems segment designs, develops, manufactures, integrates, and sustains aircraft systems. This segment also offers unmanned autonomous … |
| RTX | Raytheon Technologies Corporation, an aerospace and defense company, provides systems and services for the commercial, military, and government customers worldwide. It operates through four segments: Collins Aerospace Systems, Pratt & … |
| GD | General Dynamics Corporation operates as an aerospace and defense company worldwide. It operates through four segments: Aerospace, Marine Systems, Combat Systems, and Technologies. The Aerospace segment designs, manufactures, and sells … |
| LHX | L3Harris Technologies, Inc., an aerospace and defense technology company, provides mission-critical solutions for government and commercial customers worldwide. The company's Integrated Mission Systems segment provides multi-mission intelligence, surveillance, and reconnaissance … |
| LMT | Lockheed Martin Corporation, a security and aerospace company, engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services worldwide. It operates through four segments: … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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TransDigm Group
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Lockheed Martin
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L3Harris
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General Dynamics
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Raytheon Technologies
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