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Companies / Industrials / TransDigm Group
TDG

TransDigm Group

IndustrialsTransportation EquipmentS&P 500
Ticker TDGCLEVELAND, OHFiscal year ends SeptemberBook value per share $-169.41Diluted shares 57.9M

TransDigm Group Incorporated (NYSE: TDG) designs, produces and supplies highly engineered aircraft components used on nearly all commercial and military aircraft worldwide, along with products for other markets. Its portfolio includes engine and power-control systems, actuators, pumps, valves, electrical components,… From the company’s description.

In fiscal 2025, TransDigm Group reported revenue of $8.83B, up 11.2% from fiscal 2024, and net income of $2.07B. Its operating margin was 47.2%, and operations generated $2.04B in cash. Over the twelve months to Jun 27, 2026, revenue was $10.01B.

Fiscal year 2025 · ends 09-30Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-27
Sales & profitability
$8.83BFY2025
+11.2% year over year
Last 12 mo $10.01B
47.16%FY2025
+2.7 percentage points
Last 12 mo 46.05%
$2.07BFY2025
+20.9% year over year
Last 12 mo $2.13B
-21.41%FY2025
+5.8 percentage points
Last 12 mo -21.70%
Cash & financing
$2.04BFY2025
−0.3% year over year
Last 12 mo $2.20B
$1.82BFY2025
−3.4% year over year
Last 12 mo $1.93B
-3.10FY2025
Was -3.96× a year earlier
Last 12 mo -3.41
58.2MFY2025
+0.7% year over year
Last 12 mo 57.9M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What TransDigm Group does

In the company’s own words

TransDigm Group Incorporated (NYSE: TDG) designs, produces and supplies highly engineered aircraft components used on nearly all commercial and military aircraft worldwide, along with products for other markets. Its portfolio includes engine and power-control systems, actuators, pumps, valves, electrical components, cockpit and cabin equipment, restraints, parachutes and testing equipment; about 90% of fiscal 2025 net sales came from proprietary products, and about 55% came from the aftermarket. The company serves aircraft and engine manufacturers, airlines, maintenance providers, defense contractors and government agencies, as well as customers in transportation, space, energy and heavy equipment markets. Its three reportable segments are Power & Control, which supplies aircraft power and control systems; Airframe, which supplies components for non-power airframe applications; and Non-aviation, which serves non-aviation markets. TransDigm has expanded through acquisitions since its founding in 1993, acquiring 95 businesses and product lines. It had approximately 16,500 employees as of September 30, 2025. Its website is www.transdigm.com.

Company details
Sector
Industrials
Industry (SIC)
Transportation Equipment
Headquarters
CLEVELAND, OH
Fiscal year end
September
CIK
1260221
SIC
3728

Financial performance, year by year

Fiscal 2013–2025 · USD
$-1.00B$2.00B$5.00B$8.00B$11.01B2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns TransDigm Group — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

668
funds hold it
2 of 35
superinvestors hold it
$37.22B
held by funds, at market
52.0%
of shares held by funds

Superinvestors in TransDigm Group · what they did last quarter

Daniel LoebINCREASED +216.0%
Third Point
2.3%of 13F portfolio
Stephen MandelDECREASED -20.0%
Lone Pine Capital
0.2%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · TransDigm Group’s weight in each

2.04%of fund net assets
0.88%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.10%of fund net assets
2.29%of fund net assets
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.12%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Could not be determined for this company: bond issues.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do TransDigm Group and its peers compare on margins and cash generation over ten years?”
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