TransDigm Group (TDG)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-07-07
$1329.40-1.24%
Close 2026-07-07 · 1-day change
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Track TDG free→NYSEIndustrialsAerospace & DefenseSnapshot 2026-07-07
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Track TDG free→TransDigm grows revenue about 15% a year. It raised 2026 revenue guidance to $10.42 billion. The company buys back shares, spending $723 million in Q2 2026. Earnings per share are expected near $34.6 in Q3 2026.
Debt levels rise with new borrowings. Acquisitions may not add expected value. Profit growth could slow below 15%.
The price is about 4% below our fair value near $1387. Analysts expect 15% revenue growth, which matches our view.
Breaks if: Acquisition is delayed or canceled
TransDigm is committed to completing the acquisition of Stellant Systems to enhance its market position.
Stated in 2 of last 2 quarters. TransDigm has entered into a definitive agreement to acquire Stellant Systems for $960 million. The acquisition is progressing as planned, aligning with management's strategic focus on enhancing market position.
Breaks if: Buybacks fall significantly below $700 million in Q2 2026
TransDigm is focused on executing its share buyback program to return capital to shareholders.
Stated in 2 of last 2 quarters. TransDigm repurchased 602,070 shares for $723 million in Q2 2026, continuing its focus on returning capital to shareholders. The execution of the buyback program is delivering as planned.
Breaks if: EPS falls below $33.9 in Q3 2026
Breaks if: Revenue falls below $9.75 billion in 2026
TransDigm aims to increase its revenue guidance for fiscal 2026, reflecting strong performance and recent acquisitions.
Stated in 3 of last 3 quarters. Revenue guidance increased from $9,750 million in 2025-Q3 to $10,420 million in 2026-Q1, reflecting strong performance and recent acquisitions. The trajectory is delivering on management's stated priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“TransDigm has entered into a definitive agreement to acquire Stellant Systems for $960 million.”
“TransDigm announced the acquisition of Stellant Systems for $960 million.”
“TransDigm repurchased 602,070 shares for $723 million in Q2 2026.”
“TransDigm announced share repurchases of approximately $800 million.”
“TransDigm now expects fiscal 2026 net sales to be in the range of $10,300 million to $10,420 million.”
“Net sales are anticipated to be in the range of $9,845 million to $10,035 million.”
“Net sales are anticipated to be in the range of $9,750 million to $9,950 million.”