कंपनी लोड हो रही है
Just reported
Q4 FY2026 results
From TransDigm's results release of 10 नवंबर 2026; its quarterly report has since been filed.
Revenue
Actual
$2.99B
+23% y/y
+9.0% q/qGuided
—
No guide given
EPS, GAAP
Actual
$10.31
+33% y/y
+9.8% q/qGuided
—
No guide given
EPS, adjusted: $12.44
Operating income, GAAP
Actual
$1.36B
+17% y/y
+11% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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The themes TransDigm is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Aerospace and Defense
Graded A or B and worth $2B or more: A first, then the largest.
GEGeneral Electric Company$342.8BA+
RTXRTX Corporation$267.9BA
LMTLockheed Martin Corporation$137.7BA
GDGeneral Dynamics Corporation$98.2BA
HWMHowmet Aerospace Inc.$87.8BA+
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
CSXCSX Corporation21 अक्टू॰ 2026CAGraded C, now A
UPSUnited Parcel Service, Inc.27 अक्टू॰ 2026CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.29 अक्टू॰ 2026BAGraded B, now A
URIUnited Rentals, Inc.21 अक्टू॰ 2026CAGraded C, now A
WCNWaste Connections, Inc.22 अक्टू॰ 2026BAGraded B, now A
कमाई कैसे होती है
- Aircraft power and control parts, including actuators, ignition systems, pumps, valves, motors and batteries54%
- Airframe and cabin parts, including latches, cockpit equipment, connectors, seat belts and safety restraints45%
- Parts for non-aviation uses, including space, ground transportation, gas turbines and heavy equipment2%
आमदनी के हिस्से quarter ended March 31, 2026 के अनुमान हैं, किसी दाख़िल रिपोर्ट के आँकड़े नहीं।
मुकाबला किनसे है
क्या बेचती है6
Aircraft actuators and motion controls
Mechanical and electrical devices that move or control aircraft parts, including equipment used in landing gear and other aircraft systems.
Engine ignition systems and components
Parts used in aircraft engine ignition and operation.
Aircraft power equipment
Motors, generators, batteries, chargers and devices that manage or condition electrical power on aircraft.
3 और दिखाएँ
Cockpit and aircraft safety equipment
Cockpit security systems, displays, audio and radio equipment, seat belts and other safety restraints.
Aircraft cabin and airframe components
Latches, locks, connectors, seals, lavatory parts, lighting and interior components.
Parachutes and specialized testing equipment
Parachutes for military use and equipment for aircraft, wind-tunnel and jet-engine testing.
कौन खरीदता है6
- Commercial, regional and business airlines, which buy parts directly or through distributors and maintenance businesses.
- Commercial, regional and business aircraft manufacturers, which buy components for new aircraft.
- Engine, power-system, cabin-system and other aircraft-system suppliers, which incorporate TransDigm parts into larger systems.
3 और दिखाएँ
- Military buying agencies and repair depots in the United States and other countries, which buy new and replacement parts.
- Third-party aircraft maintenance suppliers and aerospace-parts distributors, which supply parts and services to aircraft operators.
- Industrial customers, including space-system suppliers, heavy-equipment makers and turbine manufacturers.
किस पर टिका है, और क्या इसे तोड़ सकता है
कारोबार किन चीज़ों पर टिका है
- 1Demand is closely tied to aerospace and defense, including aircraft production, aircraft use and military purchasing.
- 2The ten largest customers accounted for about 45% of net sales in fiscal 2026 (year ended September 30, 2026, high), although no single customer exceeded 10% (same period, high).
- 3Manufacturing depends on raw materials and purchased components; the company sometimes concentrates orders among a few suppliers.
- 4Many products require approval from aviation authorities and, in some cases, individual aircraft manufacturers before they can be used on specific aircraft.
क्या ग़लत हो सकता है
- 1A downturn in aircraft production, flight activity or airline finances can reduce demand for new-aircraft parts and aftermarket replacements; defense sales also depend partly on government defense budgets.
- 2A small group of customers accounts for a substantial share of sales, and the company generally has no guarantee of future orders; fixed-price contracts can also leave it responsible for cost overruns.
- 3The company carries substantial debt and needs cash to make debt payments; weaker cash generation or limits in its debt agreements could constrain its ability to respond to business changes.
TransDigm Group Incorporated के बारे में
TransDigm designs and makes aircraft parts such as actuators, power controls, cockpit equipment, seat belts and safety restraints. Parts are sold for new aircraft and later as replacements or for repair, often over many years of an aircraft’s service life. The company also makes products for space, ground transportation, mining, construction and energy uses. Management estimates that proprietary products generated about 90% of net sales in fiscal 2026 (year ended September 30, 2026, medium) and aftermarket sales generated about 55% (year ended September 30, 2026, medium).
- मुख्यालय
- Cleveland, Ohio
- स्थापना
- 1993
- कर्मचारी
- about 19,100 (September 30, 2026, high)
- सूचीबद्ध
- NYSE
- वित्त वर्ष का अंत
- September 30
TransDigm Group Incorporated की अपनी रिपोर्टों से बना, जो अमेरिकी प्रतिभूति और विनिमय आयोग (SEC) में दाखिल की गईं। आँकड़े जैसे बताए गए, और प्रति-शेयर इतिहास आज के शेयर आधार पर पुनर्गणित। यह एक व्यवसाय का वर्णन है — यह निवेश सलाह नहीं है और न ही कुछ खरीदने या बेचने की सिफ़ारिश।
