기업 정보 불러오는 중
Just reported
Q4 FY2026 results
From TransDigm's results release of 2026년 11월 10일; its quarterly report has since been filed.
Revenue
Actual
US$2.99B
+23% y/y
+9.0% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$10.31
+33% y/y
+9.8% q/qGuided
—
No guide given
EPS, adjusted: US$12.44
Operating income, GAAP
Actual
US$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.
Keep exploring
The themes TransDigm is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes 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 CompanyUS$342.8BA+
RTXRTX CorporationUS$267.9BA
LMTLockheed Martin CorporationUS$137.7BA
GDGeneral Dynamics CorporationUS$98.2BA
HWMHowmet Aerospace Inc.US$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 Corporation2026년 10월 21일CAGraded C, now A
UPSUnited Parcel Service, Inc.2026년 10월 27일CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.2026년 10월 29일BAGraded B, now A
URIUnited Rentals, Inc.2026년 10월 21일CAGraded C, now A
WCNWaste Connections, Inc.2026년 10월 22일BAGraded B, now A
어떻게 돈을 버는가
- 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%
매출 비중은 quarter ended March 31, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
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.
3개 더 보기
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.
누가 사는가6
- 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.
3개 더 보기
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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 소개
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).
- 본사
- Cleveland, Ohio
- 설립
- 1993
- 임직원 수
- about 19,100 (September 30, 2026, high)
- 상장 시장
- NYSE
- 회계연도 종료
- September 30
TransDigm Group Incorporated이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.
