Bedrijf laden
Just reported
Q4 FY2026 results
From TransDigm's results release of 10 november 2026; 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 theme it is part of
Highest-graded in Aerospace and Defense
Graded A or B and worth $2B or more: A first, then the largest.
GEGeneral Electric CompanyUS$ 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 Corporation21 okt 2026CAGraded C, now A
UPSUnited Parcel Service, Inc.27 okt 2026CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.29 okt 2026BAGraded B, now A
URIUnited Rentals, Inc.21 okt 2026CAGraded C, now A
WCNWaste Connections, Inc.22 okt 2026BAGraded B, now A
Hoe het geld verdient
- 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%
De omzetaandelen zijn schattingen voor quarter ended March 31, 2026, geen cijfers uit een ingediend rapport.
Concurreert met
- SAFRYSafran S.A.
- MOG.AMoog Inc.
Wat het verkoopt6
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.
Nog 3 tonen
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.
Wie het koopt6
- 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.
Nog 3 tonen
- 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.
Waar het op steunt, en wat het kan breken
Waar het bedrijf van afhangt
- 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.
Wat er mis kan gaan
- 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.
Over TransDigm Group Incorporated
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).
- Hoofdkantoor
- Cleveland, Ohio
- Opgericht in
- 1993
- Medewerkers
- about 19,100 (September 30, 2026, high)
- Genoteerd aan
- NYSE
- Einde boekjaar
- September 30
Gebouwd uit de eigen deponeringen van TransDigm Group Incorporated bij de Amerikaanse toezichthouder Securities and Exchange Commission (SEC). De cijfers zijn zoals gerapporteerd, met de historie per aandeel herrekend naar de huidige aandelenbasis. Dit beschrijft een bedrijf — het is geen beleggingsadvies en geen aanbeveling om iets te kopen of te verkopen.
