Акции TransDigm Group Incorporated (TDG) — это хороший бизнес?

Акции TransDigm Group Incorporated (TDG) — это хороший бизнес? — InspectStocks

Just reported

Q4 FY2026 results

From TransDigm's results release of 10 ноября 2026 г.; its quarterly report has since been filed.

Revenue
Actual
2,99B $
+23 % y/y
+9,0 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
10,31 $
+33 % y/y
+9,8 % q/q
Guided
—
No guide given
EPS, adjusted: 12,44 $
Operating income, GAAP
Actual
1,36B $
+17 % y/y
+11 % q/q
Guided
—
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.

На чём зарабатывает

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 %

Доли выручки — это оценки за quarter ended March 31, 2026, а не цифры из поданной отчётности.

Конкурирует с

Что продаёт6

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.

Показать ещё 3

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.

Кто покупает6

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.

Показать ещё 3

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.

На чём держится и что может это сломать

От чего зависит бизнес

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.

Что может пойти не так

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.

Полная финансовая отчётность →

О компании 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).

Штаб-квартира: Cleveland, Ohio
Год основания: 1993
Сотрудников: about 19,100 (September 30, 2026, high)
Торгуется на: NYSE
Конец финансового года: September 30

Построено по собственной отчётности TransDigm Group Incorporated, поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

Just reported

Q4 FY2026 results

From TransDigm's results release of 10 ноября 2026 г.; its quarterly report has since been filed.

Revenue
Actual
2,99B $
+23 % y/y
+9,0 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
10,31 $
+33 % y/y
+9,8 % q/q
Guided
—
No guide given
EPS, adjusted: 12,44 $
Operating income, GAAP
Actual
1,36B $
+17 % y/y
+11 % q/q
Guided
—
No guide given

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.

All 73 graded companies in its industry

Grade rose recently in Industrials

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

На чём зарабатывает

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 %

Доли выручки — это оценки за quarter ended March 31, 2026, а не цифры из поданной отчётности.

Конкурирует с

Что продаёт6

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.

Показать ещё 3

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.

Кто покупает6

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.

Показать ещё 3

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.