Business overview
TransDigm Group Incorporated designs, produces, and distributes specialized components for the aerospace sector, for both civil and military use. Its offering focuses on proprietary systems, subsystems, and critical parts that meet the sector's demanding technical standards.
Watch: The group faces a structural dependence on the financial health of aircraft manufacturers and the sustainability of military maintenance budgets. Its growth strategy through acquisition increases its financial leverage and requires effective integration to maintain operating margins.
Valuation
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Update log
| Date | News | Impact |
|---|---|---|
| 9/4/2026 | Yahoo Finance | |
| 9/4/2026 | Is TransDigm Stock Underperforming the S&P 500? Yahoo Finance | Yahoo Finance |
| 9/3/2026 | Yahoo Finance | |
| 8/31/2026 | Yahoo Finance | |
| 8/28/2026 | Yahoo Finance | |
| 8/27/2026 | Yahoo Finance | |
| 8/26/2026 | Yahoo Finance | |
| 8/20/2026 | Yahoo Finance | |
| 8/18/2026 | Howley W Nicholas (Dir) — Sell -$12,525,949 Insider Form 4 | S - Sale+OE transaction of -10,132 shares at $1,236.28 |
| 8/17/2026 | Reiss Joel (Co-COO) — Sell -$4,831,152 Insider Form 4 | S - Sale+OE transaction of -3,900 shares at $1,238.76 |
| 8/13/2026 | Yahoo Finance | |
| 8/11/2026 | TransDigm Group reported strong fiscal third-quarter results with a 23% increase in net sales to $2.741 billion and raised its full-year guidance. | |
| 8/11/2026 | Yahoo Finance | |
| 8/11/2026 | TransDigm (TDG) Q3 2026 Earnings Call Transcript Yahoo Finance | Yahoo Finance |
| 8/9/2026 | Transdigm Group Q3 Earnings Call Highlights Yahoo Finance | Yahoo Finance |
| 8/7/2026 | Yahoo Finance | |
| 8/5/2026 | Yahoo Finance | |
| 8/5/2026 | Yahoo Finance | |
| 8/5/2026 | Yahoo Finance | |
| 8/4/2026 | Yahoo Finance | |
| 8/4/2026 | 10-Q — Period: 2026-06-27 | |
| 8/4/2026 | EX-22.1 — Period: 2026-06-27 | |
| 8/4/2026 | 8-K — Results of operations released · Financial statements and exhibits | |
| 8/4/2026 | Yahoo Finance | |
| 8/4/2026 | Yahoo Finance | |
| 8/4/2026 | EX-99.1 — Results of operations released · Financial statements and exhibits | |
| 8/4/2026 | EX-32.2 — Period: 2026-06-27 | |
| 8/4/2026 | TransDigm Group Incorporated is scheduled to announce its Q2 earnings results this coming Tuesday. | |
| 8/3/2026 | TransDigm is set to report its Q3 financial results, with growth expected to be driven by acquisitions, aftermarket demand, and a strong defense backlog. | |
| 7/31/2026 | Rating revision: Rating 2 → Rating 1 AI review | The recent acquisition of Prince & Izant demonstrates a disciplined and consistent execution of the company's proven M&A strategy, which has historically bolstered its proprietary portfolio. Given the reported double-digit increase in fair value estimates and the rising demand for maintenance on aging fleets, the company’s competitive moat has strengthened. This improved financial outlook warrants an upgrade to a rating of 1 to reflect superior growth potential. |
| 7/31/2026 | Yahoo Finance | |
| 7/31/2026 | Yahoo Finance | |
| 7/30/2026 | PR Newswire | |
| 7/29/2026 | Yahoo Finance | |
| 7/28/2026 | Yahoo Finance | |
| 7/28/2026 | Yahoo Finance | |
| 7/28/2026 | Yahoo Finance | |
| 7/28/2026 | Why TransDigm (TDG) Stock Is Trading Up Today Yahoo Finance | Yahoo Finance |
| 7/27/2026 | PR Newswire | |
| 7/27/2026 | Advent International L.P. has increased its investment position in TransDigm Group Incorporated. | |
| 7/27/2026 | Bank of Nova Scotia maintains holdings in TransDigm Group Incorporated, as reported by financial news sources. | |
| 7/27/2026 | EX-99.1 — Other material events · Financial statements and exhibits | |
| 7/27/2026 | 8-K — Other material events · Financial statements and exhibits | |
| 7/27/2026 | PR Newswire | |
| 7/27/2026 | Yahoo Finance | |
| 7/27/2026 | Yahoo Finance | |
| 7/26/2026 | First Trust Advisors LP has purchased shares of TransDigm Group Incorporated. | |
| 7/26/2026 | Themes Management Co LLC has listed TransDigm Group Incorporated as one of its top ten holdings. | |
| 7/26/2026 | Entropy Technologies LP has initiated a new $3.13 million investment in TransDigm Group Incorporated. | |
| 7/26/2026 | Aristotle Atlantic Partners LLC has acquired 2,500 shares of TransDigm Group Incorporated. | |
| 7/25/2026 | A financial data summary providing a revenue breakdown for TransDigm Group Incorporated. | |
| 7/24/2026 | TransDigm Group Incorporated has appointed Irina Krasik to its board of directors. | |
| 7/24/2026 | PR Newswire | |
| 7/24/2026 | 8-K — Officer / director departure or appointment | |
| 7/24/2026 | PR Newswire | |
| 7/24/2026 | Yahoo Finance | |
| 7/22/2026 | A TransDigm director has sold shares valued at $12.3 million. | |
| 7/21/2026 | According to a filing with the SEC, a TransDigm Group insider sold shares for a total amount of $12,321,288. | |
| 7/20/2026 | Howley W Nicholas (Dir) — Sell -$12,321,288 Insider Form 4 | S - Sale+OE transaction of -10,132 shares at $1,216.08 |
| 7/20/2026 | Yahoo Finance | |
| 7/17/2026 | The TransDigm Co-COO sold shares totaling $509,677. | |
| 7/16/2026 | Yahoo Finance | |
| 7/15/2026 | Reiss Joel (Co-COO) — Sell -$509,678 Insider Form 4 | S - Sale transaction of -414 shares at $1,231.11 |
| 7/15/2026 | Reiss Joel (Co-COO) — Sell -$4,239,695 Insider Form 4 | S - Sale+OE transaction of -3,486 shares at $1,216.21 |
| 7/15/2026 | Morgan Stanley has downgraded TransDigm, citing concerns related to the company's current valuation. | |
| 7/14/2026 | Analyst firm TD Cowen has maintained its rating on TransDigm stock following an intervention by the Department of Justice (DoJ). | |
| 7/13/2026 | The TransDigm stock price is falling, following the group's decision to abandon the acquisition of Stellant. | |
| 7/8/2026 | Yahoo Finance | |
| 7/7/2026 | Yahoo Finance | |
| 6/18/2026 | Howley W Nicholas (Dir) — Sell -$13,369,720 Insider Form 4 | S - Sale+OE transaction of -10,132 shares at $1,319.55 |
| 6/18/2026 | Howley W Nicholas (Dir) — Sell -$13,369,720 Insider Form 4 | S - Sale+OE transaction of -10,132 shares at $1,319.55 |
| 2/28/2026 | TransDigm's stock recorded a 9% decline over the last thirty days, while outlooks are discussed for 2026. | |
| 12/5/2025 | 8511793140!CABLE ASSEMBLY,CONT | |
| 6/11/2025 | 8511435738!VALVE CARTRIDGE,CHE | |
| 11/7/2024 | 10-K — Période : 2024-09-30 | |
| 6/6/2023 | ACTUATR,RAMP DR,MAS | |
| 1/18/2023 | 8509643038!CYLINDER, HYDRAULIC | |
| 1/28/2022 | 10-K/A — Period: 2021-09-30 | |
| 3/14/2019 | ACTUATOR,ELECTRO-ME | |
| 11/9/2018 | 10-K — Period: 2018-09-30 | |
| 11/15/2016 | 10-K — Period: 2016-09-30 | |
| 11/19/2010 | AMENDMENT NO. 1 TO FORM 10-K — Period: 2010-09-30 | |
| 2/10/2010 | AMENDMENT NO. 1 TO FORM 10-K — Period: 2009-09-30 |