Stock research

TransDigm Group Incorporated (TDG) Stock Research

TransDigm makes proprietary aerospace components used on commercial and military aircraft.

For the fiscal year ended September 30, 2025, TransDigm Group Incorporated reported revenue of $8.8B and net income of $2.1B, with operating cash flow of $2.0B. Source: Form 10-K filed November 12, 2025

SEC data as of

Revenue
$8.8B
FY ending 2025-09-30
Net income
$2.1B
FY ending 2025-09-30
Diluted EPS
$32.08
Net margin
23.5%

Reported SEC XBRL figures. Each metric’s period and original filing are listed below.

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About TransDigm

Exchange
NYSE: TDG
Sector
Industrials
SEC industry
Aircraft Parts & Auxiliary Equipment, NEC (SIC 3728)
Fiscal year end
September 30

TDG key financials

Reported figures from TransDigm Group Incorporated's filings, pulled directly from SEC XBRL data rather than a third-party terminal. Each row links to the filing it came from.

MetricValuePeriodSource
Revenue$8.8B2024-10-01 – 2025-09-30SEC filing
Net income$2.1B2024-10-01 – 2025-09-30SEC filing
Operating cash flow$2.0B2024-10-01 – 2025-09-30SEC filing
Diluted EPS$32.082024-10-01 – 2025-09-30SEC filing
Net margin23.5%2024-10-01 – 2025-09-30SEC filing
Shares outstanding56MAs of 2026-01-30SEC filing

Values are as tagged by the issuer in XBRL. Revenue for banks and insurers is net of interest expense where that is the reported line. Fiscal years that do not follow the calendar are shown by their period-end date. No price, market cap, or valuation multiple is shown because Yield Theory does not republish unlicensed market data.

Diluted EPS is the earnings figure behind the price-to-earnings ratio; the P/E multiple compression calculator shows how a change in that multiple moves a share price. Shares outstanding multiplied by the share price gives market capitalization.

What investors should watch in TDG

TransDigm Group Incorporated sits in Industrials. Aerospace, machinery, defense, and transports — a cyclical read on capex, reshoring, and the physical economy. We have not yet written company-specific drivers for TDG; the forces that matter most for the sector are:

  • ◆Capital-spending and manufacturing PMIs
  • ◆Reshoring and supply-chain reconfiguration
  • ◆Defense budgets and geopolitical conflict
  • ◆Freight rates and logistics demand

Key questions for the TDG thesis

Each question starts with what the filings show, then why it matters. None of these is a rating or a forecast.

Does TDG's reported profit turn into cash?

Operating cash flow was $2.0B, 0.98 times net income of $2.1B, for the fiscal year ended September 30, 2025.

Cash from operations roughly matched reported earnings for the year. The cash-flow statement shows which non-cash charges and working-capital moves offset each other.

Form 10-K filed November 12, 2025

How much of TDG's revenue is left as profit?

Net income was 23.5% of revenue for the fiscal year ended September 30, 2025, based on revenue and net income reported for the same period.

Net margin reflects the business model as much as execution, so compare it with companies in the same SEC industry and read the income statement for one-time items before treating it as a run rate.

Form 10-K filed November 12, 2025

When does TransDigm Group Incorporated's fiscal year end?

The SEC lists TransDigm Group Incorporated's fiscal year end as September 30, not December 31. The latest annual figures here run from October 1, 2024 to September 30, 2025.

Annual results cover a different 12 months from calendar-year peers. Align periods before comparing growth or margins across companies.

Form 10-K filed November 12, 2025

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Congressional trading in TDG

PoliticianTrade dateTypeOwnerAmountSource
John Delaney2026-08-25SaleDependent$100,001 - $250,000Filing #20035408
John Delaney2026-07-28PurchaseDependent$1,001 - $15,000Filing #20035118
John Delaney2026-05-22PurchaseDependent$1,001 - $15,000Filing #20034718
John Delaney2026-05-21PurchaseDependent$1,001 - $15,000Filing #20034718
John Delaney2026-05-13PurchaseDependent$1,001 - $15,000Filing #20034718
John Delaney2026-05-08PurchaseDependent$1,001 - $15,000Filing #20034718
John Delaney2026-05-07PurchaseDependent$1,001 - $15,000Filing #20034718
John Delaney2026-04-29PurchaseDependent$1,001 - $15,000Filing #20034487
John Delaney2026-04-20PurchaseDependent$1,001 - $15,000Filing #20034487
John Delaney2026-04-17PurchaseDependent$1,001 - $15,000Filing #20034487

All verified TDG congressional disclosures

Congressional disclosures are delayed, range-based records—not real-time signals or proof of motive. See the source-linked tracker for scope and limitations.

TDG — frequently asked questions

What does TransDigm Group Incorporated do?

TransDigm makes proprietary aerospace components used on commercial and military aircraft.

What were TDG's latest reported annual revenue and net income?

For the fiscal year ended September 30, 2025, TransDigm Group Incorporated reported revenue of $8.8B and net income of $2.1B, with operating cash flow of $2.0B. The figures come from TransDigm Group Incorporated's SEC XBRL filings.

When does TransDigm Group Incorporated's fiscal year end?

The SEC lists TransDigm Group Incorporated's fiscal year end as September 30.

Do members of Congress trade TDG?

The current verified House and Senate snapshot contains 28 transaction rows for TDG, each linked to the original filing.

Is TDG a good investment?

This page does not rate TDG as a buy or sell. It sets out what TransDigm Group Incorporated reports, what investors should watch and the questions a thesis has to answer, with links to the SEC filings. It is research, not investment advice.

This page is independent research and educational information, not investment advice or a recommendation to buy or sell any security. Company facts are compiled from public sources. Do your own research.

What do the TDG numbers leave unanswered?

Financials describe the business. The next question is which assumptions an investment thesis depends on. Explore the member reports below for analysis of catalysts, risks, and what would change the view. $39/month or $249/year.

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