TransDigm: Unique Business Model Drives Profit Margins [Seeking Alpha]
Transdigm Group Incorporated (TDG)
Last transdigm group incorporated earnings: 2/4 07:15 am
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US:NYSE Investor Relations:
transdigm.com/investor-relations
Company Research
Source: Seeking Alpha
TDG's value creation model leverages proprietary, single-source aerospace components, aggressive pricing power, and disciplined, decentralized management akin to Berkshire Hathaway. Despite political scrutiny over pricing and DoD contract risks, TDG's competitive moat and high switching costs minimize material threats to its business. TDG trades at 33x FY26 EPS and 25x FY28 EPS, appearing expensive, but its consistent 8–12% EPS growth and peer-relative valuation justify a long-term buy-and-hold stance. Monty Rakusen/DigitalVision via Getty Images As my readers know, I am a numbers guy, except when I'm not, and I'm a value guy, except when I'm not. With TransDigm Group ( TDG ), I'm neither a numbers nor a value guy, and This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of BRK,B, CR, EPD, MSFT, TDG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I
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News
- Is TransDigm Group (TDG) One of the Best Aerospace and Defense Stocks to Buy According to Wall Street Analysts? [Yahoo! Finance]Yahoo! Finance
- One TransDigm Group Insider Raised Stake By 85% In Previous Year [Yahoo! Finance]Yahoo! Finance
- OpenGate Capital Completes ScioTeq Sale to Tikehau CapitalBusiness Wire
- TransDigm Group: Solid Business With Great Fundamentals [Seeking Alpha]Seeking Alpha
- TransDigm Group (TDG): Is the Aerospace Supplier's Premium Valuation Still Justified After Its Recent Pullback? [Yahoo! Finance]Yahoo! Finance
TDG
Earnings
- 11/12/25 - Beat
TDG
Sec Filings
- 12/16/25 - Form 4
- 12/11/25 - Form 4
- 12/10/25 - Form 144
- TDG's page on the SEC website