US · TDG
TransDigm Group Incorporated
- Sector
- Industrials · Aerospace & Defense
- Headquarters
- Cleveland, OH 44114
- Website
- transdigm.com
Price · as of 2025-09-30
$1,154.45
Market cap 73.57B
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $2,495.15 | +116.13% |
| Intrinsic Value(DCF) | $713.63 | -38.18% |
| Graham-Dodd Method(GD) | — | — |
| Graham Formula(GF) | $671.50 | -41.83% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2011 | $41.80 | $109.00 | $63.07 | $0.00 | $143.44 |
| 2012 | $61.02 | $188.44 | $211.18 | $0.00 | $289.51 |
| 2013 | $85.05 | $426.16 | $102.12 | $0.00 | $47.29 |
| 2014 | $122.48 | $390.03 | $112.00 | $0.00 | $96.52 |
| 2015 | $139.59 | $255.69 | $81.03 | $0.00 | $168.75 |
| 2016 | $170.42 | $288.65 | $96.60 | $0.00 | $255.39 |
| 2017 | $203.83 | $719.81 | $76.22 | $0.00 | $142.47 |
| 2018 | $254.86 | $371.08 | $75.93 | $0.00 | $270.18 |
| 2019 | $448.08 | $864.07 | $159.96 | $0.00 | $602.37 |
| 2020 | $500.17 | $929.11 | $55.88 | $0.00 | $71.18 |
| 2021 | $503.10 | $491.26 | $12.98 | $0.00 | $27.84 |
| 2022 | $521.16 | $775.54 | $34.48 | $0.00 | $308.85 |
| 2023 | $871.96 | $701.26 | $137.09 | $0.00 | $644.66 |
| 2024 | $1,196.91 | $1,418.55 | $331.58 | $0.00 | $825.41 |
| 2025 | $1,346.86 | $2,495.15 | $326.87 | $0.00 | $671.50 |
AI valuation
Our deep-learning model estimates TransDigm Group Incorporated's (TDG) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $2,495.15
- Current price
- $1,154.45
- AI upside
- +116.13%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$713.63
-38.18% upside
Graham-Dodd
—
— upside
Graham Formula
$671.50
-41.83% upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| TDG | TransDigm Group Incorpora… | $1,154.45 | 73.57B | +116% | -38% | — | -42% | 37.80 | -8.09 | 8.88 | 23.12 | 149.89 | -3.30 | 60.14% | 47.16% | 23.49% | -25.96% | 21.99% | 8.55% | -3.10 | 2.65 | 3.21 | 2.03 | 5.96 | 2521.00% | 1122.00% | -340.00% | 2.32% | 0.93 | 12.15% | 12.28% | 464.30% | 12.92% | 25.36 | 58.15 | 11.96 | 2.03 |
| CTAS | Cintas Corporation | $201.13 | 80.83B | -28% | -45% | -99% | -65% | 50.04 | 19.36 | 8.77 | 32.55 | 310.93 | 93.07 | 50.04% | 22.82% | 17.53% | 40.27% | 27.54% | 18.77% | 0.57 | 23.34 | 2.09 | 1.02 | 0.84 | 1609.00% | 775.00% | 519.00% | 1.94% | 1.32 | 25.62% | 0.67% | 33.70% | 1.71% | 39.45 | 52.98 | 9.00 | 14.33 |
| EMR | Emerson Electric Co. | $150.75 | 84.77B | -29% | -61% | — | -70% | 34.53 | 3.82 | 4.31 | 18.47 | 193.65 | -10.53 | 52.84% | 12.42% | 12.73% | 10.72% | 5.80% | 5.21% | 0.68 | 5.78 | 0.88 | 0.47 | 2.51 | 1783.00% | 300.00% | -844.00% | 3.44% | 0.32 | 9.06% | 1.54% | 53.10% | 3.14% | 40.11 | 33.66 | 4.98 | 4.07 |
| GD | General Dynamics Corporat… | $357.05 | 96.54B | -14% | -59% | -98% | -22% | 23.39 | 3.84 | 1.87 | 17.37 | 174.18 | 30.41 | 15.13% | 10.19% | 8.01% | 17.66% | 13.78% | 7.44% | 0.38 | 17.06 | 1.44 | 0.78 | 1.22 | 1343.00% | 1013.00% | 2387.00% | 4.02% | 0.30 | 12.35% | 1.62% | 37.80% | 3.81% | 19.77 | 26.75 | 2.02 | 4.33 |
| ITW | Illinois Tool Works Inc. | $290.63 | 83.76B | -23% | -55% | — | -67% | 27.76 | 26.39 | 5.30 | 20.05 | — | -34.54 | 44.10% | 26.28% | 19.11% | 93.75% | 29.92% | 19.64% | 2.78 | 14.44 | 1.21 | 0.80 | 1.75 | -1042.00% | 92.00% | -482.00% | 3.18% | 0.61 | 24.85% | 2.10% | 58.20% | 3.86% | 22.11 | 34.44 | 5.81 | 8.50 |
| JCI | Johnson Controls Internat… | $144.30 | 88.32B | -48% | -68% | — | -62% | 43.26 | 5.76 | 3.16 | 27.04 | 991.11 | -10.17 | 36.41% | 11.99% | 13.95% | 11.86% | 10.16% | 4.27% | 0.87 | 18.01 | 0.93 | 0.61 | 3.43 | 437.00% | 281.00% | -3984.00% | 1.30% | 0.13 | 3.96% | 1.31% | 56.70% | 9.36% | 30.15 | 88.36 | 3.61 | 2.63 |
| LHX | L3Harris Technologies, In… | $364.54 | 68.19B | -25% | -58% | — | -75% | 44.16 | 3.61 | 3.24 | 21.40 | 526.62 | -10.30 | 25.73% | 10.04% | 7.35% | 8.20% | 5.99% | 3.86% | 0.53 | 3.68 | 1.19 | 0.84 | 2.50 | 839.00% | 253.00% | 2469.00% | 3.78% | 0.43 | 8.81% | 1.27% | 56.20% | 7.12% | 36.58 | 29.94 | 3.67 | 2.86 |
| NOC | Northrop Grumman Corporat… | $724.38 | 102.81B | -21% | -53% | -99% | -59% | 26.35 | 6.61 | 2.63 | 17.43 | 1009.27 | -113.50 | 19.81% | 10.20% | 9.97% | 26.17% | 11.19% | 8.30% | 1.18 | 6.44 | 1.09 | 0.95 | 2.13 | 261.00% | 224.00% | 2617.00% | 3.00% | 0.34 | 10.47% | 1.17% | 30.90% | 3.10% | 29.33 | 37.96 | 2.99 | 3.48 |
| PWR | Quanta Services, Inc. | $563.08 | 83.96B | -53% | +166% | -93% | -67% | 84.47 | 9.72 | 3.06 | 34.81 | 661.46 | -67.59 | 13.03% | 5.77% | 3.63% | 12.65% | 11.65% | 4.72% | 0.13 | 6.26 | 1.14 | 0.84 | 0.30 | 1277.00% | 1976.00% | 973.00% | 1.87% | 0.26 | 15.63% | 0.07% | 5.90% | 3.67% | 53.51 | 54.05 | 3.09 | 5.06 |
| TRI | Thomson Reuters Corporati… | $96.41 | 42.9B | -20% | -52% | — | -55% | 29.60 | 3.75 | 5.87 | 15.09 | — | -59.88 | 26.32% | 26.32% | 20.09% | 12.62% | 11.70% | 8.30% | 0.18 | 13.76 | 0.64 | 0.50 | 0.53 | -3272.00% | 481.00% | 1653.00% | 4.59% | 0.78 | 15.42% | 2.37% | 70.10% | 4.64% | 23.06 | 22.50 | 6.07 | 5.88 |
| VRT | Vertiv Holdings Co | $254.89 | 97.52B | -38% | +42% | -92% | -53% | 73.82 | 24.96 | 9.62 | 45.32 | 44.36 | 7686.43 | 34.36% | 18.54% | 13.03% | 41.81% | 28.93% | 12.49% | 0.86 | 22.03 | 1.55 | 1.12 | 0.76 | 16641.00% | 2769.00% | 6683.00% | 1.92% | 0.48 | 37.74% | 0.07% | 5.00% | 0.48% | 52.69 | 52.78 | 9.77 | 8.84 |
About TransDigm Group Incorporated
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. Its Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems. This segment serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. The company's Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, engineered audio, radio and antenna systems, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, and parachutes. This segment serves airframe manufacturers, cabin system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. Its Non-aviation segment offers seat belts and safety restraints for ground transportation applications; electro-mechanical actuators for space applications; hydraulic/electromechanical actuators and fuel valves for land-based gas turbines; refueling systems for heavy equipment used in mining, construction, and other industries; and turbine controls for the energy and oil and gas markets. This segment serves off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers; and manufacturers of heavy equipment. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.
- CEO
- Michael J. Lisman
- Employees
- 16.6K
- Beta
- 0.90
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($713.63 ÷ $1,154.45) − 1 = -38.18% (DCF, example).