TransDigm Group Incorporated

TDG

Aerospace & Defense · Industrials

Also trades as: 0REK.L

Price

$1200.35

+19.95 (+1.69%)

Market Cap

$67.14B

Winston Score

Winston is curious

A decent business — some strong pillars, some weaker.

Data as of Aug 23, 2026 · filings through Jun 27, 2026

How the score breaks down

Quality

Good

Growth

Strong

Cash Flow

Strong

Stability

Weak

Valuation

Good

Dividends

Exceptional

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Winston Score History

The full picture

TransDigm Group makes parts that go inside commercial and military aircraft. These are things like pumps, valves, actuators, and cockpit controls — small but critical components that keep planes flying safely. The company sells to major aircraft manufacturers like Boeing and Airbus, as well as directly to airlines and the U.S. military.

TransDigm makes most of its money by selling proprietary parts that only it is allowed to manufacture, which gives it strong pricing power. It operates primarily in the United States but sells globally, and with roughly $7 billion in annual revenue it is one of the largest aerospace components suppliers in the world. A key risk is that TransDigm carries a very high level of debt from years of acquiring smaller companies, which could become a problem if aerospace demand slows or interest rates stay elevated.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+22.5% YoY

YoY Growth Rate

Steady revenue growth

EPS Growth

+10.9% YoY

YoY Growth Rate

Steady EPS growth

R&D Spend

$0/ year

0.0% of revenue

Below sector average (4%)

Research and development spending

Insider Activity

0.5%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$2.8B cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Growth + cash flow

TransDigm Group Incorporated is a rare growth stock that's already generating positive cash flow while growing at 23%. The Winston Score doesn't fully credit this transition from "burner" to "earner."

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Share count broadly stable

−0.3% over 4y

The share count has stayed roughly flat over this period — little dilution or buyback activity.

Diluted shares outstanding: 58.4M (2021) → 58.2M (2025)

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale

Gross Margin

59.4%

Premium pricing power — 59.4% gross margin

Profit after running costs

Operating Margin

44.8%

Excellent — 44.8% operating margin

Return on the money invested

ROCE

5.8%

Weak — 5.8% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

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Growth

Sales growth

Sales YoY

+16.6%

Fast-growing sales (+16.6% YoY)

Profit growth

EPS YoY

+9.4%

Earnings growing (+9.4% YoY)

Single-digit earnings growth — steady but not exciting.

How steady the profit is

EPS Consistency

6/8 quarters

Earnings grew in most of the last 8 quarters

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Cash Flow

Profit that turns into cash

Cash Conversion

102%

Turns 102% of profit into real cash

Spare cash per sale

FCF Margin

18.5%

Converts sales into free cash efficiently (18.5%)

FCF margin between 10% and 20%. Every $100 in sales becomes $10 to $20 in real cash.

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Stability

What it owes vs what it owns

Debt / Equity

N/A

—

Data not available

Covers its interest

Interest Cover

2.43x

Tight — interest eats into profit (2.4x)

Interest coverage between 1 and 3. Profits cover interest, but with little room to spare.

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Valuation

Price vs profit

P/E Ratio (TTM)

36.4x

Pricey — P/E 36.4

P/E over 35. The market is pricing in heavy, sustained growth.

Cheaper or dearer next year

P/E vs Forward

+13.5

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (36.4 → 22.9)

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Dividends

Dividend

Dividend Yield

7.28%

Healthy income — 7.28% yield

Yield above 6% — often a flag the market is pricing in a cut.

Dividend record

Dividend Growth

+101.4%

Dividend growing fast (101.4% YoY)

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