WinstonWınston
Back
Stock

TransDigm Group Incorporated

TDG
59
Aerospace & Defense · Industrials
Also trades as: 0REK.L GBP 11.00 (-1.53%)
Price
$1104.84
-36.91 (-3.23%)
Market Cap
$61.07B
Winston Score
59
Winston is curious
A decent business — some strong pillars, some weaker.
Data as of Oct 24, 2026 · filings through Jun 27, 2026

§How the score breaks down

Quality
Good
20/30
Growth
Strong
14/20
Cash Flow
Strong
8/10
Stability
Weak
2/10
Valuation
Good
6/10
Ownership
Mixed
4/15
Dividends
Exceptional
5/5

59 of 100 counted points = Winston Score 59.

Track this stock — start free trial

§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.

Politician Trades

30 trades / 12mo

22 Congressional buys and 8 sells on TDG in the last 12 months.

Unlock the full Smart Money Map — every trade plotted on the price chart with politicians, amounts and returns since each trade. Founder's Deal is $57/mo locked for life.

Unlock politician trades

Growth Profile

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

Reported EPS Growth

+10.9% YoY

Quarterly reporting periods ended:

28 Jun 2025: $8.47

27 Jun 2026: $9.39

Reported/statutory EPS, not adjusted or underlying earnings. One-off items can affect this figure. Provider rounding can affect the growth rate.

YoY Growth Rate

Reported EPS increased year over year

R&D Spend

$118M/ year

1.3% of revenue

Below sector average (4%)

Research and development spending

Insider Activity

1.3%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$2.9B cash & investments

Quarterly Free Cash Flow

↓ Burn rate worsening

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
5.2%
Weak — 5.2% return on capital

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

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

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

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Cash Flow

Profit that turns into cash
Cash Conversion
103%
Turns 103% of profit into real cash
Spare cash per sale
FCF Margin
19.3%
Converts sales into free cash efficiently (19.3%)

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

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Stability

What it owes vs what it owns
Debt / Equity
N/A
—
Data not available
Covers its interest
Interest Cover
2.44x
Tight — interest eats into profit (2.4x)

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

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Valuation

Price vs profit
P/E Ratio (TTM)
33.5x
Pricey — P/E 33.5

P/E above the market average. People are paying up for expected growth.

Cheaper or dearer next year
P/E vs Forward
+11.2
GROWING
Earnings expected to grow meaningfully — cheaper on forward P/E (33.5 → 22.4)

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Dividends

Dividend
Dividend Yield
8.09%
Healthy income — 8.09% 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)
Payout Ratio
249%
no trend
Paying out more than the last 12 months of profit. The dividend is being funded from cash or borrowing, not this year’s earnings.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free
🔒 See full fundamentals and if they are improving or declining — click here for your free trial now.
Start free trial