TransDigm Group Incorporated (TDG)

From the record

TransDigm Group Incorporated's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

TransDigm Group Incorporated's 10 filed years say what it did: revenue went from $3.5 billion in fiscal 2017 to $11 billion in fiscal 2026, up 13% a year; it rose in 7 of 9 years; the deepest fall was 8% from fiscal 2019 to fiscal 2021; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-09-30, TransDigm Group Incorporated's diluted share count grew about 0.2% a year, and dividends and buybacks returned about 100% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 545 sales (456 under scheduled 10b5-1 plans) and 8 purchases of their own stock on the open market in the year to 2026-11-05, buying about $4 million (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-09-30, TransDigm Group Incorporated's shareholders' equity was below zero, so the profit on it is not read, and gross profitability: its products earned about 22 cents per dollar of everything the company owns. Leverage: it owed about 136 cents per dollar of assets, and net share issuance: its share count shrank 1.0% over the year (the filed statements).

From the record

TransDigm Group Incorporated's standing among 11 graded names in its industry family: revenue of $11 billion in fiscal 2026 ranks in the top 5% by size; a net margin of 20% ranks in the top 5%; revenue growth of 17% a year over the last 3 filed years ranks in the top 50% (its annual reports).

From the record

TransDigm Group Incorporated's leadership, from its insiders' filings and its current reports: the chief executive on the record is Lisman, Michael (President & CEO, as filed), filing under that title since 2025-11-06, 1 years (bottom 36% of its family); the 16 officers and directors filing in the last fifteen months have been on the record a median of 10.1 years (bottom 42%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 16 people in charge now (bottom 25%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

TransDigm Group Incorporated's room to grow, from the newest filed statements (fiscal 2026): cash of $2.3 billion against debt of $34 billion leaves -112.8% of its assets as net cash, bottom 5% of its family; cash from operations less capital spending is 18.1% of revenue (top 14%); a gross margin of 59.2% (top 14%); research spending of 1.4% of revenue (bottom 8%) (its annual report).

From the record

TransDigm Group Incorporated's growth drivers, from the filed years to fiscal 2026: revenue grew 17% a year over the last three filed years against 13% over all 10, speeding up (top 32% of its family); the newest year grew 19.6% (top 23%); research spending grew 12.9% a year (bottom 42%); capital spending grew 25.4% a year (top 35%) (its annual reports). TransDigm Group Incorporated reported 3 lines of business in fiscal 2025: Power and Control at $4.6 billion, Airframe at $4.1 billion, Non Aviation Related Business at $160 million. 2 of 3 grew in the latest filed year, and the largest line is 52% of revenue (its annual report).

From the record

TransDigm Group Incorporated's newest year against its own record: revenue of $11 billion in fiscal 2026 came in 3.2% above the $10 billion its prior three years' pace pointed to (top 35% of its family); net income of $2.1 billion against a prior three-year average of $1.7 billion (top 45%); a net margin of 20% against 21.6% before (bottom 25%) (its annual reports).