simplyStocks
TransDigm Group
TDG · NYSEIndustrials
The economic chain
Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
—
Company details
Market cap
$79B
P/E ratio
38×
EBITDA margin
54%
EPS (TTM)
$36
Profit margin
23%
Rev. growth
+11%
Revenue
$8.8B
Net debt / EBITDA
5.8×
In plain English
TransDigm buys makers of proprietary, sole-source aircraft parts — pumps, actuators, ignition systems, fasteners, cockpit controls — and runs them for extraordinary margins. ~90% of its products are proprietary and most are sole-source, so once a part is designed onto a plane it earns high-margin aftermarket revenue for the life of the aircraft. A private-equity-style serial acquirer that funds deals and $90/share special dividends with debt.
In simple terms
What TransDigm Group really sells
TransDigm buys makers of proprietary, sole-source aircraft parts — pumps, actuators, ignition systems, fasteners, cockpit controls — and runs them for extraordinary margins. ~90% of its products are proprietary and most are sole-source, so once a part is designed onto a plane it earns high-margin aftermarket revenue for the life of the aircraft. A private-equity-style serial acquirer that funds deals and $90/share special dividends with debt.
Tip · Click any company in the map to learn — in one sentence — what it actually does and why it matters.
Risk read
SteadierMore speculative
Why this rating?