Transdigm Group Incorporated


Market Cap$66.34B

Compare Transdigm Group Incorporated

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Transdigm Group IncorporatedTransdigm Group Incorporated49.10%-38%9.6-6.2
marketMarket Avg49.61.28%30%6.11.1
IndustrialsIndustrials Avg19.10.99%21%3.10.6

Earnings Call Q1 2024

February 8, 2024 - AI Summary

TransDigm had a strong Q1, with revenues and bookings showing healthy growth in all three major market channels: commercial OEM, commercial aftermarket, and defense.
The company raised its sales and EBITDA guidance for fiscal 2024 based on the strong Q1 results and expectations for continued recovery in the primary commercial end markets throughout the year.
The pending acquisition of CPI's Electron Device Business is expected to close this fiscal year, adding a leading global manufacturer of electronic components and subsystems to TransDigm's portfolio.
The M&A pipeline remains active, with many small and midsize targets in both the aerospace and defense sectors. TransDigm continues to evaluate opportunities that fit its criteria of highly engineered products with access to the aftermarket.
Inflationary pressures continue to be managed through market-based pricing strategies, and the company remains focused on driving productivity and offsetting cost increases.
While there are ongoing supply chain challenges in the aerospace industry, TransDigm's supply chain team has been effective in navigating these issues, and the company expects to support higher production targets as they occur.

Current Fair Value

3.4% upside

Undervalued by 3.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$66.34 Billion
Enterprise Value$84.08 Billion
Dividend Yield$0.0 (0.0%)
Earnings per Share$23.56
Outstanding Shares55,606,261
Avg 30 Day Volume248,888


Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio49.1
Price to Sales9.6
Price to Book Ratio-18.75
Enterprise Value to Revenue12.05
Enterprise Value to EBIT26.95
Enterprise Value to Net Income62
Total Debt to Enterprise0.26
Debt to Equity-6.23

Revenue Sources

No data

ESG Score

No data

About Transdigm Group Incorporated

14,200 employees

TransDigm Group, through its wholly-owned subsidiaries, is a leading global designer, producer and supplier of highly engineered aircraft components for use on nearly all commercial and military aircraft in service today. Major product o...