Detectors, Sensors and MemsPassenger Aircraft ManufacturingDefenseTech
Description
TransDigm Group Incorporated, through its wholly-owned subsidiary, TransDigm Inc., is a global designer, producer and supplier of highly engineered aircraft components that are critical to the safe and effective operation of nearly all commercial and…
Analysis
Middle-of-the-road
TransDigm Group Incorporated sits in the middle of our grid: average quality, average price, no obvious signal in either direction. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is expensive. The owner-earnings multiple stands at 31.6×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 12% a year, against analyst forecasts of 14%. The price, in other words, assumes less than the experts do.
Growth is tepid; the safety picture is fragile. The company scores 14/20 on our value-creation score: strong value creator.
Flags to be aware of: A large part of the company's book value is the price paid for past acquisitions. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202346
25
2023202420252026
All-time high
79
Jul 2024
All-time low
4
Nov 2025
Average rank
36
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
31
3
1
5
Price/Earnings
45
14
17
12
Price/Book
93
94
100
100
Dividend Yield
1
43
1
1
Value (overall)
44
39
16
16
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.