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The Company TD Group, through its wholly-owned subsidiary, TransDigm Inc., is a leading global designer, producer and supplier of highly engineered aircraft components that are critical to the safe and effective operation of nearly all commercial and military aircraft worldwide. Our products are represented in nearly every commercial and military aircraft in service today.
$1179.08
$3.27 (-0.28%)
Price from 15 days ago
47.16% operating margin is above average. ROIC at 13.23%.
Revenue up 11.2% YoY with margins expanding 2.7pp.
At 37x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Net debt of $26.96B represents 14.8x FCF, leverage limits flexibility.
36.8x earnings, 37.1x FCF. Not cheap, the quality is already reflected in the price. Upside from here requires either margin expansion or growth re-acceleration, not just continuation.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$9.50B
▲ +11.2% YoY
Net Income (TTM)
$2.08B
▲ +21.0% YoY
Op. Margin
46.51%
▲ +2.7pp YoY
ROIC
13.32%
▼ -0.4pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$1.85B
▼ -3.4% YoY
Op. Cash Flow (TTM)
$2.10B
▼ -0.3% YoY
Net Debt
$27.52B
Cash & Equiv.
$3.88B
5Y CAGR: +11.6%
5Y CAGR: +10.4%
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