TransDigm Group Incorporated

TransDigm Group Incorporated

TDGยทNYSE

$1.21K

-2.2%
IndustrialsAerospace & Defense

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. Its Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems. This segment serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. The company's Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, engineered audio, radio and antenna systems, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, and parachutes. This segment serves airframe manufacturers, cabin system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. Its Non-aviation segment offers seat belts and safety restraints for ground transportation applications; electro-mechanical actuators for space applications; hydraulic/electromechanical actuators and fuel valves for land-based gas turbines; refueling systems for heavy equipment used in mining, construction, and other industries; and turbine controls for the energy and oil and gas markets. This segment serves off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers; and manufacturers of heavy equipment. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.

At a Glance

Live Snapshot
Market Cap$67.77B
EPS32.0800
P/E Ratio37.77
Earnings Date08/04/2026
TransDigm Group Incorporated

TransDigm Group Incorporated Fair Value Envelope

TDG ยท NYSE

Our analysis suggests that TDG has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $1211.57, this represents a potential HIDDEN relative to our calculated worth for TransDigm Group Incorporated.

Intrinsic Value
Current Price: $1211.57

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$22.5B
+ Cash & Equivalents$2.8B
Firm Value$25.3B
- Debt$30.0B
Equity Value-$4.8B
/ Shares Outstanding56,319,122B
DCF Value-$85
OVERVALUED BY 107%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$2.0B
$1.9B
$1.8B
$1.8B
$1.7B
$1.7B
$1.6B
$1.5B
$1.5B
$1.4B
Maintenance CapEx
-$42.9M
-$41.4M
-$40.0M
-$38.7M
-$37.3M
-$36.1M
-$34.8M
-$33.7M
-$32.5M
-$31.4M
Owner Earnings
$1.9B
$1.9B
$1.8B
$1.7B
$1.7B
$1.6B
$1.6B
$1.5B
$1.5B
$1.4B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$1.8B
$1.6B
$1.4B
$1.3B
$1.1B
$1.0B
$912.8M
$816.4M
$730.2M
$653.1M
Terminal Value represents 49.4% of Enterprise Value