TransDigm Group Incorporated (TDG) has a MoatMap StockRank of 58/100 based on Quality (67/100), Value (37/100), and Momentum (39/100) factor scores. The current signal is HOLD. TransDigm Group, a supplier of aerospace components, is a textbook example of a 'Durable Quality & Moats' business. Its exceptional moat stems from high switching costs, regulatory barriers, and often sole-source status for critical aircraft parts. This grants it immense pricing power, making it highly resilient in an inflationary environment. TDG's unique acquisition strategy for these niche businesses further enhances its long reinvestment runway and reinforces its quality compounder status, making its intrinsic value likely underappreciated by the market.
TransDigm Group Incorporated designs, produces, and supplies highly engineered aircraft components for commercial and military aerospace applications globally. The company operates with a distinctive business model, acquiring proprietary, sole-source products that generate substantial aftermarket revenue due to high switching costs and regulatory requirements. This focus on indispensable components ensures durable revenue streams and strong profitability within the aerospace supply chain.
| Price | $1K |
| Market Cap | $67.9B |
| P/E (TTM) | 38.31 |
| P/E (Forward) | 26.15 |
| Price/Book | -7.46 |
| Return on Invested Capital | 20.3% |
| Gross Margin | 59.7% |
| Operating Margin | 46.7% |
| Revenue Growth | 18.3% |
| Free Cash Flow | $1.5B |
TransDigm Group Incorporated operates in the Aerospace & Defense industry, part of the Industrials sector (United States).