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TransDigm GroupTDG

Dual-use technology · NYSE · USA

$1,089.30
Down 0.6% todayClose

Down 17.6% this year and −17.8% since June 26, behind the defense sector at +14.0%. TransDigm Group supplies 4 mapped companies.

Market cap
$60.2B
This year
−17.6%
1 year
−14.7%
P/E
28.3
P/S
6.0
P/B
75.1

Price vs the defense sector

since Jun 26TDGDefense sector, equal weight
TransDigm Group (TDG) vs the Defense sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. TDG: −17.8% from Jun 26, 2026 to Oct 8, 2026. Defense sector index: +14.0% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%+20%Jun 26AugSepOct 8TDG −17.8%Sector +14.0% TransDigm Group (TDG) vs the Defense sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. TDG: −17.8% from Jun 26, 2026 to Oct 8, 2026. Defense sector index: +14.0% from Jun 26, 2026 to Oct 8, 2026.−20%0%+20%Jun 26AugSepOct 8TDG−17.8%Sector+14.0%

Supply chain

4 customers
SUPPLIERS →→ CUSTOMERSNone mappedBoeing (BA)BABoeing−0.3%Lockheed Martin (LMT)LMTLockheed Martin+1.7%Northrop Grumman (NOC)NOCNorthrop Grumman+2.3%RTX (RTX)RTXRTX+2.3%TDGTransDigm Group

Customers 4

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About TransDigm Group

High-margin proprietary aircraft parts, civil and military.

Theme exposure

Aircraft componentsAftermarket partsMilitary & civil aviation

Products

  • Proprietary aircraft parts
  • Aftermarket spares
  • Actuator & pump systems

Competitors

Risks

  • High leverage
  • Dependence on aftermarket pricing

Same segment: Dual-use technology

Technology with both civil and military uses, from sensors to avionics. Segment 6 of 14 in the Defense, security & space value chain.

GE AerospaceGE+0.7%Motorola SolutionsMSI−0.3%HoneywellHON−0.7%Axon EnterpriseAXON+2.8%Teledyne TechnologiesTDY+0.1%

Compare TDG

Side by side with the largest companies in the same segment.

TDG vs GETDG vs MSITDG vs HONTDG vs AXONTDG vs TDY

See where TransDigm Group sits in the full Defense, security & space map: every segment from upstream suppliers to end markets, with daily metrics.

Open the Defense value chain →