STOCK

TDG TRANSDIGM GROUP INC

Held by 14 of 73 curated managers · 14 total holders in our 13F universe.

FUNDAMENTALS
Market Cap $70.7B
P/E (Trailing) 40.82
P/E (Forward) 26.90
PEG Ratio 3.05
Price/Book -7.53
Profit Margin 21.9%
Gross Margin 59.7%
Revenue Growth YoY 18.3%
Earnings Growth YoY 11.5%
Dividend Yield 0.0%
52-Week Range $1,123.61 – $1,623.83

Fundamentals: Yahoo Finance · Jul 30, 2026

QUARTERLY FINANCIALS

Revenue & Net Margin — TDG

$1.4B$2.8B+0%+30%Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26RevenueNet Margin

Source: Yahoo Finance (yfinance) · 5 quarters

SMART MONEY HOLDERS · from our curated set

Top managers holding TDG

  1. Third Point LLC Value contrarian. Broad portfolio. Activist leverage.
    Thematic
    1.4% of portfolio
  2. Tudor Investment Corp. Et Al Broad market tracker with modest leverage.
    Name to know Mega
    0.4% of portfolio
  3. Lone Pine Capital LLC Growth equity concentrated on semiconductor exposure.
    Thematic Mega
    0.3% of portfolio
  4. WINTON GROUP Ltd Berkshire proxy with modest alpha generation.
    Top performer
    0.3% of portfolio
  5. Aigen Investment Management, LP Fifty percent alpha on fifty-two positions.
    Top performer
    0.2% of portfolio
  6. Fruth Investment Management Selective value investor. Concentrated industrial exposure.
    Top performer
    0.2% of portfolio
  7. Vanguard Group Inc. Passive indexer with modest active tilts.
    Name to know Mega
    0.1% of portfolio
  8. Citigroup Inc. Tech mega-cap concentration. Outperformance through concentration.
    Top performer
    0.1% of portfolio
  9. State Street Corp. Index tracker with mega-cap tech tilt.
    Name to know Mega
    0.1% of portfolio
  10. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Mega-cap tech concentration. Outsized alpha generation.
    Top performer
    0.1% of portfolio
EDITORIAL BRIEF

The editorial brief for TDG is being prepared. Stock briefs roll out across Q3 starting with the most-held names.

INSIDER TRADES · recent
  • Small Robert J Dec 9, 2025 SELL $101.08M
  • Small Robert J Dec 9, 2025 SELL $20.41M
  • Stein Kevin M Feb 2, 2026 SELL $9.51M
  • Stein Kevin M Dec 4, 2025 SELL $9.40M
  • Stein Kevin M Jan 8, 2026 SELL $8.97M
CONGRESS TRADES · recent

No STOCK Act trades on file for TDG.