TransDigm Group Incorporated
0REK.L · London Stock Exchange · USD
1.220,03USD
−8,41 (−0,68 %)Stand 11. Nov., 11:46
Kennzahlen
- Eröffnung
- 1.212,00
- Vortag
- 1.228,44
- Tagesspanne
- 1.210,00 – 1.249,68
- 52 Wochen
- 1.050,00 – 1.472,43
- Volumen
- 23
- Ø Volumen
- 236
- Börsenwert
- 67,44 Mrd. $
- KGV
- 34,5
- Gewinn je Aktie (TTM)
- 35,55
- Dividendenrendite
- 0,0 %
- Beta
- 0,9
- Nächste Zahlen
- 9. Feb. 2027
Finanzen
| USD | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|
| Umsatz | 10,56 Mrd. | 8,83 Mrd. | 7,94 Mrd. | 6,59 Mrd. | 5,44 Mrd. |
| Herstellungskosten | 4,56 Mrd. | 3,52 Mrd. | 3,37 Mrd. | 2,74 Mrd. | 2,5 Mrd. |
| Bruttogewinn | 6 Mrd. | 5,31 Mrd. | 4,56 Mrd. | 3,84 Mrd. | 2,94 Mrd. |
| Forschung und Entwicklung | 0 | 118 Mio. | 107 Mio. | 105 Mio. | 94,9 Mio. |
| Vertrieb und Verwaltung | 1,19 Mrd. | 945 Mio. | 827 Mio. | 759 Mio. | 642,1 Mio. |
| Operatives Ergebnis | 4,81 Mrd. | 4,17 Mrd. | 3,63 Mrd. | 2,92 Mrd. | 2,2 Mrd. |
| EBITDA | 5,26 Mrd. | 4,57 Mrd. | 3,87 Mrd. | 3,21 Mrd. | 2,46 Mrd. |
| Nettogewinn | 2,11 Mrd. | 2,07 Mrd. | 1,48 Mrd. | 1,26 Mrd. | 780 Mio. |
| Gewinn je Aktie (verwässert) | 35,56 | 32,06 | 25,62 | 22,03 | 13,40 |
Umsatz nach Segment
Produkte · FY 2025
- Power And Control4,56 Mrd. $51,62 %
- Airframe4,11 Mrd. $46,56 %
- Non-Aviation Related Business160 Mio. $1,81 %
Anteil · ggü. Vorjahr (FY –)
Regionen · FY 2025
- UNITED STATES5,54 Mrd. $62,68 %
- Non-US3,3 Mrd. $37,32 %
Anteil · ggü. Vorjahr (FY –)
Bewertung
Letzte 12 Monate
- KGV
- 34,5
- Kurs-Umsatz-Verhältnis
- 6,4
- Kurs-Buchwert-Verhältnis
- -7,1
- PEG
- 3,2
- Bruttomarge
- 59,2 %
- Operative Marge
- 45,6 %
- Nettomarge
- 20,0 %
- Verschuldungsgrad
- -3,5
- EV/EBITDA
- 19,2
- Eigenkapitalrendite
- −21,9 %
- Kapitalrendite (ROIC)
- 13,9 %
- Free-Cashflow-Rendite
- 2,8 %
| FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | |
|---|---|---|---|---|---|
| Bruttomarge | 56,9 % | 60,1 % | 57,5 % | 58,3 % | 54,0 % |
| Operative Marge | 45,6 % | 47,2 % | 45,7 % | 44,4 % | 40,4 % |
| Nettomarge | 20,0 % | 23,5 % | 18,7 % | 19,1 % | 14,3 % |
| KGV | 30,3 | 41,1 | 55,0 | 39,1 | 39,8 |
| Kurs-Umsatz-Verhältnis | 5,9 | 8,7 | 10,3 | 7,5 | 5,7 |
| Kurs-Buchwert-Verhältnis | 0,0 | -7,9 | -12,9 | -24,8 | -8,2 |
| Verschuldungsgrad | 0,0 | -3,1 | -4,0 | -10,0 | -5,3 |
| Liquidität 3. Grades | 0,0 | 3,2 | 1,6 | 4,3 | 4,0 |
| Dividendenrendite | 0,0 % | 12,6 % | 2,5 % | 0,1 % | 3,5 % |
| Unternehmenswert | 0 | 103,85 Mrd. | 100,07 Mrd. | 65,6 Mrd. | 47,93 Mrd. |
| EV/EBITDA | 0,0 | 22,7 | 25,9 | 20,4 | 19,5 |
| Eigenkapitalrendite | 0,0 % | −21,4 % | −23,5 % | −63,5 % | −20,7 % |
| Kapitalrendite (ROIC) | 0,0 % | 15,2 % | 14,1 % | 11,8 % | 9,9 % |
| Free-Cashflow-Rendite | 0,0 % | 2,4 % | 2,3 % | 2,5 % | 2,7 % |
Wachstum
| FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | |
|---|---|---|---|---|---|
| Umsatz | +19,5 % | +11,3 % | +20,5 % | +21,1 % | +13,3 % |
| Bruttogewinn | +13,0 % | +16,4 % | +18,7 % | +30,9 % | +21,4 % |
| Operatives Ergebnis | +15,5 % | +14,8 % | +24,1 % | +33,0 % | +24,3 % |
| Nettogewinn | +1,6 % | +40,0 % | +17,5 % | +61,5 % | +28,5 % |
| Gewinn je Aktie | +10,9 % | +25,1 % | +16,3 % | +64,4 % | +29,0 % |
| Freier Cashflow | 0,0 % | −3,4 % | +52,1 % | +49,1 % | +2,6 % |
| Dividende je Aktie | −100,0 % | +369,2 % | +5.207,5 % | −96,5 % | +1.399,7 % |
Analysten
Einstufungen · Buy
- 0Stark kaufen
- 18Kaufen
- 18Halten
- 0Verkaufen
- 0Stark verkaufen
Kursziel
Gerade nicht verfügbar.
Schätzungen
| FY 2027 | FY 2028 | FY 2029 | |
|---|---|---|---|
| Umsatz (Ø) | 11,82 Mrd. | 12,68 Mrd. | 13,41 Mrd. |
| Umsatz (Tief – Hoch) | 11,71 Mrd. – 11,98 Mrd. | 11,88 Mrd. – 13,28 Mrd. | 12,92 Mrd. – 13,83 Mrd. |
| Gewinn je Aktie (Ø) | 48,76 | 55,72 | 64,01 |
| Gewinn je Aktie (Tief – Hoch) | 46,43 – 50,72 | 53,06 – 57,96 | 60,95 – 66,58 |
| Analysten | 1 | 1 | 1 |
Letzte Änderungen
- Morgan Stanley19. Okt. 2026Equal Weight
- RBC Capital15. Okt. 2026Sector Perform
- Goldman Sachs12. Okt. 2026Buy
- TD Cowen9. Okt. 2026Buy
- Wells Fargo30. Sept. 2026Equal Weight
- BMO Capital28. Sept. 2026Outperform
- JP Morgan17. Sept. 2026Neutral
- RBC Capital16. Sept. 2026Sector Perform
Quartalszahlen
Nächste Zahlen: 9. Feb. 2027| Nov. 2026 | Aug. 2026 | Mai 2026 | Feb. 2026 | Nov. 2025 | Aug. 2025 | Mai 2025 | Feb. 2025 | |
|---|---|---|---|---|---|---|---|---|
| Gewinn je Aktie · Erwartet | 12,21 | 10,30 | 9,46 | 8,10 | 10,04 | 9,89 | 8,96 | 7,67 |
| Gewinn je Aktie · Tatsächlich | 12,44 | 10,87 | 9,85 | 8,23 | 10,50 | 8,47 | 8,24 | 7,62 |
| Abweichung | +1,88 % | +5,53 % | +4,12 % | +1,60 % | +4,58 % | −14,36 % | −8,04 % | −0,65 % |
| Umsatz · Tatsächlich | 2,99 Mrd. | 2,74 Mrd. | 2,54 Mrd. | 2,29 Mrd. | 2,44 Mrd. | 2,24 Mrd. | 2,15 Mrd. | 2,01 Mrd. |
Dividenden und Splits
| Ex-Tag | Zahltag | Betrag |
|---|---|---|
| 2. Sept. 2025 | 12. Sept. 2025 | 90,00 |
| 4. Okt. 2024 | 18. Okt. 2024 | 75,00 |
| 17. Nov. 2023 | 27. Nov. 2023 | 35,00 |
| 18. Aug. 2022 | 26. Aug. 2022 | 18,50 |
| 27. Dez. 2019 | 7. Jan. 2020 | 32,50 |
| 15. Aug. 2019 | 23. Aug. 2019 | 30,00 |
| 31. Aug. 2017 | 12. Sept. 2017 | 22,00 |
| 20. Okt. 2016 | – | 24,00 |
Aktiensplits
–
Eigentümer
Institutionen
Gerade nicht verfügbar.
Insider-Geschäfte
–
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Über das Unternehmen
TransDigm Group Incorporated, headquartered in Cleveland, Ohio, has been a significant presence in the aerospace industry since its establishment in 1993. The company is actively involved in the development, manufacturing, and worldwide distribution of a broad spectrum of aircraft components. Its operations are divided into three core segments: Power & Control: This division provides a comprehensive range of sophisticated mechanical and electro-mechanical actuators and control systems, specialized ignition systems and engine technology, precision pumps and valves, power conditioning devices, bespoke AC/DC electric motors and generators, battery and charging solutions, data bus and power control units, various sensor products, switches, relay panels, as well as lifting and cargo handling equipment like hoists and winches. Its clientele primarily consists of major engine and power system manufacturers, commercial airlines, independent maintenance providers, governmental military procurement agencies, and aircraft repair facilities. Airframe: Concentrating on essential aircraft structural and interior elements, this segment offers expertly engineered latching and locking mechanisms, specialized rods, connectors, and elastomer sealing solutions. Its product portfolio also includes cockpit security systems and displays, integrated audio, radio, and antenna systems, lavatory components, crucial seat belts and safety restraints, customized interior surfaces and associated parts, thermal protection and insulation products, advanced lighting and control technologies, and parachutes. This segment's key customers include airframe manufacturers, cabin system suppliers, airlines, third-party maintenance organizations, military buyers, and repair depots. Non-aviation: Extending its specialized capabilities beyond the aerospace sector, this segment manufactures safety restraints for various ground transportation vehicles, electro-mechanical actuators designed for space applications, hydraulic and electromechanical actuators alongside fuel valves for land-based gas turbines, specialized refueling systems for heavy machinery utilized in industries such as mining and construction, and advanced turbine controls for the energy and oil and gas markets. Its diverse customer base encompasses suppliers for off-road vehicles and their subsystems, child restraint system manufacturers, satellite and space system developers, and producers of heavy industrial equipment.
Führung
- Patrick MurphyCo-Chief Operating Officer
- Joel ReissCo-Chief Operating Officer
- Michael J. LismanChief Executive Officer, President & Director
- Sarah WynneChief Financial Officer
- Armani VadieeGeneral Counsel, Chief Compliance Officer & Secretary
- Marko EnderleinExecutive Vice President
- CEO
- Michael J. Lisman
- Mitarbeitende
- 16.500
- Hauptsitz
- Cleveland, OH, US
- Sektor
- Industrials
- Branche
- Aerospace & Defense
- Börsengang
- 9. Feb. 2016
- Website
- transdigm.com
Nachrichten
Gerade keine Nachrichten zu diesem Unternehmen.
Kurse mindestens 15 Minuten verzögert. Daten: Financial Modeling Prep. Keine Anlageberatung.