TransDigm Group Incorporated

0REK.L · London Stock Exchange · USD

1.220,03USD

−8,41 (−0,68 %)Stand 11. Nov., 11:46

Vortag 1.228,44

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

USDFY 2026FY 2025FY 2024FY 2023FY 2022
Umsatz10,56 Mrd.8,83 Mrd.7,94 Mrd.6,59 Mrd.5,44 Mrd.
Herstellungskosten4,56 Mrd.3,52 Mrd.3,37 Mrd.2,74 Mrd.2,5 Mrd.
Bruttogewinn6 Mrd.5,31 Mrd.4,56 Mrd.3,84 Mrd.2,94 Mrd.
Forschung und Entwicklung0118 Mio.107 Mio.105 Mio.94,9 Mio.
Vertrieb und Verwaltung1,19 Mrd.945 Mio.827 Mio.759 Mio.642,1 Mio.
Operatives Ergebnis4,81 Mrd.4,17 Mrd.3,63 Mrd.2,92 Mrd.2,2 Mrd.
EBITDA5,26 Mrd.4,57 Mrd.3,87 Mrd.3,21 Mrd.2,46 Mrd.
Nettogewinn2,11 Mrd.2,07 Mrd.1,48 Mrd.1,26 Mrd.780 Mio.
Gewinn je Aktie (verwässert)35,5632,0625,6222,0313,40

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 2026FY 2025FY 2024FY 2023FY 2022
Bruttomarge56,9 %60,1 %57,5 %58,3 %54,0 %
Operative Marge45,6 %47,2 %45,7 %44,4 %40,4 %
Nettomarge20,0 %23,5 %18,7 %19,1 %14,3 %
KGV30,341,155,039,139,8
Kurs-Umsatz-Verhältnis5,98,710,37,55,7
Kurs-Buchwert-Verhältnis0,0-7,9-12,9-24,8-8,2
Verschuldungsgrad0,0-3,1-4,0-10,0-5,3
Liquidität 3. Grades0,03,21,64,34,0
Dividendenrendite0,0 %12,6 %2,5 %0,1 %3,5 %
Unternehmenswert0103,85 Mrd.100,07 Mrd.65,6 Mrd.47,93 Mrd.
EV/EBITDA0,022,725,920,419,5
Eigenkapitalrendite0,0 %−21,4 %−23,5 %−63,5 %−20,7 %
Kapitalrendite (ROIC)0,0 %15,2 %14,1 %11,8 %9,9 %
Free-Cashflow-Rendite0,0 %2,4 %2,3 %2,5 %2,7 %

Wachstum

FY 2026FY 2025FY 2024FY 2023FY 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 Cashflow0,0 %−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 2027FY 2028FY 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)48,7655,7264,01
Gewinn je Aktie (Tief – Hoch)46,43 – 50,7253,06 – 57,9660,95 – 66,58
Analysten111

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. 2026Aug. 2026Mai 2026Feb. 2026Nov. 2025Aug. 2025Mai 2025Feb. 2025
Gewinn je Aktie · Erwartet12,2110,309,468,1010,049,898,967,67
Gewinn je Aktie · Tatsächlich12,4410,879,858,2310,508,478,247,62
Abweichung+1,88 %+5,53 %+4,12 %+1,60 %+4,58 %−14,36 %−8,04 %−0,65 %
Umsatz · Tatsächlich2,99 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-TagZahltagBetrag
2. Sept. 202512. Sept. 202590,00
4. Okt. 202418. Okt. 202475,00
17. Nov. 202327. Nov. 202335,00
18. Aug. 202226. Aug. 202218,50
27. Dez. 20197. Jan. 202032,50
15. Aug. 201923. Aug. 201930,00
31. Aug. 201712. Sept. 201722,00
20. Okt. 2016–24,00

Aktiensplits

–

Eigentümer

Institutionen

Gerade nicht verfügbar.

Insider-Geschäfte

–

Vergleichbare Unternehmen

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

Nachrichten

Gerade keine Nachrichten zu diesem Unternehmen.

Kurse mindestens 15 Minuten verzögert. Daten: Financial Modeling Prep. Keine Anlageberatung.