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NYSE · Industrials

TRANSDIGM GROUP INC TDG

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, cargo loading and handling systems, delivery systems, and electronic components.

Sources StockAnalysis company profile stockanalysis.com
Military/Government/Technical

Company profile

Business mix

  • The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators.
  • Its Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, lavatory components.
  • The Non-Aviation segment offers seat belts and safety restraints; mechanical/electromechanical actuators and controls; hydraulic/electromechanical actuators and fuel valves; refueling systems; and turbine controls.
  • It serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 11 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 38.68 FCF 2.67% Buyback -0.34%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Soroban Capital Partners Eric Mandelblatt 1.9% $992.3M 2026-03-31
Edgewood Management 4.6% $715.7M 2026-03-31
Stockbridge Partners 12.2% $503.3M 2026-03-31
Vulcan Value Partners C.T. Fitzpatrick 5.7% $213.5M 2026-03-31
Alkeon Capital Management 0.3% $172.8M 2026-03-31
Triple Frond Partners 12.8% $123.5M 2026-03-31
Sands Capital Management Frank Sands 0.4% $109.3M 2026-03-31
Baron Capital Ron Baron 0.3% $91.2M 2026-03-31
Mar Vista Investment Partners 4.5% $45.5M 2026-03-31
Lone Pine Capital Stephen Mandel 0.3% $41.3M 2026-03-31
Third Point Dan Loeb 1.4% $29.0M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 5 Last 4 13F filing periods
Net reducers 7 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $1.1B Estimated from net added shares
Reduction amount $449.0M Estimated from net reduced shares
Net share change / base shares +26.5% +552,354 / 2,083,697
Third Point Dan Loeb 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$29.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +25,000 (New) Total shares 25,000 Value $29.0M
Lone Pine Capital Stephen Mandel 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$25.6M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 85.5% 13F value change +$15.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +35,677 (New) Total shares 35,677 Value $41.3M
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 1.9% 13F value change +$3.2M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -2.1% 13F value change -$4.5M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 22.9% 13F value change +$6.0M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -34.9% 13F value change -$13.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 19,169 Last 4 periods -3,875 (-20.2%) Total shares 15,294 Value $17.7M
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -18.5% 13F value change -$15.6M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -6.5% 13F value change -$25.3M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -5.3% 13F value change -$4.8M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 1.1% 13F value change -$12.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 107,844 Last 4 periods -29,180 (-27.1%) Total shares 78,664 Value $91.2M
Triple Frond Partners 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -19.9% 13F value change -$76.2M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -22.8% 13F value change +$23.8M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 82.4% 13F value change +$63.1M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 2.6% 13F value change -$14.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 92,144 Last 4 periods +14,400 (+15.6%) Total shares 106,544 Value $123.5M
Alkeon Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -20.4% 13F value change -$42.3M
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -15.3% 13F value change -$37.6M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -10.0% 13F value change -$47.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 245,611 Last 4 periods -96,533 (-39.3%) Total shares 149,078 Value $172.8M
Stockbridge Partners 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -7.9% 13F value change +$9.9M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -1.4% 13F value change -$117.6M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -17.3% 13F value change -$114.7M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 0.0% 13F value change -$74.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 578,251 Last 4 periods -143,970 (-24.9%) Total shares 434,281 Value $503.3M
Soroban Capital Partners Eric Mandelblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$23.7M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 3634.1% 13F value change +$742.2M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 28.7% 13F value change +$219.9M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 14.5% 13F value change +$6.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +856,197 (New) Total shares 856,197 Value $992.3M
Edgewood Management 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 6.2% 13F value change +$152.1M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -8.5% 13F value change -$219.3M
13F 2025-12-31 Filed 2026-02-12
Minor reduction Shares -8.7% 13F value change -$66.2M
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 6.2% 13F value change -$57.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 655,374 Last 4 periods -37,873 (-5.8%) Total shares 617,501 Value $715.7M
Mar Vista Investment Partners 4 filing periods
13F 2025-06-30 Filed 2025-08-11
Minor reduction Shares -9.3% 13F value change -$180,048
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -8.0% 13F value change -$14.1M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -5.4% 13F value change -$2.5M
13F 2026-03-31 Filed 2026-05-13
Minor reduction Shares -1.4% 13F value change -$7.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 50,392 Last 4 periods -11,146 (-22.1%) Total shares 39,246 Value $45.5M
Vulcan Value Partners C.T. Fitzpatrick 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -7.0% 13F value change +$16.5M
13F 2025-09-30 Filed 2025-11-10
Minor increase Shares 7.8% 13F value change -$32.0M
13F 2025-12-31 Filed 2026-02-09
Minor reduction Shares -3.6% 13F value change -$8.9M
13F 2026-03-31 Filed 2026-05-11
Major reduction Shares -23.4% 13F value change -$106.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 249,026 Last 4 periods -64,798 (-26.0%) Total shares 184,228 Value $213.5M
Sands Capital Management Frank Sands 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 1.2% 13F value change +$13.3M
13F 2025-09-30 Filed 2025-11-13
Minor increase Shares 7.4% 13F value change -$9.2M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 10.6% 13F value change +$14.2M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -8.6% 13F value change -$27.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 85,886 Last 4 periods +8,455 (+9.8%) Total shares 94,341 Value $109.3M

Recent mentions

No public mentions.