TransDigm (TDG)

4455 Genesee Properties, LLC • 4455 Genesee Street, LLC • 17111 Waterview Pkwy LLC • Acme Aerospace, Inc. • Adams Rite Aerospace GmbH • Adams Rite Aerospace, Inc. • Advanced Inflatable Products Limited • AeroControlex Group, Inc. • Aerosonic LLC • Airborne Acquisition, Inc. ...

IRS number

510484716

TDG stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$1,526.75

Low target

$1,375.00

High target

$1,600.00

Latest filings (excl ownership)

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7 Nov 24

TransDigm Group Reports Fiscal 2024 Fourth Quarter and Year-End Results

7 Nov 24

8-K

TransDigm Group Declares a Special Cash Dividend of $75.00 Per Share and Announces Successful Completion of Incremental Debt

20 Sep 24

8-K

Regulation FD Disclosure

5 Sep 24

8-K

Regulation FD Disclosure

3 Sep 24

8-K

TransDigm Completes Acquisition of Raptor Scientific

31 Jul 24

8-K

Regulation FD Disclosure

26 Jun 24

8-K

TransDigm Completes Acquisition of the Electron Device Business of

6 Jun 24

8-K

Entry into a Material Definitive Agreement

4 Jun 24

8-K

TransDigm Announces Acquisition of Raptor Scientific

28 May 24

Transcripts

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TDG

Earnings call transcript

2024 Q4

7 Nov 24

TDG

Earnings call transcript

2024 Q3

6 Aug 24

TDG

Earnings call transcript

2024 Q2

7 May 24

TDG

Earnings call transcript

2024 Q1

8 Feb 24

TDG

Earnings call transcript

2023 Q4

9 Nov 23

TDG

Earnings call transcript

2023 Q3

8 Aug 23

TDG

Earnings call transcript

2023 Q3

8 Aug 23

TDG

Earnings call transcript

2023 Q2

9 May 23

TDG

Earnings call transcript

2023 Q1

7 Feb 23

TDG

Earnings call transcript

2022 Q4

10 Nov 22

Latest ownership filings

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Joel Reiss

20 Dec 24

144

Notice of proposed sale of securities

Notice of proposed sale of securities

12 Dec 24

144

Notice of proposed sale of securities

Financial summary

Financial statements Chart TDG financial data

Quarter (USD)	Sep 24	Mar 24	Dec 23	Sep 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Sep 24	Sep 23	Sep 22	Sep 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from TransDigm earnings reports.

Institutional ownership, Q3 2024

TDG institutional ownership history Ownership history

92.2% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1006	989	+1.7%
Opened positions	123	117	+5.1%
Closed positions	106	54	+96.3%
Increased positions	380	413	-8.0%
Reduced positions	344	283	+21.6%

13F shares	Current	Prev Q	Change
Total value	70.53 tn	65.79 tn	+7.2%
Total shares	50.99 mm	53.22 mm	-4.2%
Total puts	142.40 k	120.30 k	+18.4%
Total calls	171.10 k	142.00 k	+20.5%
Total put/call ratio	0.8	0.8	-1.8%

Largest owners	Shares	Value	Change
Capital International Investors	6.26 mm	$8.93 tn	-1.0%
Vanguard	6.19 mm	$8.84 tn	+0.6%
BLK BlackRock	3.92 mm	$5.59 tn	NEW
Capital World Investors	3.64 mm	$5.19 tn	+2.8%
STT State Street	2.23 mm	$3.18 tn	+1.3%
JPM JPMorgan Chase & Co.	2.00 mm	$2.85 tn	+9.6%
PFG Principal Financial	1.94 mm	$2.77 tn	-2.9%
FMR	1.92 mm	$2.74 tn	+2.3%
Capital Research Global Investors	1.82 mm	$2.60 tn	-9.7%
MS Morgan Stanley	1.27 mm	$1.82 tn	+16.4%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	3.92 mm	+3.92 mm	NEW
BLK BlackRock	0.00	-3.90 mm	EXIT
Matrix Capital Management	0.00	-1.09 mm	EXIT
Norges Bank	0.00	-836.52 k	EXIT
Windacre Partnership	728.00 k	+217.70 k	+42.7%
Capital Research Global Investors	1.82 mm	-196.00 k	-9.7%
MS Morgan Stanley	1.27 mm	+179.34 k	+16.4%
JPM JPMorgan Chase & Co.	2.00 mm	+175.56 k	+9.6%
APG Asset Management	11.93 k	-132.61 k	-91.7%
IVZ Invesco	528.68 k	-125.95 k	-19.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

TDG insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
20 Dec 24	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1261.62	855	1.08 mm	3,600
20 Dec 24	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1259.9696	245	308.69 k	4,455
20 Dec 24	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1258.0449	58	72.97 k	4,700
20 Dec 24	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1256.8483	210	263.94 k	4,758
20 Dec 24	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1256.0624	279	350.44 k	4,968
20 Dec 24	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1254.8033	763	957.41 k	5,247
20 Dec 24	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1253.2665	480	601.57 k	6,010
20 Dec 24	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1250.4909	110	137.55 k	6,490
20 Dec 24	Joel Reiss	Common Stock	Option exercise	Acquire M	No	No	226.34	3,000	679.02 k	6,600
20 Dec 24	Joel Reiss	Stock Option Common Stock	Option exercise	Dispose M	No	No	226.34	3,000	679.02 k	12,300