Transdigm Group Incorporated's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Transdigm Group Incorporated (TDG) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Transdigm Group Incorporated vs Its Competitors
- TTM: Trailing 12-month revenue of 10,008M vs 145,811M combined for tracked competitors (6.4% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+9.6% annualized vs trailing 12 months), vs accelerating (+6.6%) for its tracked peer group.
- Growth: Transdigm Group Incorporated generated 22.5% revenue growth year over year in Q3 2026, vs 9.6% for its tracked competitors combined.
- Profitability: Its 19.7% net margin compares with 25.5% for the peer group.
- Scale: Transdigm Group Incorporated ranks #4 of 56 companies by market capitalization in the Aerospace & Defense industry, holding 8.0% of industry market cap.
- Peer revenue share: Transdigm Group Incorporated accounted for 6.6% of combined revenue among its tracked peer group, up from 5.9% a year earlier.
- Peer differentiation: Revenue per employee of $0.61M compares with $0.53M for the peer group (1.2x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
TDG Sales vs. its Competitors, Q3 2026
Transdigm Group Incorporated reported revenue growth of 22.53 % year on year in Q3 2026, above its competitors' combined revenue growth of 9.57 %.
With a net margin of 19.70 %, Transdigm Group Incorporated reported lower profitability than its competitors (25.49 %).
Transdigm Group Incorporated generated 6.59 % of the combined sales of its peer group, up from 5.93 % a year earlier.
Transdigm Group Incorporated vs. its Competitors, Q3 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Transdigm Group Incorporated and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Transdigm Group Incorporated | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (5) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Transdigm Group Incorporated's competitor groups requires a Commercial License.
For context: the Aerospace & Defense industry grew revenue 13.0% year over year, combined, vs 22.5% for Transdigm Group Incorporated. Transdigm Group Incorporated's share of combined industry revenue moved from 2.00% to 2.17%, a gain of 0.17 percentage points.
Transdigm Group Incorporated's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Transdigm Group Incorporated | Yes | Yes | Yes | No |
| Competitors combined (17) | ||||
| High-Confidence Competitors (2) | ||||
| Similar-Size Competitors (8) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 62.50 % (5 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
TDG Stock Performance relative to its Competitors
TDG Stock Performance relative to High-Confidence Competitors
TDG Stock Performance relative to Similar-Size Competitors
TDG Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Orion Energy Systems Inc | 282.9% | Outperformed |
| 2 | Sifco Industries Inc | 282.9% | Outperformed |
| 3 | Frequency Electronics Inc | 282.9% | Outperformed |
| 4 | Bel Fuse Inc | 282.9% | Outperformed |
| 5 | Parker hannifin Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Transdigm Group Incorporated's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Transdigm Group Incorporated's Comment on Competition and Industry Peers
Publicly Traded Peers of Transdigm Group Incorporated
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Transdigm Group Incorporated | 63,770.83 | 10,008.00 |
| General Electric Company | 338,814.44 | 50,638.00 |
| Parker hannifin Corporation | 124,893.66 | 21,499.00 |
| General Dynamics Corporation | 91,816.77 | 53,808.00 |
| Barrick Mining Corp | 70,021.14 | 16,956.00 |
| Honeywell International Inc | 67,769.41 | 36,130.00 |
| SUBTOTAL | 844,169.91 | 237,009.55 |
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Sources: Transdigm Group Incorporated's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Transdigm Group Incorporated versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Transdigm Group Incorporated's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Aersale Corporation | Named by the company | 85% |
| Vuzix Corp | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Transdigm Group Incorporated's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Transdigm Group Incorporated's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Transdigm Group Incorporated | Power and Control 55.05 % |
| General Electric Company | Commercial Engines and Services, Reportable 72.90 % |
| Parker hannifin Corporation | Diversified Industrial 66.93 % |
| General Dynamics Corporation | Marine Systems 32.36 % |
| Heico Corporation | Flight Support Group 67.56 % |
| Ball Corporation | Metal Beverage Packaging North and Central America 48.25 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Transdigm Group Incorporated's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Transdigm Group Incorporated | 63,771 | 606,545 | 129,091 |
| General Electric Company | 338,814 | 888,386 | 157,579 |
| Parker hannifin Corporation | 124,894 | 359,215 | 60,969 |
| General Dynamics Corporation | 91,817 | 459,897 | 37,103 |
| Barrick Mining Corp | 70,021 | 2,608,615 | 1,100,615 |
| Honeywell International Inc | 67,769 | 357,723 | 81,356 |
| PEERS TOTAL | 780,399 | 525,558 | 82,872 |
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Transdigm Group Incorporated's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Parker hannifin Corporation | North America 67.21 % |
| Textron Inc | United States 70.21 % |
| Oshkosh Corporation | US 83.80 % |
| Mercury Systems Inc | Non-US 14.23 % |
| Frequency Electronics Inc | NY 72.20 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Transdigm Group Incorporated's Position in Industry Market Structure
Market-capitalization share and concentration across all 49 companies in Transdigm Group Incorporated's industry classification, broader than the peer set above. Market cap in millions of $.Transdigm Group Incorporated ranks #4 of 49 companies by market capitalization in its industry, holding 8.04 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 915, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | The Boeing Company | 149,091 | 18.79 % |
| 2 | Lockheed Martin Corporation | 119,793 | 15.10 % |
| 3 | Northrop Grumman Corp | 72,292 | 9.11 % |
| 4 | Transdigm Group Incorporated | 63,771 | 8.04 % |
| 5 | Garmin Ltd | 1,234 | 5.2% |
| 6 | Rocket Lab Corp | 1,234 | 5.2% |
| 7 | L3harris Technologies Inc | 1,234 | 5.2% |
| 8 | Axon Enterprise Inc | 1,234 | 5.2% |
| 9 | Elbit Systems Ltd | 1,234 | 5.2% |
| 10 | Teledyne Technologies Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of Transdigm Group Incorporated's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-29.
Transdigm Group Incorporated's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | The Boeing Company | 149,091 | -14.77 % |
| 2 | Lockheed Martin Corporation | 119,793 | 6.34 % |
| 3 | Northrop Grumman Corp | 72,292 | -14.61 % |
| 4 | Transdigm Group Incorporated | 63,771 | -14.26 % |
| 5 | Garmin Ltd | 1,234 | 12.3% |
| 6 | Rocket Lab Corp | 1,234 | 12.3% |
| 7 | L3harris Technologies Inc | 1,234 | 12.3% |
| 8 | Axon Enterprise Inc | 1,234 | 12.3% |
| 9 | Elbit Systems Ltd | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Transdigm Group Incorporated's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-29. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Transdigm Group Incorporated's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Aerospace & Defense industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (56 companies). See the full Aerospace & Defense industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 59.56 % | 30.24 % (avg) | +29.3 pp |
| Operating Margin | 46.04 % | industry median | +41.2 pp |
| EBITDA Margin | 50.82 % | 4.83 % (avg) | +46.0 pp |
| Capital Intensity (Capex / Revenue) | - | 7.10 % (avg) | - |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Transdigm Group Incorporated's Valuation vs Competitive Position
Valuation multiples vs the Aerospace & Defense industry average (56 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Aerospace & Defense industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 35.0x | 36.0x | -1.1x |
| EV / EBITDA | 20.0x | 21.5x | -1.5x |
| P/B | -7.4x | 5.2x | -12.7x |
| Return on Equity | -22.09 % | industry aggregate | -51.73 % |
| Return on Invested Capital | 37.37 % | 2.69 % (avg) | 34.68 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Transdigm Group Incorporated's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 11.82 % | 43.94 % | -20.44 % | 7.80 % | 15.32 % | 23.88 % | 16.91 % | 11.68 % |
| Operating Margin | 43.57 % | 36.25 % | 36.48 % | 37.49 % | 41.73 % | 44.72 % | 45.58 % | 46.47 % |
| Return on Invested Capital | 19.47 % | 15.89 % | 13.43 % | 12.64 % | 16.83 % | 20.12 % | 25.22 % | 33.18 % |
| P/E | 23.8x | 40.5x | 61.8x | 49.6x | - | 60.7x | 42.2x | 39.8x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Transdigm Group Incorporated's Strategic Group Map
Every company in Transdigm Group Incorporated's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Transdigm Group Incorporated is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Transdigm Group Incorporated's BCG Growth-Share Matrix
Relative market share (vs Transdigm Group Incorporated's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Transdigm Group Incorporated falls in the Question Mark quadrant: relative market share of 0.43x vs its largest competitor, in an industry growing revenue 15.0% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Transdigm Group Incorporated's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 915 (see Industry Market Structure & Concentration above) |
| Supplier Power | Not covered on this page | See Transdigm Group Incorporated's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Transdigm Group Incorporated's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Transdigm Group Incorporated's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Transdigm Group Incorporated falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Transdigm Group Incorporated's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 41.2 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+9.6% annualized vs trailing 12 months).
Weaknesses
- Return on equity 51.7 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.43x).
Opportunities
- Industry revenue growing at a healthy 15.0% median pace.
- Trades at a lower P/E than the industry average (35.0x vs 36.0x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Transdigm Group Incorporated's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Transdigm Group Incorporated | 0.30 | 3.24 | - |
| General Electric Company | - | 0.86 | 1.09 |
| Parker hannifin Corporation | 0.08 | 1.16 | 0.65 |
| General Dynamics Corporation | 0.14 | 1.40 | 0.33 |
| Barrick Mining Corp | 1.92 | 2.92 | 0.18 |
| Honeywell International Inc | 0.51 | 1.31 | 2.10 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Transdigm Group Incorporated's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Transdigm Group Incorporated | Q2 2026 | +22.5 % | +9.5 % |
| General Electric Company | Q2 2026 | +21.1 % | +16.6 % |
| Parker hannifin Corporation | Q2 2026 | +9.8 % | +18.2 % |
| General Dynamics Corporation | Q1 2026 | +10.3 % | +13.2 % |
| Barrick Mining Corp | Q4 2025 | +48.8 % | +266.3 % |
| Honeywell International Inc | Q2 2026 | -6.1 % | +262.4 % |
| PEERS TOTAL | +16.8 % | +114.0 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Transdigm Group Incorporated's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Transdigm Group Incorporated | Q2 2026 | +23.0 % | +27.6 % |
| General Electric Company | Q2 2026 | +540.9 % | +2.4 % |
| Parker hannifin Corporation | Q2 2026 | +6.8 % | +32.2 % |
| General Dynamics Corporation | Q1 2026 | +13.1 % | +43.0 % |
| Barrick Mining Corp | Q4 2025 | +4.2 % | +23.8 % |
| Honeywell International Inc | Q2 2026 | +7.2 % | +39.4 % |
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Transdigm Group Incorporated's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Transdigm Group Incorporated | 8.69% | 9.70% | - |
| General Electric Company | 6.98% | 11.25% | 48.50% |
| Parker hannifin Corporation | 11.99% | 15.10% | 25.38% |
| General Dynamics Corporation | 7.52% | 13.52% | 17.41% |
| Barrick Mining Corp | 13.87% | 15.24% | 19.92% |
| Honeywell International Inc | 10.74% | 17.01% | 49.57% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Transdigm Group Incorporated's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Transdigm Group Incorporated | 31.13 | 6.37 |
| General Electric Company | 38.21 | 6.69 |
| Parker hannifin Corporation | 34.25 | 5.81 |
| General Dynamics Corporation | 21.04 | 1.71 |
| Barrick Mining Corp | 14.00 | 4.13 |
| Honeywell International Inc | 8.36 | 1.88 |
| PEERS AVERAGE | 22.26 | 3.56 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.