Transdigm Group Incorporated (TDG) |
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Transdigm Group Incorporated's Customers Performance
TDG
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TDG's Source of Revenues |
In the Q4, Transdigm Group Incorporated's corporate clients experienced a reduction by -0.71 % in their costs of revenue, compared to a year ago, sequentially costs of revenue grew by 29.16 %. During the corresponding time, Transdigm Group Incorporated recorded revenue increase by 28.06 % year on year, sequentially revenue fell by -3.4 %. While revenue at the Transdigm Group Incorporated's corporate clients recorded rose by 0.17 % year on year, sequentially revenue grew by 13.22 %.
• List of TDG Customers
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Customers of Transdigm Group Incorporated saw their costs of revenue decrease by -0.71 % in Q4 compare to a year ago, sequentially costs of revenue grew by 29.16 %, for the same period Transdigm Group Incorporated recorded revenue increase by 28.06 % year on year, sequentially revnue fell by -3.4 %.
• List of TDG Customers
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Select the Category:
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Customers Net Income fell in Q4 by |
Customers Net margin fell to % |
-37.87 % |
5.46 % |
Transdigm Group Incorporated's Comment on Sales, Marketing and Customers
Consistent with our overall strategy, our sales and marketing organization
is structured to continually develop technical solutions that meet customer
needs. In particular, we attempt to focus on products and programs that will
lead to high-margin, repeatable sales in the aftermarket.
We have structured our sales efforts along our major product offerings, assigning
a business unit manager to certain products. Each business unit manager is expected
to grow the sales and profitability of the products for which he or she is responsible
and to achieve the targeted annual level of bookings, sales, new business and
profitability for such products. The business unit managers are assisted by
account managers and sales engineers who are responsible for covering major
OEM and aftermarket accounts. Account managers and sales engineers are expected
to be familiar with the personnel, organization and needs of specific customers
to achieve total bookings and new business goals at each account and, together
with the product managers, to determine when additional resources are required
at customer locations. Most of our sales personnel are evaluated, in part, on
their bookings and their ability to identify and obtain new business opportunities.
Though typically performed by employees, the account manager function may be
performed by independent representatives depending on the specific customer,
product and geographic location. We also use a number of distributors to provide
logistical support as well as primary customer contact with certain smaller
accounts. Our major distributors are Aviall, Inc. (a subsidiary of The Boeing
Company) and Satair A/S (a subsidiary of Airbus S.A.S.).
Our customers include: (1) distributors of aerospace components; (2) worldwide
commercial airlines, including national and regional airlines; (3) large commercial
transport and regional and business aircraft OEMs; (4) various armed forces
of the United States and friendly foreign governments; (5) defense OEMs; (6)
system suppliers; and (7) various other industrial customers.
Active commercial production programs include the Boeing 737, 747, 767, 777
and 787, the Airbus A319/20/21, A330/A340, A350 and A380, the Bombardier CRJ’s,
Challenger and Learjets, the Embraer RJ’s, the Cessna Citation family,
the Raytheon Premier and Hawker and most Gulfstream airframes. Military platforms
include aircraft such as the Boeing C-17, F-15, F-18 and V-22, the Airbus A400M,
the Lockheed Martin C-130J, F-16 and F-35 Joint Strikefighter, the Northrop
Grumman E-2C Hawkeye, the Sikorsky UH-60 helicopter, CH-47 Chinook and AH-64
Apache helicopters, the General Atomics Predator Drone and the Raytheon Patriot
Missile. TransDigm has been awarded numerous contracts for the development of
engineered products for production on the Airbus A320 NEO, the Boeing 737 MAX,
the Sikorsky S-97, JMR helicopter and Boeing P-8 Poseidon.
The demand for our aftermarket parts and services depends on, among other things,
the breadth of our installed OEM base, revenue passenger miles (“RPMs”),
the size and age of the worldwide aircraft fleet and, to a lesser extent, airline
profitability. We believe that we are also a leading supplier of components
used on U.S. designed military aircraft, including components that are used
on a variety of fighter aircraft, military freighters and military helicopters.
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Transdigm Group Incorporated's Comment on Sales, Marketing and Customers
Consistent with our overall strategy, our sales and marketing organization
is structured to continually develop technical solutions that meet customer
needs. In particular, we attempt to focus on products and programs that will
lead to high-margin, repeatable sales in the aftermarket.
We have structured our sales efforts along our major product offerings, assigning
a business unit manager to certain products. Each business unit manager is expected
to grow the sales and profitability of the products for which he or she is responsible
and to achieve the targeted annual level of bookings, sales, new business and
profitability for such products. The business unit managers are assisted by
account managers and sales engineers who are responsible for covering major
OEM and aftermarket accounts. Account managers and sales engineers are expected
to be familiar with the personnel, organization and needs of specific customers
to achieve total bookings and new business goals at each account and, together
with the product managers, to determine when additional resources are required
at customer locations. Most of our sales personnel are evaluated, in part, on
their bookings and their ability to identify and obtain new business opportunities.
Though typically performed by employees, the account manager function may be
performed by independent representatives depending on the specific customer,
product and geographic location. We also use a number of distributors to provide
logistical support as well as primary customer contact with certain smaller
accounts. Our major distributors are Aviall, Inc. (a subsidiary of The Boeing
Company) and Satair A/S (a subsidiary of Airbus S.A.S.).
Our customers include: (1) distributors of aerospace components; (2) worldwide
commercial airlines, including national and regional airlines; (3) large commercial
transport and regional and business aircraft OEMs; (4) various armed forces
of the United States and friendly foreign governments; (5) defense OEMs; (6)
system suppliers; and (7) various other industrial customers.
Active commercial production programs include the Boeing 737, 747, 767, 777
and 787, the Airbus A319/20/21, A330/A340, A350 and A380, the Bombardier CRJ’s,
Challenger and Learjets, the Embraer RJ’s, the Cessna Citation family,
the Raytheon Premier and Hawker and most Gulfstream airframes. Military platforms
include aircraft such as the Boeing C-17, F-15, F-18 and V-22, the Airbus A400M,
the Lockheed Martin C-130J, F-16 and F-35 Joint Strikefighter, the Northrop
Grumman E-2C Hawkeye, the Sikorsky UH-60 helicopter, CH-47 Chinook and AH-64
Apache helicopters, the General Atomics Predator Drone and the Raytheon Patriot
Missile. TransDigm has been awarded numerous contracts for the development of
engineered products for production on the Airbus A320 NEO, the Boeing 737 MAX,
the Sikorsky S-97, JMR helicopter and Boeing P-8 Poseidon.
The demand for our aftermarket parts and services depends on, among other things,
the breadth of our installed OEM base, revenue passenger miles (“RPMs”),
the size and age of the worldwide aircraft fleet and, to a lesser extent, airline
profitability. We believe that we are also a leading supplier of components
used on U.S. designed military aircraft, including components that are used
on a variety of fighter aircraft, military freighters and military helicopters.
TDG's vs. Customers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
Transdigm Group Incorporated |
68,143.70 |
6,977.00 |
1,452.00 |
14,400 |
American Airlines Group Inc |
9,585.47 |
52,788.00 |
822.00 |
123,400 |
Atlas Air Worldwide Holdings Inc |
3,463.49 |
4,549.10 |
355.88 |
1,724 |
Aar Corp |
2,235.78 |
2,169.10 |
68.20 |
4,850 |
Air Industries Group |
14.95 |
51.94 |
-3.21 |
379 |
Air T Inc |
53.00 |
288.53 |
-13.50 |
600 |
Aerojet Rocketdyne Holdings Inc |
4,679.79 |
2,292.80 |
74.00 |
4,965 |
Allegiant Travel Co |
1,193.60 |
2,505.37 |
150.63 |
2,411 |
Alaska Air Group Inc |
4,936.27 |
10,352.00 |
259.00 |
22,833 |
Allison Transmission Holdings Inc |
6,844.27 |
2,978.00 |
644.00 |
2,700 |
Alpha Metallurgical Resources Inc |
4,472.32 |
3,471.42 |
721.96 |
0 |
Qsam Biosciences Inc |
0.00 |
0.00 |
-6.20 |
6 |
Astronics Corporation |
582.75 |
650.67 |
-40.18 |
2,000 |
Air Transport Services Group Inc |
856.08 |
2,086.60 |
117.99 |
1,810 |
Barnes Group Inc |
1,880.30 |
1,450.87 |
16.00 |
5,036 |
Boeing Co |
108,884.05 |
77,794.00 |
-2,242.00 |
142,000 |
Ball Corp |
20,537.87 |
14,029.00 |
711.00 |
24,300 |
Broadridge Financial Solutions Inc |
23,758.07 |
6,320.80 |
1,552.00 |
14,300 |
Borgwarner Inc |
7,507.02 |
14,198.00 |
695.00 |
49,300 |
Capstone Companies Inc |
0.69 |
27.81 |
-2.43 |
7 |
Caterpillar Inc |
180,759.77 |
67,060.00 |
10,332.00 |
107,700 |
Cummins Inc |
40,834.60 |
34,065.00 |
840.00 |
59,900 |
Comtech Telecommunications Corp |
132.23 |
570.77 |
-17.24 |
1,852 |
Crane Company |
7,462.50 |
2,165.70 |
412.40 |
0 |
Cpi Aerostructures Inc |
32.11 |
85.41 |
9.27 |
0 |
Delta Air Lines Inc |
27,923.98 |
58,048.00 |
4,609.00 |
83,000 |
Ducommun Incorporated |
692.73 |
756.19 |
15.93 |
3,150 |
Dish Network Corporation |
3,081.38 |
15,616.45 |
1,303.29 |
14,500 |
Energy Focus Inc |
5.87 |
3.99 |
-5.75 |
122 |
Eaton Corporation Plc |
119,872.51 |
23,196.00 |
3,223.00 |
85,947 |
Fedex Corporation |
64,186.48 |
87,945.00 |
4,287.00 |
249,000 |
Forward Air Corporation |
691.52 |
1,370.74 |
167.35 |
3,689 |
General Dynamics Corporation |
76,559.40 |
42,272.00 |
3,315.00 |
103,100 |
General Electric Company |
186,697.76 |
67,954.00 |
9,443.00 |
168,000 |
Generac Holdings Inc |
6,977.39 |
4,022.43 |
217.12 |
9,540 |
Hawaiian Holdings inc |
700.50 |
2,716.28 |
-260.49 |
5,380 |
Heico Corporation |
26,302.68 |
3,243.55 |
466.86 |
3,500 |
Honda Motor Co Ltd |
61,796.48 |
114,450.18 |
4,855.54 |
215,638 |
Honeywell International Inc |
131,436.61 |
36,662.00 |
5,672.00 |
99,000 |
Jetblue Airways Corp |
2,313.33 |
9,615.00 |
-310.00 |
15,500 |
Kvh Industries Inc |
92.41 |
132.38 |
-15.42 |
604 |
Lockheed Martin Corporation |
108,811.03 |
67,571.00 |
6,920.00 |
114,000 |
Latam Airlines Group S a |
1,939,436.67 |
11,640.54 |
581.55 |
0 |
Southwest Airlines Co |
17,137.70 |
26,091.00 |
465.00 |
55,100 |
Lsi Industries Inc |
425.41 |
472.23 |
27.02 |
1,292 |
Northrop Grumman Corp |
70,264.14 |
39,290.00 |
2,056.00 |
88,000 |
Enpro Inc |
3,271.01 |
1,058.80 |
18.30 |
5,000 |
Nova Ltd |
5,424.69 |
517.92 |
136.31 |
819 |
Novo Integrated Sciences Inc |
18.07 |
20.70 |
-10.97 |
0 |
Orion Energy Systems Inc |
29.35 |
80.12 |
-40.20 |
165 |
Omnitek Engineering Corp |
0.41 |
1.05 |
-0.17 |
11 |
Oshkosh Corporation |
7,664.04 |
9,393.90 |
522.30 |
13,300 |
Pitney Bowes Inc |
708.15 |
3,266.35 |
-385.63 |
10,600 |
Parker hannifin Corporation |
69,913.85 |
19,826.04 |
2,633.17 |
55,090 |
Plexus Corp |
2,538.54 |
4,098.50 |
126.12 |
16,000 |
Proto Labs Inc |
874.57 |
502.99 |
17.22 |
1,700 |
Passur Aerospace Inc. |
0.08 |
5.83 |
-3.22 |
37 |
Rtx Corporation |
133,903.45 |
68,920.00 |
3,380.00 |
174,000 |
Sigma Additive Solutions Inc |
44.71 |
0.57 |
-7.30 |
0 |
Spirit Airlines Inc |
467.11 |
5,362.55 |
-447.46 |
4,219 |
Sifco Industries Inc |
18.46 |
85.97 |
-9.53 |
465 |
Saker Aviation Services Inc |
8.40 |
8.22 |
2.11 |
37 |
Skywest Inc |
2,921.75 |
2,935.43 |
34.34 |
9,642 |
Southwestern Energy Company |
7,773.96 |
6,522.00 |
1,557.00 |
2,781 |
Gentherm Incorporated |
1,800.55 |
1,444.48 |
18.05 |
10,098 |
Trimas Corporation |
1,035.63 |
893.55 |
40.36 |
3,500 |
Textron Inc |
18,807.79 |
13,683.00 |
921.00 |
33,000 |
United Airlines Holdings Inc |
14,478.46 |
52,491.00 |
2,861.00 |
84,100 |
Unisys Corp |
331.05 |
2,015.40 |
-427.10 |
23,200 |
United Parcel Service Inc |
130,453.40 |
90,958.00 |
6,708.00 |
534,000 |
Viavi Solutions Inc |
2,147.84 |
1,006.40 |
-29.10 |
3,500 |
Viasat Inc |
2,084.62 |
3,226.46 |
316.68 |
5,200 |
Bristow Group Inc |
724.90 |
1,297.43 |
-6.92 |
2,916 |
SUBTOTAL |
3,683,557.79 |
1,204,642.49 |
80,413.92 |
2,883,515 |
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