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

$1,471.40

Low target

$1,348.00

High target

$1,600.00

Latest filings (excl ownership)

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ARS

2024 FY

Annual report to shareholders

24 Jan 25

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

6 Aug 24

TransDigm Group Reports Fiscal 2024 Third Quarter Results

6 Aug 24

8-K

TransDigm Completes Acquisition of Raptor Scientific

31 Jul 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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Notice of proposed sale of securities

Notice of proposed sale of securities

Financial summary

Financial statements Chart TDG financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 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

90.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1013	990	+2.3%
Opened positions	123	145	-15.2%
Closed positions	100	53	+88.7%
Increased positions	383	404	-5.2%
Reduced positions	345	273	+26.4%

13F shares	Current	Prev Q	Change
Total value	70.66 tn	65.79 tn	+7.4%
Total shares	51.08 mm	53.22 mm	-4.0%
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%
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
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
21 Jan 25	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1363.83	90	122.74 k	3,600
21 Jan 25	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1362.83	80	109.03 k	3,690
21 Jan 25	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1362.0813	430	585.69 k	3,770
21 Jan 25	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1361.0867	355	483.19 k	4,200
21 Jan 25	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1359.5684	556	755.92 k	4,555
21 Jan 25	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1358.3068	587	797.33 k	5,111
21 Jan 25	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1357.3523	192	260.61 k	5,698
21 Jan 25	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1356.2425	610	827.31 k	5,890
21 Jan 25	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1354.42	50	67.72 k	6,500
21 Jan 25	Joel Reiss	Common Stock	Sell	Dispose S	No	No	1352.68	50	67.63 k	6,550