TDG

NYSE

TransDigm Group INC

Industrials, Aerospace & Defense

$1,225.25

close 7 Aug 2026

-13.08%

52-week change

$67.73B

market cap

$1,123.61

$1,463.03

52-week range

Expected price

$1,450.75 – $1,773.13

Current price

$1,225.25

Signal

Could be undervalued

A historical-multiple reference, never a fair-value claim. The band uses only data public at each date and ends at the latest month — no forward estimates.

Current multiples

P/E (TTM)37.17x

P/S (TTM)6.77x

P/B-6.90x

EV/EBITDA (TTM)19.43x

FCF yield (TTM)2.85%

PEG (TTM, GAAP)1.10

Context

P/E, own 5-year average48.46x

P/E, sector median29.72x*

Price at 5-year median P/E$1,590.10*

Indicated dividend yield7.35%

Forward — analyst consensus

Forward P/E (FY2026)29.75x*

Forward P/E (FY2027)25.41x

Forward PEG1.74*

Consensus EPS FY2026 (15 analysts)$41.19

EPS growth (FY2026→FY2027)17.07%

Revenue growth (FY2026)18.82%

Street view

Price target (mean)$1,514.15*

Target upside23.58%

Ratings (buy / hold / sell)13 / 9 / 0

FY2026 EPS revisions, 30d (up / down)4 / 1

5-year history

Dashed line: average of month-end values

P/E (TTM)

P/S (TTM)

P/B

FCF yield (TTM)

Dividend yield

period to 27 Jun 2026, filed 4 Aug 2026, close 7 Aug 2026

Discounted cash flow

Ten projected years plus a perpetuity, prefilled from filings — a model to argue with, never a fair-value claim.

Free cash flow, last ten years and TTM

5Y CAGR +10.39%10Y CAGR +14.57%

Assumptions

Growth rate, years 1–10%

Perpetual growth%Discount rate%

Base FCF$M

As filed — not assumptions

Current price$1,225.25

Cash & equivalents$2.77B

Total debt$32.76B

Shares outstanding55.28M

Result

DCF price per share$660.15

Current price$1,225.25

Margin of safety-46.12%

PV of years 1–10$21.78B

PV of terminal value$44.70B

Equity value$36.49B

Market-implied growth+15.37%

Projected FCF, years 1–10

Hover for PV and growth

Projection detail

Override growth for any year; blank years use the uniform rate

Year	2026	2027	2028	2029	2030	2031	2032	2033	2034	2035	Terminal
Growth, %											2.5
FCF	$2.13B	$2.35B	$2.59B	$2.86B	$3.16B	$3.49B	$3.85B	$4.25B	$4.69B	$5.18B	$96.50B
PV	$1.97B	$2.01B	$2.06B	$2.10B	$2.15B	$2.20B	$2.25B	$2.30B	$2.35B	$2.40B	$44.70B

period to 27 Jun 2026, filed 4 Aug 2026, close 7 Aug 2026