TransDigm
TDGMarket price data through November 12, 2026.
Performance
Nov 2021 – Nov 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -9%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$1,328
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- June 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 4 months
- How long Benson has been tracking this pick.
About TransDigm
TransDigm makes thousands of small, highly engineered parts that go inside nearly every commercial and military aircraft flying today. These include pumps, valves, ignition systems, cockpit displays and seatbelts. About 90 percent of what it sells is proprietary, which often makes TransDigm the only company allowed to make that exact part. Once one of its components is designed into a plane, airlines and militaries keep buying replacements for the life of the aircraft, which can last for decades.
The case for and against
Both sides of the story, in plain English.
- Finishing Strong
Sales jumped 23 percent to nearly 3 billion dollars in the last quarter of the year, beating the top of the company's own forecast. Leaving out the companies it recently bought, sales still grew 14 percent, so demand for the parts it already makes is healthy. Sales for the full year rose 20 percent to about 10.6 billion dollars.
- Profit Machine
TransDigm buys small, specialized parts makers, then raises prices and cuts costs, so its profits are huge for a manufacturer. Its core operating profit reached 1.58 billion dollars last quarter. That is about 53 cents for every dollar of sales. For next year it expects sales of roughly 12 billion dollars, up 14 percent, with new plane orders, airline replacement parts and defense all expected to grow.
- Debt Keeps Climbing
TransDigm borrows heavily to pay for its shopping sprees. It spent about 4.4 billion dollars buying companies this year, including the 1.07 billion dollar Prince and Izant deal. It also just sold 3 billion dollars of new bonds at a 6.75 percent interest rate, mostly to replace debt due in 2028. Higher interest costs and taxes are why net profit fell 4 percent last quarter, even as sales jumped 23 percent.
- Priced for Perfection
This is not a bargain stock. This year the company bought back a record 2.8 billion dollars of its own shares, paying an average of about 1,187 dollars each. The companies it recently bought are expected to trim its profit per dollar of sales a little next year. If air travel cools or a deal disappoints, there is little cushion in the price.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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