TransDigm Group
At a glance
TransDigm Group reported 2025 revenue of $8.83B, up 11.2% from $7.94B in 2024. Over 4 years since 2021 ($4.8B), that is growth of about 16.5% a year. Operating margin was 47.2%, up from 35.2% in 2021. 2025 was the highest revenue year in this period.
In the last 12 months 6 insiders reported 3 open-market purchases ($3.8M) and 38 sales ($465.6M). 34 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $121.5M by Director Robert J Small on Dec 9, 2025. Net, insiders were sellers of $461.7M.
TransDigm Group filed 23 current reports (Form 8-K) in the last 12 months, most often for other events (7), regulation fd disclosure (6), results of operations (5) and material agreement (3). The latest officer or director change was reported on Jul 24, 2026. It reported a material agreement or a completed acquisition or disposal 3 times.
5 of the 20 investors tracked here held TransDigm Group at the last quarter end, worth $360M combined. It is the largest weight for Third Point (2.3% of its portfolio), followed by Lone Pine Capital (0.2%). Added: Third Point, National Pension Service (Korea) and Renaissance Technologies. Reduced: Lone Pine Capital and Bridgewater Associates.
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $680M | $866M | $1.3B | $1.71B | $2.07B |
| Diluted EPS | $10.41 | $13.40 | $22.03 | $25.62 | $32.08 |
| Dividend per share | $0.00 | $18.50 | $0.00 | - | - |
Fiscal year ends Sep 30 · incorporated in DE
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined