Revenue grew 18% in the company's second fiscal quarter of 2026 to $2.5 billion from a year ago, while adjusted EBITDA grew 15% to $1.3 billion. Sales growth was led by 14% a like-for-like increase in the commercial aftermarket, while recently acquired businesses dragged aggregate margin down.
Roughly three quarters of TransDigm’s sales are sole-source, which gives it immense pricing power.
TransDigm may not be able to find appropriate acquisition targets at reasonable prices, which would limit the firm's addressable market or make the company pay higher multiples.
|
Metric
|
TDG
|
PH
|
RTX
|
|---|---|---|---|
Price/Earnings (Normalized) | 32.66 | 28.49 | 26.92 |
Price/Book Value | — | 7.56 | 3.60 |
Price/Sales | 7.70 | 5.36 | 2.67 |
Price/Cash Flow | 27.43 | 24.91 | 19.08 |
|
Metric
|
TDG
|
PH
|
RTX
|
|---|---|---|---|
Quick Ratio | 2.30 | 0.59 | 0.65 |
Current Ratio | 3.52 | 1.13 | 1.02 |
Interest Coverage | 2.50 | 11.58 | 6.30 |
|
Metric
|
TDG
|
PH
|
RTX
|
|---|---|---|---|
Return on Assets (Normalized) | 9.60% | 13.13% | 5.32% |
Return on Equity (Normalized) | — | 28.27% | 14.01% |
Return on Invested Capital (Normalized) | 17.60% | 18.03% | 9.66% |
|
1-Day Chart
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United States