TransDigm Group Incorporated (TDG)
What changed in recent filings
- Power And Control segment 50% → 55%Jun 30, 2024 → Jun 30, 2026
- Institutions — 3 added · 7 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
TransDigm Group Incorporated recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Aug 4, 2026Revenue +22.5% YoY · EPS $9.39Released before the open: Aug 3 close → Aug 4 close, the stock moved -0.8% · over the same window, market +1.8% · sector +1.6%
- 26Q1Released May 5, 2026Revenue +18.3% YoY · EPS $9.20Released before the open: May 4 close → May 5 close, the stock moved +3.6% · over the same window, market +0.8% · sector -1.5%
- 25Q4Released Feb 3, 2026Revenue +13.9% YoY · EPS $6.62Released before the open: Feb 2 close → Feb 3 close, the stock moved -9.3% · over the same window, market -0.8% · sector +1.6%
- 25Q3Released Nov 12, 2025Revenue +11.5% YoY · EPS $7.77Released before the open: Nov 11 close → Nov 12 close, the stock moved +1.1% · over the same window, market +0.1% · sector -0.9%
The next earnings release is estimated around Nov 11, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding TransDigm Group Incorporated
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 7 → 2026 Q2: 11 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold TransDigm Group Incorporated
Institutions we track that reported holding this stock in their most recent 13F.
- Sands Capital Management0.44% of portfolio · held as of 2019 Q1 or earlier
- National Pension Service (Korea)0.12% of portfolio · held as of 2019 Q1 or earlier
- PRIMECAP Management0.32% of portfolio · held as of 2019 Q1 or earlier
- Capital World Investors0.67% of portfolio · held as of 2020 Q3 or earlier
- Point72 Asset Managementunder 0.01% of portfolio · since 2025 Q3
- Blackstone0.03% of portfolio · since 2025 Q3
- Tudor Investment Corp0.06% of portfolio · since 2025 Q4
- Lone Pine Capital0.23% of portfolio · since 2025 Q4
- Bridgewater Associates0.01% of portfolio · since 2025 Q4
- Temasek Holdings (Singapore)0.73% of portfolio · since 2025 Q4
- Third Point LLC2.25% of portfolio · since 2026 Q1
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
TransDigm Group Inc. is an aerospace and defense company that designs, produces, and supplies highly engineered aircraft components, systems, and subsystems. The company’s products support commercial and military aircraft with critical functions such as power and control, airframe hardware, ignition systems, pumps, valves, actuators, latches, connectors, and cabin and security components. It serves operators, original equipment manufacturers, and aftermarket customers across the aviation industry, with a business model centered on proprietary parts that are essential to aircraft operation and maintenance. TransDigm Group Inc. also operates a smaller non-aviation segment serving selected industrial markets. Headquartered in Cleveland, Ohio, the company plays a significant role in the global aerospace supply chain through its broad portfolio of specialized components and services.
What is the Defense & Aerospace sector?
Defense, aerospace, and government contracts. Benefits from geopolitical tension.
TransDigm Group Incorporated is classified under the Defense & Aerospace sector. See peers below.
TransDigm Group Incorporated key financials
Based on SEC filings · as of Jun 27, 2026
Tap a metric name to see its meaning in the glossary.
TransDigm Group Incorporated vs Defense & Aerospace sector benchmark
Median of 13 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
TDG segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
2 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding TransDigm Group Incorporated
Per SEC N-PORT · 2026-06-30 · by weight · factual
TDG on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Defense & Aerospace average
Peers · Defense & Aerospace
TDG FAQ
What is TransDigm Group Incorporated (TDG)?
TransDigm Group Inc. is an aerospace and defense company that designs, produces, and supplies highly engineered aircraft components, systems, and subsystems. The company’s products support commercial and military aircraft with critical functions such as power and control, airframe hardware, ignition systems, pumps, valves, actuators, latches, connectors, and cabin and security components. It serves operators, original equipment manufacturers, and aftermarket customers across the aviation industry, with a business model centered on proprietary parts that are essential to aircraft operation and maintenance. TransDigm Group Inc. also operates a smaller non-aviation segment serving selected industrial markets. Headquartered in Cleveland, Ohio, the company plays a significant role in the global aerospace supply chain through its broad portfolio of specialized components and services.
What sector is TransDigm Group Incorporated in?
TransDigm Group Incorporated is classified under Defense & Aerospace. Defense, aerospace, and government contracts. Benefits from geopolitical tension.
What are TransDigm Group Incorporated's key financials?
As of Jun 27, 2026 in SEC filings: Revenue growth (YoY) 16.6%, Operating margin 44.8%, Net margin 21.3%. Definitions and interpretation are available on Stocklore.
Where can I analyze TransDigm Group Incorporated (TDG) stock?
On Stocklore you can see TDG's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.