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TransDigm Group (TDG) Competitors

TransDigm Group logo
$1,428.97 -11.03 (-0.77%)
As of 05/20/2025 03:58 PM Eastern

TDG vs. GE, BA, HON, LMT, GD, NOC, HEI, TDY, CW, and TXT

Should you be buying TransDigm Group stock or one of its competitors? The main competitors of TransDigm Group include GE Aerospace (GE), Boeing (BA), Honeywell International (HON), Lockheed Martin (LMT), General Dynamics (GD), Northrop Grumman (NOC), HEICO (HEI), Teledyne Technologies (TDY), Curtiss-Wright (CW), and Textron (TXT). These companies are all part of the "aerospace & defense" industry.

TransDigm Group vs.

TransDigm Group (NYSE:TDG) and GE Aerospace (NYSE:GE) are both large-cap aerospace companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, risk, analyst recommendations, community ranking, dividends, earnings, profitability, valuation and institutional ownership.

GE Aerospace received 1319 more outperform votes than TransDigm Group when rated by MarketBeat users. Likewise, 75.43% of users gave GE Aerospace an outperform vote while only 68.30% of users gave TransDigm Group an outperform vote.

CompanyUnderperformOutperform
TransDigm GroupOutperform Votes
821
68.30%
Underperform Votes
381
31.70%
GE AerospaceOutperform Votes
2140
75.43%
Underperform Votes
697
24.57%

TransDigm Group has a net margin of 20.76% compared to GE Aerospace's net margin of 14.31%. GE Aerospace's return on equity of 22.19% beat TransDigm Group's return on equity.

Company Net Margins Return on Equity Return on Assets
TransDigm Group20.76% -42.87% 8.56%
GE Aerospace 14.31%22.19%3.66%

In the previous week, GE Aerospace had 34 more articles in the media than TransDigm Group. MarketBeat recorded 69 mentions for GE Aerospace and 35 mentions for TransDigm Group. TransDigm Group's average media sentiment score of 1.30 beat GE Aerospace's score of 1.08 indicating that TransDigm Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
TransDigm Group
25 Very Positive mention(s)
1 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
GE Aerospace
45 Very Positive mention(s)
11 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

TransDigm Group has a beta of 1.09, suggesting that its share price is 9% more volatile than the S&P 500. Comparatively, GE Aerospace has a beta of 1.31, suggesting that its share price is 31% more volatile than the S&P 500.

GE Aerospace has higher revenue and earnings than TransDigm Group. GE Aerospace is trading at a lower price-to-earnings ratio than TransDigm Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
TransDigm Group$8.39B9.57$1.71B$29.6248.24
GE Aerospace$39.68B6.31$6.56B$6.4336.54

95.8% of TransDigm Group shares are held by institutional investors. Comparatively, 74.8% of GE Aerospace shares are held by institutional investors. 4.1% of TransDigm Group shares are held by company insiders. Comparatively, 0.2% of GE Aerospace shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

TransDigm Group presently has a consensus price target of $1,490.20, indicating a potential upside of 4.28%. GE Aerospace has a consensus price target of $216.92, indicating a potential downside of 7.66%. Given TransDigm Group's higher possible upside, equities research analysts plainly believe TransDigm Group is more favorable than GE Aerospace.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
TransDigm Group
0 Sell rating(s)
5 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.67
GE Aerospace
0 Sell rating(s)
1 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.92

Summary

TransDigm Group and GE Aerospace tied by winning 9 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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TDG vs. The Competition

MetricTransDigm GroupAircraft parts & equipment IndustryAerospace SectorNYSE Exchange
Market Cap$80.26B$9.59B$21.78B$19.69B
Dividend YieldN/A2.06%1.20%3.84%
P/E Ratio50.4051.7149.5535.11
Price / Sales9.574.045.9534.10
Price / Cash33.9024.1029.9017.51
Price / Book-12.826.306.124.78
Net Income$1.71B$119.77M$326.81M$1.02B
7 Day Performance0.83%-1.35%4.25%0.90%
1 Month Performance7.02%12.24%19.57%11.10%
1 Year Performance8.85%24.69%30.58%5.28%

TransDigm Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TDG
TransDigm Group
3.107 of 5 stars
$1,428.97
-0.8%
$1,490.20
+4.3%
+8.9%$80.26B$8.39B50.4014,400Trending News
Insider Trade
GE
GE Aerospace
4.4066 of 5 stars
$218.73
+1.8%
$216.92
-0.8%
+47.5%$233.25B$39.68B36.52172,000Trending News
Analyst Downgrade
BA
Boeing
3.3517 of 5 stars
$198.40
+1.8%
$201.85
+1.7%
+11.2%$149.59B$69.44B-10.83156,000Trending News
Insider Trade
Analyst Revision
HON
Honeywell International
4.4544 of 5 stars
$219.34
+3.0%
$242.23
+10.4%
+10.0%$140.97B$39.22B25.1897,000Positive News
LMT
Lockheed Martin
4.8624 of 5 stars
$473.12
-0.1%
$541.80
+14.5%
+1.7%$110.85B$71.81B21.25116,000Positive News
GD
General Dynamics
4.7066 of 5 stars
$276.45
+1.8%
$293.00
+6.0%
-6.3%$74.20B$49.21B20.27106,500Positive News
Analyst Revision
NOC
Northrop Grumman
4.5484 of 5 stars
$479.27
-0.7%
$545.31
+13.8%
+1.6%$68.98B$40.37B16.9195,000Trending News
Dividend Increase
HEI
HEICO
2.605 of 5 stars
$268.47
+1.6%
$267.36
-0.4%
+28.9%$37.30B$3.99B73.356,500News Coverage
Positive News
Upcoming Earnings
TDY
Teledyne Technologies
2.9956 of 5 stars
$493.35
+1.7%
$542.50
+10.0%
+21.5%$23.12B$5.77B28.6314,700Positive News
Analyst Revision
CW
Curtiss-Wright
3.5402 of 5 stars
$386.89
+0.6%
$377.43
-2.4%
+50.2%$14.57B$3.21B36.678,100Positive News
Dividend Increase
TXT
Textron
3.8519 of 5 stars
$76.87
+6.2%
$87.70
+14.1%
-14.5%$13.88B$13.87B17.8334,000Positive News
Analyst Revision

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This page (NYSE:TDG) was last updated on 5/21/2025 by MarketBeat.com Staff
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