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Transdigm Group (TDG) Competitors

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$1,511.22 -1.60 (-0.11%)
As of 10:01 AM Eastern
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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. Its Competitors

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

Transdigm Group has a beta of 1.04, indicating that its stock price is 4% more volatile than the S&P 500. Comparatively, GE Aerospace has a beta of 1.37, indicating that its stock price is 37% more volatile than the S&P 500.

Transdigm Group has a net margin of 21.09% compared to GE Aerospace's net margin of 17.63%. GE Aerospace's return on equity of 29.15% beat Transdigm Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Transdigm Group21.09% -38.71% 8.83%
GE Aerospace 17.63%29.15%4.51%

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$7.94B10.66$1.71B$29.6250.87
GE Aerospace$38.70B6.82$6.56B$6.4338.48

Transdigm Group currently has a consensus price target of $1,532.47, indicating a potential upside of 1.70%. GE Aerospace has a consensus price target of $223.75, indicating a potential downside of 9.56%. Given Transdigm Group's higher possible upside, 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)
4 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.73
GE Aerospace
0 Sell rating(s)
1 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.91

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

In the previous week, GE Aerospace had 45 more articles in the media than Transdigm Group. MarketBeat recorded 74 mentions for GE Aerospace and 29 mentions for Transdigm Group. GE Aerospace's average media sentiment score of 1.25 beat Transdigm Group's score of 0.97 indicating that GE Aerospace is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Transdigm Group
18 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
GE Aerospace
53 Very Positive mention(s)
7 Positive mention(s)
12 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Transdigm Group beats GE Aerospace on 9 of the 16 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 TDG 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 GroupAEROSP/DEF EQ IndustryAerospace SectorNYSE Exchange
Market Cap$84.65B$17.31B$26.43B$20.43B
Dividend YieldN/A0.80%1.01%3.76%
P/E Ratio50.88124.6079.5327.62
Price / Sales10.666.676.3136.40
Price / Cash39.2747.3536.3321.79
Price / Book-13.466.848.064.52
Net Income$1.71B$266.64M$369.21M$984.47M
7 Day Performance3.47%2.00%2.28%2.61%
1 Month Performance3.64%6.92%6.63%4.99%
1 Year Performance17.89%73.23%50.27%13.53%

Transdigm Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TDG
Transdigm Group
3.886 of 5 stars
$1,506.79
-0.4%
$1,532.47
+1.7%
+20.7%$84.65B$7.94B50.8816,600
GE
GE Aerospace
4.7833 of 5 stars
$248.18
+3.7%
$221.15
-10.9%
+56.8%$264.66B$38.70B38.6053,000Positive News
Dividend Announcement
BA
Boeing
3.0481 of 5 stars
$201.38
+1.3%
$209.85
+4.2%
+12.5%$151.84B$66.52B-11.24172,000Trending News
HON
Honeywell International
4.529 of 5 stars
$224.74
+1.3%
$249.21
+10.9%
+13.2%$144.44B$38.50B25.83102,000Positive News
Analyst Forecast
LMT
Lockheed Martin
4.7612 of 5 stars
$472.16
+0.3%
$541.80
+14.7%
-0.1%$110.63B$71.04B20.40121,000Positive News
Dividend Announcement
GD
General Dynamics
4.7516 of 5 stars
$282.77
+1.4%
$293.00
+3.6%
+2.2%$75.89B$49.21B19.61117,000Positive News
NOC
Northrop Grumman
4.6978 of 5 stars
$499.80
+0.4%
$553.43
+10.7%
+15.8%$71.94B$41.03B19.7297,000Positive News
Gap Down
HEI
Heico
2.668 of 5 stars
$319.64
+1.3%
$279.45
-12.6%
+45.9%$44.46B$3.86B74.6810,000Analyst Revision
TDY
Teledyne Technologies
2.996 of 5 stars
$491.11
+0.9%
$542.50
+10.5%
+33.6%$23.01B$5.67B28.0614,900News Coverage
CW
Curtiss-Wright
3.3238 of 5 stars
$476.64
+2.1%
$418.00
-12.3%
+75.8%$17.95B$3.12B42.418,800Positive News
TXT
Textron
3.8744 of 5 stars
$77.56
+0.8%
$88.36
+13.9%
-5.2%$14.00B$13.70B17.5934,000Analyst Forecast

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This page (NYSE:TDG) was last updated on 7/2/2025 by MarketBeat.com Staff
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