TDG
TransDigm Group Incorporated
$1200.37
장중 · Vol 18.3K · 52주 $1123.61–$1463.03 · 기준 2026. 8. 21. PM 3:59 ET
일봉 $1181.98 · Aug 31, 2026
TDG 가격 추세
종가
$1181.98
시가
$1180.00
고가
$1183.08
저가
$1161.25
30초 브리핑
TDG 오늘의 판단 요약
보유 데이터를 비교 가능한 문장으로 해석한 요약입니다.
52주 범위의 23%
52주 범위 중간 구간으로 가격 위치만으로 방향성은 제한적입니다.
Forward P/E 24.2배
선행 P/E가 낮아 시장은 이익 증가를 반영하고 있습니다.
20일 평균의 1.8배
평소보다 거래가 활발해 가격 움직임의 확인 강도가 높습니다.
2026-11-05
실적 전후 변동성 확대 가능성이 있으므로 컨센서스 범위와 옵션 기대변동을 함께 보세요.
펀더멘털 기준 Sep 1, 2026 · 규칙 기반 요약이며 투자 조언이 아닙니다.
핵심 통계
TDG 일봉·펀더멘털 스냅샷 기준 주요 지표
펀더멘털 스냅샷 Sep 1, 2026
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, cargo loading and handling systems, delivery systems, and electronic components. Its Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, parachutes, specialized flight, wind tunnel and jet engine testing services and equipment, and testing and instrumentation solutions, as well as engineered audio, radio, and antenna systems. The Non-Aviation segment offers seat belts and safety restraints; mechanical/electromechanical actuators and controls; hydraulic/electromechanical actuators and fuel valves; refueling systems; and turbine controls. It serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots; airframe manufacturers, cabin system and subsystem suppliers, airlines, and third party maintenance suppliers; and off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers, as well as manufacturers of heavy equipment. The company was formerly known as TD Holding Corporation and changed its name to TransDigm Group Incorporated in 2006. The company was founded in 1993 and is headquartered in Cleveland, Ohio.
1350 Euclid Avenue · Cleveland, OH, United States · 직원 16,500명
시가총액
$64.77B
Trailing P/E
36.0
최근 12개월 이익 기준
Forward P/E
24.2
이익 증가 기대 반영
EPS (TTM)
$32.97
배당 수익률
—
배당성향
0.0%
베타
0.91
시장과 유사
ROE
—
P/B
-6.98
EV/EBITDA
18.9
52주 범위
$1123.61 – $1463.03
현재 위치 23%
거래량
533.8K
20일 평균 303.4K · 1.8배
애널리스트 의견
매수 59%
총 22명 · 0m
DITM LEAPS Analysis
TDG 장기 DITM 콜옵션을 진입 적합도 순으로 비교
해당 종목의 옵션 데이터가 없습니다.
재무제표
TDG 연간 손익·현금흐름·재무상태
매출 성장률
+11.2%
최근 연간 YoY
EPS 성장률
+25.2%
최근 연간 YoY
영업이익률
47.4%
최근 연간
FCF 마진
20.6%
잉여현금흐름 / 매출
매출 추세
순이익 추세
잉여현금흐름 추세
| 항목 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| 매출 | $8.83B+11.2% | $7.94B+20.6% | $6.58B+21.3% | $5.43B |
| 매출총이익 | $5.31B+13.7% | $4.67B+21.6% | $3.84B+24.0% | $3.10B |
| 영업이익 | $4.19B+17.1% | $3.58B+22.4% | $2.92B+32.0% | $2.21B |
| 순이익 | $2.07B+21.0% | $1.71B+32.0% | $1.30B+49.9% | $866.00M |
| 희석 EPS | $32.08+25.2% | $25.62+16.3% | $22.03+64.4% | $13.40 |
| EBITDA | $4.57B+19.8% | $3.81B+21.1% | $3.15B+28.2% | $2.46B |
| 영업현금흐름 | $2.04B-0.3% | $2.04B+48.7% | $1.38B+45.0% | $948.00M |
| 잉여현금흐름 | $1.82B-3.4% | $1.88B+52.1% | $1.24B+49.1% | $829.00M |
| 총자산 | $22.91B-10.5% | $25.59B+28.1% | $19.97B+10.3% | $18.11B |
| 총부채 | $30.03B+20.6% | $24.90B+26.0% | $19.77B-0.2% | $19.81B |
최신 연도 우선 · 작은 퍼센트는 직전 연도 대비 변화입니다.
캘린더
TDG 실적·배당 일정
매출 하단
$2.91B
EPS 하단
$11.20
매출 상단
$2.98B
배당 지급일
2025-09-12
354일 전
실적 발표일
2026-11-05
D-65
EPS 상단
$12.58
매출 컨센서스
$2.94B
EPS 컨센서스
$12.15
배당락일
2025-09-02
364일 전
최근 배당
| 배당락일 | 주당 배당 |
|---|---|
| Sep 2, 2025 | $90.0000 |
| Oct 4, 2024 | $75.0000 |
| Nov 17, 2023 | $35.0000 |
| Aug 18, 2022 | $18.5000 |
| Dec 27, 2019 | $32.5000 |
| Aug 15, 2019 | $30.0000 |
| Aug 31, 2017 | $22.0000 |
| Oct 20, 2016 | $24.0000 |
뉴스
TDG 관련 최신 기사
실적Aerospace Stocks Q2 In Review: TransDigm (NYSE:TDG) Vs Peers
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the aerospace industry, including TransDigm (NYSE:TDG) and its peers.
StockStory · Aug 31, 2026
실적What Makes TransDigm (TDG) a New Buy Stock
TransDigm (TDG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Zacks · Aug 28, 2026
실적Is TransDigm's Commercial Aftermarket Strength Driving Growth?
TDG's commercial aftermarket revenues rise 17% in fiscal Q3 2026, with strong bookings prompting a higher full-year growth outlook.
Zacks · Aug 28, 2026
실적Can Long-Term Agreements Strengthen Hexcel's Growth Prospects?
HXL's long-term aerospace agreements with Boeing and Deutsche Aircraft aim to boost revenue visibility and support demand for advanced composites.
Zacks · Aug 27, 2026
제품·기술Is Wall Street Bullish or Bearish on TransDigm Group Stock?
TransDigm Group has significantly underperformed the market, while analysts remain moderately optimistic about its future prospects.
Barchart · Aug 27, 2026
실적HEICO Q3 Earnings Top Estimates, Sales Increase Year Over Year
HEI posts strong Q3 results as organic growth and acquisitions drive record profit, higher sales and expanding margins.
Zacks · Aug 26, 2026
제품·기술TransDigm Group (TDG) Is Back In Focus, What Is Catching Investors' Attention?
TransDigm Group (TDG) is back on investor radars after recent share price weakness, with the stock down over the past week, month and past three months, raising fresh questions around its current valuation. At around US$1,192.60 per share, TransDigm Group has seen its short term momentum fade, with the stock down over the past week and past quarter. The 1 year total shareholder return is weaker but still sits against a much stronger 3 and 5 year total shareholder return record. Compare...
Simply Wall St. · Aug 26, 2026
제품·기술If Boeing Ramps Up Production, These Suppliers May Win Big
Boeing is ramping up 737 MAX production, backed by a record backlog, a move that could also boost suppliers TransDigm and Woodward amid rising aircraft manufacturing demand.
MarketBeat · Aug 24, 2026
실적2 Profitable Stocks Worth Investigating and 1 We Brush Off
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.
StockStory · Aug 24, 2026
실적HEICO to Report Q3 Earnings: What's in the Cards for the Stock?
HEI's acquisitions and strong aerospace, defense and electronics demand set the stage for Q3 growth and an expected earnings beat.
Zacks · Aug 21, 2026
홀더
TDG 내부자·기관 보유 현황
최신 보고 목록 기준이며 실제 거래 시점과 보고일 사이에는 시차가 있습니다.
기관 보유
97.3%
기관 보유 (유동주식)
97.7%
내부자 보유
0.4%
기관 수
1,526
주요 기관 홀더
| 홀더 | 주식 수 | 평가액 | 지분 | 변동 | 보고일 |
|---|---|---|---|---|---|
| Capital International Investors | 5.06M | $5.93B | 9.1% | -7.9% | Jun 30, 2026 |
| Blackrock Inc. | 4.87M | $5.71B | 8.7% | 5.9% | Jun 30, 2026 |
| Capital World Investors | 4.27M | $5.01B | 7.6% | -8.4% | Jun 30, 2026 |
| Vanguard Capital Management LLC | 3.65M | $4.28B | 6.5% | -0.4% | Jun 30, 2026 |
| Capital Research Global Investors | 3.12M | $3.66B | 5.6% | -0.8% | Jun 30, 2026 |
| Vanguard Portfolio Management LLC | 2.58M | $3.02B | 4.6% | 0.3% | Jun 30, 2026 |
| State Street Corporation | 2.56M | $3.00B | 4.6% | 1.7% | Jun 30, 2026 |
| Principal Financial Group, Inc. | 1.71M | $2.00B | 3.1% | -15.1% | Jun 30, 2026 |
| Geode Capital Management, LLC | 1.29M | $1.51B | 2.3% | 0.8% | Jun 30, 2026 |
| FMR, LLC | 1.09M | $1.28B | 1.9% | -19.7% | Jun 30, 2026 |
면책조항: 증시가격은 모든 주식 시장의 최신 증시가격을 표시하는 것은 아니며, 정보가 지연되거나 잘못될 수 있습니다. 거래 목적이나 조언이 아닌 정보 제공 목적으로만 제공됩니다.