TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally.
$1,197.01+0.66%
报价 2026-11-06
市值
$66.17B
EV
$91.69B
PE (TTM)
33.2x
预期 PE (FY2027)
24.6x
52 周区间距高点 -17.4%
$1,076.01$1,450.00
筛选结果
pipeline · 2026-11-06Keep✗ 高增长✗ Cheap✓ GARP
GARP Pool: growth 10-30%, MC/GP <= 11
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22028-09 | 1.3x | 39.77 → 55.61（1.4x） | 21.5 |
| FY+32029-09 | 1.3x | 39.77 → 64.01（1.6x） | 18.7 |
毛利率 60% · TTM 收入 $10007M · 基数 EPS 39.77（调整后）
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| TDGTransDigm Group Incorporated | $66.17B | +0.7% | +11.9% | 59.4% | 33.2x | 18.4x | 31.7x | GARP |
| GDGeneral Dynamics Corporation | $95.68B | -0.6% | +6.4% | 15.1% | 22.3x | 16.6x | 24.1x | |
| EMREmerson Electric Co. | $90.56B | -0.2% | +5.4% | 51.7% | 31.5x | 17.1x | 35.1x | |
| CTASCintas Corporation | $88.29B | -1.8% | +7.4% | 51.5% | 38.3x | 26.4x | 49.8x | |
| JCIJohnson Controls International plc | $81.79B | +2.7% | – | 36.5% | 24.8x | 26.9x | – | |
| PWRQuanta Services, Inc. | $81.5B | +6.3% | +47.3% | 16.7% | 51.9x | 25.3x | 27.7x | |
| ITWIllinois Tool Works Inc. | $79.85B | -1.6% | +3.6% | 44% | 24.9x | 18.0x | 29.7x | |
| NOCNorthrop Grumman Corporation | $74.59B | -0.0% | +5.1% | 19.8% | 23.2x | 15.5x | 22.7x | |
| VRTVertiv Holdings Co | $70.41B | +3.5% | +43.2% | 38.1% | 33.4x | 23.2x | 22.6x | 高增长 |
| 同行中位数 | – | – | +6.4% | 37.3% | 28.2x | 20.6x | 27.7x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-27 Q3 2026 | 2026-03-28 Q2 2026 | 2025-12-27 Q1 2026 | 2025-09-30 Q4 2025 | 2025-06-28 Q3 2025 | 2025-03-29 Q2 2025 | 2024-12-28 Q1 2025 | 2024-09-30 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.74B | $2.54B | $2.29B | $2.44B | $2.24B | $2.15B | $2.01B | $2.19B |
| Gross Margin | 59.4% | 59.4% | 59.2% | 60.3% | 59.5% | 59.3% | 61.6% | 57.6% |
| Operating Margin | 44.8% | 46.7% | 45.8% | 47.6% | 46.4% | 46.1% | 48.6% | 43.1% |
| Net Income | $539M | $535M | $445M | $610M | $492M | $479M | $493M | $468M |
| Diluted EPS | 9.39 | 9.2 | 6.62 | 7.75 | 8.47 | 8.24 | 7.62 | 5.79 |
| Operating Cash Flow | $724M | $135M | $832M | $507M | $631M | $148M | $752M | $572M |
研究材料
Filing 摘要
电话会纪要摘要
暂无纪要摘要。