TDG PEER ANALYSIS

Transdigm Group Incorporated — metric-by-metric comparison with peers and the industry median

TDGTransdigm Group Incorporated

🇺🇸 USA · US · Industrials · Aerospace & Defense

Value it Duel

Overall Profile & Returns

· Aerospace & Defense

Position Within Industry

0 = weak quartile, 100 = strong quartile

TDGIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	TDG	RHM	HO	ASELS	SAF	AIR	Ind. Median
P/E	42.03	73.04	29.66	54.85	20.79●	32.94	42.03
P/B	-8.33●	9.89	6.23	6.44	10.05	6.33	5.08
EV/EBITDA	22.25	24.64	16.20●	32.60	26.28	16.66	25.08
P/S	8.24	5.51	2.24●	9.49	4.78	2.28	4.19

Financial Health
Metric	TDG	RHM	HO	ASELS	SAF	AIR	Ind. Median
Current Ratio	3.52●	1.05	0.84	1.54	0.90	1.13	1.75
Debt/Equity	-340.4%●	40.4%	76.9%	18.8%	35.9%	55.8%	48.4%
NetDebt/EBITDA	5.88	0.38	0.52	0.39	-0.26●	-0.03	0.88

Profitability
Metric	TDG	RHM	HO	ASELS	SAF	AIR	Ind. Median
Net Margin	21.3%	7.6%	7.6%	17.3%	23.0%●	6.9%	6.6%
ROE	—	14.7%	21.6%	15.1%	57.4%●	20.9%	11.3%
ROA	8.5%	4.2%	4.2%	8.8%	12.3%●	3.7%	4.5%
EBITDA Margin	50.3%●	22.7%	14.3%	29.5%	18.0%	13.6%	13.1%

Growth + Dividend
Metric	TDG	RHM	HO	ASELS	SAF	AIR	Ind. Median
Rev. Growth	13.3%	-8.7%	7.6%	20.6%●	12.9%	3.7%	12.2%
NI Growth	6.4%	-4.0%	61.5%●	58.9%	—	13.2%	27.7%
Div. Yield	6.7%●	1.0%	1.6%	0.0%	1.0%	1.6%	0.7%
Payout	259.2%	51.0%	46.6%	0.0%	0.0%	0.0%	16.4%

Valuation
Metric	TDG	NOC	RKLB	GD	LHX	HWM	Ind. Median
P/E	42.03	17.06●	—	23.80	32.74	64.26	42.03
P/B	-8.33●	4.56	24.89	3.96	2.88	20.28	5.08
EV/EBITDA	22.25	12.09●	—	17.07	17.53	44.82	25.08
P/S	8.24	1.84●	82.93	1.92	2.52	12.99	4.19

Financial Health
Metric	TDG	NOC	RKLB	GD	LHX	HWM	Ind. Median
Current Ratio	3.52	1.14	4.47●	1.38	1.03	2.44	1.75
Debt/Equity	-340.4%●	99.8%	6.1%	30.7%	57.7%	84.9%	48.4%
NetDebt/EBITDA	5.88	1.95	8.19	0.69●	2.80	0.88	0.88

Profitability
Metric	TDG	NOC	RKLB	GD	LHX	HWM	Ind. Median
Net Margin	21.3%●	10.8%	-26.9%	8.1%	7.7%	20.2%	6.6%
ROE	—	28.5%	-13.5%	18.0%	8.9%	33.8%●	11.3%
ROA	8.5%	9.3%	-9.0%	7.5%	4.2%	14.6%●	4.5%
EBITDA Margin	50.3%●	18.2%	-22.4%	11.7%	17.1%	29.6%	13.1%

Growth + Dividend
Metric	TDG	NOC	RKLB	GD	LHX	HWM	Ind. Median
Rev. Growth	13.3%	5.0%	45.8%●	9.3%	5.8%	14.2%	12.2%
NI Growth	6.4%	23.3%	—	9.2%	7.9%	38.9%●	27.7%
Div. Yield	6.7%●	1.8%	—	1.7%	1.0%	0.2%	0.7%
Payout	259.2%	28.9%	—	37.2%	52.7%	10.7%	16.4%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 6, 26. This content is for informational purposes only and is not investment advice.