TransDigm's 47.2% Operating Margin Crushes GE's 21.4%. Why Does GE Still Get the Higher Valuation?

Aircraft production is years behind schedule, extending the maintenance and repair cycle for both engines and parts. TransDigm's operating margin is double GE Aerospace's, yet GE trades at a higher valuation.

The Motley Fool • Feb 20, 2026

50% In Just 5 Stocks: Why I'm Willing To Invest Big In High-Quality

My concentrated portfolio emphasizes high-conviction holdings: LandBridge, Texas Pacific Land (TPL), QXO Inc., Old Dominion Freight Line (ODFL), and Carlisle Companies (CSL). I prioritize companies with durable business models, high ROIC, pricing power, optionality, strong management, and attractive reinvestment runways over simple valuation metrics. Energy, commercial remodeling, data centers, and AI-driven disruption in fragmented industries are my core secular growth themes.

Seeking Alpha • Feb 13, 2026

Down 8.7% in 4 Weeks, Here's Why TransDigm (TDG) Looks Ripe for a Turnaround

TransDigm (TDG) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Zacks Investment Research • Feb 5, 2026

Compared to Estimates, TransDigm (TDG) Q1 Earnings: A Look at Key Metrics

The headline numbers for TransDigm (TDG) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Feb 4, 2026

TransDigm Group Incorporated (TDG) Q1 2026 Earnings Call Transcript

TransDigm Group Incorporated (TDG) Q1 2026 Earnings Call Transcript

Seeking Alpha • Feb 3, 2026

TransDigm Group Reports Fiscal 2026 First Quarter Results

CLEVELAND, Feb. 3, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported results for the first quarter ended December 27, 2025. First quarter highlights include: Net sales of $2,285 million, up 14% from $2,006 million in the prior year's quarter; Net income of $445 million; Earnings per share of $6.62; EBITDA As Defined of $1,197 million, up 13% from $1,061 million in the prior year's quarter; EBITDA As Defined margin of 52.4% Adjusted earnings per share of $8.23, up 5% from $7.83 in the prior year's quarter; and Upward revision to fiscal 2026 financial guidance.

PRNewsWire • Feb 3, 2026

TransDigm's Q1 Earnings Surpass Estimates, Sales Increase Y/Y

TDG beats Q1 earnings and sales estimates as revenues jump 14%. It also raises its fiscal 2026 sales and adjusted EPS guidance.

Zacks Investment Research • Feb 3, 2026

TransDigm Group (TDG) Q1 Earnings and Revenues Top Estimates

TransDigm Group (TDG) came out with quarterly earnings of $8.23 per share, beating the Zacks Consensus Estimate of $8.02 per share. This compares to earnings of $7.83 per share a year ago.

Zacks Investment Research • Feb 3, 2026

Transdigm to Report Q1 Earnings: Here's What You Need to Know

TDG's fiscal Q1 earnings are expected to benefit from Simmonds acquisition, rising aftermarket and defense demand boosting results.

Zacks Investment Research • Jan 30, 2026

Curious about TransDigm (TDG) Q1 Performance? Explore Wall Street Estimates for Key Metrics

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for TransDigm (TDG), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.

Zacks Investment Research • Jan 29, 2026