TransDigm Group Incorporated
TDGTransDigm Group Incorporated (TDG) is a global designer, producer, and supplier of highly engineered aerospace components, systems, and accessories primarily for commercial and military aircraft. Founded in 1993, the company specializes in niche, high-technology products with a focus on proprietary designs and long-term customer relationships. TransDigm is known for its strong market position in aerospace aftermarket services and its strategy of acquiring and integrating smaller aerospace component companies.
Dividend History
| Pay Date | Amount | Ex-Date | Record Date |
|---|---|---|---|
| September 12, 2025 | $90.00 | 2025-09-02 | 2025-09-02 |
| October 18, 2024 | $75.00 | 2024-10-04 | 2024-10-04 |
| November 27, 2023 | $35.00 | 2023-11-17 | 2023-11-20 |
| August 26, 2022 | $18.50 | 2022-08-18 | 2022-08-19 |
| January 7, 2020 | $32.50 | 2019-12-27 | 2019-12-30 |
Dividends Summary
- Consistent Payer: TransDigm Group Incorporated has rewarded shareholders with 12 dividend payments over the past 16 years.
- Total Returned Value: Investors who held TDG shares during this period received a total of $394.50 per share in dividend income.
- Latest Payout: The most recent dividend of $90.00/share was paid 309 days ago, on September 12, 2025.
- Dividend Growth: Since 2009, the dividend payout has grown by 1076.5%, from $7.65 to $90.00.
Company News
The article argues that Howmet Aerospace and TransDigm Group are more attractive aerospace and defense investments than SpaceX, citing their strong EPS growth profiles, high-margin aftermarket businesses, and disciplined acquisition strategies. Both companies benefit from aging aircraft fleets requiring maintenance and possess significant pricing...
The article compares HEICO and Textron as aerospace and defense industrial stocks. HEICO specializes in high-margin replacement aircraft parts with a 54x forward P/E ratio but has delivered 25% annualized returns over a decade. Textron is a diversified conglomerate trading at 14x forward earnings with plans to spin off its industrial segment. The...
TransDigm Group boasts a 47.2% operating margin, more than double GE Aerospace's 21.4%, yet GE trades at a higher valuation (43x P/E vs 32x). GE benefits from a predictable recurring revenue stream from its 80,000-engine installed base and cleaner balance sheet, while TransDigm leverages proprietary sole-source aircraft components for pricing pow...
TransDigm Group announced a $2.2 billion acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings from Vance Street Capital. The two businesses provide FAA-approved aftermarket aircraft parts and repair solutions, generating approximately $280 million in 2025 revenue with roughly 700 employees. The deal reinforces TransDigm's focu...
TransDigm Group announced an agreement to acquire Stellant Systems, a California-based defense electronics company, for approximately $960 million in an all-cash transaction. The acquisition, expected to close in 2026, expands TransDigm's aerospace and military components portfolio. Stellant generates about $300 million in annual revenue with nea...
