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TransDigm Group Inc Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 27 Feb 2026.
TransDigm Group Inc: what insiders have been doing
This page follows insider dealings at TransDigm Group Inc as filed with SEC (Form 4), a company from the Defense & Aerospace sector based in Cleveland, United States. The group dates from 1993. 18 insiders have disclosed 220 filings since 18 October 2025.
Both sides are active: 3 purchases worth €1.7M and 156 sales worth €141.4M, from 2 insiders and 4 insiders respectively. On balance, insiders were net sellers of €139.7M. A purchase on the market is a deliberate choice to commit personal money, which is why it draws more attention than a grant. Among those who bought: 1 senior executive and 1 chief executive. The largest single trade was a sale of €86.8M by Small Robert J, published on 9 December 2025.
With 220 filings in twelve months, the company is more active than the median of 22 filings across the 5,458 companies we follow on the same exchange. Over the whole record (from 2016), the tally stands at 10 purchases and 188 sales. For the fiscal year to 30 September 2025, the annual 10-K puts revenue at 8.83 bn USD and net income at 2.07 bn USD.
In all, 1 purchase was made within 30 days of a purchase by another insider of the company. Purchases made close together by different insiders form what is called a cluster. The latest purchase dates back some time: it was published 233 days ago, on 27 February 2026. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 1 day. Section 16 rules allow two business days to file each Form 4. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
Other companies in the same sector with recent insider buying flagged by our signals: Heico Corp. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
495
Thresholds
n/a
Buy Volume
€5M
10 ops. · all time
Sell Volume
€223M
188 ops. · all time
Who traded when
BuySaleJoel Reiss117 sales
W. Nicholas Howley37 sales
Robert J. Small1 buy7 sales
Michael Lisman2 buys
Kevin M. Stein1 sale
Since the insiders bought
- -4.4%Entry US$1,316.26 · Close at T+90 US$1,258.32
- -8.6%Entry US$1,311.95 · Close at T+90 US$1,198.67
- +50.5%Entry US$600.39 · Close at T+365 US$903.85
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate TransDigm Group Inc Buy (bullish), based on 19 analysts. Average price target: US$1,497.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 12,148 of 24,158 companies
51.4
score / 100
Value43
Quality60
FCF yld2.9%
Earn yld3.0%
EV/EBITDA20.2x
ROE·
Gross mgn60%
Net mgn21%
Debt/EBITDA6.6x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended September 2025 · cache
US$1,109.22
Analyst consensus
19 analystsBuy
US$1,331.00Target US$1,497.00(+35%)US$1,972.00
Income statement
RevenueUS$8.8B
Gross profitUS$5.3B60% margin
EBITDAUS$4.6B52% margin
Net incomeUS$1.9B21.3% margin
Valuation
PER (trailing)33.9x
PER (forward)23.0x
Beta0.89
Balance sheet & cash
Market capUS$62B
Total debtUS$30B
Free Cash FlowUS$1.8B
Profitability & ownership
ROA11.8%
% insiders0.4%
% institutions97.2%
Last declaration on 16 October 2026
Declarations495 total
4,100 shares@ US$284.970.0019% mcap2.1% of flowCommon StockSEC:0001656109-26-000009:0
20 shares@ US$1,112.2650.0000% mcap0.0% of flowCommon StockSEC:0001656109-26-000009:1
100 shares@ US$1,113.58360.0002% mcap0.2% of flowCommon StockSEC:0001656109-26-000009:2
100 shares@ US$1,114.82050.0002% mcap0.2% of flowCommon StockSEC:0001656109-26-000009:3
50 shares@ US$1,116.0240.0001% mcap0.1% of flowCommon StockSEC:0001656109-26-000009:4
60 shares@ US$1,117.110.0001% mcap0.1% of flowCommon StockSEC:0001656109-26-000009:5
100 shares@ US$1,119.01350.0002% mcap0.2% of flowCommon StockSEC:0001656109-26-000009:6
30 shares@ US$1,120.30330.0001% mcap0.1% of flowCommon StockSEC:0001656109-26-000009:7
60 shares@ US$1,121.57670.0001% mcap0.1% of flowCommon StockSEC:0001656109-26-000009:8
306 shares@ US$1,124.000.0006% mcap0.6% of flowCommon StockSEC:0001656109-26-000009:10
600 shares@ US$1,125.00090.0011% mcap1.2% of flowCommon StockSEC:0001656109-26-000009:11
278 shares@ US$1,125.85950.0005% mcap0.6% of flowCommon StockSEC:0001656109-26-000009:12
305 shares@ US$1,127.01150.0006% mcap0.6% of flowCommon StockSEC:0001656109-26-000009:13
120 shares@ US$1,127.90180.0002% mcap0.2% of flowCommon StockSEC:0001656109-26-000009:14
150 shares@ US$1,129.37830.0003% mcap0.3% of flowCommon StockSEC:0001656109-26-000009:15
100 shares@ US$1,130.0560.0002% mcap0.2% of flowCommon StockSEC:0001656109-26-000009:16
130 shares@ US$1,131.32680.0002% mcap0.3% of flowCommon StockSEC:0001656109-26-000009:17
317 shares@ US$1,133.88680.0006% mcap0.7% of flowCommon StockSEC:0001656109-26-000009:19
438 shares@ US$1,135.95420.0008% mcap0.9% of flowCommon StockSEC:0001656109-26-000009:21
495 shares@ US$1,134.99670.0009% mcap1.0% of flowCommon StockSEC:0001656109-26-000009:20
131 shares@ US$1,123.08560.0002% mcap0.3% of flowCommon StockSEC:0001656109-26-000009:9
210 shares@ US$1,132.29850.0004% mcap0.4% of flowCommon StockSEC:0001656109-26-000009:18
00Common StockSEC:0001234544-26-000002:0
46 shares@ US$1,085.000.0001% mcap10.4% of flowCommon StockSEC:0001239309-26-000001:0
34 shares@ US$1,085.000.0001% mcap6.1% of flowCommon StockSEC:0001688222-26-000001:0
25 of 495 declarations
About TransDigm Group Inc
TransDigm Group Inc. (ticker: TDG) is a leading aerospace and defense components company listed on the NYSE in the United States. Headquartered in Cleveland, Ohio, the group designs, manufactures, and supplies highly engineered component parts, systems, and subsystems used on commercial and military aircraft worldwide. Its business model is built around proprietary products with significant aftermarket exposure, a combination that typically supports attractive pricing power, recurring service demand, and resilient profitability through the cycle. TransDigm was founded in 1993 and has expanded primarily through a disciplined acquisition strategy; the company says it has acquired more than 100 businesses since formation.
The company’s product portfolio is broad and mission-critical. It includes passenger seatbelts and airbags, cockpit security systems, parachutes, actuators, controls, pumps, valves, switches, relay panels, cockpit displays, fuel and proximity sensing systems, structural health monitoring solutions, and many other aircraft components. Management emphasizes that TransDigm products are found on nearly every commercial and military aircraft in service today, which underscores the company’s deep penetration across both civil aviation and defense platforms. TransDigm operates through independently managed business units, allowing local autonomy while maintaining a common focus on value-based pricing, productivity gains, and profitable new business development.
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From a competitive standpoint, TransDigm stands out because it focuses on proprietary, often hard-to-substitute parts that can remain installed and supported for many years. That creates a favorable mix of OEM and aftermarket revenue, with aftermarket typically offering higher margin potential and more stable demand. The company also positions itself as a value-creation platform with a private-equity-like mindset, but with the liquidity and governance framework of a public company.
Recent activity has remained strategically important. In fiscal 2025, TransDigm completed the acquisition of Servotronics, a designer and manufacturer of servo controls and advanced technology components for aerospace and defense applications. After fiscal year-end, the company completed the acquisition of Simmonds Precision Products from RTX, adding fuel and proximity sensing as well as structural health monitoring capabilities. TransDigm also repurchased shares and issued $5.0 billion of new debt in August 2025, highlighting its continued willingness to use capital markets to support acquisitions and shareholder returns. For investors, TDG remains a high-quality U.S. industrial and defense exposure with global reach, strong aftermarket characteristics, and a proven acquisition-led growth model.
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