TransDigm Group (T1DG34) Fair Value & Analysis
Industrials · BR · Market cap R$370B
Fair value as of: Jul 14, 2026
From 24 valuation models · updated today
Share price −0.9% over the past month.
Price vs Fair Value (12 months)
12‑month range R$113.78 – R$173.68 · fair‑value band R$9.21 – R$19.50 · the R$123.89 price screens above the R$15.52 fair value. As of Jul 14, 2026.
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TransDigm Group (T1DG34) currently trades at R$123.89, while our model-based Fair Value estimate is R$15.52 — implying the stock looks roughly 87.5% overvalued today. We read business quality at 60/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).
Over the trailing twelve months, TransDigm Group generated revenue of R$9.5B at a net margin of 21.9%. Revenue grew 18.3% year over year. Net debt stands at R$27.2B. The stock trades on a trailing P/E of 38.5. Fundamentals as of Jul 14, 2026
Our scenario range runs from R$9.21 (bear case) to R$19.50 (bull case); at R$123.89, the current price sits above that range. The share trades about 29% below its 52-week high and 9% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -55% fair-value upside — at -87%, T1DG34 screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 14, 2026. TTM = trailing twelve months.
About the company
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, cargo loading and handling systems, delivery systems, and electronic components. Its Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, parachutes, …
Revenue & earnings trend
FY2022 – FY2025 · reported fiscal years
TransDigm Group reported revenue of R$8.8B in FY2025 versus R$5.4B in FY2022, a compound +17.6%/yr. Reported net income was R$2.1B in FY2025, compounding +33.8%/yr from FY2022.
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Similar stocks
10 more Aerospace & Defense stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| General Electric Company GE | C$46.59 | C$11.06 | -76% |
| RTX Corporation RTX | $177.41 | $102.41 | -42% |
| Airbus SE 1AIR | €206.30 | €92.85 | -55% |
| The Boeing Company BCO | €180.96 | €51.60 | -71% |
| Safran SA SAFRY | $94.69 | $58.09 | -39% |
| Rolls-Royce Holdings RYCEY | $18.79 | $9.46 | -50% |
| Lockheed Martin Corporation LMTB34 | R$2,676 | R$441.15 | -84% |
| General Dynamics Corporation GDBR34 | R$1,729 | R$1,543 | -11% |
| Howmet Aerospace Inc HWM | $280.36 | $51.38 | -82% |
| Northrop Grumman Corporation NOCG34 | R$524.00 | R$78.85 | -85% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.