TransDigm Group Inc
transdigm.comWhat Do They Do?
Designs and sells aircraft power and control components, including actuators, engine technology and pumps, to aircraft manufacturers and operators, military buyers and maintenance providers.
10-K for FY2025, filed Nov 12, 2025
How Do They Make Money?
Most products and services are sold at a point in time; a limited number of customized contracts earn money as work progresses, and customers who cancel must pay for finished and unfinished goods plus a reasonable profit.
10-K for FY2025, filed Nov 12, 2025The Company recognizes revenue from contracts with customers using the five step model prescribed in ASC 606. A substantial portion of the…View ↗
In a limited number of contracts, control transfers to the customer over time, primarily in contracts where the customer is required to pay…View ↗
Based on our production cycle, it is generally expected that goods related to the revenue will be shipped and billed within twelve months.…View ↗
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10-K for FY2025, filed Nov 12, 2025
FY2025 revenue by reportable segment ↗
$8.8B
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10-K for FY2025, filed Nov 12, 2025
$8.8B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Power & Control
Sold outright
10-K for FY2025, filed Nov 12, 2025 |
52%
FY2022: 53%
|
Power & Control, FY2025
$4.6B Sources
|
Sold outright |
|
Airframe
Sold outright
10-K for FY2025, filed Nov 12, 2025 |
47%
FY2022: 44%
|
Airframe, FY2025
$4.1B Sources
|
Sold outright |
|
Non-aviation
Sold outright
|
1.8%
FY2022: 3.0%
|
Non-aviation, FY2025
$160M Sources
|
Sold outright |
Who Are Their Customers?
Aerospace distributors serve as the main contact for some smaller accounts; other customers include airlines, aircraft makers and military buyers.
10-K for FY2025, filed Nov 12, 2025 10-K for FY2022, filed Nov 10, 2022Our customers include: (1) distributors of aerospace components; (2) worldwide commercial airlines, including national and regional…View ↗
Though typically performed by employees, the account manager function may be performed by independent representatives depending on the…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 23 cents of every revenue dollar as net income in FY2025 and turned 21 cents into free cash flow.
10-K for FY2025, filed Nov 12, 2025
$4.2BView ↗
10-K for FY2025, filed Nov 12, 2025
$2.1BView ↗
10-K for FY2025, filed Nov 12, 2025
$1.8BView ↗
How Are They Changing?
10-Q for Q3 FY2026, filed Aug 4, 2026
Open tableView ↗
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Jul 27, 2026
Agreed to acquire Prince & Izant
The proposed purchase is for approximately $1.066 billion in cash, including certain tax benefits, and requires regulatory approvals.
Sources
8-K, filed Jul 27, 2026
On July 27, 2026, TransDigm Group Incorporated (“TransDigm Group”) issued a press release (the “Press Release”) announcing its definitive…View ↗
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Jul 13, 2026
Withdrew from the proposed Stellant Systems acquisition
The company ended its proposed purchase after deciding not to continue through the regulatory review process.
Sources
8-K, filed Jul 13, 2026
On July 13, 2026, TransDigm Group Incorporated (the “Company”) announced that it has elected to withdraw from its proposed acquisition of…View ↗
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Apr 7, 2026
Completed the Jet Parts Engineering and Victor Sierra Aviation acquisitions
The acquisition was for approximately $2.2 billion in cash, including certain tax benefits.
Sources
8-K, filed Apr 7, 2026
On April 7, 2026, TransDigm Group Incorporated (“TransDigm”) issued a press release (the “Press Release”) announcing the completion of the…View ↗
Growing. Revenue grew 84% in 4 years, from $4.8B in FY2021 to $8.8B in FY2025, about 16% a year.
Testing and instrumentation work
The older product overview describes aircraft components; the latest Airframe description also includes specialized flight, wind-tunnel and jet-engine testing services and equipment, plus testing and instrumentation solutions.
10-K for FY2022, filed Nov 10, 2022 10-K for FY2025, filed Nov 12, 2025Our business is well diversified due to the broad range of products that we offer to our customers. Our major product offerings…View ↗
The Airframe segment includes operations that primarily develop, produce and market systems and components that are used in non-power…View ↗
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