TDG
TransDigm Group IncorporatedIndustrials · $62.0B market cap
Verdict
Share price
$1,090.38
close of Oct 3, 2026
Fair value
$734.51
Sticker Price
Payback Price
$293.80
buy price
TDG is Overpriced: at $1,090.38 it trades 48% above its fair value of $734.51. Its buy price (Payback Price) is $293.80, 73% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
5 of 5 clear the 10% bar. What are the Big Five?
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6 of the investors we track hold TDG. In Q2 2026, 1 added and 1 trimmed. Who we track
AltaRock Partners
AltaRock Partners · as of Q2 2026
$1.2B
875,755 shares
Vulcan Value Partners
Vulcan Value Partners · as of Q2 2026
$227.0M
170,429 shares
Daniel Loeb
Third Point · as of Q2 2026
$105.2M
79,000 shares
Stephen Mandel
Lone Pine Capital · as of Q2 2026
$38.0M
28,532 shares
Bryan Lawrence
Oakcliff Capital · as of Q2 2026
$32.2M
24,170 shares
Show all 6 holdersShow fewer
Triple Frond Partners
Triple Frond Partners · as of Q2 2026
$142K
106,544 shares
Insider activity
Since Jun 18, 2026: no open-market purchases, 95 sales worth $47.0M and 5 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Howley W Nicholas
director · 2026-08-18
Sold
$236K
Howley W Nicholas
director · 2026-08-18
Sold
$1.6M
Howley W Nicholas
director · 2026-08-18
Sold
$4.9M
Howley W Nicholas
director · 2026-08-18
Sold
$644K
Howley W Nicholas
director · 2026-08-18
Sold
$309K
Show all 95 salesShow fewer
Howley W Nicholas
director · 2026-08-18
Sold
$173K
Howley W Nicholas
director · 2026-08-18
Sold
$333K
Howley W Nicholas
director · 2026-08-18
Sold
$555K
Howley W Nicholas
director · 2026-08-18
Sold
$1.3M
Howley W Nicholas
director · 2026-08-18
Sold
$1.0M
Howley W Nicholas
director · 2026-08-18
Sold
$701K
Howley W Nicholas
director · 2026-08-18
Sold
$356K
Howley W Nicholas
director · 2026-08-18
Sold
$86K
Howley W Nicholas
director · 2026-08-18
Sold
$250K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$38K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$100K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$25K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$75K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$60K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$46K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$181K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$124K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$172K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$139K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$149K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$496K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$421K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$618K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$830K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$461K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$404K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$321K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Sold
$173K
Howley W Nicholas
director · 2026-07-20
Sold
$539K
Howley W Nicholas
director · 2026-07-20
Sold
$568K
Howley W Nicholas
director · 2026-07-20
Sold
$159K
Howley W Nicholas
director · 2026-07-20
Sold
$1.5M
Howley W Nicholas
director · 2026-07-20
Sold
$1.8M
Howley W Nicholas
director · 2026-07-20
Sold
$734K
Howley W Nicholas
director · 2026-07-20
Sold
$316K
Howley W Nicholas
director · 2026-07-20
Sold
$1.9M
Howley W Nicholas
director · 2026-07-20
Sold
$1.7M
Howley W Nicholas
director · 2026-07-20
Sold
$2.1M
Howley W Nicholas
director · 2026-07-20
Sold
$291K
Howley W Nicholas
director · 2026-07-20
Sold
$690K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$111K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$258K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$49K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$188K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$623K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$169K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$73K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$257K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$171K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$110K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$110K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$73K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$291K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$256K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$206K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$133K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$109K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$36K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$97K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$73K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$36K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$12K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$89K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$139K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$192K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$187K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$96K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$84K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$12K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$12K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$177K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$86K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Sold
$234K
Howley W Nicholas
director · 2026-06-18
Sold
$325K
Howley W Nicholas
director · 2026-06-18
Sold
$265K
Howley W Nicholas
director · 2026-06-18
Sold
$341K
Howley W Nicholas
director · 2026-06-18
Sold
$499K
Howley W Nicholas
director · 2026-06-18
Sold
$896K
Howley W Nicholas
director · 2026-06-18
Sold
$403K
Howley W Nicholas
director · 2026-06-18
Sold
$354K
Howley W Nicholas
director · 2026-06-18
Sold
$1.1M
Howley W Nicholas
director · 2026-06-18
Sold
$2.5M
Howley W Nicholas
director · 2026-06-18
Sold
$1.2M
Howley W Nicholas
director · 2026-06-18
Sold
$1.8M
Howley W Nicholas
director · 2026-06-18
Sold
$980K
Howley W Nicholas
director · 2026-06-18
Sold
$1.3M
Howley W Nicholas
director · 2026-06-18
Sold
$210K
Howley W Nicholas
director · 2026-06-18
Sold
$151K
Howley W Nicholas
director · 2026-06-18
Sold
$127K
Howley W Nicholas
director · 2026-06-18
Sold
$146K
Other filings
Howley W Nicholas
director · 2026-08-18
Option exercise
$673K
Reiss Joel
Co-Chief Operating Officer · 2026-08-17
Option exercise
$1.1M
Howley W Nicholas
director · 2026-07-20
Option exercise
$673K
Reiss Joel
Co-Chief Operating Officer · 2026-07-15
Option exercise
$1.1M
Howley W Nicholas
director · 2026-06-18
Option exercise
$673K
About TransDigm Group Incorporated
TransDigm Group Incorporated is a global aerospace enterprise specializing in the development, manufacturing, and distribution of a wide array of aircraft components. Operating across the United States and internationally, its business is structured around three distinct divisions. The Power & Control division focuses on critical systems, providing solutions such as electromechanical actuators and control…
Aerospace & Defense
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works