What is the 13F Pro Quality Score for TDG?

13F Pro ranks TransDigm Group INC (TDG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View TDG's current score at https://13fpro.ai/research/TDG (free sign-up required for the full ranking).

Where does 13F Pro source TDG data?

All TransDigm Group INC fundamentals and ownership data come directly from SEC EDGAR. TransDigm Group INC files with the SEC under CIK 1260221. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is TDG in?

TransDigm Group INC (TDG) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

How often is TDG research updated on 13F Pro?

TDG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

TransDigm Group INC(TDG)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Industrials →NYSE

Institutional-grade research for retail investors

SEC EDGAR: CIK 1260221 TDG stock profile & AI dashboard →

13F Pro Quality Score

75.4/100

Rank #126 of 2,879 stocksTOP 5%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

78.5/100

Profitability

83.3/100

Balance Sheet

83.1/100

Earnings Quality

70.3/100

Free Cash Flow

74.3/100

Institutional Flow

16.9/100

Revenue Scale

85.9/100

Dilution Risk

43.8/100

TDG Stock Analysis & AI Quality Score

AI stock analysis and institutional research for TransDigm Group INC (TDG), a Industrials sector company. 13F Pro's AI-powered ranking engine scores TDG at 75.4/100 on a 32-signal composite quality model, placing it at rank #126 of 2,879 stocks — the top 5% of the AI-ranked universe. TDG scores in the top quartile across revenue scale (85.9), profitability (83.3), balance sheet strength (83.1). Areas of concern include institutional flow (16.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 43.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), TransDigm Group INC reports quarterly revenue of $2.5B, net income of $535.0M, an operating margin of 46.3%. Top institutional holders of TDG by reported 13-F value include Capital International Investors, Capital World Investors, BlackRock,, based on the most recent SEC filings. TDG trades on the NYSE exchange and files with the SEC under CIK 1260221. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TDG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TransDigm Group INC directly from SEC EDGAR. TransDigm Group INC's 13F Pro composite quality score has ranged between 8 and 83 since 2021, currently 75.4 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

✦

Fun facts about TransDigm Group INC

Quirks, history, and lore behind TDG — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrials company · large-cap · listed on the NYSE · headquartered in Ohio.
2
The Numbers
Annual revenue in the range of $7–8 billion, with operating margins that routinely embarrass its peers — think north of 40%. Defense contractors wish they had its pricing power.
3
The History
Built almost entirely through acquisitions since the late 1990s, it has gobbled up hundreds of niche manufacturers and turned a private-equity playbook into a publicly traded juggernaut.
4
The Secret
It sells highly engineered proprietary components that go inside commercial and military aircraft — parts so specialized that switching suppliers is essentially not an option for its customers.
5
The Lore
Critics call it the "hidden toll booth" of aerospace — once your plane is certified with its part, you pay whatever it charges for the life of that airframe. Investors call it brilliant.
6
The Giveaway
An aerospace components roll-up so prolific it owns over 50 operating units, trades under a three-letter ticker that rhymes with a video game controller button, and makes Wall Street and the Pentagon equally uneasy.

▶ Think you know your stocks? Play the Daily Ticker

Revenue

Q2 2026

$2.5B

Net Income

Q2 2026

$535.0M

Free Cash Flow

Q2 2026

$64.0M

Operating Margin

Q2 2026

46.3%

ROIC

Q2 2026

5.4%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+34.1% YoY

$8.83BFY 2025

FY21 $4.80BFY22 $5.43BFY23 $6.58BFY25 $8.83B

Net Income

+59.8% YoY

$2.07BFY 2025

FY21 $680.0MFY22 $866.0MFY23 $1.30BFY25 $2.07B

Operating Income

+42.5% YoY

$4.17BFY 2025

FY21 $1.69BFY22 $2.21BFY23 $2.92BFY25 $4.17B

EPS (Diluted)

+45.6% YoY

$32.08FY 2025

FY21 $10.41FY22 $13.40FY23 $22.03FY25 $32.08

Total Assets

+14.7% YoY

$22.91BFY 2025

FY21 $19.32BFY22 $18.11BFY23 $19.97BFY25 $22.91B

Total Debt

+51.1% YoY

$29.41BFY 2025

FY21 $19.93BFY22 $19.52BFY23 $19.47BFY25 $29.41B

Op. Cash Flow

+48.2% YoY

$2.04BFY 2025

FY21 $913.0MFY22 $948.0MFY23 $1.38BFY25 $2.04B

Metric	FY 2025	FY 2023	FY 2022	FY 2021	FY 2018	FY 2016
Revenue	$8.83B +34.1%	$6.58B +21.3%	$5.43B +13.2%	$4.80B +25.9%	$3.81B +20.2%	$3.17B
Net Income	$2.07B +59.8%	$1.30B +49.9%	$866.0M +27.4%	$680.0M -28.9%	$957.0M +63.2%	$586.4M
Operating Income	$4.17B +42.5%	$2.92B +32.0%	$2.21B +31.0%	$1.69B +2.2%	$1.66B +30.5%	$1.27B
EPS (Diluted)	$32.08 +45.6%	$22.03 +64.4%	$13.40 +28.7%	$10.41	—	—
Total Assets	$22.91B +14.7%	$19.97B +10.3%	$18.11B -6.3%	$19.32B +58.4%	$12.20B +13.7%	$10.73B
Total Debt	$29.41B +51.1%	$19.47B -0.3%	$19.52B -2.0%	$19.93B +57.5%	$12.65B +25.9%	$10.05B
Operating Cash Flow	$2.04B +48.2%	$1.38B +45.0%	$948.0M +3.8%	$913.0M -10.7%	$1.02B	—

AI Insight: TDG Financial Trends

Operating income surged 26% year-over-year to $1,178M in Q1 2026, but negative equity and rising debt signal aggressive financial engineering masking operational gains.

• Operating income expanded from $991M (Q1 2025) to $1,178M (Q1 2026), a 19% year-over-year increase.

• Revenue grew 18% year-over-year from $2,150M (Q1 2025) to $2,543M (Q1 2026), with Q3 2025 reaching $2,437M.

• Total debt rose from $24,494M (Q1 2025) to $31,408M (Q1 2026); equity deteriorated from -$5,671M to -$9,402M.

⚠ Operating cash flow collapsed to $135M in Q1 2026 from $631M in Q2 2025—worst quarterly result in dataset.

⚠ Negative equity of -$9,402M (Q1 2026) reflects aggressive leverage; debt/EBITDA likely elevated despite strong operating performance.

Get alerted when TDG's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for TransDigm Group INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of TDG

Capital International Investors
$6.4B5,494,695 sh
Capital World Investors
$5.4B4,666,491 sh
BlackRock, Inc.
$5.3B4,601,252 sh
VANGUARD CAPITAL MANAGEMENT LLC
$4.3B3,669,729 sh
Capital Research Global Investors
$3.6B3,143,509 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$3.0B2,573,087 sh
STATE STREET CORP
$2.9B2,516,606 sh
PRINCIPAL FINANCIAL GROUP INC
$2.3B2,013,784 sh
FMR LLC
$1.6B1,358,539 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.5B1,276,444 sh

Fund	Value	Shares
Capital International Investors	$6.4B	5,494,695
Capital World Investors	$5.4B	4,666,491
BlackRock, Inc.	$5.3B	4,601,252
VANGUARD CAPITAL MANAGEMENT LLC	$4.3B	3,669,729
Capital Research Global Investors	$3.6B	3,143,509
VANGUARD PORTFOLIO MANAGEMENT LLC	$3.0B	2,573,087
STATE STREET CORP	$2.9B	2,516,606
PRINCIPAL FINANCIAL GROUP INC	$2.3B	2,013,784
FMR LLC	$1.6B	1,358,539
GEODE CAPITAL MANAGEMENT, LLC	$1.5B	1,276,444

More Industrials Companies

View all Industrials →

AADX

Applied Aerospace & Defense, Inc.

AAL

American Airlines Group Inc.

AAON

AAON, INC.

ABM

ABM INDUSTRIES INC /DE/

ACA

Arcosa, Inc.

ACHR

Archer Aviation Inc.

ACLS

AXCELIS TECHNOLOGIES INC

ACMR

ACM Research, Inc.

Put TDG on your watchlist

Track score changes the day TransDigm Group INC files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is TDG a good stock to buy?

13F Pro's AI-powered analysis of TransDigm Group INC (TDG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TDG are available on the TDG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own TDG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TDG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TransDigm Group INC's investment landscape.