TransDigm Group INC
TDG- Exchange
- NYSE
- Industry
- Aircraft Parts & Auxiliary Equipment, NEC
- SEC CIK
- 0001260221
In the last 90 days, TransDigm Group INC insiders filed 0 open-market purchases and 4 sales; 1,149 institutions reported holding it in 13F filings for Q2 2026, worth $70.0B in total; superinvestors Third Point and Lone Pine Capital hold it.
Key figures
- Market capClose on Nov 11, 2026
- $68.0B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $26.3M in total
- 4
- 13F holdersQ2 2026, +45 vs. previous quarter
- 1,149
- 13F valueReported value at the end of Q2 2026
- $70.0B
- Superinvestors holdingAt the end of Q2 2026
- 2
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $10.6B
- +19.5% year over year
- Net income, FY2026
- $2.11B
- +1.6% year over year
- Free cash flow, FY2026
- $1.91B
- +5.3% year over year
- Revenue, Q4 FY2026
- $2.99B
- +22.6% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 994.1K
- Shares sold short
- Change
- −51.8K
- −5.0% vs. previous
- Days to cover
- 2.74
- At average daily volume
Superinvestors holding TDG, Q2 2026
Go to the superinvestors tab2 superinvestors report holding TransDigm Group INC on Form 13F. Percentages are the stock's share of each portfolio.
Lone Pine Capital
Stephen Mandel
0.2%
TransDigm Group INC's share of the portfolio
- Shares
- 28,532
- Value
- $38.0M
Latest insider trades
See all insider tradesOpen-market purchases and sales by TransDigm Group INC insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 16, 2026 (view filing)4:19 PM ET | Oct 15 | 1 day | Reiss JoelCo-Chief Operating Officer | SSale | −4.10K | $1,128.04 | −$4.62M | −53.2%3.60K after | 21 lots10b5-1 |
| Sep 16, 2026 (view filing)5:09 PM ET | Sep 15 | 1 day | Reiss JoelCo-Chief Operating Officer | SSale | −3.90K | $1,094.58 | −$4.27M | −52.0%3.60K after | 27 lots10b5-1 |
| Aug 19, 2026 (view filing)4:21 PM ET | Aug 18 | 1 day | Howley W NicholasDirector | SSale | −10.1K | $1,236.28 | −$12.5M | −32.0%21.5K after | 14 lots10b5-1 |
| Aug 18, 2026 (view filing)4:26 PM ET | Aug 17 | 1 day | Reiss JoelCo-Chief Operating Officer | SSale | −3.90K | $1,238.76 | −$4.83M | −52.0%3.60K after | 19 lots10b5-1 |
| Jul 21, 2026 (view filing)4:47 PM ET | Jul 20 | 1 day | Howley W NicholasDirector | SSale | −10.1K | $1,216.08 | −$12.3M | −32.0%21.5K after | 12 lots10b5-1 |
| Jul 17, 2026 (view filing)4:17 PM ET | Jul 15 | 2 days | Reiss JoelCo-Chief Operating Officer | SSale | −414 | $1,231.11 | −$509.7K | −10.3%3.60K after | 4 lots10b5-1 |
| Jul 17, 2026 (view filing)4:16 PM ET | Jul 15 | 2 days | Reiss JoelCo-Chief Operating Officer | SSale | −3.49K | $1,216.21 | −$4.24M | −46.5%4.01K after | 29 lots10b5-1 |
| Jun 22, 2026 (view filing) | Jun 18 | 4 days | Howley W NicholasDirector | SSale | −10.1K | $1,319.55 | −$13.4M | −32.0%21.5K after | 22 lotsDuplicate filing |
| Jun 22, 2026 (view filing) | Jun 18 | 4 days | Howley W NicholasDirector | SSale | −10.1K | $1,319.55 | −$13.4M | −32.0%21.5K after | 22 lotsDuplicate filing |
| Jun 22, 2026 (view filing) | Jun 18 | 4 days | Howley W NicholasDirector | SSale | −10.1K | $1,319.55 | −$13.4M | −32.0%21.5K after | 22 lots |
Top 10 13F holders, Q2 2026
See all 1,149 holdersThe largest institutional positions in TransDigm Group INC at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 5,062,682 | $6.74B | 1.39% | −432,013−7.9% | Reduced |
| BlackRock, Inc. | 4,871,505 | $6.49B | 0.10% | +270,253+5.9% | Added |
| Capital World Investors | 4,274,109 | $5.69B | 0.67% | −392,382−8.4% | Reduced |
| Vanguard Capital Management LLC | 3,653,511 | $4.87B | 0.10% | −16,218−0.4% | Reduced |
| Capital Research Global Investors | 3,119,490 | $4.16B | 0.58% | −24,019−0.8% | Reduced |
| Vanguard Portfolio Management LLC | 2,580,994 | $3.44B | 0.15% | +7,907+0.3% | Added |
| State Street Corp | 2,559,096 | $3.41B | 0.10% | +42,490+1.7% | Added |
| Principal Financial Group Inc | 1,709,129 | $2.28B | 1.12% | −304,655−15.1% | Reduced |
| Geode Capital Management, LLC | 1,286,385 | $1.71B | 0.09% | +9,941+0.8% | Added |
| FMR LLC | 1,091,534 | $1.45B | 0.06% | −267,005−19.7% | Reduced |
Holders of 5% or more of TDG
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of TransDigm Group INC.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Capital International Investors | 13G/A | 9.90%5.58M shares | – | Feb 16, 20215 filings | May 14, 2026 | SEC |
| Capital World Investors | 13G/A | 8.30%4.71M shares | +1.50 ppfrom 6.80% | Feb 16, 20214 filings | May 14, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 7.48%4.22M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
| Capital Research Global Investors | 13G | 5.60%3.15M shares | New | May 14, 20261 filing | May 14, 2026 | SEC |
Politician trades
All politician trades in TDG11 members of Congress reported 40 trades in TransDigm Group INC since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Sep 9, 2026 |  April McClain Delaney House · MD | Sell | $100K-$250K |
| Aug 3, 2026 | April McClain Delaney House · MD | Buy | $1K-$15K |
| Jul 21, 2026 |  Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Jun 5, 2026 | April McClain Delaney House · MD | Buy | $1K-$15K |
| Jun 5, 2026 | April McClain Delaney House · MD | Buy | $1K-$15K |
House · MD · Sep 9, 2026
Sell$100K-$250K
House · MD · Aug 3, 2026
Buy$1K-$15K
Senate · OK · Jul 21, 2026
Buy$1K-$15K
House · MD · Jun 5, 2026
Buy$1K-$15K
House · MD · Jun 5, 2026
Buy$1K-$15K