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Screener / SEC EDGAR /CIK 0001260221 /10-K filed Nov 10, 2026, compared with Nov 12, 2025 /Numbers from the XBRL of the 10-Ks
Industrials peers:
CTASROKXYLHWMTDGFAST
NYSE Industrials · Aerospace Parts

TransDigm Group TDG

TDG quote by TradingView
Headquarters
Cleveland, OH
CEO
Kevin M. Stein
Next results
around Feb 2, 2027
Compare with peers Embed

Where each dollar of revenue went, FY2026

Revenue of $10.6B through the costs to a net profit of $2.1B · income statement of the 10-K

46% operating margin
Revenue to Gross profit: $6.3BRevenue to Cost of revenue: $4.3BGross profit to Operating profit: $4.8BGross profit to Operating expenses: $1.4BOperating profit to Net profit: $2.1BOperating profit to Tax & other: $2.7BOperating expenses to R&D: $151.0MOperating expenses to Sales, admin & other: $1.3B Revenue: $10.6B REVENUE $10.6B +20% Y/Y Gross profit: $6.3B · 59% margin GROSS PROFIT $6.3B 59% margin · +18% Y/Y Cost of revenue: $4.3B · 41% of revenue COST OF REVENUE $4.3B 41% of revenue Operating profit: $4.8B · 46% margin OPERATING PROFIT $4.8B 46% margin · +16% Y/Y Operating expenses: $1.4B · 14% of revenue OPERATING EXPENSES $1.4B 14% of revenue Net profit: $2.1B · 20% margin NET PROFIT $2.1B 20% margin · +2% Y/Y Tax & other: $2.7B · 26% of revenue TAX & OTHER $2.7B 26% of revenue R&D: $151.0M · 1% of revenue R&D $151.0M 1% of revenue Sales, admin & other: $1.3B · 12% of revenue SALES, ADMIN & OTHER $1.3B 12% of revenue
Gross profit $6.3B 59% margin · +18% Y/Y
Operating profit $4.8B 46% margin · +16% Y/Y
Net profit $2.1B 20% margin · +2% Y/Y
The full income statement, year by year

TDG among Industrials peers

Six ratios from the latest 10-K. Each corner is the share of 81 peers the company is above, not a score.

Compare
Revenue growth: 19.5%, above 93% of 81 peers (their median 4.6%) REVENUE GROWTH 19.5% · above 93% Gross margin: 59.2%, above 90% of 51 peers (their median 38.1%) GROSS MARGIN 59.2% · above 90% Operating margin: 45.6%, above 100% of 71 peers (their median 17.5%) OPERATING MARGIN 45.6% · above 100% Net margin: 20.0%, above 88% of 81 peers (their median 13.0%) NET MARGIN 20.0% · above 88% FCF margin: 18.1%, above 77% of 78 peers (their median 13.0%) FCF MARGIN 18.1% · above 77%
TDG Peer median Below the median

What changed

3 new risk paragraphs. 10-K filed Nov 10, 2026 against Nov 12, 2025.

Risk factors
3 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Accounting checks
11 other checks clear
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
2 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

0facts worth reading about all 11 checks found nothing to note

  • Receivables +27.0% vs revenue +19.5% (+7.5 pts)
  • Cash from operations $2.2B vs net income $2.1B (FY ending Sep 30, 2026)
  • Inventory +29.5% vs revenue +19.5% (+10.0 pts)
8 more checks with nothing to note
  • Same auditor in both 10-Ks: Ernst & Young LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • The same matters as last year: F-1; Annual assessment of goodwill for impairment
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

3 paragraphs in Risk Factors that were not in the 10-K filed Nov 12, 2025. Quoted as filed.

All 3 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Nov 12, 2025 10-K, ITEM 1A
    Regulation that would have a material adverse impact on air travel could also have a material adverse impact on our business. Given the uncertainty around these issues, we cannot predict how future legislation will affect our operations and financial condition.
  2. Item 1A · new paragraph · not in the 10-K filed Nov 12, 2025 10-K, ITEM 1A
    Common stock repurchases under our capital allocation strategy are subject to uncertainties of the market and may affect our common stock price. Common stock repurchases are one component of our capital allocation strategy. We generally prioritize in the following manner: (1) investing capital in existing businesses, (2) acquisitions of…

New risk paragraphs, against peers

Latest 10-K of each, Industrials companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2023FY2024FY2025FY2026
Revenue$6.6B$7.9B$8.8B$10.6B
Net income$1.3B$1.7B$2.1B$2.1B
Operating cash flow$1.4B$2.0B$2.0B$2.2B
Free cash flow$1.2B$1.9B$1.8B$1.9B

Revenue, FY2017 to FY2026

Ten fiscal years, each from its own 10-K · XBRL · USD

$10.6B ▲ 19.5% in FY2026

FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings
New risks3 new paragraphs in Risk Factors in the new 10-K

About the company

TransDigm Group, Cleveland, OH · from the 10-K filed Nov 10, 2026

TD Group, through its wholly-owned subsidiary, TransDigm Inc., is a leading global designer, producer and supplier of highly engineered aircraft components that are critical to the safe and effective operation of nearly all commercial and military aircraft worldwide. Our products are represented in nearly every commercial and military aircraft in service today. Our business is well diversified due to the broad range of products we offer to our customers.

Headquarters
Cleveland, OH
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
September 30
Last results
Nov 10, 2026
Incorporated in
DE

Email alerts

Sources

The 10-K filed Nov 10, 2026 (open at SEC), compared with the 10-K filed Nov 12, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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