Transdigm Group Intrinsic Value Calculator – TRANSDIGM GROUP Reports 24.7% Year-Over-Year Increase in Total Revenue for Third Quarter of 2023
August 23, 2023
☀️Earnings Overview
On August 8 2023, TRANSDIGM GROUP ($NYSE:TDG) reported total revenue of USD 1744.0 million for the quarter ended June 30 2023, a 24.7% rise year-on-year. Net income for the same period amounted to USD 351.0 million, representing a year-over-year increase of 47.5%.
Analysis – Transdigm Group Intrinsic Value Calculator
GoodWhale recently conducted an analysis of the wellbeing of TRANSDIGM GROUP. Using our proprietary Valuation Line, we determined the intrinsic value of the TRANSDIGM GROUP share to be around $742.5. Currently, the stock is trading at $888.9, which represents a fair price that is slightly overvalued by 19.7%. Our analysis indicates that TRANSDIGM GROUP is still a strong stock to consider, though investors should be aware of the current slight overvaluation. More…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Transdigm Group. More…
| Total Revenues | Net Income | Net Margin |
| 6.24k | 1.07k | 18.5% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Transdigm Group. More…
| Operations | Investing | Financing |
| 1.19k | -900 | -1.04k |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Transdigm Group. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 19.55k | 21.94k | -43.38 |
Key Ratios Snapshot
Some of the financial key ratios for Transdigm Group are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 4.5% | 8.9% | 42.9% |
| FCF Margin | ROE | ROA |
| 16.8% | -63.2% | 8.6% |
Peers
TransDigm Group Inc is a leading designer, producer, and supplier of aircraft components. The company’s main competitors are Chemring Group PLC, Triumph Group Inc, and AECC Aero-Engine Controls Co Ltd.
– Chemring Group PLC ($LSE:CHG)
The company’s market cap is 849.54M as of 2022 and has a ROE of 12.84%. The company is a leading international provider of specialist products, services and solutions for military, homeland security and commercial markets.
– Triumph Group Inc ($NYSE:TGI)
Triumph Group Inc is a global aerospace and defense company that designs, manufactures, repairs and overhauls a wide variety of aircraft components, accessories, subsystems and systems. The company serves the commercial, military, business and general aviation markets, as well as the space and defense markets. Triumph Group has a market cap of 582.13M as of 2022 and a Return on Equity of -8.78%. The company has a long history of providing quality products and services to its customers, and is well-positioned to continue doing so in the future.
– AECC Aero-Engine Controls Co Ltd ($SZSE:000738)
AECC Aero-Engine Controls Co Ltd is a leading manufacturer of aircraft engines and engine controls. The company has a market cap of $37.18 billion and a return on equity of 4.22%. AECC Aero-Engine Controls Co Ltd designs, develops, manufactures, and sells aero-engines and engine controls for use in aviation and power generation applications. The company’s products are used in a variety of aircraft, including commercial jets, business jets, and helicopters. AECC Aero-Engine Controls Co Ltd has over 3,000 employees and is headquartered in Shanghai, China.
Summary
TransDigm Group reported strong financial results for the third quarter of FY2023, with total revenue increasing 24.7% year-over-year to USD 1744.0 million and net income surging 47.5% to USD 351.0 million compared to the same period of the prior year. These impressive figures are a positive sign for investors, indicating that TransDigm Group’s business strategy and operational efforts are paying off. Investors should continue to watch the company’s performance closely, as they look to capitalize on the strong performance that has been seen in recent quarters.
