What smart money is saying about TransDigm Group Incorporated
5 funds in our archive have pitched TransDigm Group Incorporated, most recently Argent Capital Management Large Cap Strategy in September 2026.
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 mechanisms, engine ignition and related technologies, precision pumps and valves, power regulation equipment, specialized electric motors and generators, energy storage units, data communication and power management systems, diverse sensors, switching gear, and material handling equipment including hoists and cargo systems. This segment caters to a broad clientele, including engine and power system manufacturers, airlines, independent maintenance providers, governmental defense agencies, and aircraft repair facilities. The Airframe segment delivers structural and interior components. Its offerings encompass custom latching and locking mechanisms, structural rods and connectors, resilient sealing solutions, cockpit safety and display units, advanced audio, radio, and antenna technologies, restroom facilities, passenger safety restraints, bespoke interior panels and associated parts, thermal management and insulation products, illumination and control systems, and parachutes. Its customer base includes airframe constructors, cabin system integrators, commercial airlines, third-party maintenance organizations, military procurement offices, and overhaul centers. Beyond aviation, the Non-Aviation segment addresses diverse industrial needs. It supplies safety harnesses for ground vehicles, electromechanical actuators for space vehicles, hydraulic and electromechanical actuators and fuel valves for terrestrial gas turbines, specialized refueling systems for heavy machinery in sectors like mining and construction, and sophisticated turbine controls for the energy and petrochemical industries. This segment's clients span suppliers of off-road vehicles and their subsystems, manufacturers of child safety seats, providers of satellite and space systems, and producers of heavy industrial equipment. Established in 1993, TransDigm Group Incorporated maintains its headquarters in Cleveland, Ohio.
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Fund signal · last 12 months
16 lettersFunds are split between buying and selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q3 2026, 17 fund letters reported a position in TransDigm Group Incorporated, with 3 buys (opened or added) and 3 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 8 | 2 | 0 | 2 |
| Q2 2026 | 5 | 1 | 1 | 0 |
| Q1 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 1 | 0 | 0 | 1 |
| Q2 2025 | 1 | 0 | 1 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 17 positions · 8 moves
- September 2026
“GE Aerospace (GE) and TransDigm (TDG) underperformed during the quarter amid a broad sell-off in commercial aerospace aftermarket companies.”
TransDigm Group Incorporated - New positionAkre CapitalSeptember 2026
“Meanwhile, the market’s general disregard for high-quality businesses outside of the AI trade is also providing us with opportunities to add new names to the portfolio. We initiated small positions in TransDigm and Rollins that may grow over time, and there are other long-admired businesses we hope to add as well if valuations permit.”
TransDigm Group Incorporated - September 2026
“GE Aerospace (GE) and TransDigm (TDG) underperformed during the quarter amid a broad sell-off in commercial aerospace aftermarket companies.”
TransDigm Group Incorporated - New positionAkre Focus ETFSeptember 2026
“Meanwhile, the market’s general disregard for high-quality businesses outside of the AI trade is also providing us with opportunities to add new names to the portfolio. We initiated small positions in TransDigm and Rollins that may grow over time, and there are other long-admired businesses we hope to add as well if valuations permit.”
TransDigm Group Incorporated - September 2026
“When a company invests free cash flow today for profits later, or encounters a temporary setback, short-term holders often sell regardless of value. This quarter offered several examples. Axon, TransDigm, and ASML each grew revenue ahead of consensus and raised their outlooks, yet each stock price declined. Our new flexibility allows us to act in moments like these.”
TransDigm Group Incorporated - September 2026
“The same dynamic extended into Industrials, where Regal Rexnord and TransDigm weighed on results.”
TransDigm Group Incorporated - New positionWeitz Investments Large Cap Equity FundSeptember 2026
“We bought new positions in TransDigm Group and Honeywell Aerospace during the quarter.”
TransDigm Group Incorporated - HoldsNakano World Growth FundSeptember 2026
Listed in Nakano World Growth Fund’s reported holdings.
TransDigm Group Incorporated - June 2026
“We added to our holdings in Netflix (NFLX) and trimmed Alphabet (GOOG), Amazon (AMZN), Analog Devices (ADI), and TransDigm (TDG).”
TransDigm Group Incorporated - HoldsBaron Small Cap FundJune 2026
Listed in Baron Small Cap Fund’s reported holdings.
TransDigm Group Incorporated - June 2026
Listed in Baron Small Cap Strategy’s reported holdings.
TransDigm Group Incorporated - June 2026
“We added to our position in TransDigm early in the quarter when its price to value ratio was more attractive.”
TransDigm Group Incorporated - June 2026
“TransDigm is an aerospace company making OEM and aftermarket parts for commercial and military aircraft. Approximately 90% of its net sales are from proprietary parts. TransDigm reported double-digit organic revenue and profit growth in its most recent quarter. The company produces robust FCF and is using its FCF to repurchase its discounted stock. Despite headwinds from the Iranian War, the company raised its guidance as strength in other areas more than offset weakness in the Middle East. Similar to Ryan, TransDigm’s stock price was volatile during the second quarter while our estimate of its fair value grew at a double-digit rates. We added to our position in TransDigm early in the quarter when its price to value ratio was more attractive.”
TransDigm Group Incorporated - ExitedLarge-Cap GrowthMarch 2026
“ We exited TransDigm Group (TDG) as we identified a more attractive opportunity within the aerospace aftermarket through our investment in HEICO.”
TransDigm Group Incorporated - March 2026
“TransDigm Group (TDG) was a negative contributor to portfolio performance in Q1 2026, as investor sentiment weakened despite a fundamentally solid quarterly print.”
TransDigm Group Incorporated - December 2025
Listed in Sands Capital Global Leaders’s reported holdings.
TransDigm Group Incorporated - TrimmedMar Vista Global QualityJune 2025
“We sold our investments in Fanuc, Broadcom, and trimmed TransDigm.”
TransDigm Group Incorporated
Also mentioned · 1
These funds discuss TransDigm Group Incorporated as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedNexPoint Merger Arbitrage FundJune 2026
“The Department has threatened to sue only one merger — TransDigm’s ~$960 million acquisition of Stellant Systems—since the start of the second Trump administration.”
TransDigm Group Incorporated
Fund coverage · 5 theses
- Argent Capital Management Large Cap StrategySeptember 2026
TransDigm remained operationally strong, but sentiment weakened on margin trajectory and regulatory concerns despite raised guidance.
Read the full thesis - Weitz Investments Large Cap Equity FundSeptember 2026
TransDigm is a repeat holding with strong competitive positions, healthy organic growth, and an enviable track record of value creation through acquisition, offering reasonable value.
Read the full thesis - YCG InvestmentsDecember 2025
TransDigm is a leading aerospace parts supplier with mission-critical, proprietary, low-cost components that create a durable, high-pricing-power aftermarket annuity and attractive long-term growth.
Read the full thesis - Artemis US Extended Alpha FundJune 2025
TransDigm is a high-quality aerospace company with robust potential for revenue growth and strong margins, trading at a discount despite its solid aftermarket and defense market prospects.
Read the full thesis - EdgewoodDecember 2024
TransDigm’s pricing power, aftermarket dominance, and M&A strategy position it for sustained aerospace growth.
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