With a market cap of $82.3 billion,  TransDigm Group Incorporated (TDG) is a leading global designer, producer, and supplier of highly engineered aircraft components for nearly all commercial and military aircraft in service. Operating through its wholly owned subsidiaries, the company is structured into three segments: Power & Control, Airframe, and Non-aviation, each serving diverse markets including aerospace, defense, and industrial sectors. 

Companies worth more than $10 billion are generally labeled as “large-cap” stocks and TransDigm Group fits this criterion perfectly. Its extensive product portfolio includes actuators, ignition systems, pumps, motors, cockpit systems, lavatory components, interior surfaces, and safety restraints, serving OEMs, airlines, military agencies, and aftermarket providers worldwide.

Shares of the Cleveland, Ohio-based company pulled back 1.5% from its 52-week high of $1,488.54. TransDigm Group’s shares have risen 9% over the past three months, outperforming the broader S&P 500 Index’s ($SPX) 4.6% gain over the same time frame. 

In the longer term, TDG stock is up 15.7% on a YTD basis, exceeding SPX’s 2% rise. However, shares of the aircraft components maker have increased 9.8% over the past 52 weeks, underperforming the 12.1% return of the SPX over the same time frame.

The stock has been trading above its 50-day and 200-day moving averages since late April. 

Despite beating Q2 2025 adjusted EPS expectations with $9.11, TransDigm shares fell 5.5% on May 6 due to its revenue of $2.2 billion, falling short of the consensus. Investors may have also reacted to the steep drop in cash and cash equivalents, which declined to $2.4 billion. Nevertheless, the reaffirmed full-year guidance of $8.8 billion - around $9 billion in sales and EPS of $35.51 - $37.43.

TDG has significantly lagged behind its rival, GE Aerospace (GE). GE stock has soared 59.2% over the past 52 weeks and 53.3% on a YTD basis. 

Despite the stock’s weak performance over the past year, analysts remain bullish on TDG. The stock has a consensus rating of “Strong Buy” from the 20 analysts covering the stock, and as of writing, it is trading below the mean price target of $1,526.95.