매출 성장 + 마진 확대 + FCF 양수
Positive매출이 +11.2% 성장하면서 영업이익률이 43.7%에서 47.0%로 확대되었다. FCF도 양수를 유지하여 질적 성장이 확인된다.
Evidence
매출 YoY +11.2%영업이익률 43.7%→47.0%FCF 2,260
TransDigm Group company information
트랜스다임 그룹NYSE:TDG · New York Stock Exchange · Trading & Capital Goods · sector #18$1096.00-0.65%
2026-10-07 closeTransDigm Group's company information is shown as of 2026-10-07. It is a security listed on New York Stock Exchange, ticker TDG. There are 14 published related companies.
About this company
TransDigm Group last closed at $1096.00 (-0.65%) on 2026-10-07. Listed on New York Stock Exchange.
What changed
Auditable observations with the original numeric evidence.
Factual information, not investment advice.
Who held it · filings
Filed recordA historical record from curated-guru 13F filings and DART 5%+ major-holding disclosures.
US 13F is quarterly and may be filed up to 45 days later.
Curated gurus reporting this holding
A curated subset of well-known investors — not the full institutional ownership.
- Bridgewater Associates1,855주2026-06-30 · 증감 -468주
- Lone Pine Capital28,532주2026-06-30 · 증감 -7145주
- Third Point79,000주2026-06-30 · 증감 +54000주
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A filing-based shared-holder record, not investment advice.
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항공엔진 제어·연료 시스템 부품에서 경쟁
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2026-10-08 dataset
📦 ETFs holding this stock
by weight · top-10 constituents basisPassive money holding this stock ≈ $587M(lower bound — top-10 basis, not a forecast)
Factual holdings info from daily disclosures — not a recommendation.
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