Transdigm Group Incorporated (TDG) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$1,175.91 +3.47% NYSE • Public Delayed / 60s Snapshot

Transdigm Group Incorporated (TDG) carries a Roarable Rating of C (Hold) with 64/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C • HOLD / WATCH Cap $65.00B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C
025507510064
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D+ · Rk B
Cash (13)Whales (10)SEC (16)Macro (13)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+2.7% Base Target
$1536 Bull$1208 Base$942 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:63% Call Buyers ($7.4M)
37% PutsMax Pain: $1,152.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How TDG Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$1.82B (20.6% FCF Margin)
Revenue$8.83BGross Profit $5.31B (60.1%)Cost of Sales $3.52BOp Profit $4.17B (47.2%)OpEx (R&D/SG&A) $1.15BNet Profit$2.07B (23.5%)Tax/Other $2.09B

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $6.58B
FY24
Rev $7.94B
FY25
Rev $8.83B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$8.83B60.1%47.2%$2.07B$1.82B95%
FY 2024$7.94B58.8%44.5%$1.71B$1.88B73.8%
FY 2023$6.58B44%44.4%$1.30B$1.08B10.7%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring TDG)

  • ✓Live walkthrough of TDG's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
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TDG // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -1.14%📐 HORIZONTAL RANGE
2026-10-30O $1,178.9H $1,181.9L $1,145.3C $1,146.8VOL 395.4K
RES: $1,353.5SUP: $972.1SMA50: $1,129.3SMA200: $1,226.2
$1,382.1$1,297.9$1,213.6$1,129.4$1,045.1RES $1,353.5SUP $972.1$1,146.82026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

TDG Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
24.2%/yr Implied 5Y Growth

vs. +11.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on TDG today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for TDG. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for TDG today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

TDG Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Transdigm Group Incorporated (TDG)?

In FY 2025 (10-K), TDG converted $8.8B of revenue into a 60.1% gross margin, 47.2% operating margin, and $1.8B in free cash flow (20.6% FCF margin).