Proprietary aerospace components
TransDigm Group Incorporated
TransDigm sells critical power, control and airframe components into aircraft OEM and aftermarket channels. Demand follows Boeing and Airbus production, aircraft utilization and defense spending, while cash outflows also include financing services for its leveraged capital structure and acquisitions of aerospace component businesses.
TDG Updated Sep 11, 2026 4 AI consumers· 2 recurring
Per the valuechain.wiki graph, TransDigm Group Incorporated is directly linked to 4 companies (2 supply, 2 revenue relationships) and reaches 10 companies within two hops; the links are backed by 5 dated sources, 3 of them primary filings (as of 2026-09-11).
Financials & Segments
- Total revenue · FY2025 total revenue of $8.831 billion (fiscal year ended 2025-09-30)
- Segments · Power & Control · Airframe · Non-aviation
Revenue from
- Boeing High confidence
TransDigm sells aerospace components to large commercial aircraft manufacturers such as Boeing. It does not disclose Boeing-specific FY2025 revenue, but says shipments and revenue track Boeing's planned 2025 and 2026 production rates.Confirms EN U.S. Securities and Exchange Commission Published Nov 12, 2025: TransDigm Group Incorporated FY2025 Form 10-KMentions EN Baron Capital Published May 1, 2025: Mission Ready: Unlocking Value in Aerospace & Defense - Airbus High confidence
TransDigm sells aerospace components to large commercial aircraft manufacturers such as Airbus. Customer-specific revenue is not disclosed, and delays in Airbus production ramp-up affected fiscal 2025 commercial OEM sales.Confirms EN U.S. Securities and Exchange Commission Published Nov 12, 2025: TransDigm Group Incorporated FY2025 Form 10-K
Pays to
- Goldman Sachs High confidence· Amount $6M · 2025 Tranche M term loan closing · Upfront fee of 0.25% on Goldman's sole $2.5 billion term-loan commitment
Goldman Sachs Bank USA was the sole lender and the administrative and collateral agent for TransDigm's $2.5 billion Tranche M term loan in August 2025. The filing sets an upfront fee of 0.25% of principal, implying a $6.25 million payment.Confirms EN U.S. Securities and Exchange Commission Published Aug 20, 2025: Amendment No. 18 and Incremental Term Loan Assumption Agreement - BNY Mellon High confidence
BNY Mellon Trust serves as trustee for TransDigm's 6.375% senior subordinated notes due 2033. The indenture requires TransDigm to pay trustee compensation and reasonable expenses, but does not disclose the amount.Confirms EN U.S. Securities and Exchange Commission Published May 20, 2025: TransDigm 6.375% Senior Subordinated Notes due 2033 Indenture
Investments
- Servotronics, Inc. High confidence· Amount $133M · acquisition completed 2025-07-01 · Total cash purchase price for Servotronics
TransDigm completed its acquisition of Servotronics on July 1, 2025, making it a wholly owned subsidiary. The final cash purchase price was approximately $133 million, and the business is reported in Power & Control.Confirms EN U.S. Securities and Exchange Commission Published Nov 12, 2025: TransDigm Group Incorporated FY2025 Form 10-KMentions KO Investing.com Korea Published May 19, 2025: TransDigm to Acquire Servotronics at a 274% Premium
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Viasat | lead2 | +36.4 | -28.9 | -11.7 | -69.6 | +304.9 | +118.6 |
| FedEx | lead2 | +0.7 | -31.6 | +49.1 | +13.5 | +5.1 | +39.6 |
| Voyager Technologies | lead2 | · | · | · | · | · | +29.8 |
| United Parcel Service, Inc. | lead2 | +30 | -16.2 | -6 | -15.9 | -15.9 | +8 |
| Eutelsat Group | lead2 | +17.8 | -30.7 | -51.8 | -48.9 | +32.1 | -21.7 |
| SES S.A. | lead2 | +2.8 | +10.6 | -13 | -36 | +141.5 | -28.2 |
| Airbus | lead1 | +34.8 | +3.9 | +30.5 | +15 | +18.3 | +4.8 |
| Boeing | lead1 | -6 | -5.4 | +36.8 | -32.1 | +22.7 | -2.2 |
| TransDigm Group Incorporated | node | +2.8 | +1.8 | +66.6 | +32.3 | +12.2 | -12.6 |
| BNY Mellon | benef1 | +40.6 | -19.1 | +18.5 | +51.9 | +54.4 | +43.8 |
| Goldman Sachs | benef1 | +47.6 | -7.9 | +15.9 | +52 | +56.6 | +19.9 |
YTD as of 2026-09-04 · source: Yahoo Finance
TransDigm Group Incorporated operates across Proprietary aerospace components. It is -12.6% in 2026. The stock (-12.6%) and its demand side (avg +1.3%) are moving in step. Among connected nodes the furthest ahead is Airbus (+4.8%) and the furthest behind is Boeing (-2.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Demand follows Boeing and Airbus production, aircraft utilization and defense spending, while cash outflows also include financing services for its leveraged capital structure and acquisitions of aerospace component businesses.
Analysis generated from returns as of 2026-09-04