TDG TransDigm Group INC

BULLISH Impact: 8/10 8-K
Horizon months Filed Apr 7, 2026 Processed 2mo ago SEC 0001260221-26-000031
8-K context-dependent: Items 8.01
Latest settled — T+20d
TDG ▼ -1.43% at T+20d
LONG call ✗ call lost -1.43% · α vs SPY -11.21% · entry $1,166.42 → $1,149.72
Next anchor: T+60d in 22d
Last close $1,206.28 (close Jun 8) · +3.42% from $1,166.42 entry
Entry anchored
Apr 6, 03:59 PM ET
via Databento tick
T+1d
+4.55%
call +4.55% · α +2.01%
$1,219.52
settled 2mo ago
T+5d
+10.82%
call +10.82% · α +5.49%
$1,292.61
settled 8w ago
T+20d
-1.43%
call -1.43% · α -11.21%
$1,149.72
settled 5w ago
T+60d
call — · α —
in 22d

Price Chart

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Executive Summary

TransDigm Group (TDG) completed the acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings for approximately $2.2 billion in cash. The companies, which generated $280 million in revenue in 2025, are leading providers of proprietary aftermarket aerospace parts. The acquisition was financed through cash on hand and proceeds from debt offerings completed in February 2026.

Actionable Insight

The acquisition adds $280 million in annual revenue from complementary aerospace aftermarket businesses. Monitor integration progress and whether the $2.2 billion price tag (approximately 7.9x revenue multiple) delivers expected synergies. The use of debt financing may increase leverage, so watch debt levels and interest coverage ratios.

Key Facts

  • TransDigm completed the acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings for $2.2 billion in cash.
  • The acquired companies generated $280 million in revenue in 2025.
  • The acquisition was financed through cash on hand and debt offerings completed in February 2026.
  • Jet Parts Engineering serves commercial, regional, and cargo airline customers, while Victor Sierra Aviation serves general and business aviation sectors.
  • The acquisition was previously announced on January 16, 2026.

Financial Impact

$2.2 billion acquisition of companies generating $280 million in annual revenue

revenuedebtdilution

Risk Factors

  • Integration challenges with the newly acquired businesses
  • Increased leverage from debt financing used for the acquisition
  • Potential overpayment at approximately 7.9x revenue multiple

Market Snapshot

Exchange
NYSE
Sector
Aircraft Parts & Auxiliary Equipment, NEC

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001260221-26-000031
Exhibit: exhibit991pressreleasejpea.htm0001260221-26-000031
Document: 0001260221-26-000031-index-headers.html0001260221-26-000031
Document: 0001260221-26-000031-index.html0001260221-26-000031
Document: 0001260221-26-000031.txt0001260221-26-000031
7 reports for TDG
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for TDG — sortable, filterable
Type Now
May 19, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$1,195.22 $1,261.56▲ +5.55%▲ +3.75%$1,206.28 (+0.93%)
May 5, 2026
5w ago
8-K
BULLISH ★ 8/10
$1,185.90 $1,188.34▲ +0.21%▼ −1.78%$1,206.28 (+1.72%)
Apr 17, 2026
7w ago
8-K
MIXED ★ 6/10
$1,268.73 $1,155.05▼ −8.96%▼ −9.87%$1,206.28 (−4.92%)
Apr 14, 2026
8w ago
8-K
BULLISH ★ 8/10
$1,292.61 $1,200.10▼ −7.16%▼ −8.55%$1,206.28 (−6.68%)
Apr 7, 2026
9w ago
8-K
BULLISH ★ 8/10
$1,166.42 $1,292.61▲ +10.82%▲ +5.49%$1,206.28 (+3.42%)
Mar 16, 2026
12w ago
Insider Cluster
NEUTRAL ★ 4/10
$1,247.73 $1,148.39▼ −7.96%▼ −5.92%$1,206.28 (−3.32%)
Mar 16, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$1,247.73 $1,148.39▼ −7.96%▼ −5.92%$1,206.28 (−3.32%)
Showing 7 of 7

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