TransDigm Group Inc. (TDG): Filings, Insider Trades, Events

Quarter	Revenue	Net income	EPS
Q3 FY2026	$2.7B	$539.0M	9.39
Q2 FY2026	$2.5B	$535.0M	9.20
Q1 FY2026	$2.3B	$445.0M	6.62
Q4 FY2025	$2.4B	$610.0M	7.75

Form	Filed	Accepted (ET)
8-K	29 Sep 2026	29 Sep, 8:00 AM
8-K	28 Sep 2026	28 Sep, 7:42 AM
8-K	21 Sep 2026
8-K	14 Sep 2026
8-K	14 Sep 2026
8-K	14 Sep 2026
10-Q	4 Aug 2026
8-K	4 Aug 2026

Financial statements

The income statement, balance sheet and cash flow by year and by quarter, line by line as the company reports them. Each column names the filing it comes from.

34 lines · 18 years · US$ millionsJSON

Fiscal period	FY2008	FY2009	FY2010	FY2011	FY2012	FY2013	FY2014	FY2015	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
Period ending	Sep 2008	Sep 2009	Sep 2010	Sep 2011	Sep 2012	Sep 2013	Sep 2014	Sep 2015	Sep 2016	Sep 2017	Sep 2018	Sep 2019	Sep 2020	Sep 2021	Sep 2022	Sep 2023	Sep 2024	Sep 2025
Source filing	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K	10-K
Filed	15 Nov 2010	18 Nov 2011	16 Nov 2012	15 Nov 2013	14 Nov 2014	13 Nov 2015	15 Nov 2016	13 Nov 2017	9 Nov 2018	19 Nov 2019	12 Nov 2020	16 Nov 2021	10 Nov 2022	9 Nov 2023	7 Nov 2024	12 Nov 2025	12 Nov 2025	12 Nov 2025
+NET SALES	714M	762M	828M	1,206M	1,700M	1,924M	2,373M	2,707M	3,171M	3,504M	3,811M^r	5,223M^r	5,103M	4,798M	5,429M	6,585M	7,940M	8,831M
−COST OF SALES	328M	332M	355M	545M	755M	875M	1,105M	1,257M	1,443M	1,520M	1,634M^r	2,414M^r	2,456M	2,285M	2,330M	2,743M	3,268M	3,520M
GROSS PROFIT	386M	429M	473M	661M	946M	1,050M	1,268M	1,450M	1,728M	1,985M	2,177M^r	2,809M^r	2,647M	2,513M	3,099M	3,842M	4,672M	5,311M
% of net sales	54.1%	56.4%	57.2%	54.8%	55.6%	54.5%	53.4%	53.6%	54.5%	56.6%	57.1%	53.8%	51.9%	52.4%	57.1%	58.3%	58.8%	60.1%
−SELLING AND ADMINISTRATIVE EXPENSES	75M	80M	95M	134M	202M	255M	276M	322M	383M	413M^r	450M^r	748M^r	727M	685M	748M	780M	980M	945M
−AMORTIZATION OF INTANGIBLE ASSETS	12M	14M	15M	40M^r	44M	46M	64M	54M	77M	89M	72M^r	135M^r	169M	137M	136M	139M	161M	201M
INCOME FROM OPERATIONS	299M	335M	363M	487M	700M	750M	928M	1,074M	1,268M	1,483M^r	1,655M^r	1,926M^r	1,751M	1,691M	2,215M	2,923M	3,531M	4,165M
% of net sales	41.9%	44.0%	43.9%	40.4%	41.2%	38.9%	39.1%	39.7%	40.0%	42.3%	43.4%	36.9%	34.3%	35.2%	40.8%	44.4%	44.5%	47.2%
+INTEREST EXPENSENET	-93M	-84M	-112M	-185M	-212M	-271M	-348M	-419M	-484M	-603M	-663M^r	-859M^r	-1,029M	-1,059M	-1,076M	-1,164M	-1,286M	-1,572M
−REFINANCING COSTS	–	–	–	73M	–	30M	132M	18M	16M	40M	6M^r	3M^r	28M	37M	1M	56M	58M	11M
+OTHER INCOME	–	–	–	–	–	–	–	–	–	-3M	0M^r	-1M^r	46M	51M	-11M^r	13M	28M	47M
GAIN ON SALE OF BUSINESSESNET	–	–	–	–	–	–	–	–	–	–	–	0M	0M	69M	7M	0M	11M	10M
INCOME FROM CONTINUING OPERATIONS BEFORE INCOME TAXES	207M	251M	251M	229M	488M	449M	449M	637M	768M	837M	986M^r	1,063M^r	740M	715M	1,127M	1,716M	2,215M	2,629M
% of net sales	28.9%	33.0%	30.3%	19.0%	28.7%	23.3%	18.9%	23.5%	24.2%	23.9%	25.9%	20.4%	14.5%	14.9%	20.8%	26.1%	27.9%	29.8%
−INCOME TAX PROVISION	74M	88M	87M	77M	163M	146M	142M	190M	182M	209M	24M^r	222M^r	87M	34M	261M	417M	500M	555M
Income from continuing operations	–	163M	163M	152M	325M	303M	–	447M	586M	629M	962M^r	841M^r	653M	681M	866M	1,299M	1,715M	–
Income from discontinued operations, net of tax	–	–	–	20M	–	–	–	0M	0M	-32M	-5M^r	51M^r	47M	0M	1M	0M	0M	–
Net income	–	–	–	–	–	–	–	–	–	597M	957M^r	892M^r	700M	681M	867M	1,299M	1,715M	2,074M
% of net sales										17.0%	25.1%	17.1%	13.7%	14.2%	16.0%	19.7%	21.6%	23.5%
−LESS: NET INCOME ATTRIBUTABLE TO NONCONTROLLING INTERESTS	–	–	–	–	–	–	–	–	–	0M	0M	2M^r	1M^r	1M	1M	1M	1M	0M
NET INCOME ATTRIBUTABLE TO TD GROUP	133M	163M	163M	172M	325M	303M	307M	447M	586M	597M	957M^r	890M^r	699M	680M	866M	1,298M	1,714M	2,074M
% of net sales	18.7%	21.4%	19.7%	14.3%	19.1%	15.7%	12.9%	16.5%	18.5%	17.0%	25.1%	17.0%	13.7%	14.2%	16.0%	19.7%	21.6%	23.5%
NET INCOME APPLICABLE TO TD GROUP COMMON STOCKHOLDERS	133M	163M	133M	169M	322M	132M	180M	444M	583M	438M	901M^r	779M^r	514M	607M	780M	1,260M	1,481M	1,866M
Earnings per share from continuing operationsbasic and diluted	–	0M	0M	0M	0M	0M	–	0M	0M	0M	0M	0M	0M	0M	–	–	–	–
Earnings per share from discontinued operationsbasic and diluted	–	–	–	–	–	–	–	0M	0M	-0M	-0M	0M	0M	0M	–	–	–	–
Earnings per share	2.56	3.10	2.52	3.17	5.97	2.39	3.16	7.84	10.39	7.88	16.20	13.84	8.96	10.41	–	–	–	–
Earnings per share from continuing operations - basic	–	–	–	–	–	–	–	–	–	–	–	–	0M	0M	0M	0M	0M	0M
Earnings per share from continuing operations - diluted	–	–	–	–	–	–	–	–	–	–	–	–	0M	0M	0M	0M	0M	0M
Earnings per share from discontinued operations - basic	–	–	–	–	–	–	–	–	–	–	–	–	0M	0M	0M	0M	0M	–
Earnings per share from discontinued operations - diluted	–	–	–	–	–	–	–	–	–	–	–	–	0M	0M	0M	0M	0M	–
Earnings per share - basic	–	–	–	–	–	–	–	–	–	–	–	–	8.96	10.41	13.40	22.03	25.62	–
Earnings per share - diluted	–	–	–	–	–	–	–	–	–	–	–	–	8.96	10.41	13.40	22.03	25.62	–
Cash dividends paid per common share	–	–	7.65	–	–	34.85	25.00	0.00	0.00	46.00	0.00	30.00	32.50	0.00	18.50	0.00	–	–
Basic and diluted	52M	53M	53M	53M	54M	55M	57M	57M	56M	56M	56M^r	56M^r	57M	58M	–	–	–	–
Cash dividends declared per common share	–	–	–	–	–	–	–	–	–	–	–	–	–	–	18.50	0.00	110.00	90.00
Weighted-average shares outstanding - basic	–	–	–	–	–	–	–	–	–	–	–	–	57M	58M	58M	57M	58M	58M
Weighted-average shares outstanding - diluted	–	–	–	–	–	–	–	–	–	–	–	–	57M	58M	58M	57M	58M	58M

Hover a figure for its source.^r restated in a later filing– not reported in that period

Lines in the order and wording of the 10-K filed 12 Nov 2025. 343 of 344 subtotals add up to the company's own totals, and the balance sheet balances in 82 of 82 periods. Newest filing read: 4 Aug 2026.

Free for personal research, with credit (Data by Shikshan Nivesh) and a link. API access, bulk files and commercial use need a licence: the data licence.

Charts

Any figure or ratio in the record, by year, by quarter or on a trailing twelve months, as a value or as growth, against a peer if you like. Hover for the figures.

Revenue · quarterly · US$

Latest Jun 2026: $2.74B

TDG · TransDigm Group Inc.From2010to2026

Revenue = rev

$2.7B · Jun 2026

22.5% · Jun 2026

7.7% · Jun 2026

59.6% · Jun 2026

GrossOperatingNet

$539M · Jun 2026

$1.9B · Jun 2026

$9.39 · Jun 2026

58.2M · Sep 2025

$2.8B · Jun 2026

CashDebt

22.0% · Sep 2025

$2B · Sep 2025

Operating cash flowCapital spending

$0.00 · Sep 2023

Revenue by segment

Power & ControlAirframeNon-aviationEach fiscal year as its annual report gives it.

Price at its own past P/E range

TDG $1105.50 · 33.5× P/E · 23 Oct 2026

Month-end priceAt its median P/E, 44.7×Between its 10th and 90th percentile, 29.5× to 79.2×

Method. Each month-end, the trailing-twelve-month diluted EPS known that month (from filings filed by then) at the 10th, 50th and 90th percentile of this stock's own month-end P/E from 2012-05 to 2026-10. Months with the figure at or below zero are left out. A summary of the multiples the stock has traded at, not a value.

Ratios

Every ratio, worked out the same way for every company, by year or on a trailing twelve months. Hover a ratio for its formula.

145 ratios · 14 in profitabilityJSON

Fiscal year ending	Sep 2008	Sep 2009	Sep 2010	Sep 2011	Sep 2012	Sep 2013	Sep 2014	Sep 2015	Sep 2016	Sep 2017	Sep 2018	Sep 2019	Sep 2020	Sep 2021	Sep 2022	Sep 2023	Sep 2024	Sep 2025
Return on common equity	–	–	23.1%	24.5%	32.0%	68.6%	−32.4%	−34.5%	−69.4%	−33.1%	−40.2%	−37.8%	−20.4%	−19.7%	−25.9%	−45.1%	−41.4%	−26.0%
Return on assets	–	–	6.4%	4.8%	6.5%	5.2%	4.8%	5.9%	6.2%	5.8%	8.6%	6.3%	4.0%	3.6%	4.6%	6.8%	7.5%	8.6%
Return on capital	–	–	10.4%	10.2%	10.6%	9.9%	11.4%	11.8%	11.8%	12.5%	16.7%	12.5%	10.4%	9.7%	10.3%	13.1%	15.0%	16.9%
Return on invested capital	–	–	11.5%	11.3%	11.7%	11.0%	13.1%	13.4%	13.7%	14.3%	19.5%	14.6%	13.1%	13.6%	13.4%	16.2%	20.5%	22.0%
Gross margin	54.1%	56.4%	57.2%	54.8%	55.6%	54.5%	53.4%	53.6%	54.5%	56.6%	57.1%	53.8%	51.9%	52.4%	57.1%	58.3%	58.8%	60.1%
EBITDA margin	45.5%	47.7%	47.5%	45.4%	45.2%	42.8%	43.2%	43.1%	43.8%	46.3%	46.8%	41.2%	39.9%	40.5%	45.5%	48.5%	48.4%	51.3%
Operating margin	41.9%	44.0%	43.9%	40.4%	41.2%	38.9%	39.1%	39.7%	40.0%	42.3%	43.4%	36.9%	34.3%	35.2%	40.8%	44.4%	44.5%	47.2%
Incremental operating margin	–	75.5%	41.9%	32.8%	43.0%	22.2%	39.8%	43.7%	41.7%	64.6%	56.1%	19.2%	146.0%	19.7%	83.0%	61.2%	44.9%	71.2%
Pretax margin	28.9%	33.0%	30.3%	19.0%	28.7%	23.3%	18.9%	23.5%	24.2%	23.9%	25.9%	20.3%	14.5%	14.9%	20.8%	26.1%	27.9%	29.8%
Profit margin	18.7%	21.4%	19.7%	14.3%	19.1%	15.7%	12.9%	16.5%	18.5%	17.0%	25.1%	17.0%	13.7%	14.2%	16.0%	19.7%	21.6%	23.5%
Net income to common margin	18.7%	21.4%	19.7%	14.3%	19.1%	15.7%	12.9%	16.5%	18.5%	17.0%	25.1%	17.0%	13.7%	14.2%	16.0%	19.7%	21.6%	23.5%
Effective tax rate	35.6%	35.1%	34.8%	33.6%	33.4%	32.5%	31.6%	29.8%	23.7%	24.9%	2.4%	20.9%	11.8%	4.8%	23.2%	24.3%	22.6%	21.1%
Dividend payout ratio	–	–	247.7%	1.6%	1.0%	657.7%	472.9%	0.8%	0.5%	432.5%	5.9%	192.4%	275.8%	10.7%	126.0%	2.9%	118.9%	7.7%
Sustainable growth rate	–	–	−34.2%	24.1%	31.7%	−382.7%	121.0%	−34.2%	−69.1%	110.2%	−37.9%	35.0%	35.8%	−17.6%	6.7%	−43.8%	7.8%	−24.0%

Hover a ratio for its formula as computed; avg() is the mean of the line now and a year earlier. The bar mark charts it. Worked out the same way for every company, from the standardized statements. Newest filing read: 4 Aug 2026.

What the company said with its results

The key points, guidance and management's own words from each of the last four results releases.

Key points

Sales up 23% to $2,741 million
Net sales rose 23% from a year earlier. Organic sales growth was 13% of net sales for the quarter.
Net income and EPS rose
Net income was $540 million, up 10%. Earnings per share were $9.39, up 11%. Adjusted EPS was $10.87, up 13% from $9.60.
EBITDA As Defined up 19%
EBITDA As Defined was $1,447 million for the quarter, compared with $1,217 million a year earlier.
Nine-month sales up 18%
Net sales for the thirty-nine week period were $7,569 million, up 18%. Organic growth for the period was 10% of net sales.
Commercial aftermarket grew 17%
Commercial aftermarket revenue grew 17% in the quarter, which management described as remaining at that level of growth this quarter.
Commercial OEM rose with build rates
Commercial OEM revenue grew as aircraft OEMs continued to increase build rates. No percentage is given for the quarter.
Defense grew and built backlog
Defense showed consistent growth in the quarter and built sizable backlog. No dollar backlog figure is stated.
Bookings exceeded expectations
Management said bookings exceeded expectations and that the current momentum is continuing.
Reported EBITDA margin 52.8%
EBITDA As Defined margin was 52.8% for the quarter, against 54.4% a year earlier.
Base businesses expanded margins
Management said that, adjusting for acquisition dilution, base business EBITDA margins rose year over year.
Selling, admin and interest costs rose
Selling and administrative expenses were $332 million, against $242 million. Net interest expense was $514 million, against $397 million.
Gross profit rose on higher sales
Cost of sales was $1,113 million and gross profit was $1,628 million for the quarter, against $905 million and $1,332 million a year earlier.
Prince & Izant serves aerospace markets
Prince & Izant makes brazing alloys and specialty metal components, mainly for aerospace and defense, aeroderivative turbine and transportation end markets.
Jet Parts and Victor Sierra closed
Jet Parts Engineering and Victor Sierra were acquired in April for about $2.2 billion in cash, as previously announced.

Guidance

Net sales$10,470 million to $10,550 millionFiscal 2026 · raised from $10,300 million to $10,420 million
Net income$2,102 million to $2,150 millionFiscal 2026 · raised from $2,026 million to $2,106 million
Earnings per share (GAAP)$35.38 to $36.21Fiscal 2026 · raised from $33.91 to $35.29
EBITDA As Defined$5,490 million to $5,550 millionFiscal 2026 · raised from $5,370 million to $5,470 million
Adjusted earnings per share$40.62 to $41.46Fiscal 2026 · raised from $38.83 to $40.21
EBITDA As Defined marginapproximately 52.5%Fiscal 2026 · raised from approximately 52.3%
Weighted-average shares outstanding57.7 millionFiscal 2026 · lowered from 58.0 million
Guidance midpoints (Table 6)net income $2,126 million; EBITDA As Defined $5,520 million; EPS $35.80; adjusted EPS $41.04Fiscal 2026 · raised from net income $2,066 million; EBITDA As Defined $5,420 million; EPS $34.60; adjusted EPS $39.52
Commercial OEM revenue growthmid-teens percentage rangeFiscal 2026 · raised from low double-digit to mid-teens percentage range
Commercial aftermarket revenue growthlow double-digit percentage rangeFiscal 2026 · raised from high single-digit to low double-digit percentage range
Defense revenue growthhigh single-digit to low double-digit percentage rangeFiscal 2026 · raised from high single-digit percentage range
Interest expense-net (midpoint)$2,020 millionFiscal 2026 · kept from $2,020 million
Depreciation and amortization (midpoint)$438 millionFiscal 2026 · kept from $438 million

In their words

“Our team executed another strong quarter, and we are very pleased with our results” Mike Lisman, TransDigm Group's CEO

“Bookings have exceeded expectations, and we see the current momentum continuing.” Mike Lisman, TransDigm Group's CEO

“we believe the business will be an excellent fit within TransDigm.” Mike Lisman, TransDigm Group's CEO

“As we look ahead to the remainder of fiscal 2026, we have significant liquidity and financial flexibility to address any likely range of capital requirements” Mike Lisman, TransDigm Group's CEO

Coming up

Prince & Izant closing pending. Guidance excludes any contribution from the pending Prince & Izant acquisition. No closing date is given in the document.

Earnings call on August 4. Conference call scheduled for August 4, 2026 at 11:00 a.m. Eastern Time, with replay archived on the website around 2:00 p.m. Eastern.

Revenue by segment

As the company reports it in the segment note of each annual report: by business, by product and by region, latest year.

By business, FY2025

Power & Control$4.6B 51.6%
Airframe$4.1B 46.6%
Non-aviation$160.0M 1.8%

15 years held, FY2011 to FY2025

By region, FY2025

United States$5.5B 62.7%
Non-US$3.3B 37.3%

6 years held, FY2020 to FY2025

Company events

Every 8-K, sorted by the event it reports, with the moment the SEC accepted it in New York time.


29 Sep 2026	29 Sep, 8:00 AM ET	8-K	Material agreementNew debt	1.01, 2.03, 9.01
28 Sep 2026	28 Sep, 7:42 AM ET	8-K	Other events	8.01, 9.01
21 Sep 2026		8-K	Other events	8.01
14 Sep 2026		8-K	Investor update	7.01
14 Sep 2026		8-K	Investor update	7.01
14 Sep 2026		8-K	Investor update	7.01
4 Aug 2026		8-K	Results	2.02, 9.01
27 Jul 2026		8-K	Other events	8.01, 9.01
24 Jul 2026		8-K	Leadership change	5.02
13 Jul 2026		8-K	Other events	8.01
5 May 2026		8-K	Results	2.02, 9.01
17 Apr 2026		8-K	Material agreementNew debt	1.01, 2.03, 9.01
15 Apr 2026		8-K	Investor update	7.01
14 Apr 2026		8-K	ResultsInvestor update	2.02, 7.01
7 Apr 2026		8-K	Other events	8.01, 9.01
5 Mar 2026		8-K	Shareholder vote	5.07
13 Feb 2026		8-K	Material agreementNew debt	1.01, 2.03, 9.01
11 Feb 2026		8-K	Investor update	7.01
9 Feb 2026		8-K	Investor update	7.01
3 Feb 2026		8-K	Results	2.02, 9.01
16 Jan 2026		8-K	Other events	8.01, 9.01
31 Dec 2025		8-K	Other events	8.01, 9.01
12 Nov 2025		8-K	Results	2.02, 9.01
23 Oct 2025		8-K	Leadership change	5.02
6 Oct 2025		8-K	Other events	8.01, 9.01
3 Oct 2025		8-K	Leadership change	5.02, 9.01
1 Oct 2025		8-K	Leadership changeInvestor update	5.02, 7.01, 9.01
18 Sep 2025		8-K	Material agreementNew debt	1.01, 2.03, 9.01
20 Aug 2025		8-K	Material agreementNew debtInvestor update	1.01, 2.03, 7.01, 9.01
13 Aug 2025		8-K	Investor update	7.01
11 Aug 2025		8-K	Investor update	7.01
5 Aug 2025		8-K	Leadership change	5.02
5 Aug 2025		8-K	Results	2.02, 9.01
25 Jul 2025		8-K	Leadership change	5.02
9 Jul 2025		8-K	Leadership change	5.02
30 Jun 2025		8-K	Other events	8.01, 9.01
20 May 2025		8-K	Material agreementNew debt	1.01, 2.03, 9.01
13 May 2025		8-K	Investor update	7.01
13 May 2025		8-K	Investor update	7.01
6 May 2025		8-K	Leadership change	5.02, 9.01
6 May 2025		8-K	Results	2.02, 9.01
7 Mar 2025		8-K	Shareholder vote	5.07
4 Feb 2025		8-K	Results	2.02, 9.01
7 Nov 2024		8-K	Results	2.02, 9.01
20 Sep 2024		8-K	Material agreementNew debtInvestor update	1.01, 2.03, 7.01, 9.01
5 Sep 2024		8-K	Investor update	7.01
3 Sep 2024		8-K	Investor update	7.01
6 Aug 2024		8-K	Results	2.02, 9.01
31 Jul 2024		8-K	Other events	8.01, 9.01
26 Jun 2024		8-K	Investor update	7.01, 9.01

1–50 of 150

8-K events each year

0102030

'06'10'14'18'22'26

Every filing

The company's filings with the SEC, newest first: 734 held. Insider, fund and large-holder filings have their own tables below.


29 Sep 2026	8-K	28 Sep 2026	29 Sep, 8:00 AM ET
28 Sep 2026	8-K	28 Sep 2026	28 Sep, 7:42 AM ET
21 Sep 2026	8-K	21 Sep 2026
14 Sep 2026	8-K	14 Sep 2026
14 Sep 2026	8-K	14 Sep 2026
14 Sep 2026	8-K	14 Sep 2026
4 Aug 2026	10-Q	27 Jun 2026
4 Aug 2026	8-K	4 Aug 2026
27 Jul 2026	8-K	27 Jul 2026
24 Jul 2026	8-K	22 Jul 2026
13 Jul 2026	8-K	10 Jul 2026
15 May 2026	SD	–
5 May 2026	10-Q	28 Mar 2026
5 May 2026	8-K	5 May 2026
17 Apr 2026	8-K	17 Apr 2026
15 Apr 2026	8-K	14 Apr 2026
14 Apr 2026	8-K	14 Apr 2026
7 Apr 2026	8-K	7 Apr 2026
5 Mar 2026	8-K	5 Mar 2026
13 Feb 2026	8-K	13 Feb 2026
11 Feb 2026	8-K	10 Feb 2026
9 Feb 2026	8-K	9 Feb 2026
3 Feb 2026	10-Q	27 Dec 2025
3 Feb 2026	8-K	3 Feb 2026
23 Jan 2026	ARS	30 Sep 2025
23 Jan 2026	DEF 14A	30 Sep 2025
16 Jan 2026	8-K	16 Jan 2026
31 Dec 2025	8-K	31 Dec 2025
12 Nov 2025	10-K	30 Sep 2025
12 Nov 2025	8-K	12 Nov 2025
23 Oct 2025	8-K	23 Oct 2025
6 Oct 2025	8-K	6 Oct 2025
3 Oct 2025	8-K	1 Oct 2025
1 Oct 2025	8-K	1 Oct 2025
18 Sep 2025	8-K	17 Sep 2025
20 Aug 2025	8-K	19 Aug 2025
13 Aug 2025	8-K	13 Aug 2025
11 Aug 2025	8-K	11 Aug 2025
5 Aug 2025	10-Q	28 Jun 2025
5 Aug 2025	8-K	5 Aug 2025
5 Aug 2025	8-K	5 Aug 2025
25 Jul 2025	8-K	25 Jul 2025
9 Jul 2025	8-K	7 Jul 2025
1 Jul 2025	SC TO-T/A	–
30 Jun 2025	8-K	30 Jun 2025
16 Jun 2025	SC TO-T/A	–
2 Jun 2025	SC TO-T	–
20 May 2025	8-K	20 May 2025
19 May 2025	SC TO-C	–
16 May 2025	SD	–

1–50 of 150

Insider trades

Form 4 trades by officers, directors and 10% owners, last 12 months, with the shares they held after.


15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	20	$1112.27	$22.2K	7,680	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	100	$1113.58	$111.4K	7,580	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	100	$1114.82	$111.5K	7,480	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	50	$1116.02	$55.8K	7,430	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	60	$1117.11	$67.0K	7,370	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	100	$1119.01	$111.9K	7,270	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	30	$1120.30	$33.6K	7,240	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	60	$1121.58	$67.3K	7,180	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	131	$1123.09	$147.1K	7,049	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	306	$1124.00	$343.9K	6,743	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	600	$1125.00	$675.0K	6,143	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	278	$1125.86	$313.0K	5,865	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	305	$1127.01	$343.7K	5,560	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	120	$1127.90	$135.3K	5,440	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	150	$1129.38	$169.4K	5,290	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	100	$1130.06	$113.0K	5,190	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	130	$1131.33	$147.1K	5,060	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	210	$1132.30	$237.8K	4,850	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	317	$1133.89	$359.4K	4,533	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	495	$1135.00	$561.8K	4,038	16 Oct 2026
15 Oct 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	438	$1135.95	$497.5K	3,600	16 Oct 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	310	$1082.96	$335.7K	7,190	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	170	$1083.67	$184.2K	7,020	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	240	$1084.87	$260.4K	6,780	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	110	$1086.27	$119.5K	6,670	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	120	$1087.49	$130.5K	6,550	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	10	$1088.06	$10.9K	6,540	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	70	$1090.06	$76.3K	6,470	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	100	$1091.00	$109.1K	6,370	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	170	$1092.13	$185.7K	6,200	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	282	$1093.10	$308.3K	5,918	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	383	$1094.06	$419.0K	5,535	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	225	$1095.11	$246.4K	5,310	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	196	$1096.17	$214.8K	5,114	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	294	$1097.26	$322.6K	4,820	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	150	$1098.41	$164.8K	4,670	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	90	$1099.14	$98.9K	4,580	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	60	$1100.41	$66.0K	4,520	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	166	$1101.52	$182.9K	4,354	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	274	$1102.49	$302.1K	4,080	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	210	$1103.44	$231.7K	3,870	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	125	$1104.58	$138.1K	3,745	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	5	$1105.28	$5.5K	3,740	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	40	$1106.69	$44.3K	3,700	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	30	$1108.34	$33.3K	3,670	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	30	$1112.38	$33.4K	3,640	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	20	$1113.37	$22.3K	3,620	16 Sep 2026
15 Sep 2026	Reiss JoelCo-Chief Operating Officer	Sale under a trading plan	20	$1118.99	$22.4K	3,600	16 Sep 2026
18 Aug 2026	Howley W NicholasDirector	Sale under a trading plan	204	$1225.60	$250.0K	31,476	19 Aug 2026
18 Aug 2026	Howley W NicholasDirector	Sale under a trading plan	70	$1227.62	$85.9K	31,406	19 Aug 2026

1–50 of 150

Planned insider sales

Form 144 notices, filed when the sell order goes to the broker.


15 Sep 2026	JOEL REISSOfficer	8,000	$8.9M	15 Sep 2026
7 Aug 2026	THE FORTUNA TRUST U/T/A DTD 06/01/2018Director	37,690	$47.6M	7 Aug 2026
18 Jun 2026	Howley W NicholasOfficer	30,396	$40.1M	18 Jun 2026
15 Jun 2026	JOEL REISSOfficer	11,700	$14.7M	15 Jun 2026
18 Feb 2026	Howley W NicholasOfficer	40,564	$53.0M	18 Feb 2026
17 Feb 2026	JOEL REISSOfficer	15,600	$20.1M	17 Feb 2026
2 Feb 2026	PATRICK J. MURPHYOfficer	1,160	$1.7M	2 Feb 2026
2 Feb 2026	THE FORTUNA TRUST U/T/A DTD 06/01/2018Director	48,000	$68.5M	2 Feb 2026
14 Jan 2026	THE FORTUNA TRUST U/T/A DTD 06/01/2018Director	7,627	$10.5M	14 Jan 2026
8 Jan 2026	THE FORTUNA TRUST U/T/A DTD 06/01/2018Director	17,373	$24.1M	8 Jan 2026
5 Jan 2026	THE FORTUNA TRUST U/T/A DTD 06/01/2018Director	25,000	$34.0M	5 Jan 2026
2 Jan 2026	PATRICK J. MURPHYOfficer	290	$385.7K	2 Jan 2026
10 Dec 2025	ROBERT SMALLDirector	4,700	$6.1M	10 Dec 2025
9 Dec 2025	Stockbridge Partners LLCMay be deemed affiliate	100,000	$134.7M	9 Dec 2025
4 Dec 2025	THE FORTUNA TRUST U/T/A DTD 06/01/2018Director	17,526	$23.4M	4 Dec 2025
1 Dec 2025	PATRICK J. MURPHYOfficer	290	$394.4K	1 Dec 2025
28 Nov 2025	THE FORTUNA TRUST U/T/A DTD 06/01/2018Director	4,592	$6.2M	28 Nov 2025
26 Nov 2025	THE FORTUNA TRUST U/T/A DTD 06/01/2018Director	30	$40.6K	26 Nov 2025
25 Nov 2025	THE FORTUNA TRUST U/T/A DTD 06/01/2018Director	4,187	$5.6M	25 Nov 2025
21 Nov 2025	THE FORTUNA TRUST U/T/A DTD 06/01/2018Officer	230	$305.4K	21 Nov 2025
20 Nov 2025	THE FORTUNA TRUST U/T/A DTD 06/01/2018Officer	1,104	$1.5M	20 Nov 2025
18 Nov 2025	THE FORTUNA TRUST U/T/A DTD 06/01/2018Officer	7,191	$9.6M	18 Nov 2025
17 Nov 2025	Howley W NicholasOfficer	2,736	$3.7M	17 Nov 2025
17 Nov 2025	JOEL REISSOfficer	11,700	$15.7M	17 Nov 2025
3 Nov 2025	PATRICK J. MURPHYOfficer	290	$379.5K	3 Nov 2025
27 Oct 2025	PATRICK JOSEPH MURPHYOfficer	580	$788.4K	27 Oct 2025
27 Oct 2025	THE FORTUNA TRUST U/T/A DTD 06/01/2018Officer	700	$951.5K	27 Oct 2025

Large holders

Schedule 13D and 13G filings by holders of more than 5% of the voting shares.


14 May 2026	Capital International Investors	13G amended	9.9%	5.6M
14 May 2026	Capital World Investors	13G amended	8.3%	4.7M
14 May 2026	Capital Research Global Investors	13G	5.6%	3.1M
30 Apr 2026	Vanguard Capital Management	13G	7.48%	4.2M
27 Mar 2026	The Vanguard Group	13G amended	0%	0

Trades by members of the House

From each member's periodic transaction report: the amount is the band the report gives.


25 Aug 2026	April McClain DelaneyMD06	Sale	$100,001 - $250,000	DC	9 Sep 2026
28 Jul 2026	April McClain DelaneyMD06	Purchase	$1,001 - $15,000	DC	3 Aug 2026
21 May 2026	April McClain DelaneyMD06	Purchase	$1,001 - $15,000	DC	5 Jun 2026
22 May 2026	April McClain DelaneyMD06	Purchase	$1,001 - $15,000	DC	5 Jun 2026
13 May 2026	April McClain DelaneyMD06	Purchase	$1,001 - $15,000	DC	5 Jun 2026
7 May 2026	April McClain DelaneyMD06	Purchase	$1,001 - $15,000	DC	5 Jun 2026
8 May 2026	April McClain DelaneyMD06	Purchase	$1,001 - $15,000	DC	5 Jun 2026
29 Apr 2026	April McClain DelaneyMD06	Purchase	$1,001 - $15,000	DC	6 May 2026
16 Apr 2026	April McClain DelaneyMD06	Purchase	$15,001 - $50,000	DC	6 May 2026
20 Apr 2026	April McClain DelaneyMD06	Purchase	$1,001 - $15,000	DC	6 May 2026
15 Apr 2026	April McClain DelaneyMD06	Purchase	$1,001 - $15,000	DC	6 May 2026
17 Apr 2026	April McClain DelaneyMD06	Purchase	$1,001 - $15,000	DC	6 May 2026
16 Mar 2026	Gilbert CisnerosCA31	Purchase	$1,001 - $15,000	Self	7 Apr 2026
25 Mar 2026	Gilbert CisnerosCA31	Sale (partial)	$1,001 - $15,000	Self	7 Apr 2026
30 Jan 2026	Gilbert CisnerosCA31	Purchase	$1,001 - $15,000	Self	13 Feb 2026
24 Dec 2025	Gilbert CisnerosCA31	Sale (partial)	$1,001 - $15,000	Self	12 Jan 2026
18 Nov 2025	Gilbert CisnerosCA31	Purchase	$1,001 - $15,000	Self	15 Dec 2025
17 Oct 2025	Gilbert CisnerosCA31	Purchase	$1,001 - $15,000	Self	18 Nov 2025
23 Sep 2025	Valerie HoyleOR04	Sale	$1,001 - $15,000	SP	10 Oct 2025
29 Oct 2024	Valerie HoyleOR04	Purchase	$1,001 - $15,000	SP	12 Sep 2025
12 May 2025	Jefferson ShreveIN06	Sale	$15,001 - $50,000	Self	22 Jun 2025
8 May 2025	Jefferson ShreveIN06	Sale (partial)	$15,001 - $50,000	Self	22 Jun 2025
7 Apr 2025	Jefferson ShreveIN06	Purchase	$15,001 - $50,000	Self	8 May 2025
5 Mar 2025	Jefferson ShreveIN06	Purchase	$15,001 - $50,000	Self	11 Apr 2025
4 Feb 2025	Josh GottheimerNJ05	Sale (partial)	$1,001 - $15,000	JT	6 Mar 2025
13 Jan 2025	Rob BresnahanPA08	Sale	$1,001 - $15,000	JT	13 Feb 2025
16 Jan 2025	Josh GottheimerNJ05	Sale (partial)	$1,001 - $15,000	JT	10 Feb 2025
17 Oct 2024	Josh GottheimerNJ05	Sale (partial)	$1,001 - $15,000	JT	6 Nov 2024
13 Mar 2024	Josh GottheimerNJ05	Sale (partial)	$1,001 - $15,000	JT	7 Apr 2024
28 Feb 2024	William R. KeatingMA09	Purchase	$1,001 - $15,000	Self	12 Mar 2024
16 May 2023	Josh GottheimerNJ05	Purchase	$1,001 - $15,000	JT	11 Jun 2023

Short interest

Shares sold short and not yet bought back, on every FINRA settlement date.

Shares short, each settlement


30 Sep 2026	1.2M	+12.41%	2.71
15 Sep 2026	1.1M	+18.68%	3.17
31 Aug 2026	899.2K	+7.63%	2.51
14 Aug 2026	835.4K	-13.19%	1.49
31 Jul 2026	962.4K	-10.33%	2.91
15 Jul 2026	1.1M	-6.37%	3.23
30 Jun 2026	1.1M	+1.58%	2.35
15 Jun 2026	1.1M	+7.66%	3.36
29 May 2026	1.0M	+6.9%	2.38
15 May 2026	980.6K	-2.35%	2.46

1–10 of 211

Funds that hold it

Every fund's holding from its latest Form 13F, largest first, with what it added or trimmed in the quarter.

Funds holding

1,244

quarter to 30 Jun 2026

Added or new

555

since 31 Mar 2026

Trimmed

368

in the quarter

Largest holder

Capital International Investors

$6.7B

The 60 largest of 1,244 funds, by value


Capital International Investors	$6.7B	5.1M	-432.0K	Trimmed	1.39%	Filing ↗
BlackRock, Inc.	$6.5B	4.9M	+270.3K	Added	0.10%	Filing ↗
Capital World Investors	$5.7B	4.3M	-392.4K	Trimmed	0.67%	Filing ↗
Vanguard Capital Management LLC	$4.9B	3.7M	-16.2K	Trimmed	0.10%	Filing ↗
Capital Research Global Investors	$4.2B	3.1M	-24.0K	Trimmed	0.58%	Filing ↗
Vanguard Portfolio Management LLC	$3.4B	2.6M	+7.9K	Added	0.15%	Filing ↗
State Street Corp.	$3.4B	2.6M	+42.5K	Added	0.10%	Filing ↗
Principal Financial Group Inc.	$2.3B	1.7M	-304.7K	Trimmed	1.12%	Filing ↗
Geode Capital Management, LLC	$1.7B	1.3M	+9.9K	Added	0.09%	Filing ↗
FMR LLC	$1.5B	1.1M	-267.0K	Trimmed	0.06%	Filing ↗
Soroban Capital Partners LP	$1.2B	898.2K	+42.0K	Added	8.45%	Filing ↗
Altarock Partners LP	$1.2B	875.8K	-33.4K	Trimmed	27.51%	Filing ↗
Morgan Stanley	$1.2B	872.6K	-21.2K	Trimmed	0.06%	Filing ↗
JPMorgan Chase & Co.	$1.1B	835.1K	-62.8K	Trimmed	0.07%	Filing ↗
Norges Bank	$1.0B	781.7K	–	Held	0.10%	Filing ↗
Windacre Partnership LLC	$911.2M	684.1K	+174.5K	Added	9.01%	Filing ↗
UBS Group AG	$808.1M	606.7K	+97.0K	Added	0.13%	Filing ↗
Price T Rowe Associates Inc.	$765.2M	574.4K	-18.3K	Trimmed	0.08%	Filing ↗
Invesco Ltd.	$638.8M	479.6K	+45.0K	Added	0.05%	Filing ↗
Northern Trust Corp.	$622.8M	467.5K	+11.7K	Added	0.07%	Filing ↗
Charles Schwab Investment Management Inc.	$590.0M	442.9K	+32.7K	Added	0.08%	Filing ↗
Stockbridge Partners LLC	$578.5M	434.3K	0	Held	12.17%	Filing ↗
Primecap Management Co.	$546.4M	410.2K	0	Held	0.32%	Filing ↗
Manufacturers Life Insurance Company, the	$522.8M	392.4K	+202.3K	Added	0.41%	Filing ↗
UBS AM, a distinct business unit of UBS Asset Management Americas LLC	$471.7M	354.1K	-5.5K	Trimmed	0.09%	Filing ↗
Select Equity Group, L.P.	$470.5M	353.2K	+305.3K	Added	2.49%	Filing ↗
Goldman Sachs Group Inc.	$466.1M	349.9K	+67.8K	Added	0.05%	Filing ↗
Bank of New York Mellon Corp	$424.6M	318.7K	-2.0K	Trimmed	0.07%	Filing ↗
Vanguard Fiduciary Trust Co.	$423.3M	317.8K	-1.2K	Trimmed	0.09%	Filing ↗
Bank of America Corp.	$381.4M	286.3K	-9.7K	Trimmed	0.03%	Filing ↗
Edgewood Management LLC	$370.6M	278.2K	-339.3K	Trimmed	3.82%	Filing ↗
Legal & General Group Plc	$356.0M	267.3K	-15.3K	Trimmed	0.07%	Filing ↗
CIBC Bancorp USA Inc.	$310.6M	233.2K	+31.7K	Added	0.38%	Filing ↗
Temasek Holdings (Private) Ltd	$271.0M	203.4K	-15.5K	Trimmed	0.74%	Filing ↗
Heard Capital LLC	$248.1M	186.3K	+7.7K	Added	10.62%	Filing ↗
Wells Fargo & Company	$244.7M	183.7K	+33.7K	Added	0.04%	Filing ↗
Sumitomo Mitsui Trust Group, Inc.	$241.6M	181.4K	+1.2K	Added	0.14%	Filing ↗
Deutsche Bank AG	$232.9M	174.8K	-17.9K	Trimmed	0.07%	Filing ↗
Dimensional Fund Advisors LP	$231.5M	173.8K	+12.2K	Added	0.04%	Filing ↗
Vulcan Value Partners, LLC	$227.0M	170.4K	-13.8K	Trimmed	6.91%	Filing ↗
Nuveen, LLC	$222.9M	167.3K	+27.7K	Added	0.05%	Filing ↗
Blair William & Co.	$219.7M	165.0K	-1.3K	Trimmed	0.57%	Filing ↗
Swiss National Bank	$212.2M	159.3K	-6.0K	Trimmed	0.11%	Filing ↗
Canada Pension Plan Investment Board	$210.9M	158.4K	-43.1K	Trimmed	0.12%	Filing ↗
Alkeon Capital Management LLC	$198.6M	149.1K	0	Held	0.77%	Filing ↗
Mitsubishi UFJ Asset Management Co., Ltd.	$193.0M	144.9K	+13.6K	Added	0.11%	Filing ↗
Bank of Montreal	$189.4M	142.2K	+22.6K	Added	0.07%	Filing ↗
Veritas Asset Management LLP	$183.8M	138.0K	+4.0K	Added	3.31%	Filing ↗
National Pension Service	$180.1M	135.2K	+4.9K	Added	0.12%	Filing ↗
Citigroup Inc.	$173.1M	129.9K	-14.2K	Trimmed	0.08%	Filing ↗

1–50 of 60

Executive pay and performance

What the chief executive and the other named officers were paid, as reported and as actually paid, next to the shareholder return and net income, from each proxy's pay-versus-performance table.

Pay versus performance

5 fiscal years · from each proxy (DEF 14A)

Fiscal year	CEO pay, as reported	CEO pay, actually paid	Other officers, as reported (average)	Other officers, actually paid (average)	Shareholder return, $100	Peer return, $100	Net income	Proxy
FY ending 30 Sep 2025	$25.2M	$27.1M	$25.8M	$17.1M	$334	$283	$2.07B	DEF 14A 23 Jan 2026
FY ending 30 Sep 2024	$21.4M	$173.9M	$17.8M	$50.4M	$312	$182	$1.72Bⁿ	DEF 14A 23 Jan 2026
FY ending 30 Sep 2023	$23.8M	$81.0M	$8.5M	$20.5M	$184	$129	$1.30Bⁿ	DEF 14A 23 Jan 2026
FY ending 30 Sep 2022	$18.7M	$2.2M	$6.7M	$-0.4M	$114	$106	$867.0Mⁿ	DEF 14A 23 Jan 2026
FY ending 30 Sep 2021	$21.5M	$44.5M	$16.6M	$28.8M	$131	$137	$681.0Mⁿ	DEF 14A 23 Jan 2026

Each year from the newest proxy that reports it. Pay actually paid follows the SEC's definition and can be below zero when share awards fall in value. ⁿ the proxy's net income differs from the 10-K or was tagged without its scale: hover for which.

Shareholder votes

The vote count on every proposal at each meeting, from the company's 8-K.

Meeting

8-K, item 5.07, filed 5 Mar 2026

Proposal	For	Against or withheld	Abstain	Broker non-votes	For, % of for and against	Result
Proposal No. 1 – Election of Ten Director Nominees to the Company's Board of Directors:
David A. Barr	49,439,187	777,640	–	2,616,917	98.5%	–
Jane M. Cronin	48,845,224	1,371,603	–	2,616,917	97.3%	–
Michael Graff	48,158,601	2,058,226	–	2,616,917	95.9%	–
Sean P. Hennessy	48,949,934	1,266,893	–	2,616,917	97.5%	–
W. Nicholas Howley	48,963,201	1,253,626	–	2,616,917	97.5%	–
Michael J. Lisman	49,861,805	355,022	–	2,616,917	99.3%	–
Gary E. McCullough	46,187,687	4,029,140	–	2,616,917	92.0%	–
Peter J. Palmer	49,334,023	882,804	–	2,616,917	98.2%	–
Michele L. Santana	48,861,884	1,354,943	–	2,616,917	97.3%	–
Robert J. Small	49,061,518	1,155,309	–	2,616,917	97.7%	–
Proposal No. 2 – Ratification of the Appointment of Ernst & Young LLP as the Company's Independent Registered Public Accounting Firm for the Fiscal Year Ending September 30, 2026:
All shares voting	51,593,887	1,227,313	12,544	–	97.7%	–
Proposal No. 3 – Approval, on an Advisory Basis, of the Compensation of the Company’s Named Executive Officers:
All shares voting	48,583,255	1,612,610	20,962	2,616,917	96.8%	–

Counts as the company reports them in its 8-K. A result shows when the filing states one. Meetings since 2023.

Dividends and buybacks

Dividend per share, the cash paid and the shares bought back, each fiscal year.

Dividend per share, each fiscal year

$0$10$20$30$40$50

'10'13'16'19'22'25


FY2025	–	$159.0M	$500.0M
FY2024	–	$2.0B	$0
FY2023	$0.00	$38.0M	$0
FY2022	$18.50	$1.1B	$912.0M
FY2021	$0.00	$73.0M	$0
FY2020	$32.50	$1.9B	$19.0M
FY2019	$30.00	$1.7B	$0
FY2018	$0.00	$56.0M	$0
FY2017	$46.00	$2.6B	$389.8M
FY2016	$0.00	$3.0M	$207.8M

1–10 of 16

Peers

Companies in the same industry, largest first, on the same measures.

Company	Market value	Revenue, 12 months	Revenue growth	Operating margin	Net margin	ROE	P/E	EV/EBITDA
TransDigm Group Inc.this company	$61.1B	$10.0B	16.7%	46.0%	21.3%	–	33.5×	18.3×
Karman Holdings Inc.	$4.9B	$589.6M	50.2%	16.8%	6.3%	8.8%	126.4×	36.0×

What the company does

TD Group, through its wholly-owned subsidiary TransDigm Inc., designs, produces and supplies highly engineered aircraft components that the filing describes as critical to the safe and effective operation of nearly all commercial and military aircraft worldwide. It estimates that approximately 90% of net sales in fiscal year 2025 came from proprietary products. The businesses are organised and managed in three reporting segments: Power & Control, Airframe and Non-aviation.

The aftermarket tail

Once a part is designed into and sold on a new aircraft, the company earns from aftermarket consumption over that aircraft's life, generally estimated at approximately 25 to 30 years; a typical platform can be produced for 20 to 30 years, which the company puts together as a product life cycle in excess of 50 years. It estimates that approximately 55% of net sales in fiscal year 2025 came from the aftermarket, the vast majority of that from the commercial and military aftermarkets, and reports that aftermarket sales have historically carried a higher gross profit and been more stable than sales to original equipment manufacturers. Alongside that sits a selective acquisition strategy aimed at proprietary commercial aerospace component businesses with aftermarket content; since the company began in 1993 it has acquired 95 businesses and various product lines.

From the 10-K for the year to 30 Sep 2025, filed 12 Nov 2025 · the filing ↗

TransDigm Group Inc.NYSE · S&P 500

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What the company does

The aftermarket tail