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Company Research13 Aug 2024
TransDigm: The Story of the Controversial Aerospace Giant
TransDigm's rise to power in the aerospace industry, from its founding in 1993 to its dominance through M&A.
TransDigm Group
TransDigm Group (TDG) investor relations material
TransDigm Group Proxy Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy Filing summary23 Jan, 2026
Executive summary
Achieved record FY 2025 results: net sales up 11% to $8.8B, EBITDA As Defined up 14% to $4.8B, and net income up 21% to $2.1B compared to FY 2024.
Returned $9.6B to shareholders via two special dividends and repurchased $500M in shares.
Deployed $0.9B for acquisitions, including Servotronics and Simmonds Precision Products.
CEO transition: Michael Lisman succeeded Kevin Stein on October 1, 2025; Stein remains as advisor through 2027.
Board refreshment included two new directors and ongoing focus on diversity and operational expertise.
Voting matters and shareholder proposals
Shareholders to vote on: election of ten directors, ratification of Ernst & Young LLP as auditor for FY 2026, and advisory approval of executive compensation (Say-on-Pay).
Board recommends voting FOR all proposals.
Proxy access allows up to 20 shareholders with 3%+ ownership for 3 years to nominate directors.
Board of directors and corporate governance
Board consists of 10 nominees, 8 of whom are independent; average age is 62.
Chairman and CEO roles are separated; Lead Independent Director (LID) role established.
Committees: Audit, Compensation, Nominating & Corporate Governance, and Executive.
Annual board and committee self-evaluations; robust succession planning and director retirement policy at age 75.
Enhanced board diversity and ongoing refreshment process.
How will future special dividends be funded?
What are the long-term impacts of CEO's option-only pay?
Board's plan to enhance independence and diversity?
Partial view of Summaries dataset, powered by Quartr API
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Next TransDigm Group earnings date
Q1 20263 Feb, 2026
TransDigm Group
Next TransDigm Group earnings date
Q1 20263 Feb, 2026
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Frequently asked questions
TransDigm Group Incorporated designs, produces, and supplies aircraft components for use on commercial and military aircraft in the United States and internationally. Its Power & Control segment provides mechanical/electro-mechanical actuation systems and components; electronic engine controls; cockpit security components and systems; power conditioning devices; specialized pumps, valves and gauges; IC integrated engine control systems and components; ignition systems and components; specialized lavatory components and systems; lighting systems; heavy duty engine starters, oxygen systems, seat belts, parachutes and rescue hoists. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.
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