← 机构持仓
TDG

TransDigm Group

2 家机构 · 合计 $225M
数据: SEC EDGAR 13F · 2026Q2
大师持有数 · 近 5 季ⓘ
2
2025Q2 – 2026Q2 · 与上季持平
总仓位
$225M
追踪机构合计持仓市值
本季净动作
↑ 增持
按持仓机构股数加权
持仓机构本季动作仓位价值占其组合风格
Sandsⓘ减仓-4.95%$119M0.44%激进成长 / 创新驱动集中持股
Third Pointⓘ加仓+216%$105M2.25%激进价值 / 事件驱动
机构如何谈论它ⓘ
2025-04-01Colossus (Invest Like the Best / Business Breakdowns)看空Darren Farber - The Business of Defense - [Invest Like the Best, EP.417]详情 →
2024-02-21Colossus (Invest Like the Best / Business Breakdowns)中性HEICO: Parts for Planes - [Business Breakdowns, EP.150]详情 →
2022-10-12Bireme Capital中性Stocktober #3: Ziff Davis详情 →
2022-08-24Colossus (Invest Like the Best / Business Breakdowns)中性Atlas Copco: Sweden’s Best Kept Secret - [Business Breakdowns, EP. 71]详情 →
2022-08-02Colossus (Invest Like the Best / Business Breakdowns)看多Will Thorndike - The Power of Long Holding Periods - [Invest Like the Best, EP.288]详情 →
2022-07-14Colossus (Invest Like the Best / Business Breakdowns)看多TransDigm: Foundations with Nick Howley [50X, EP.1]详情 →
财报电话会ⓘ

暂无财报电话数据

财务速览ⓘFY2025 · 来源: SEC EDGAR 10-K

近5年营收年化 16% · 最新净利率 23.5% · 自由现金流持续为正

营收$8.83B
营收同比+11.2%
毛利率60.1%
净利率23.5%
净利润$2.07B
自由现金流$1.82B
经营现金流$2.04B
ROE—

来源：SEC EDGAR 公司年报(10-K)。外国发行人(20-F/IFRS)暂未覆盖。