Elbit Systems vs TransDigm
Elbit Systems and TransDigm are similar in size: $7.94bn and $8.83bn of revenue in their latest fiscal years. Elbit Systems grew faster (16.3% against 11.2%). TransDigm kept more of each dollar of sales as profit: a net margin of 23.5% against 6.7%.
| Latest fiscal year | Elbit SystemsESLT, 2025 | TransDigmTDG, 2025 |
|---|---|---|
| Revenue | $7.94bn | $8.83bn |
| Revenue growth | 16.3% | 11.2% |
| Net income | $534m | $2.07bn |
| Operating margin | 8.5% | — |
| Net margin | 6.7% | 23.5% |
| Return on equity | 14.4% | — |
| Free cash flow | $553m | $1.82bn |
| Cash | $635m | $2.81bn |
| Total debt | $172m | $29.52bn |
| Debt to equity | 4.2% | — |
| Dividend per share | — | — |
| Dividend yield | 0.3% | 7.6% |
| Share buybacks | — | $500m |
| Employees | — | 16,500 |
| Market value | $34.97bn | $69.28bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 46 (Moderate) | 91 (Strong) |
| Insider trades, 12 months | 0 buys, 7 sales | 8 buys, 546 sales |