Howmet Aerospace vs TransDigm
Howmet Aerospace and TransDigm are similar in size: $8.25bn and $8.83bn of revenue in their latest fiscal years. TransDigm grew faster (11.2% against 11.1%). TransDigm kept more of each dollar of sales as profit: a net margin of 23.5% against 18.3%.
| Latest fiscal year | Howmet AerospaceHWM, 2025 | TransDigmTDG, 2025 |
|---|---|---|
| Revenue | $8.25bn | $8.83bn |
| Revenue growth | 11.1% | 11.2% |
| Net income | $1.51bn | $2.07bn |
| Operating margin | — | — |
| Net margin | 18.3% | 23.5% |
| Return on equity | 30.4% | — |
| Free cash flow | $1.43bn | $1.82bn |
| Cash | $742m | $2.81bn |
| Total debt | $3.05bn | $29.52bn |
| Debt to equity | — | — |
| Dividend per share | $0.44 | — |
| Dividend yield | 0.2% | 7.6% |
| Share buybacks | $700m | $500m |
| Employees | — | 16,500 |
| Market value | $88.70bn | $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, 3 sales | 8 buys, 546 sales |