TransDigm vs Textron
Textron is the larger business, with $14.80bn of revenue in fiscal 2025 against $8.83bn for TransDigm (1.7 times as much). TransDigm grew faster (11.2% against 8.0%). TransDigm kept more of each dollar of sales as profit: a net margin of 23.5% against 6.2%.
| Latest fiscal year | TransDigmTDG, 2025 | TextronTXT, 2025 |
|---|---|---|
| Revenue | $8.83bn | $14.80bn |
| Revenue growth | 11.2% | 8.0% |
| Net income | $2.07bn | $921m |
| Operating margin | — | — |
| Net margin | 23.5% | 6.2% |
| Return on equity | — | 12.2% |
| Free cash flow | $1.82bn | $929m |
| Cash | $2.81bn | $2.02bn |
| Total debt | $29.52bn | $0 |
| Debt to equity | — | — |
| Dividend per share | — | $0.08 |
| Dividend yield | 7.6% | 0.1% |
| Share buybacks | $500m | $822m |
| Employees | 16,500 | 34,000 |
| Market value | $69.28bn | $14.91bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 91 (Strong) | 48 (Moderate) |
| Insider trades, 12 months | 8 buys, 546 sales | 1 buys, 9 sales |