EME vs. TDG: EMCOR vs. TransDigm Stock Comparison

November 11, 2026

How do EMCOR (EME) and TransDigm (TDG) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

EMCOR (EME) and TransDigm (TDG) both fall under the Capital Goods industry group, but EME is classified in Construction & Engineering while TDG is classified in Aerospace & Defense.

Company profile comparison for EMCOR (EME) and TransDigm (TDG)
Profile Item	EME	TDG
Name	EMCOR Group, Inc.	TransDigm Group Inc.
Country/Region	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Construction & Engineering	Aerospace & Defense
GICS Sub-Industry	Construction & Engineering	Aerospace & Defense
Market Capitalization	26.64 billion USD	66.17 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	January 10, 1995	March 15, 2006
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

EME

TDG

GSPC

EMCOR (EME) vs. TransDigm (TDG), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for EMCOR (EME) and TransDigm (TDG). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for EMCOR (EME) and TransDigm (TDG). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for EMCOR (EME) and TransDigm (TDG)
Metric	EME	TDG
Total Return (1Y)	0.07%	-3.42%
Total Return (3Y, Annualized)	46.16%	14.26%
Total Return (5Y, Annualized)	38.01%	16.86%

Risk Profile

Drawdown History

EME

TDG

GSPC

EMCOR (EME) vs. TransDigm (TDG), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for EMCOR (EME) and TransDigm (TDG). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for EMCOR (EME) and TransDigm (TDG)
Metric	EME	TDG
Volatility (1Y, Annualized)	43.79%	28.03%
Beta (5Y)	1.17	0.94
Max Drawdown (5Y)	-36.85%	-29.05%
Avg. Volume (3M)	402.73K	369.72K

Risk-Adjusted Performance

Risk-Return Positioning

EME and TDG are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for EMCOR (EME) and TransDigm (TDG)
Metric	EME	TDG
Sharpe Ratio (1Y)	-0.10	-0.27
Sortino Ratio (1Y)	-0.14	-0.38

Profitability

ROE (TTM)

Capital efficiency shows on one side only: EMCOR (EME) earns 40.55% on shareholders’ equity, ranked against its industry; TransDigm (TDG) has no ROE this period.

EME

Capital Goods industry group

40.55%

EME: 40.55%
Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

TDG

Capital Goods industry group

Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%
TDG: --

EMCOR (EME) vs. TransDigm (TDG): TDG does not report ROE, so it has no value marker; EME is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

TransDigm (TDG) at 21.28% retains a top-quartile share of revenue as profit, ahead of EMCOR (EME) at 7.78%, which keeps about the industry-typical share.

EME

Capital Goods industry group

7.78%

Max: 27.47%
Q3: 12.10%
EME: 7.78%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

TDG

Capital Goods industry group

21.28%

Max: 27.47%
TDG: 21.28%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

EMCOR (EME) vs. TransDigm (TDG): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

TransDigm (TDG) at 46.01% turns sales into operating profit above its industry’s benchmark range, while EMCOR (EME) at 10.46% operates around its industry’s norm.

EME

Capital Goods industry group

10.46%

Max: 36.60%
Q3: 18.33%
Median: 11.12%
EME: 10.46%
Q1: 5.14%
Min: -12.63%

TDG

Capital Goods industry group

46.01%

TDG: 46.01%
Max: 36.60%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

EMCOR (EME) vs. TransDigm (TDG): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for EMCOR (EME) and TransDigm (TDG)
Metric	EME	TDG
ROE (TTM)	40.55%	--
ROA (TTM)	12.33%	11.82%
Net Margin (TTM)	7.78%	21.28%
Operating Margin (TTM)	10.46%	46.01%
Gross Margin (TTM)	19.59%	59.82%

Growth

Revenue Growth

Both EMCOR (EME) at 16.62% and TransDigm (TDG) at 11.22% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

EMCOR (EME) vs. TransDigm (TDG): A comparison of their Revenue Growth across different time periods.

EPS Growth

EMCOR (EME) at 30.99% sits in the top EPS growth quartile, while TransDigm (TDG) at 25.21% is closer to the peer norm — faster per-share earnings growth for EME.

EMCOR (EME) vs. TransDigm (TDG): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for EMCOR (EME) and TransDigm (TDG)
Metric	EME	TDG
Revenue Growth (YoY)	16.62%	11.22%
Revenue Growth (3Y CAGR)	15.32%	17.61%
EPS Growth (YoY)	30.99%	25.21%
EPS Growth (3Y CAGR)	51.54%	33.78%

Financial Strength

Current Ratio (MRQ)

TransDigm (TDG) at 3.02 carries current ratio above its industry’s typical mid-range, while EMCOR (EME) at 1.17 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

EME

Capital Goods industry group

1.17

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
EME: 1.17
Min: 0.36

TDG

Capital Goods industry group

3.02

Max: 5.22
TDG: 3.02
Q3: 2.95
Median: 2.08
Q1: 1.43
Min: 0.36

EMCOR (EME) vs. TransDigm (TDG): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: EMCOR (EME) carries debt-to-equity ratio of 0.13 against its industry range, while TransDigm (TDG) reports no figure this period.

EME

Capital Goods industry group

0.13

Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
EME: 0.13
Min: 0.00

TDG

Capital Goods industry group

Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00
TDG: --

EMCOR (EME) vs. TransDigm (TDG): TDG does not report debt-to-equity ratio, so it has no value marker; EME is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for EMCOR (EME) and TransDigm (TDG)
Metric	EME	TDG
Current Ratio (MRQ)	1.17	3.02
Debt / Equity (MRQ)	0.13	--
Net Debt / EBITDA	-0.10	6.03

Dividends

Dividend Yield (TTM)

TransDigm (TDG) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile EMCOR (EME) reports a yield of 0.07%, ranking against industry peers normally.

EME

Capital Goods industry group

0.07%

Max: 2.66%
Q3: 1.14%
Median: 0.24%
EME: 0.07%
Q1: 0.00%
Min: 0.00%

TDG

Capital Goods industry group

0.00%

Max: 2.66%
Q3: 1.14%
Median: 0.24%
TDG: 0.00%
Q1: 0.00%
Min: 0.00%

EMCOR (EME) vs. TransDigm (TDG): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

TransDigm (TDG) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile EMCOR (EME) reports a payout of 4.19%, ranking against industry peers normally.

EME

Capital Goods industry group

4.19%

Max: 67.39%
Q3: 28.02%
Median: 6.86%
EME: 4.19%
Q1: 0.00%
Min: 0.00%

TDG

Capital Goods industry group

0.00%

Max: 67.39%
Q3: 28.02%
Median: 6.86%
TDG: 0.00%
Q1: 0.00%
Min: 0.00%

EMCOR (EME) vs. TransDigm (TDG): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for EMCOR (EME) and TransDigm (TDG)
Metric	EME	TDG
Dividend Yield (TTM)	0.07%	0.00%
Dividend Payout Ratio (TTM)	4.19%	0.00%

Valuation

P/E Ratio (TTM)

EMCOR (EME) at 17.59 sits in the cheaper P/E ratio quartile, while TransDigm (TDG) at 36.31 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

EME

Capital Goods industry group

17.59

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
EME: 17.59
Min: 3.03

TDG

Capital Goods industry group

36.31

Max: 59.38
TDG: 36.31
Q3: 35.92
Median: 25.41
Q1: 19.47
Min: 3.03

EMCOR (EME) vs. TransDigm (TDG): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

EMCOR (EME) at 1.34 is priced about in line with its industry on P/S ratio, while TransDigm (TDG) at 6.61 sits in the pricier quartile — TDG costs more per dollar of sales.

EME

Capital Goods industry group

1.34

Max: 7.54
Q3: 3.76
Median: 2.15
EME: 1.34
Q1: 1.03
Min: 0.03

TDG

Capital Goods industry group

6.61

Max: 7.54
TDG: 6.61
Q3: 3.76
Median: 2.15
Q1: 1.03
Min: 0.03

EMCOR (EME) vs. TransDigm (TDG): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

TransDigm (TDG) reports a negative P/B ratio of -6.74, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile EMCOR (EME) reports 6.26, ranking against industry peers normally.

EME

Capital Goods industry group

6.26

Max: 9.66
EME: 6.26
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

TDG

Capital Goods industry group

-6.74

Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08
TDG: -6.74

EMCOR (EME) vs. TransDigm (TDG): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for EMCOR (EME) and TransDigm (TDG)
Metric	EME	TDG
P/E Ratio (TTM)	17.59	36.31
P/S Ratio (TTM)	1.34	6.61
P/B Ratio (MRQ)	6.26	-6.74
Free Cash Flow Yield (TTM)	4.82%	2.20%