FTAI vs. TDG: FTAI Aviation vs. TransDigm Stock Comparison

November 11, 2026

How do FTAI Aviation (FTAI) 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

FTAI Aviation (FTAI) and TransDigm (TDG) both fall under the Capital Goods industry group, but FTAI is classified in Trading Companies & Distributors while TDG is classified in Aerospace & Defense.

Company profile comparison for FTAI Aviation (FTAI) and TransDigm (TDG)
Profile Item	FTAI	TDG
Name	FTAI Aviation Ltd.	TransDigm Group Inc.
Country/Region	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Aerospace & Defense
GICS Sub-Industry	Trading Companies & Distributors	Aerospace & Defense
Market Capitalization	18.43 billion USD	66.17 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	May 14, 2015	March 15, 2006
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

FTAI

TDG

GSPC

FTAI Aviation (FTAI) 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 FTAI Aviation (FTAI) and TransDigm (TDG). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for FTAI Aviation (FTAI) and TransDigm (TDG)
Metric	FTAI	TDG
Total Return (1Y)	20.27%	-3.42%
Total Return (3Y, Annualized)	71.86%	14.26%
Total Return (5Y, Annualized)	58.99%	16.86%

Risk Profile

Drawdown History

FTAI

TDG

GSPC

FTAI Aviation (FTAI) 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 FTAI Aviation (FTAI) and TransDigm (TDG). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for FTAI Aviation (FTAI) and TransDigm (TDG)
Metric	FTAI	TDG
Volatility (1Y, Annualized)	68.23%	28.03%
Beta (5Y)	1.52	0.94
Max Drawdown (5Y)	-52.11%	-29.05%
Avg. Volume (3M)	1.60M	369.72K

Risk-Adjusted Performance

Risk-Return Positioning

FTAI 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 FTAI Aviation (FTAI) and TransDigm (TDG)
Metric	FTAI	TDG
Sharpe Ratio (1Y)	0.23	-0.27
Sortino Ratio (1Y)	0.38	-0.38

Profitability

ROE (TTM)

Capital efficiency shows on one side only: FTAI Aviation (FTAI) earns 154.32% on shareholders’ equity, ranked against its industry; TransDigm (TDG) has no ROE this period.

FTAI

Capital Goods industry group

154.32%

FTAI: 154.32%
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: --

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

Net Margin (TTM)

For every dollar of sales, both FTAI Aviation (FTAI) at 15.46% and TransDigm (TDG) at 21.28% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

FTAI

Capital Goods industry group

15.46%

Max: 27.47%
FTAI: 15.46%
Q3: 12.10%
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%

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

Operating Margin (TTM)

TransDigm (TDG) at 46.01% shows unusually strong operating efficiency — above its industry’s operating margin range — and FTAI Aviation (FTAI) at 22.90% also operates in the top quartile.

FTAI

Capital Goods industry group

22.90%

Max: 36.60%
FTAI: 22.90%
Q3: 18.33%
Median: 11.12%
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%

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

Profitability Metrics

Profitability metrics for FTAI Aviation (FTAI) and TransDigm (TDG)
Metric	FTAI	TDG
ROE (TTM)	154.32%	--
ROA (TTM)	11.05%	11.82%
Net Margin (TTM)	15.46%	21.28%
Operating Margin (TTM)	22.90%	46.01%
Gross Margin (TTM)	30.63%	59.82%

Growth

Revenue Growth

FTAI Aviation (FTAI) at 44.53% clears its industry range for revenue growth, far stronger top-line momentum than TransDigm (TDG) at 11.22%, which is closer to a typical peer reading.

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

EPS Growth

Only one side can be read here: TransDigm (TDG) reports EPS growth of 25.21%, ranked against its industry; FTAI Aviation (FTAI) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for FTAI Aviation (FTAI) and TransDigm (TDG)
Metric	FTAI	TDG
Revenue Growth (YoY)	44.53%	11.22%
Revenue Growth (3Y CAGR)	52.40%	17.61%
EPS Growth (YoY)	--	25.21%
EPS Growth (3Y CAGR)	--	33.78%

Financial Strength

Current Ratio (MRQ)

Both FTAI Aviation (FTAI) at 3.82 and TransDigm (TDG) at 3.02 post current ratio above their industries’ typical mid-ranges — short-term liquidity appears comfortable, though unusually high readings can point to idle current assets.

FTAI

Capital Goods industry group

3.82

Max: 5.22
FTAI: 3.82
Q3: 2.95
Median: 2.08
Q1: 1.43
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

FTAI Aviation (FTAI) 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: FTAI Aviation (FTAI) carries debt-to-equity ratio of 8.06 against its industry range, while TransDigm (TDG) reports no figure this period.

FTAI

Capital Goods industry group

8.06

FTAI: 8.06
Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

TDG

Capital Goods industry group

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

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

Financial Strength Metrics

Financial strength metrics for FTAI Aviation (FTAI) and TransDigm (TDG)
Metric	FTAI	TDG
Current Ratio (MRQ)	3.82	3.02
Debt / Equity (MRQ)	8.06	--
Net Debt / EBITDA	3.11	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 FTAI Aviation (FTAI) reports a yield of 1.14%, ranking against industry peers normally.

FTAI

Capital Goods industry group

1.14%

Max: 2.66%
FTAI: 1.14%
Q3: 1.14%
Median: 0.24%
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%

FTAI Aviation (FTAI) 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 FTAI Aviation (FTAI) reports a payout of 34.48%, ranking against industry peers normally.

FTAI

Capital Goods industry group

34.48%

Max: 67.39%
FTAI: 34.48%
Q3: 28.02%
Median: 6.86%
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%

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

Dividend Metrics

Dividend metrics for FTAI Aviation (FTAI) and TransDigm (TDG)
Metric	FTAI	TDG
Dividend Yield (TTM)	1.14%	0.00%
Dividend Payout Ratio (TTM)	34.48%	0.00%

Valuation

P/E Ratio (TTM)

Both FTAI Aviation (FTAI) at 36.57 and TransDigm (TDG) at 36.31 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.

FTAI

Capital Goods industry group

36.57

Max: 59.38
FTAI: 36.57
Q3: 35.92
Median: 25.41
Q1: 19.47
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

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

P/S Ratio (TTM)

Both FTAI Aviation (FTAI) at 5.38 and TransDigm (TDG) at 6.61 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

FTAI

Capital Goods industry group

5.38

Max: 7.54
FTAI: 5.38
Q3: 3.76
Median: 2.15
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

FTAI Aviation (FTAI) 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 FTAI Aviation (FTAI) reports 42.62, ranking against industry peers normally.

FTAI

Capital Goods industry group

42.62

FTAI: 42.62
Max: 9.66
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

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

Valuation Metrics

Valuation metrics for FTAI Aviation (FTAI) and TransDigm (TDG)
Metric	FTAI	TDG
P/E Ratio (TTM)	36.57	36.31
P/S Ratio (TTM)	5.38	6.61
P/B Ratio (MRQ)	42.62	-6.74
Free Cash Flow Yield (TTM)	-3.18%	2.20%