Elbit Systems (ESLT) vs Transdigm Group (TDG)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Elbit Systems (ESLT) has outperformed Transdigm Group (TDG) over the past year, gaining 28.6% versus a loss of 14.7%. Over five years, ESLT leads with a +351.4% price change compared with +71.4% for TDG. Transdigm Group is the larger company by market cap ($60.50 billion vs $31.20 billion), about 1.9 times the size, while Elbit Systems is growing revenue faster (+16.3% vs +11.2%).
On valuation, Transdigm Group trades at a lower forward P/E (22.7x vs 36.3x for Elbit Systems). Elbit Systems pays a dividend yielding 0.56%, while Transdigm Group does not currently pay one. Transdigm Group converts more of its revenue into profit, with a net margin of 23.5% versus 6.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ESLT | TDG |
|---|---|---|
| Share price | $665.85 | $1,094.48 |
| Market cap | $31.20B | $60.50B |
| 1-day change | -0.49% | -0.16% |
| YTD return | +15.82% | -17.57% |
| 1-year return | +28.56% | -14.65% |
| 5-year return | +351.38% | +71.42% |
| P/E ratio (TTM) | 50.10 | 33.20 |
| Forward P/E | 36.26 | 22.65 |
| EPS (TTM) | $13.29 | $32.97 |
| Dividend yield | 0.56% | 0.00% |
| Annual dividend | $3.75 | $0.00 |
| Revenue (latest FY) | $7.94B | $8.83B |
| Revenue growth (YoY) | +16.27% | +11.22% |
| Net income (latest FY) | $534.34M | $2.07B |
| Gross margin | 24.38% | 60.14% |
| Operating margin | 8.46% | 47.16% |
| Net margin | 6.73% | 23.49% |
| 52-week high | $1,016.06 | $1,463.03 |
| 52-week low | $453.00 | $1,071.25 |
| Distance from 52-week high | -34.47% | -25.19% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +20.35% | +34.82% |
| Average volume | 79.03K | 393.38K |
| Shares outstanding | 46.86M | 55.28M |
| Employees | 21,000 | 16,500 |
| Sector | Industrials | Industrials |
| Industry | Military/Government/Technical | Military/Government/Technical |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ESLT has outperformed TDG by 43.2 percentage points over the past year.
- Elbit Systems trades at a higher earnings multiple (50.1x vs 33.2x trailing P/E).
- Transdigm Group is more profitable, keeping 23.5 cents of every revenue dollar as net income versus 6.7 cents for Elbit Systems.
- Elbit Systems grew revenue faster in its latest fiscal year (+16.27% vs +11.22%).
About Elbit Systems
ESLT stock →Elbit Systems Ltd., together with its subsidiaries, develops and supplies defense and homeland security arenas products and services in Israel, North America, Europe, the Asia-Pacific, Latin America, and internationally. The company operates through five segments: Aerospace; C4I and Cyber; Intelligence, Surveillance, Target Acquisition and Reconnaissance and Electronic Warfare; Land; and Elbit Systems of America.
Industrials · Military/Government/Technical · 21,000 employees
About Transdigm Group
TDG stock →TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, cargo loading and handling systems, delivery systems, and electronic components.
Industrials · Military/Government/Technical · 16,500 employees
ESLT vs TDG FAQ
Which is bigger, Elbit Systems or Transdigm Group?
Transdigm Group (TDG) is larger, with a market capitalization of $60.50B compared with $31.20B for Elbit Systems (ESLT).
Which stock has performed better over the past year, ESLT or TDG?
ESLT returned +28.56% over the past 12 months, compared with -14.65% for TDG (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ESLT or TDG?
TDG has the lower trailing P/E at 33.2, versus 50.1 for ESLT. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Elbit Systems or Transdigm Group?
Elbit Systems pays a dividend yielding 0.56%, while Transdigm Group does not currently pay a regular dividend.
Are Elbit Systems and Transdigm Group in the same industry?
Yes. Both are classified in the Military/Government/Technical industry within the Industrials sector.