Jacobs Solutions (J) vs Transdigm Group (TDG)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Jacobs Solutions (J) has outperformed Transdigm Group (TDG) over the past year, losing 11.9% versus a loss of 15.3%. Over five years, TDG leads with a +70.3% price change compared with +25.1% for J. Transdigm Group is the larger company by market cap ($60.21 billion vs $16.22 billion), about 3.7 times the size.
On valuation, Jacobs Solutions trades at a lower forward P/E (16.8x vs 22.5x for Transdigm Group). Jacobs Solutions pays a dividend yielding 0.98%, 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 2.4%.
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 | J | TDG |
|---|---|---|
| Share price | $138.59 | $1,089.30 |
| Market cap | $16.22B | $60.21B |
| 1-day change | +1.64% | -0.63% |
| YTD return | +4.63% | -18.09% |
| 1-year return | -11.93% | -15.29% |
| 5-year return | +25.08% | +70.34% |
| P/E ratio (TTM) | 46.04 | 33.04 |
| Forward P/E | 16.76 | 22.49 |
| EPS (TTM) | $3.01 | $32.97 |
| Dividend yield | 0.98% | 0.00% |
| Annual dividend | $1.36 | $0.00 |
| Revenue (latest FY) | $12.03B | $8.83B |
| Revenue growth (YoY) | +4.60% | +11.22% |
| Net income (latest FY) | $289.34M | $2.07B |
| Gross margin | 24.81% | 60.14% |
| Operating margin | 7.18% | 47.16% |
| Net margin | 2.41% | 23.49% |
| 52-week high | $168.44 | $1,463.03 |
| 52-week low | $105.68 | $1,071.25 |
| Distance from 52-week high | -17.72% | -25.54% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +17.23% | +35.46% |
| Average volume | 854.31K | 395.56K |
| Shares outstanding | 117.04M | 55.28M |
| Employees | 47,000 | 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
- Transdigm Group is about 3.7 times larger than Jacobs Solutions by market value ($60.21B vs $16.22B).
- Jacobs Solutions trades at a higher earnings multiple (46.0x vs 33.0x trailing P/E).
- Transdigm Group is more profitable, keeping 23.5 cents of every revenue dollar as net income versus 2.4 cents for Jacobs Solutions.
- Transdigm Group grew revenue faster in its latest fiscal year (+11.22% vs +4.60%).
About Jacobs Solutions
J stock →Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa.
Industrials · Military/Government/Technical · 47,000 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
J vs TDG FAQ
Which is bigger, Jacobs Solutions or Transdigm Group?
Transdigm Group (TDG) is larger, with a market capitalization of $60.21B compared with $16.22B for Jacobs Solutions (J).
Which stock has performed better over the past year, J or TDG?
J returned -11.93% over the past 12 months, compared with -15.29% for TDG (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, J or TDG?
TDG has the lower trailing P/E at 33.0, versus 46.0 for J. 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, Jacobs Solutions or Transdigm Group?
Jacobs Solutions pays a dividend yielding 0.98%, while Transdigm Group does not currently pay a regular dividend.
Are Jacobs Solutions and Transdigm Group in the same industry?
Yes. Both are classified in the Military/Government/Technical industry within the Industrials sector.