Northrop Grumman (NOC) 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
Transdigm Group (TDG) has outperformed Northrop Grumman (NOC) over the past year, losing 15.3% versus a loss of 24.1%. Over five years, TDG leads with a +70.3% price change compared with +22.5% for NOC. Northrop Grumman is the larger company by market cap ($68.60 billion vs $60.86 billion), about 1.1 times the size, while Transdigm Group is growing revenue faster (+11.2% vs +2.2%).
On valuation, Northrop Grumman trades at a lower forward P/E (15.9x vs 22.7x for Transdigm Group). Northrop Grumman pays a dividend yielding 1.95%, 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 10.0%.
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 | NOC | TDG |
|---|---|---|
| Share price | $482.87 | $1,100.95 |
| Market cap | $68.60B | $60.86B |
| 1-day change | -0.33% | +1.07% |
| YTD return | -15.03% | -18.09% |
| 1-year return | -24.06% | -15.29% |
| 5-year return | +22.54% | +70.34% |
| P/E ratio (TTM) | 15.35 | 33.39 |
| Forward P/E | 15.88 | 22.73 |
| EPS (TTM) | $31.46 | $32.97 |
| Dividend yield | 1.95% | 0.00% |
| Annual dividend | $9.40 | $0.00 |
| Revenue (latest FY) | $41.95B | $8.83B |
| Revenue growth (YoY) | +2.24% | +11.22% |
| Net income (latest FY) | $4.18B | $2.07B |
| Gross margin | — | 60.14% |
| Operating margin | 10.75% | 47.16% |
| Net margin | 9.97% | 23.49% |
| 52-week high | $774.00 | $1,463.03 |
| 52-week low | $470.06 | $1,071.25 |
| Distance from 52-week high | -37.61% | -24.75% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +31.31% | +34.03% |
| Average volume | 849.73K | 395.56K |
| Shares outstanding | 142.06M | 55.28M |
| Employees | 95,000 | 16,500 |
| Sector | Industrials | Industrials |
| Industry | Industrial Machinery/Components | 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 trades at a higher earnings multiple (33.4x vs 15.3x trailing P/E).
- Northrop Grumman offers a meaningfully higher dividend yield (1.95% vs 0.00%).
- Transdigm Group is more profitable, keeping 23.5 cents of every revenue dollar as net income versus 10.0 cents for Northrop Grumman.
- Transdigm Group grew revenue faster in its latest fiscal year (+11.22% vs +2.24%).
About Northrop Grumman
NOC stock →Northrop Grumman Corporation operates as an aerospace and defense technology company in the United States, Asia/Pacific, Europe, and internationally. It operates through four segments: Aeronautics Systems, Defense Systems, Mission Systems and Space Systems.
Industrials · Industrial Machinery/Components · 95,000 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
NOC vs TDG FAQ
Which is bigger, Northrop Grumman or Transdigm Group?
Northrop Grumman (NOC) is larger, with a market capitalization of $68.60B compared with $60.86B for Transdigm Group (TDG).
Which stock has performed better over the past year, NOC or TDG?
TDG returned -15.29% over the past 12 months, compared with -24.06% for NOC (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, NOC or TDG?
NOC has the lower trailing P/E at 15.3, versus 33.4 for TDG. 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, Northrop Grumman or Transdigm Group?
Northrop Grumman pays a dividend yielding 1.95%, while Transdigm Group does not currently pay a regular dividend.
Are Northrop Grumman and Transdigm Group in the same industry?
Both are in the Industrials sector, but in different industries: Industrial Machinery/Components for Northrop Grumman and Military/Government/Technical for Transdigm Group.