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TransDigm Group vs Arxis: TDG and ARXS compared
TransDigm Group is the larger company: $2.7B of revenue in its latest quarter (Q3 FY26) against $564M for Arxis (Q3 2026). Arxis is growing faster (+36% against +22% a year earlier). TransDigm Group is more profitable, with an operating margin of 44.8% against 23.7%.
Where the money goes: TDG and ARXS
TransDigm Group (TDG) · Q3 FY26
TransDigm Group, Q3 FY26: revenue $2.7B (+22% year over year), operating margin 44.8%, net earnings $540M, operating cash flow $724M. The chart follows the revenue to costs, profit and cash.
Arxis (ARXS) · Q3 2026
Arxis, Q3 2026: revenue $564M (+36% year over year), operating margin 23.7%, net earnings $83.7M, operating cash flow $169M. The chart follows the revenue to costs, profit and cash.
| TransDigm Group (TDG) | Arxis (ARXS) | |
|---|---|---|
| Latest quarter | Q3 FY26 | Q3 2026 |
| Revenue | $2.7B | $564M |
| Revenue growth, Y/Y | +22% | +36% |
| Gross margin | 59.4% | 54.3% |
| Operating margin | 44.8% | 23.7% |
| Net earnings | $540M | $83.7M |
| Net margin | 19.7% | 14.8% |
| Operating cash flow | $724M | $169M |
| Free cash flow | $650M | $150M |
| Market value | $68.7B | $21.3B |
| P/E | 32.3× | 96.1× |
| Analysts’ mean target | $1414.30 | $66.50 |
Questions
Which is bigger, TransDigm Group or Arxis?
TransDigm Group is the larger company: $2.7B of revenue in its latest quarter (Q3 FY26) against $564M for Arxis (Q3 2026).
Is TransDigm Group or Arxis growing faster?
Arxis is growing faster (+36% against +22% a year earlier).
Which is more profitable, TransDigm Group or Arxis?
TransDigm Group is more profitable, with an operating margin of 44.8% against 23.7%.
More: TransDigm Group earnings · how TransDigm Group makes money · Arxis earnings · how Arxis makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Aug 4, 2026; 10-Q filed Oct 29, 2026). Fiscal quarters can end on different dates. Not investment advice.