Elbit Systems vs TransDigm Group
TransDigm Group reported revenue of $8.8 billion in fiscal 2025, about the same as Elbit Systems' $7.9 billion in fiscal 2025. Elbit Systems' revenue grew 16.3% in its latest year, and TransDigm Group's grew 11.2%. Elbit Systems had an operating margin of 8.5%, against 47.2% at TransDigm Group. Free cash flow was $553 million at Elbit Systems and $1.8 billion at TransDigm Group. Their fiscal years end in different months (December 31 and September 30), so the periods don't line up exactly.
Side by side
| Elbit Systems | TransDigm Group | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2025, Sep 30, 2025 |
| Revenue | $7.9B | $8.8B |
| Revenue growth | 16.3% | 11.2% |
| Revenue growth a year, last 5 years | 11.2% | 11.6% |
| Gross margin | 24.4% | 60.1% |
| Operating margin | 8.5% | 47.2% |
| Net margin | 6.7% | 23.5% |
| Free cash flow | $553M | $1.8B |
| Free cash flow margin | 7.0% | 20.6% |
| Return on capital | 18.0% | 22.5% |
| Net debt to EBITDA | −0.6x | 5.9x |
| Dividends and buybacks | $112M | $659M |
| Change in diluted share count | 4.9% | 0.7% |
| Last close | $777.96 | $1,129.70 |
| P/E at the last close | — | 34.3× |
| Insider trades, last 12 months | sold $48.3 million | bought $3.8 million, sold $467.3 million |
| Piotroski F-score | 8 of 9 | 4 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
Elbit SystemsTransDigm Group
Operating margin
Percent of revenue
Elbit SystemsTransDigm Group
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Elbit SystemsTransDigm Group
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Elbit Systems and TransDigm Group pages.