Huntington Ingalls Industries
HII · Aerospace & Defense
$274.08
1.7%TransDigm Group
TDG · Aerospace & Defense
$1,104.84
3.2%The short version
- Huntington Ingalls Industries is the larger business, with $12.5B of revenue in fiscal 2025 against $8.8B for TransDigm Group.
- TransDigm Group grew revenue faster (11.2%, against 8.2%).
- TransDigm Group kept more of each dollar of sales as operating profit (47.2% operating margin, against 5.3% operating margin).
- TransDigm Group turned more of its sales into free cash flow (20.6% FCF margin, against 6.4% FCF margin).
- TransDigm Group earned a higher return on the capital invested in it (22.5%, against 7.3%).
- Investors pay more for each dollar of TransDigm Group’s earnings: a P/E of 33.5x against 16.3x for Huntington Ingalls Industries.
| Latest fiscal year | HII · FY25 | TDG · FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.8B | $63.4B |
| Revenue | $12.5B | $8.8B |
| Free cash flow | $794M | $1.8B |
| Net income | $605M | $2.1B |
| Growth | ||
| Revenue growth | 8.2% | 11.2% |
| 5-year growth | 5.9% | 11.6% |
| Share count change | −0.3% | 0.7% |
| Profitability | ||
| Gross margin | — | 60.1% |
| Operating margin | 5.3% | 47.2% |
| Net margin | 4.9% | 23.5% |
| FCF margin | 6.4% | 20.6% |
| Return on capital | 7.3% | 22.5% |
| Return on equity | 12.4% | — |
| Balance sheet | ||
| Net debt | $1.9B | $26.8B |
| Net debt / EBITDA | 2.0x | 5.9x |
| Dividends and buybacks | $213M | $659M |
| Valuation & quality | ||
| P/E | 16.3x | 33.5x |
| Piotroski F-score | 7 | 4 |
FY16
HII $7.1B
TDG $3.2B
FY17
HII $7.4B
TDG $3.5B
FY18
HII $8.2B
TDG $3.8B
FY19
HII $8.9B
TDG $5.2B
FY20
HII $9.4B
TDG $5.1B
FY21
HII $9.5B
TDG $4.8B
FY22
HII $10.7B
TDG $5.4B
FY23
HII $11.5B
TDG $6.6B
FY24
HII $11.5B
TDG $7.9B
FY25
HII $12.5B
TDG $8.8B
HII
TDG
FY16
HII 12.4%
TDG 40.0%
FY17
HII 11.8%
TDG 42.3%
FY18
HII 11.6%
TDG 43.4%
FY19
HII 8.3%
TDG 36.9%
FY20
HII 8.5%
TDG 34.3%
FY21
HII 5.4%
TDG 35.2%
FY22
HII 5.3%
TDG 40.8%
FY23
HII 6.8%
TDG 44.4%
FY24
HII 4.6%
TDG 44.5%
FY25
HII 5.3%
TDG 47.2%
HII
TDG
FY16
HII $537M
TDG $639M
FY17
HII $432M
TDG $718M
FY18
HII $451M
TDG $949M
FY19
HII $366M
TDG $913M
FY20
HII $740M
TDG $1.1B
FY21
HII $429M
TDG $808M
FY22
HII $482M
TDG $829M
FY23
HII $678M
TDG $1.2B
FY24
HII $26.0M
TDG $1.9B
FY25
HII $794M
TDG $1.8B
HII
TDG
FY16
HII 31.4%
TDG 13.7%
FY17
HII 24.0%
TDG 14.3%
FY18
HII 33.5%
TDG 19.5%
FY19
HII 22.1%
TDG 14.6%
FY20
HII 23.4%
TDG 13.3%
FY21
HII 10.5%
TDG 14.0%
FY22
HII 8.0%
TDG 13.7%
FY23
HII 10.4%
TDG 16.4%
FY24
HII 7.0%
TDG 20.8%
FY25
HII 7.3%
TDG 22.5%
HII
TDG
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.