Parsons vs TransDigm Group
Add, change or remove companies; up to four.
The short version
- TransDigm Group is the larger business, with $8.8B of revenue in fiscal 2025 against $6.4B for Parsons.
- TransDigm Group grew revenue faster (11.2%, against −5.7%).
- TransDigm Group kept more of each dollar of sales as operating profit (47.2% operating margin, against 6.6%).
- TransDigm Group turned more of its sales into free cash flow (20.6% FCF margin, against 6.5%).
- TransDigm Group earned a higher return on the capital invested in it (22.5%, against 9.8%).
- Investors pay more for each dollar of TransDigm Group’s earnings: a P/E of 33.5x against 23.5x for Parsons.
| Latest fiscal year | PSN · FY25 | TDG · FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.3B | $63.4B |
| Revenue | $6.4B | $8.8B |
| Free cash flow | $410M | $1.8B |
| Net income | $241M | $2.1B |
| Growth | ||
| Revenue growth | −5.7% | 11.2% |
| 5-year growth | 10.2% | 11.6% |
| Share count change | −2.2% | 0.7% |
| Profitability | ||
| Gross margin | 22.5% | 60.1% |
| Operating margin | 6.6% | 47.2% |
| Net margin | 3.8% | 23.5% |
| FCF margin | 6.5% | 20.6% |
| Return on capital | 9.8% | 22.5% |
| Return on equity | 9.5% | — |
| Balance sheet | ||
| Net debt | $781M | $26.8B |
| Net debt / EBITDA | 1.5x | 5.9x |
| Dividends and buybacks | $125M | $659M |
| Valuation & quality | ||
| P/E | 23.5x | 33.5x |
| Piotroski F-score | 7 | 4 |
Revenue
FY16
PSN —
TDG $3.2B
FY17
PSN $3.0B
TDG $3.5B
FY18
PSN $3.6B
TDG $3.8B
FY19
PSN $4.0B
TDG $5.2B
FY20
PSN $3.9B
TDG $5.1B
FY21
PSN $3.7B
TDG $4.8B
FY22
PSN $4.2B
TDG $5.4B
FY23
PSN $5.4B
TDG $6.6B
FY24
PSN $6.8B
TDG $7.9B
FY25
PSN $6.4B
TDG $8.8B
PSN
TDG
Operating margin
FY16
PSN —
TDG 40.0%
FY17
PSN 5.0%
TDG 42.3%
FY18
PSN 5.8%
TDG 43.4%
FY19
PSN 2.3%
TDG 36.9%
FY20
PSN 4.5%
TDG 34.3%
FY21
PSN 3.6%
TDG 35.2%
FY22
PSN 4.4%
TDG 40.8%
FY23
PSN 5.3%
TDG 44.4%
FY24
PSN 6.3%
TDG 44.5%
FY25
PSN 6.6%
TDG 47.2%
PSN
TDG
Free cash flow
FY16
PSN —
TDG $639M
FY17
PSN $237M
TDG $718M
FY18
PSN $255M
TDG $949M
FY19
PSN $153M
TDG $913M
FY20
PSN $255M
TDG $1.1B
FY21
PSN $184M
TDG $808M
FY22
PSN $207M
TDG $829M
FY23
PSN $367M
TDG $1.2B
FY24
PSN $474M
TDG $1.9B
FY25
PSN $410M
TDG $1.8B
PSN
TDG
Return on capital
FY16
PSN —
TDG 13.7%
FY17
PSN —
TDG 14.3%
FY18
PSN —
TDG 19.5%
FY19
PSN 19.2%
TDG 14.6%
FY20
PSN 7.2%
TDG 13.3%
FY21
PSN 5.1%
TDG 14.0%
FY22
PSN 5.9%
TDG 13.7%
FY23
PSN 8.4%
TDG 16.4%
FY24
PSN 10.9%
TDG 20.8%
FY25
PSN 9.8%
TDG 22.5%
PSN
TDG
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.