Delta Air Lines, Inc. (DAL) vs TransDigm Group Incorporated (TDG)
A side-by-side comparison of Delta Air Lines, Inc. and TransDigm Group Incorporated across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.
DAL
Delta Air Lines, Inc.
$79.62IndustrialsDelayed quote: Sep 18, 2026, 4:00 PM EDT
TDG
TransDigm Group Incorporated
$1,086.05IndustrialsDelayed quote: Sep 18, 2026, 4:00 PM EDT
Total return — DAL vs TDG
growth of $100 · dividends reinvested · last 10yDAL +141.3% (+9.2%/yr)TDG +529.9% (+20.2%/yr)TDG compounded faster over this window
DAL TDG
DAL vs TDG: by the numbers
- •TDG is the larger company ($60.75B vs $52.36B market cap).
- •DAL trades at the lower trailing earnings multiple (13.20 vs 32.95 P/E), one valuation lens rather than an overall verdict.
- •TDG converts more revenue to profit (21.28% vs 5.79% net margin).
- •DAL grew revenue faster over the past five years (30.12% vs 16.52% CAGR).
- •TDG pays the higher dividend yield (7.89% vs 0.97%).
Metrics side by side
Valuation
| Metric | DAL | TDG |
|---|---|---|
| P/E ratio | 13.20 | 32.95 |
| Forward P/E | 12.55 | 26.44 |
| P/S ratio | 0.77 | 6.07 |
| P/B ratio | 2.40 | N/A |
| EV / EBITDA | 7.83 | 18.40 |
| FCF yield | 7.00% | 3.17% |
Profitability
| Metric | DAL | TDG |
|---|---|---|
| Gross margin | 27.32% | 59.57% |
| Operating margin | 8.08% | 46.19% |
| Net margin | 5.79% | 21.28% |
| ROE | 18.11% | N/A |
| ROIC | 7.63% | 16.02% |
Dividends
| Metric | DAL | TDG |
|---|---|---|
| Dividend yield | 0.97% | 7.89% |
| Payout ratio | 12.89% | 273.06% |
Growth (annualized)
| Metric | DAL | TDG |
|---|---|---|
| Revenue CAGR (5Y) | 30.12% | 16.52% |
| EPS CAGR (5Y) | 0.89% | 31.14% |
| FCF CAGR (5Y) | 124.85% | 16.26% |
| Total return CAGR (5Y) | 16.02% | 17.98% |
Frequently asked
- Which has the lower trailing P/E, DAL or TDG?
- DAL has the lower trailing P/E: DAL trades at 13.20 and TDG at 32.95. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, DAL or TDG?
- Over the past five years, DAL grew revenue faster — DAL at a 30.12% CAGR versus TDG at 16.52%.
- Does DAL or TDG pay a bigger dividend?
- DAL yields 0.97% and TDG yields 7.89% based on trailing dividends and the latest price.
- Is DAL or TDG more profitable?
- TDG runs the higher net margin — DAL at 5.79% versus TDG at 21.28%.
- How have DAL and TDG total returns compared?
- Over the past 10 years, DAL delivered 9.07% and TDG delivered 20.41% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Delta Air Lines P/E ratioTransDigm P/E ratioDelta Air Lines dividend yieldTransDigm dividend yieldDelta Air Lines ROETransDigm ROEDelta Air Lines operating marginTransDigm operating marginDelta Air Lines revenue growthTransDigm revenue growthDelta Air Lines free cash flowTransDigm free cash flow
Delta Air Lines & TransDigm appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.