Is TransDigm a Better Buy Than Curtiss-Wright?

CW: Curtiss-Wright logo
CW
Curtiss-Wright

Curtiss-Wright surged 17% during the past Month. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer TransDigm gives you more. TransDigm (TDG) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Curtiss-Wright (CW) stock, suggesting you may be better off investing in TDG

  • TDG’s quarterly revenue growth was 11.5%, vs. CW’s 8.8%.
  • In addition, its Last 12 Months revenue growth came in at 11.2%, ahead of CW’s 9.5%.
  • TDG leads on profitability over both periods – LTM margin of 47.4% and 3-year average of 45.6%.

These differences become even clearer when you look at the financials side by side. The table highlights how CW’s fundamentals stack up against those of TDG on growth, margins, momentum, and valuation multiples.

Valuation & Performance Overview

  CW TDG Preferred
     
Valuation      
P/EBIT Ratio 38.5 19.2 TDG
     
Revenue Growth      
Last Quarter 8.8% 11.5% TDG
Last 12 Months 9.5% 11.2% TDG
Last 3 Year Average 11.1% 17.7% TDG
     
Operating Margins      
Last 12 Months 18.3% 47.4% TDG
Last 3 Year Average 17.6% 45.6% TDG
     
Momentum      
Last 3 Year Return 286.7% 136.4% CW

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: CW Revenue Comparison | TDG Revenue Comparison
See more margin details: CW Operating Income Comparison | TDG Operating Income Comparison

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See detailed fundamentals on Buy or Sell TDG Stock and Buy or Sell CW Stock. Below we compare market return and related metrics across years.

Historical Market Performance

  2021 2022 2023 2024 2025 2026 Total [1] Avg Best
Returns
CW Return 20% 21% 34% 60% 56% 15% 457%   <===
TDG Return 3% 2% 67% 32% 12% 4% 169%    
S&P 500 Return 27% -19% 24% 23% 16% 2% 85%    
Monthly Win Rates [3]
CW Win Rate 58% 50% 67% 67% 50% 100%   65%  
TDG Win Rate 50% 50% 75% 75% 67% 100%   69%  
S&P 500 Win Rate 75% 42% 67% 75% 67% 100%   71% <===
Max Drawdowns [4]
CW Max Drawdown -11% -9% -6% -4% -20% 0%   -8%  
TDG Max Drawdown -16% -19% -1% -4% -3% 0%   -7% <===
S&P 500 Max Drawdown -1% -25% -1% -2% -15% 0%   -7%  

[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 1/14/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read TDG Dip Buyer Analyses and CW Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.

Still not sure about CW or TDG? Consider portfolio approach.

Why Stock Pickers Win More With Multi Asset Portfolios

Individual stocks can soar or tank but multi asset exposure steadies the ride. A spread out portfolio captures upside while limiting the damage from any one market.

The asset allocation framework of Trefis’ Boston-based, wealth management partner yielded positive returns during the 2008-09 period when the S&P lost more than 40%. Our partner’ strategy now includes Trefis High Quality Portfolio, which has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices