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Side-by-side financial comparison of OLD REPUBLIC INTERNATIONAL CORP (ORI) and TransDigm Group (TDG). Click either name above to swap in a different company.
OLD REPUBLIC INTERNATIONAL CORP is the larger business by last-quarter revenue ($2.4B vs $2.3B, roughly 1.1× TransDigm Group). TransDigm Group runs the higher net margin — 19.5% vs 13.8%, a 5.7% gap on every dollar of revenue. On growth, TransDigm Group posted the faster year-over-year revenue change (13.9% vs 6.7%). Over the past eight quarters, OLD REPUBLIC INTERNATIONAL CORP's revenue compounded faster (13.2% CAGR vs 9.1%).
Old Republic International Corporation is an American property insurance and title insurance company. The company is headquartered in Chicago, Illinois.
TransDigm Group Incorporated is an American publicly traded aerospace manufacturing company headquartered in Cleveland, Ohio. TransDigm develops and manufactures engineered aerospace components. It was founded in 1993, when four industrial aerospace companies were combined by a private equity firm in a leveraged buyout. TransDigm expanded the range of aerospace components it manufactures through acquisitions over the years.
ORI vs TDG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.4B | $2.3B |
| Net Profit | $330.0M | $445.0M |
| Gross Margin | — | 59.2% |
| Operating Margin | — | 45.6% |
| Net Margin | 13.8% | 19.5% |
| Revenue YoY | 6.7% | 13.9% |
| Net Profit YoY | — | -9.7% |
| EPS (diluted) | — | $6.62 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $2.3B | ||
| Q3 25 | $2.4B | $2.4B | ||
| Q2 25 | $2.2B | $2.2B | ||
| Q1 25 | $2.1B | $2.1B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $2.3B | $2.2B | ||
| Q2 24 | $1.9B | $2.0B |
| Q1 26 | $330.0M | — | ||
| Q4 25 | $206.5M | $445.0M | ||
| Q3 25 | $279.5M | $610.0M | ||
| Q2 25 | $204.4M | $492.0M | ||
| Q1 25 | $245.0M | $479.0M | ||
| Q4 24 | $105.3M | $493.0M | ||
| Q3 24 | $338.9M | $468.0M | ||
| Q2 24 | $91.8M | $461.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 59.2% | ||
| Q3 25 | — | 60.3% | ||
| Q2 25 | — | 59.5% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 61.6% | ||
| Q3 24 | — | 57.5% | ||
| Q2 24 | — | 59.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 45.6% | ||
| Q3 25 | 14.6% | 47.6% | ||
| Q2 25 | 11.8% | 46.4% | ||
| Q1 25 | 14.6% | 46.1% | ||
| Q4 24 | — | 48.6% | ||
| Q3 24 | 18.2% | 43.1% | ||
| Q2 24 | 6.1% | 45.7% |
| Q1 26 | 13.8% | — | ||
| Q4 25 | 8.6% | 19.5% | ||
| Q3 25 | 11.5% | 25.0% | ||
| Q2 25 | 9.3% | 22.0% | ||
| Q1 25 | 11.6% | 22.3% | ||
| Q4 24 | 5.3% | 24.6% | ||
| Q3 24 | 14.5% | 21.4% | ||
| Q2 24 | 4.9% | 22.5% |
| Q1 26 | — | — | ||
| Q4 25 | $0.82 | $6.62 | ||
| Q3 25 | $1.11 | $7.75 | ||
| Q2 25 | $0.81 | $8.47 | ||
| Q1 25 | $0.98 | $8.24 | ||
| Q4 24 | $0.42 | $7.62 | ||
| Q3 24 | $1.32 | $5.82 | ||
| Q2 24 | $0.35 | $7.96 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $2.5B |
| Total DebtLower is stronger | — | $29.2B |
| Stockholders' EquityBook value | $5.9M | $-9.3B |
| Total Assets | $29.6M | $23.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $6.3B | ||
| Q2 24 | — | $3.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | $29.2B | ||
| Q3 25 | — | $29.2B | ||
| Q2 25 | — | $24.3B | ||
| Q1 25 | — | $24.3B | ||
| Q4 24 | — | $24.3B | ||
| Q3 24 | — | $24.3B | ||
| Q2 24 | — | $21.4B |
| Q1 26 | $5.9M | — | ||
| Q4 25 | $5.9B | $-9.3B | ||
| Q3 25 | $6.4B | $-9.7B | ||
| Q2 25 | $6.2B | $-5.0B | ||
| Q1 25 | $5.9B | $-5.7B | ||
| Q4 24 | $5.6B | $-6.3B | ||
| Q3 24 | $6.4B | $-6.3B | ||
| Q2 24 | $6.0B | $-2.5B |
| Q1 26 | $29.6M | — | ||
| Q4 25 | $29.9B | $23.8B | ||
| Q3 25 | $30.3B | $22.9B | ||
| Q2 25 | $29.3B | $22.7B | ||
| Q1 25 | $28.0B | $21.9B | ||
| Q4 24 | $27.8B | $21.5B | ||
| Q3 24 | $28.8B | $25.6B | ||
| Q2 24 | $27.5B | $21.8B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $832.0M |
| Free Cash FlowOCF − Capex | — | $772.0M |
| FCF MarginFCF / Revenue | — | 33.8% |
| Capex IntensityCapex / Revenue | — | 2.6% |
| Cash ConversionOCF / Net Profit | — | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.9B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $234.9M | $832.0M | ||
| Q3 25 | $563.9M | $507.0M | ||
| Q2 25 | $133.8M | $631.0M | ||
| Q1 25 | $231.7M | $148.0M | ||
| Q4 24 | $361.7M | $752.0M | ||
| Q3 24 | $474.8M | $572.0M | ||
| Q2 24 | $236.5M | $608.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $772.0M | ||
| Q3 25 | — | $441.0M | ||
| Q2 25 | — | $573.0M | ||
| Q1 25 | — | $92.0M | ||
| Q4 24 | — | $710.0M | ||
| Q3 24 | — | $531.0M | ||
| Q2 24 | — | $568.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 33.8% | ||
| Q3 25 | — | 18.1% | ||
| Q2 25 | — | 25.6% | ||
| Q1 25 | — | 4.3% | ||
| Q4 24 | — | 35.4% | ||
| Q3 24 | — | 24.3% | ||
| Q2 24 | — | 27.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.14× | 1.87× | ||
| Q3 25 | 2.02× | 0.83× | ||
| Q2 25 | 0.65× | 1.28× | ||
| Q1 25 | 0.95× | 0.31× | ||
| Q4 24 | 3.43× | 1.53× | ||
| Q3 24 | 1.40× | 1.22× | ||
| Q2 24 | 2.58× | 1.32× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ORI
| operating | $2.2B | 92% |
| net investment gains | $201.8M | 8% |
TDG
| Airframe | $1.0B | 45% |
| Defense | $603.0M | 26% |
| Commercial Aftermarket | $368.0M | 16% |
| Commercial OEM | $253.0M | 11% |
| Non Aviation Related Business | $40.0M | 2% |
