SIC 3728 Aircraft Parts & Auxiliary Equipment, NEC

Arxis Inc. vs Transdigm Group Incorporated

Short historyARXS / TDGPrices through Oct 22, 2026

Why these are rivals: #1 and #3 by market value ($63B vs $23B) with SEC SIC 3728 (Aircraft Parts & Auxiliary Equipment, NEC).

Less than a year of shared trading history, so no relationship can be measured yet.

Aligned sessions: 132 (needs >= 254)

Business leadership

TDG is the larger business

Annual revenue reported to the SEC. Scale, not market share.

Year	ARXS	TDG	Larger
2025	$1.6B	$8.8B	TDG
2024	$743M	$7.9B	TDG
2023	$424M	$6.6B	TDG
2022	-	$5.4B	-
2021	-	$4.8B	-
2020	-	$5.1B	-

TDG led in every year with figures for both. Market value: ARXS $23.1B, TDG $63.2B.

Stock leadership

Neither is clearly ahead

Measured against the pair's own last 252 trading days.

No statistic yet.

Price change	3 mo	6 mo	12 mo
ARXS	+17.2%	+33.4%	-
TDG	-7.7%	-2.1%	-

Relationship

Not a measured twin today

Only these tests can make a pair tradable on paper.

Fail: Aligned sessions: 132 (needs >= 254)
Data: Both stocks current

The twins over two years

Prices side by side, and the gap between them

ARXS Arxis Inc. TDG Transdigm Group IncorporatedPrice index, 100 = 2026-04-16. Tint = which stock is ahead of the pair's usual 1-year relationship (z beyond +/-0.5).

Spread z-score: ARXS relative to TDG, against the 252 sessions before each day. Above 0: ARXS ahead; below 0: TDG ahead. Lines at +/-2 (idea) and +/-4 (stop).

Data table (132 sessions)

Date	ARXS index	TDG index	z
2026-10-22	128.21	92.96	n/a
2026-10-21	133.52	91.95	n/a
2026-10-20	134.55	93.07	n/a
2026-10-19	138.63	93.02	n/a
2026-10-16	139.61	92.76	n/a
2026-10-15	138.86	92.35	n/a
2026-10-14	132.18	90.36	n/a
2026-10-13	128.80	90.57	n/a
2026-10-12	123.30	91.18	n/a
2026-10-09	123.59	90.21	n/a
2026-10-08	120.70	88.69	n/a
2026-10-07	121.42	89.25	n/a
2026-10-06	127.72	89.83	n/a
2026-10-05	129.37	88.96	n/a
2026-10-02	129.11	88.78	n/a
2026-10-01	122.63	89.34	n/a
2026-09-30	127.46	88.14	n/a
2026-09-29	127.10	89.54	n/a
2026-09-28	125.01	90.31	n/a
2026-09-25	129.34	90.88	n/a
2026-09-24	132.39	89.99	n/a
2026-09-23	132.03	89.99	n/a
2026-09-22	131.66	90.57	n/a
2026-09-21	132.15	90.35	n/a
2026-09-18	134.25	88.42	n/a
2026-09-17	128.26	87.61	n/a
2026-09-16	127.77	87.94	n/a
2026-09-15	128.31	88.34	n/a
2026-09-14	126.74	90.47	n/a
2026-09-11	135.35	92.84	n/a
2026-09-10	134.14	91.75	n/a
2026-09-09	135.30	91.65	n/a
2026-09-08	137.26	93.23	n/a
2026-09-04	138.37	94.61	n/a
2026-09-03	137.39	94.27	n/a
2026-09-02	132.03	93.94	n/a
2026-09-01	132.41	94.10	n/a
2026-08-31	133.60	95.40	n/a
2026-08-28	135.41	96.56	n/a
2026-08-27	139.38	96.60	n/a
2026-08-26	138.92	98.28	n/a
2026-08-25	136.72	97.10	n/a
2026-08-24	136.93	97.63	n/a
2026-08-21	137.45	97.73	n/a
2026-08-20	138.58	96.11	n/a
2026-08-19	143.77	99.57	n/a
2026-08-18	145.96	100.45	n/a
2026-08-17	148.65	100.78	n/a
2026-08-14	147.82	102.33	n/a
2026-08-13	148.88	101.47	n/a
2026-08-12	149.94	100.59	n/a
2026-08-11	149.96	101.12	n/a
2026-08-10	148.41	99.61	n/a
2026-08-07	154.81	99.76	n/a
2026-08-06	148.62	102.76	n/a
2026-08-05	153.81	102.16	n/a
2026-08-04	149.81	103.81	n/a
2026-08-03	138.66	104.67	n/a
2026-07-31	140.13	102.13	n/a
2026-07-30	126.40	101.77	n/a
2026-07-29	109.60	102.96	n/a
2026-07-28	113.70	106.49	n/a
2026-07-27	112.46	104.73	n/a
2026-07-24	109.42	100.69	n/a
2026-07-23	110.06	98.83	n/a
2026-07-22	108.59	97.27	n/a
2026-07-21	114.32	98.15	n/a
2026-07-20	107.79	98.09	n/a
2026-07-17	107.94	98.88	n/a
2026-07-16	103.77	100.23	n/a
2026-07-15	107.23	100.32	n/a
2026-07-14	110.97	98.95	n/a
2026-07-13	109.29	100.55	n/a
2026-07-10	107.85	105.14	n/a
2026-07-09	109.78	105.49	n/a
2026-07-08	111.25	105.55	n/a
2026-07-07	109.65	108.26	n/a
2026-07-06	120.41	109.60	n/a
2026-07-02	116.00	109.79	n/a
2026-07-01	120.13	106.59	n/a
2026-06-30	119.07	108.45	n/a
2026-06-29	118.71	107.75	n/a
2026-06-26	114.43	107.84	n/a
2026-06-25	114.17	108.49	n/a
2026-06-24	111.20	107.69	n/a
2026-06-23	117.03	105.65	n/a
2026-06-22	118.86	105.51	n/a
2026-06-18	112.54	108.15	n/a
2026-06-17	104.39	107.21	n/a
2026-06-16	106.22	105.94	n/a
2026-06-15	105.73	104.00	n/a
2026-06-12	105.77	102.27	n/a
2026-06-11	106.79	102.39	n/a
2026-06-10	103.33	98.71	n/a
2026-06-09	105.21	102.36	n/a
2026-06-08	104.80	98.21	n/a
2026-06-05	101.70	100.86	n/a
2026-06-04	108.34	99.99	n/a
2026-06-03	106.66	98.64	n/a
2026-06-02	110.55	101.53	n/a
2026-06-01	111.23	100.83	n/a
2026-05-29	115.95	102.45	n/a
2026-05-28	120.85	103.00	n/a
2026-05-27	102.58	101.03	n/a
2026-05-26	102.01	99.82	n/a
2026-05-22	89.81	98.80	n/a
2026-05-21	89.26	98.46	n/a
2026-05-20	89.23	97.55	n/a
2026-05-19	88.10	96.00	n/a
2026-05-18	87.87	96.26	n/a
2026-05-15	89.26	93.55	n/a
2026-05-14	93.16	95.98	n/a
2026-05-13	91.35	97.82	n/a
2026-05-12	93.57	96.98	n/a
2026-05-11	99.51	97.59	n/a
2026-05-08	90.58	98.93	n/a
2026-05-07	90.40	101.12	n/a
2026-05-06	90.32	100.42	n/a
2026-05-05	91.51	97.00	n/a
2026-05-04	90.99	93.61	n/a
2026-05-01	90.66	93.99	n/a
2026-04-30	90.32	94.44	n/a
2026-04-29	90.71	93.04	n/a
2026-04-28	90.43	93.96	n/a
2026-04-27	90.92	94.31	n/a
2026-04-24	90.32	93.48	n/a
2026-04-23	96.13	94.91	n/a
2026-04-22	93.57	96.70	n/a
2026-04-21	97.42	98.16	n/a
2026-04-20	97.16	103.78	n/a
2026-04-17	98.06	103.07	n/a
2026-04-16	100.00	100.00	n/a

No one-day company-specific move of 4+ standard deviations in this window. Upcoming earnings: ARXS Oct 28, 2026 (after-hours).

Paired trades

The shared paper book and the replay, kept apart

Forward paper record

No paper position on this pair yet.

Historical simulation (a diagnostic, same rules)

No simulated trade through Oct 20, 2026: the pair rarely passed every test while 2 standard deviations apart.

Per $10,000 a leg. A replay on today's companies cannot prove an edge.

The companies

ARXS and TDG at a glance

ARXS Arxis Inc.

Listing: Nasdaq · SEC CIK 2093536
Industry: Military/Government/Technical · SIC 3728 Aircraft Parts & Auxiliary Equipment, NEC
Market value: $23.1B
Price history: 132 daily closes, Apr 16, 2026 to Oct 22, 2026

TDG Transdigm Group Incorporated

Listing: NYSE · SEC CIK 1260221
Industry: Military/Government/Technical · SIC 3728 Aircraft Parts & Auxiliary Equipment, NEC
Market value: $63.2B
Price history: 2,520 daily closes, Oct 12, 2016 to Oct 22, 2026

Daily prices: Nasdaq.com. Filings and industry codes: SEC EDGAR. Earnings dates: Nasdaq earnings calendar.

All pairs →

Pair	Status	Ahead now	Industry
LMT / TDG	Watchlist	LMT by 1.32 sd	Military/Government/Technical
TDG / ESLT	Watchlist	ESLT by 0.57 sd	SIC 3728 Aircraft Parts & Auxiliary Equipment, NEC
ESLT / ARXS	Short history	neither	SIC 3728 Aircraft Parts & Auxiliary Equipment, NEC

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Paper only: hypothetical paired positions with modelled costs. No broker, no orders, no real money. A historical simulation is a diagnostic, not proof of an edge. Not investment advice.