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Transdigm Group Inc. (TDG)
NYSE:TDG
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
9.84Last Year’s EPS
9Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: -2.79%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Neutral
TransDigm delivered strong financial results for Q2 with significant growth in commercial aftermarket and defense revenues, supported by effective capital allocation and operational efficiency. However, challenges in the commercial OEM segment, pressures from tariffs, and a conservative outlook reflect caution due to macroeconomic uncertainties.Company Guidance
During the Q2 2025 earnings call, TransDigm Group Incorporated provided financial guidance for fiscal 2025. The company maintained its full-year revenue guidance with a midpoint of $8.85 billion, representing an approximate 11% increase. The EBITDA as defined guidance was set at $4.685 billion, up about 12%, with an expected margin of 52.9%. Adjusted EPS is projected at $36.47, marking a 7% rise. The company expects commercial OEM revenue growth in the low to mid-single-digit percentage range, defense market revenue growth in the high single-digit to low double-digit percentage range, and commercial aftermarket growth in the high single-digit to low double-digit percentage range. TransDigm ended the quarter with a strong cash balance of $2.4 billion and plans to continue opportunistic share repurchases and pursue M&A opportunities while maintaining a disciplined capital allocation strategy.Strong Q2 Financial Performance
TransDigm reported a 7% organic growth rate, with notable increases in commercial aftermarket (13%) and defense market revenues (9%). EBITDA as defined margin was 54% for the quarter, and the company ended with a cash balance of over $2.4 billion.
Operational Efficiency and Strategic Capital Allocation
The company maintained a disciplined approach to capital allocation, repurchasing approximately 140,000 shares post-Q2 at favorable prices. TransDigm also kept its debt maturity well-managed, with 75% of its $25 billion gross debt hedged through 2027.
Positive Market Outlook
Commercial aerospace market trends remain favorable, with a strong aftermarket growth outlook of high single-digit to low double-digit range. IATA expects traffic to reach 113% of 2019 levels in 2025.
TDG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TDG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2025 | $1472.62 | $1391.86 | -5.48% |
Feb 04, 2025 | $1352.78 | $1307.66 | -3.34% |
Nov 07, 2024 | $1382.60 | $1329.39 | -3.85% |
Aug 06, 2024 | $1145.53 | $1171.97 | +2.31% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Transdigm Group Inc. (TDG) report earnings?
Transdigm Group Inc. (TDG) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is Transdigm Group Inc. (TDG) earnings time?
Transdigm Group Inc. (TDG) earnings time is at Aug 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TDG EPS forecast?
TDG EPS forecast for the fiscal quarter 2025 (Q3) is 9.84.
