TDG Q4 2025

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Earnings

TransDigm Group capped fiscal 2025 on a strong note, with fourth-quarter adjusted EPS of $10.82 beating the $10.32 consensus estimate by 4.84% as the aerospace components maker posted revenue of $2.44 billion, a gain of 11.5% year over year. The head… Read more TransDigm Group capped fiscal 2025 on a strong note, with fourth-quarter adjusted EPS of $10.82 beating the $10.32 consensus estimate by 4.84% as the aerospace components maker posted revenue of $2.44 billion, a gain of 11.5% year over year. The headline driver was broad-based demand across end markets, with commercial aftermarket and defense each delivering double-digit growth and commercial OEM revenue rising in the high single digits alongside higher aircraft build rates. EBITDA As Defined margin expanded 160 basis points to 54.2%, reflecting the disciplined cost management and value-driven operating approach that defines TransDigm's model. The quarter also saw the company complete a $5.00 billion debt issuance to fund a $5.20 billion special cash dividend, a capital return move that will weigh on fiscal 2026 net income, which management guides to decline roughly 5% due to higher interest expense even as net sales are expected to reach $9.75 billion to $9.95 billion. Analysts at major brokerages have maintained Buy ratings on the stock following the results.