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TransDigm Group Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $9.46 |
| EPS actual | $9.85 |
| EPS Surprise | 4.12% |
| Revenue estimate | 2.468B |
| Revenue actual | 2.544B |
| Revenue Surprise | 3.06% |
| Release date | Feb 03, 2026 |
| EPS estimate | $8.10 |
| EPS actual | $8.23 |
| EPS Surprise | 1.60% |
| Revenue estimate | 2.258B |
| Revenue actual | 2.285B |
| Revenue Surprise | 1.22% |
| Release date | Nov 12, 2025 |
| EPS estimate | $10.04 |
| EPS actual | $10.82 |
| EPS Surprise | 7.77% |
| Revenue estimate | 2.399B |
| Revenue actual | 2.437B |
| Revenue Surprise | 1.58% |
| Release date | Aug 05, 2025 |
| EPS estimate | $9.89 |
| EPS actual | $9.60 |
| EPS Surprise | -2.93% |
| Revenue estimate | 2.298B |
| Revenue actual | 2.236B |
| Revenue Surprise | -2.69% |
Last 4 Quarters for TransDigm Group
Below you can see how TDG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $1,416.94 |
| EPS estimate | $9.89 |
| EPS actual | $9.60 |
| EPS surprise | -2.93% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $1,620.83 |
| Jul 31, 2025 | $1,608.46 |
| Aug 01, 2025 | $1,585.00 |
| Aug 04, 2025 | $1,608.98 |
| Aug 05, 2025 | $1,416.94 |
| Aug 06, 2025 | $1,401.22 |
| Aug 07, 2025 | $1,429.15 |
| Aug 08, 2025 | $1,389.77 |
| Aug 11, 2025 | $1,409.55 |
| 4 days before | -12.58% |
| 4 days after | -0.522% |
| On release day | -1.11% |
| Change in period | -13.04% |
| Release date | Nov 12, 2025 |
| Price on release | $1,307.97 |
| EPS estimate | $10.04 |
| EPS actual | $10.82 |
| EPS surprise | 7.77% |
| Date | Price |
|---|---|
| Nov 06, 2025 | $1,271.60 |
| Nov 07, 2025 | $1,284.76 |
| Nov 10, 2025 | $1,289.23 |
| Nov 11, 2025 | $1,294.00 |
| Nov 12, 2025 | $1,307.97 |
| Nov 13, 2025 | $1,325.04 |
| Nov 14, 2025 | $1,340.60 |
| Nov 17, 2025 | $1,335.77 |
| Nov 18, 2025 | $1,351.06 |
| 4 days before | 2.86% |
| 4 days after | 3.29% |
| On release day | 1.31% |
| Change in period | 6.25% |
| Release date | Feb 03, 2026 |
| Price on release | $1,301.93 |
| EPS estimate | $8.10 |
| EPS actual | $8.23 |
| EPS surprise | 1.60% |
| Date | Price |
|---|---|
| Jan 28, 2026 | $1,412.13 |
| Jan 29, 2026 | $1,422.00 |
| Jan 30, 2026 | $1,427.54 |
| Feb 02, 2026 | $1,435.52 |
| Feb 03, 2026 | $1,301.93 |
| Feb 04, 2026 | $1,264.79 |
| Feb 05, 2026 | $1,263.26 |
| Feb 06, 2026 | $1,285.53 |
| Feb 09, 2026 | $1,300.10 |
| 4 days before | -7.80% |
| 4 days after | -0.141% |
| On release day | -2.85% |
| Change in period | -7.93% |
| Release date | May 05, 2026 |
| Price on release | $1,191.33 |
| EPS estimate | $9.46 |
| EPS actual | $9.85 |
| EPS surprise | 4.12% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $1,142.74 |
| Apr 30, 2026 | $1,159.98 |
| May 01, 2026 | $1,154.45 |
| May 04, 2026 | $1,149.72 |
| May 05, 2026 | $1,191.33 |
| May 06, 2026 | $1,233.37 |
| May 07, 2026 | $1,242.08 |
| May 08, 2026 | $1,215.08 |
| May 11, 2026 | $1,198.67 |
| 4 days before | 4.25% |
| 4 days after | 0.616% |
| On release day | 3.53% |
| Change in period | 4.89% |
TransDigm Group Earnings Call Transcript Summary of Q1 2026
TransDigm reported a strong start to fiscal 2026, with Q1 results ahead of expectations leading management to raise full-year sales and EBITDA (midpoint revenue guidance now $9.94 billion; midpoint EBITDA defined $5.21 billion, ~52.4% margin). Organic growth was 7.4% in Q1 with balanced contributions from commercial OEM (driven by higher Airbus/Boeing build rates), commercial aftermarket, and defense (both bookings and revenue growing). Management highlighted durable aftermarket mix (roughly 90% proprietary products and high aftermarket exposure), solid operating cash flow (> $830 million in Q1) and a cash balance of > $2.5 billion. TransDigm announced three pending acquisitions (Stellant Systems, Jet Parts Engineering, Victor Sierra Aviation) and noted continued M&A focus on small-to-mid-size proprietary OE aerospace businesses; pro forma M&A capacity remains substantial (approaching $10 billion). Management reiterated a disciplined capital allocation priority: reinvest in operations, pursue accretive M&A, return capital to shareholders (recent opportunistic buybacks > $100 million), and generally operate in a targeted 5–7x net debt/EBITDA range (net debt/EBITDA 5.7x at quarter end). They expect FY26 free cash flow of approximately $2.4 billion (unchanged) and emphasized conservative assumptions in guidance given remaining execution and market risks (OEM production cadence, distributor/airline inventory lumpiness). Overall tone: optimistic about market recovery and company execution, but disciplined and cautious around near-term variability.
