TransDigm Group

TDG

Market cap $76.6B

Class A shares of the Alger Growth & Income Fund outperformed the S&P 500 Index during the third quarter of 2025. Apple Inc., Broadcom Inc., and Alphabet Inc. were among the top contributors to performance. Honeywell International Inc., Eli Lilly and Company, and TransDigm Group Incorporated were among the top detractors from performance.

Class A shares of the Alger Dynamic Opportunities Fund underperformed the S&P 500 Index during the third quarter of 2025. Long positions AppLovin Corp., Nebius Group N.V., and Talen Energy Corp were among the top contributors to performance. Long positions James Hardie Industries, TransDigm Group Incorporated, and Netflix, Inc. were among the top detractors from performance.

The headline numbers for TransDigm (TDG) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

TransDigm Group Incorporated ( TDG ) Q4 2025 Earnings Call November 12, 2025 11:00 AM EST Company Participants Jaimie Stemen - Manager of Financial Reporting Michael Lisman - CEO, President & Director Joel Reiss - Co-Chief Operating Officer Sarah Wynne - Chief Financial Officer Conference Call Participants Scott Mikus - Melius Research LLC Robert Stallard - Vertical Research Partners, LLC Kenneth Herbert - RBC Capital Markets, Research Division Kristine Liwag - Morgan Stanley, Research Division Myles Walton - Wolfe Research, LLC Sheila Kahyaoglu - Jefferies LLC, Research Division Gavin Parsons - UBS Investment Bank, Research Division Seth Seifman - JPMorgan Chase & Co, Research Division Scott Deuschle - Deutsche Bank AG, Research Division Gautam Khanna - TD Cowen, Research Division Ronald Epstein - BofA Securities, Research Division Jonathan Siegmann - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Q4 2025 TransDigm Group Inc. Earnings Conference Call.

TDG posts higher Q4 earnings and revenues year over year, outpacing expectations on strong execution.

TransDigm stock has declined, but transient destocking by Boeing and Airbus is overshadowing its strong long-term growth prospects. TDG faces short-term sales pressure from OEM inventory reductions and the timing of rate hikes. Despite downward revisions to free cash flow estimates, EBITDA growth remains robust, and the stock offers 14-22% upside.

Wednesday, TransDigm reported fiscal fourth-quarter adjusted EPS of $10.82 from sales of $2.4 billion. Wall Street was looking for EPS of $10.08 and sales of $2.4 billion.

TransDigm Group (TDG) came out with quarterly earnings of $10.82 per share, beating the Zacks Consensus Estimate of $10.25 per share. This compares to earnings of $9.83 per share a year ago.

Aircraft parts maker TransDigm Group on Wednesday forecast 2026 profit above Wall Street estimates after posting a better-than-expected profit for the fourth quarter, on strong demand for its aftermarket parts.

CLEVELAND , Nov. 12, 2025 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported results for the fourth quarter ended September 30, 2025. Fourth quarter highlights include: Net sales of $2,437 million, up 12% from $2,185 million in the prior year's quarter; Net income of $609 million, up 30% from the prior year's quarter; Earnings per share of $7.75, up 34% from the prior year's quarter; EBITDA As Defined of $1,320 million, up 15% from $1,149 million in the prior year's quarter; EBITDA As Defined margin of 54.2%, up 1.6% from the prior year's quarter margin of 52.6%; and Adjusted earnings per share of $10.82, up 10% from $9.83 in the prior year's quarter.