TransDigm Group (TDG) reported $2.24 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 9.3%. EPS of $9.60 for the same period compares to $9.00 a year ago.
The reported revenue represents a surprise of -2.55% over the Zacks Consensus Estimate of $2.3 billion. With the consensus EPS estimate being $9.78, the EPS surprise was -1.84%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how TransDigm performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net sales to external customers- Non-aviation: $40 million versus $47.46 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -18.4% change.
- Net sales to external customers- Airframe: $1.06 billion compared to the $1.06 billion average estimate based on three analysts. The reported number represents a change of +8.6% year over year.
- Net sales to external customers- Power & Control: $1.14 billion versus $1.2 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +11.3% change.
- Net sales to external customers- Airframe- Commercial and non-aerospace OEM: $303 million compared to the $341.67 million average estimate based on two analysts. The reported number represents a change of -6.2% year over year.
- Net sales to external customers- Airframe- Defense: $388 million versus $317.24 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +28.1% change.
- Net sales to external customers- Power & Control- Defense: $575 million compared to the $530.29 million average estimate based on two analysts. The reported number represents a change of +20.6% year over year.
- Net sales to external customers- Power & Control- Commercial and non-aerospace aftermarket: $328 million compared to the $363.15 million average estimate based on two analysts. The reported number represents a change of +3.5% year over year.
- Net sales to external customers- Power & Control- Commercial and non-aerospace OEM: $236 million versus the two-analyst average estimate of $250.82 million. The reported number represents a year-over-year change of +3.1%.
- Net sales to external customers- Airframe- Commercial and non-aerospace aftermarket: $367 million versus $392.46 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.5% change.
- EBITDA- Power & Control: $646 million versus the three-analyst average estimate of $670.36 million.
- EBITDA- Unallocated corporate expenses: $15 million compared to the $-8.08 million average estimate based on three analysts.
- EBITDA- Non-aviation: $17 million compared to the $3.57 million average estimate based on three analysts.
View all Key Company Metrics for TransDigm here>>>
Shares of TransDigm have returned -7.4% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Transdigm Group Incorporated (TDG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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