TransDigm Group (TDG) reported $2.44 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 11.5%. EPS of $10.82 for the same period compares to $9.83 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.41 billion, representing a surprise of +1.3%. The company delivered an EPS surprise of +5.56%, with the consensus EPS estimate being $10.25.
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: $47 million versus $50.22 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -9.6% change.
- Net sales to external customers- Power & Control- Commercial and non-aerospace aftermarket: $354 million versus the two-analyst average estimate of $308.38 million. The reported number represents a year-over-year change of +20%.
- Net sales to external customers- Power & Control- Defense: $674 million versus $595.66 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +13.7% change.
- Net sales to external customers- Airframe- Commercial and non-aerospace OEM: $294 million versus the two-analyst average estimate of $391.52 million. The reported number represents a year-over-year change of -22.4%.
- Net sales to external customers- Airframe- Defense: $424 million versus the two-analyst average estimate of $359.61 million. The reported number represents a year-over-year change of +19.1%.
- Net sales to external customers- Power & Control: $1.29 billion compared to the $1.11 billion average estimate based on two analysts. The reported number represents a change of +14.7% year over year.
- Net sales to external customers- Airframe: $1.11 billion compared to the $1.1 billion average estimate based on two analysts. The reported number represents a change of +9% year over year.
- Net sales to external customers- Power & Control- Commercial and non-aerospace OEM: $257 million versus the two-analyst average estimate of $209.4 million. The reported number represents a year-over-year change of +10.8%.
- Net sales to external customers- Airframe- Commercial and non-aerospace aftermarket: $387 million versus the two-analyst average estimate of $344.24 million. The reported number represents a year-over-year change of +38.7%.
- EBITDA- Power & Control: $727 million versus the two-analyst average estimate of $637.1 million.
- EBITDA- Unallocated corporate expenses: $-27 million compared to the $-23.23 million average estimate based on two analysts.
- EBITDA- Non-aviation: $22 million versus the two-analyst average estimate of $18.1 million.
View all Key Company Metrics for TransDigm here>>>
Shares of TransDigm have returned +5.7% over the past month versus the Zacks S&P 500 composite's +4.6% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform 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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