TransDigm Group (TDG) reported $2.29 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 13.9%. EPS of $8.23 for the same period compares to $7.83 a year ago.
The reported revenue represents a surprise of +1.36% over the Zacks Consensus Estimate of $2.25 billion. With the consensus EPS estimate being $8.02, the EPS surprise was +2.56%.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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 $33.93 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +21.2% change.
- Net sales to external customers- Power & Control- Commercial and non-aerospace aftermarket: $368 million versus the two-analyst average estimate of $388.24 million. The reported number represents a year-over-year change of +7.9%.
- Net sales to external customers- Power & Control- Defense: $603 million compared to the $539.72 million average estimate based on two analysts. The reported number represents a change of +22.8% year over year.
- Net sales to external customers- Airframe- Commercial and non-aerospace OEM: $294 million compared to the $297.92 million average estimate based on two analysts. The reported number represents a change of +5.8% year over year.
- Net sales to external customers- Airframe- Defense: $367 million versus the two-analyst average estimate of $374.2 million. The reported number represents a year-over-year change of +9.6%.
- Net sales to external customers- Power & Control: $1.22 billion versus the two-analyst average estimate of $1.16 billion. The reported number represents a year-over-year change of +19.2%.
- Net sales to external customers- Airframe: $1.02 billion versus the two-analyst average estimate of $1.04 billion. The reported number represents a year-over-year change of +7.9%.
- Net sales to external customers- Power & Control- Commercial and non-aerospace OEM: $253 million compared to the $227.83 million average estimate based on two analysts. The reported number represents a change of +29.7% year over year.
- Net sales to external customers- Airframe- Commercial and non-aerospace aftermarket: $360 million versus the two-analyst average estimate of $365.16 million. The reported number represents a year-over-year change of +8.1%.
- EBITDA- Power & Control: $655 million versus the two-analyst average estimate of $621.24 million.
- EBITDA- Unallocated corporate expenses: $-24 million compared to the $-40.49 million average estimate based on two analysts.
- EBITDA- Non-aviation: $16 million versus the two-analyst average estimate of $16.36 million.
View all Key Company Metrics for TransDigm here>>>
Shares of TransDigm have returned -6% over the past month versus the Zacks S&P 500 composite's +0.9% 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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