TransDigm (TDG) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
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 Transcript
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.
TransDigm Group Q4 Earnings Surpass Estimates, Sales Increase Y/Y
TDG posts higher Q4 earnings and revenues year over year, outpacing expectations on strong execution.
TransDigm: A Long-Term Buy Opportunity On Aerospace Destocking Overreaction
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.
TransDigm Group (TDG) Beats Q4 Earnings and Revenue Estimates
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.
Is the Options Market Predicting a Spike in TransDigm Stock?
Investors need to pay close attention to TDG stock based on the movements in the options market lately.
TransDigm to Report Q4 Results: What's in Store for the Stock?
TDG's Q4 results are likely to see gains from robust commercial aftermarket and defense sales, though earnings beat odds appear slim.
TransDigm Group (TDG) Earnings Expected to Grow: What to Know Ahead of Q4 Release
TransDigm (TDG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Lockheed Martin Stock Overvalued? TDG And GD Might Be Better Bets
TransDigm Group and General Dynamics are Lockheed Martin's peers in the Aerospace & Defense industry that have:
Better Value, Bigger Growth: HEI, TDG Top BWX Technologies Stock
HEI and TDG are BWX Technologies's competitors in the Aerospace & Defense sector that demonstrate:
TransDigm Buys Simmonds Precision Products for $765M, Boosts Portfolio
TDG expands its product offering with a $765 million cash buyout of Simmonds Precision Products from RTX.
TransDigm (TDG) Loses 7.4% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
TransDigm (TDG) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
