TransDigm Group Inc. (TDG)
TransDigm: A Disappointing Quarter Shouldn't Overshadow This Exceptional Business
TransDigm delivered a disappointing Q2, with 6.9% YoY organic growth, reduced M&A activity, and lower gross margins. The CEO's retirement seems odd given his age, but his successor has extensive experience and could lead the company for decades. Debt ratios have been declining in recent quarters, but interest expenses are growing faster than revenues.
TransDigm: Strong Profitability Amid Mixed Results, But Valuation Still Stretched
TransDigm reported mixed Q2'25 results with a revenue miss but an EPS beat, driven by strong commercial aftermarket and defense segments, despite supply chain challenges. The company's profitability remains robust, with a 54% EBITDA margin and significant EPS growth, supported by high-margin aftermarket sales and disciplined capital allocation. TransDigm's solid financials, resilient business model, and strategic buybacks position it well for steady earnings growth, though elevated leverage and valuation warrant caution.
TransDigm (TDG) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for TransDigm (TDG) give insight into how the company performed in the quarter ended March 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) Q2 2025 Earnings Call Transcript
TransDigm Group Incorporated (NYSE:TDG ) Q2 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Jaimie Stemen - Director, Investor Relations Kevin Stein - President & Chief Executive Officer Mike Lisman - Co-Chief Operating Officer Joel Reiss - Co-Chief Operating Officer Sarah Wynne - Chief Financial Officer Conference Call Participants Robert Stallard - Vertical Research Scott Mikus - Melius Research Kristine Liwag - Morgan Stanley Josh Korn - Barclays Sheila Kahyaoglu - Jefferies Ken Herbert - RBC Capital Markets Myles Walton - Wolfe Research Peter Arment - Baird Seth Seifman - JP Morgan Noah Poponak - Goldman Sachs Gautam Gohana - TD Securities Ronald Epstein - Bank of America Jason Gursky - Citi Operator Good day and thank you for standing by. Welcome to Q2 2025 TransDigm Group Incorporated Earnings Conference Call.
TransDigm Q2 Earnings Surpass Estimates, Sales Increase Y/Y
TDG's first-quarter earnings beat the Zacks Consensus Estimate by 2.9%. The top line increases 12% from the year-ago quarter.
TransDigm Group (TDG) Q2 Earnings Top Estimates
TransDigm Group (TDG) came out with quarterly earnings of $9.11 per share, beating the Zacks Consensus Estimate of $8.85 per share. This compares to earnings of $7.99 per share a year ago.
Will Solid Segmental Sales Boost TransDigm's Q2 Earnings?
TDG's Q2 results are likely to be boosted by the robust sales performance delivered by two of its major business segments.
Unveiling TransDigm (TDG) Q2 Outlook: Wall Street Estimates for Key Metrics
Beyond analysts' top -and-bottom-line estimates for TransDigm (TDG), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
TransDigm Group (TDG) Reports Next Week: Wall Street Expects Earnings Growth
TransDigm (TDG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Here's Why You Must Add TransDigm Group Stock to Your Portfolio Now
TDG makes a strong case for investment in the aerospace-defense equipment industry, given its growth prospects, robust liquidity and an improvement in the defense budget.
TransDigm: Still A Buy Despite The Leverage And The Premium Valuation
TransDigm holds a dominant market position, leveraging its pricing power to maintain high FCF margins and return capital to shareholders despite potential 2025 headwinds. 90% of its revenue comes from selling proprietary parts, ensuring FAA-certified exclusivity and pricing power. During the Q1 2025 earnings, the company showed commitment to returning capital to its shareholders with special dividend payments and share repurchases.
TransDigm (TDG) Up 6.5% Since Last Earnings Report: Can It Continue?
TransDigm (TDG) reported earnings 30 days ago. What's next for the stock?
