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Transdigm (TDG)
:TDG
Earnings Data
Report Date
Feb 10, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
8.09Last Year’s EPS
7.83Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflected a strong fiscal year end and positive outlook for 2026, with significant revenue and EBITDA growth, robust capital allocation, and successful M&A activities. However, challenges remain in OEM production performance and margin dilution from recent acquisitions.Company Guidance
Strong EBITDA and Revenue Growth
TransDigm reported an EBITDA margin of 54.2% in Q4 2025, with revenue growth in the commercial aftermarket channel and defense market channel. Full-year fiscal 2025 revenue and EBITDA surpassed guidance.
Robust Capital Allocation
The company allocated approximately $7 billion in capital across M&A and return of capital to shareholders, including acquisitions and a special dividend of $90 per share.
Positive Market Trends
Commercial aerospace market trends remain favorable, with air traffic steadily progressing and airline schedules stable, growing 3% to 4% year over year.
Successful M&A Activity
Acquisitions of Servotronics, Simmons Precision Products, and other tuck-in acquisitions were completed, contributing to the company's growth strategy.
Solid Defense Market Performance
Defense market revenue grew by approximately 16% in Q4 2025, driven by new business wins and strong performance in both domestic and international markets.
TDG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TDG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 12, 2025 | $1294.00 | $1307.97 | +1.08% |
Aug 05, 2025 | $1505.46 | $1325.78 | -11.94% |
May 06, 2025 | $1377.88 | $1302.31 | -5.48% |
Feb 04, 2025 | $1265.75 | $1223.53 | -3.34% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Transdigm (TDG) report earnings?
Transdigm (TDG) is schdueled to report earning on Feb 10, 2026, Before Open (Confirmed).
What is Transdigm (TDG) earnings time?
Transdigm (TDG) earnings time is at Feb 10, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TDG EPS forecast?
TDG EPS forecast for the fiscal quarter 2026 (Q1) is 8.09.
