TDG
TransDigm Group·NYSE
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TDG fundamentals
TransDigm Group (TDG) released its earnings on Feb 3, 2026: revenue was 2.29B (YoY +13.91%), beat estimates; EPS was 8.23 (YoY +5.11%), beat estimates.
Revenue / YoY
2.29B
+13.91%
EPS / YoY
8.23
+5.11%
Report date
Feb 3, 2026
TDG Earnings Call Summary for Q1,2026
- Q1 Strong Performance: 17% commercial OEM growth, 7% aftermarket expansion, and 52.4% EBITDA margin beat expectations. Acquisitions added $3.16 billion in PMA capabilities.
- Raised Guidance: FY26 revenue up 13% to $9.94B, EBITDA up 9% to $5.21B, with cautious outlook on 5-6% growth lag vs. market due to distributor inventory.
- Cash Strength: $830M Q1 cash flow, $2.5B ending balance, and $2.4B FY26 free cash flow guidance.
- Risks & Opportunities: OEM mix headwinds, PMA businesses expected to grow at market rate, and defense backlog supporting mid-single-digit growth.
EPS
Actual | 5.1 | 1.54 | 2.89 | 1.97 | 2.58 | 3.33 | 4.25 | 3 | 3.86 | 4.85 | 5.5 | 4.58 | 5.98 | 7.25 | 8.03 | 7.16 | 7.99 | 9 | 9.83 | 7.83 | 9.11 | 9.6 | 10.82 | 8.23 | |||||||||||||||
Forecast | 4.3514 | 0.973 | 1.9506 | 1.9625 | 2.5452 | 2.9695 | 3.704 | 3.1376 | 3.6884 | 4.3857 | 5.2089 | 4.2784 | 5.445 | 6.3821 | 7.5476 | 6.4061 | 7.4222 | 8.5367 | 9.2646 | 7.6711 | 8.9579 | 9.8942 | 10.0423 | 8.1565 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +17.20% | +58.27% | +48.16% | +0.38% | +1.37% | +12.14% | +14.74% | -4.39% | +4.65% | +10.59% | +5.59% | +7.05% | +9.83% | +13.60% | +6.39% | +11.77% | +7.65% | +5.43% | +6.10% | +2.07% | +1.70% | -2.97% | +7.74% | +0.90% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.44B | 1.02B | 1.17B | 1.11B | 1.19B | 1.22B | 1.28B | 1.19B | 1.33B | 1.40B | 1.51B | 1.40B | 1.59B | 1.74B | 1.85B | 1.79B | 1.92B | 2.05B | 2.19B | 2.01B | 2.15B | 2.24B | 2.44B | 2.29B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.45B | 1.02B | 1.09B | 1.12B | 1.17B | 1.22B | 1.32B | 1.23B | 1.31B | 1.40B | 1.50B | 1.37B | 1.52B | 1.69B | 1.84B | 1.68B | 1.88B | 2.01B | 2.16B | 2.03B | 2.17B | 2.30B | 2.40B | 2.26B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.28% | -0.18% | +7.44% | -0.84% | +1.62% | -0.40% | -2.76% | -3.19% | +1.23% | -0.39% | +0.39% | +1.61% | +4.53% | +3.47% | +0.87% | +6.67% | +2.18% | +2.04% | +1.05% | -1.28% | -0.81% | -2.65% | +1.58% | +1.22% |
Earnings Call
You can ask Aime
What does TransDigm Group do and what are its main business segments?What is the revenue and EPS growth rate for TransDigm Group year over year?What guidance did TransDigm Group's management provide for the next earnings period?What factors drove the changes in TransDigm Group's revenue and profit?What is the market's earnings forecast for TransDigm Group next quarter?What were the key takeaways from TransDigm Group’s earnings call?What were the key takeaways from TransDigm Group's earnings call?What is TransDigm Group's latest dividend and current dividend yield?
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