TransDigm

TransDigm Group, Inc. engages in the production of engineered aerospace components, systems and subsystems. It operates through the following segments: Power and Control, Airframe, and Non-Aviation. The Power and Control segment includes operations that primarily develop, produce and market systems and components that provide power to or control power of the aircraft utilizing electronic, fluid, power and mechanical motion control technologies. The Airframe segment covers operations that primarily develop, produce and market systems and components that are used in non-power airframe applications utilizing airframe and cabin structure technologies. The Non-Aviation segment focuses on operations that develop, produce and market products for non-aviation markets. The company was founded by W. Nicholas Howley and Douglas W. Peacock in 1993 and is headquartered in Cleveland, OH.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

TransDigm reports strong Q1 results, eyes aerospace market growth

TransDigm Group's Q1 performance reflects robust financial health and strategic focus on shareholder value creation.
While facing challenges like supply chain disruptions and defense market delays, the company is well-positioned to leverage growth opportunities.
With strong cash reserves, increased guidance, and a focus on operational efficiency, TransDigm is poised for continued success in the aerospace market.
Investors can be optimistic about TransDigm's performance and strategic direction, supported by solid financial metrics and growth prospects.

TransDigm surpasses Q2 expectations, raises guidance on strong growth

TransDigm's Q2 2023 performance exceeded expectations, with raised guidance for FY '23 driven by strong commercial and aftermarket revenue growth.
The company's strategic acquisitions, financial stability, and focus on margin expansion position it well for future growth and value creation.
While facing challenges in forecasting and market uncertainties, TransDigm's opportunities lie in leveraging market conditions, M&A pipeline strength, and operational improvements.
Overall, TransDigm's performance, strengths, and opportunities outweigh challenges, indicating a positive outlook for sustained growth and market positioning.

TransDigm reports robust Q3 earnings, eyes aerospace market recovery

TransDigm's Q3 earnings call highlighted strong financial performance, aftermarket growth, and a strategic focus on value creation and operational excellence.
The company faces challenges in managing pricing, margins, and aftermarket volumes but sees opportunities in the recovery of commercial aerospace markets and EBITDA margin growth.
Overall, TransDigm's disciplined approach to capital allocation and focus on driving margins up consistently position it well for sustained growth and profitability.

TransDigm excels in Q4, eyes aftermarket growth and strategic acquisitions

TransDigm's Q4 performance reflects financial strength and strategic focus on shareholder value creation through proprietary aerospace products.
While facing competition and market challenges, the company's robust cash position, disciplined capital allocation, and growth outlook signal resilience and opportunity.
Anticipated aftermarket growth, strategic acquisitions, and market recovery present avenues for sustained growth and value creation for TransDigm in FY '24.
Balancing strengths, challenges, and opportunities, TransDigm remains well-positioned to navigate industry dynamics and drive shareholder value in the coming year.

TransDigm exceeds Q1 expectations, raises guidance amid strategic focus

TransDigm's strong Q1 performance has led to an optimistic outlook for fiscal '24, with raised guidance across key financial metrics. The company's focus on proprietary products, aftermarket sales, and strategic capital allocation underscores its commitment to sustainable growth and shareholder value.

TransDigm exceeds Q2 expectations, eyes aftermarket growth and automation

TransDigm's Q2 2024 Earnings Call highlighted exceptional performance, increased guidance, and strategic focus on key markets. Despite challenges in the supply chain and cautiousness regarding Boeing rate changes, the company remains optimistic about growth opportunities in aftermarket revenues and productivity enhancements through automation projects.

TransDigm reports robust Q3 earnings, raises guidance amid strategic focus

TransDigm's Q3 earnings call showcased strong financial performance, strategic focus on high-margin products, and successful acquisitions driving revenue and margin growth. The company raised its full-year guidance, emphasizing capital allocation priorities and maintaining a disciplined approach to growth. Analyst inquiries highlighted opportunities and challenges in OEM production rates, aftermarket growth, and future outlook.

TransDigm excels in Q4 2024, eyes growth amid operational challenges

TransDigm Group demonstrated strong financial performance in Q4 2024, driven by its unique value creation strategy and favorable market trends.
While facing challenges such as margin dilution and operational complexities, the company remains well-positioned for growth.
By focusing on capital allocation, operational efficiency, and market opportunities, TransDigm aims to sustain its financial strength and drive shareholder value.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

TransDigm Group, Inc. engages in the design, production, and supply of aircraft components. It operates through the following segments: Power and Control, Airframe, and Non-Aviation. The Power and Control segment includes operations that primarily develop, produce and market systems and components that provide power to or control power of the aircraft utilizing electronic, fluid, power, and mechanical motion control technologies. The Airframe segment covers operations that primarily develop, produce and market systems and components that are used in non-power airframe applications utilizing airframe and cabin structure technologies. The Non-Aviation segment focuses on operations that develop, produce and market products for non-aviation markets. The company was founded by W. Nicholas Howley and Douglas W. Peacock in 1993 and is headquartered in Cleveland, OH.

CLEVELAND, Feb. 8, 2022 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported results for the first quarter ended January 1, 2022. First quarter highlights include: Net sales of $1,194 million, up 8% from $1,108 million in the prior year's quarter; Income from continuing operations of $163 million, up 226% from $50 million in the prior year's quarter; Earnings per share from continuing operations of $1.96, up from a loss per share from continuing operations of $(0.42) in the prior year's quarter; EBITDA As Defined of $565 million, up 19% from $474 million in the prior year's quarter; EBITDA As Defined margin of 47.3%, up 450 basis points from the prior year's quarter; Adjusted earnings per share of $3.00, up 52% from $1.97 in the prior year's quarter; and Strong operating cash flow generation of $279 million.

TransDigm Group Reports Fiscal 2022 First Quarter Results

TransDigm's (TDG) first-quarter results are likely to have been impacted by the increase in commercial Original Equipment Manufacturer and aftermarket revenues and a positive impact of the cost management strategy.

Will Solid Segment Performance Aid TransDigm (TDG) Q1 Earnings?

CLEVELAND, Jan. 31, 2022 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today said it will report fiscal 2022 first quarter earnings before the market opens on Tuesday, February 8, 2022. A conference call will follow at 11:00 a.m.

TransDigm First Quarter Earnings Report and Conference Call Set for Tuesday, February 8, 2022

American Tower

Monolithic Power Systems

If you want to have a higher chance of finding companies that are in good shape from a financial standpoint, you may want to consider stocks with trailing 12-month Ebitda margins that are topping the S&P 500's 15.25% as of the time of writing.

3 Stock Picks With High Ebitda Margins

The shares of Textron observed a strong rally in 2021 largely due to a surge in the company's Aviation segment's order backlog. The company designs and manufactures civilian and military helicopters and business jets.

Can This Aerospace Stock Provide Higher Returns Than Textron?

HEICO

Hexcel

Spirit AeroSystems Hlds

Woodward

Truist analyst Michael Ciarmoli upgrades ratings and price targets for select Aerospace and Defense names. The analyst upgraded Spirit AeroSystems Holdings, Inc. (NYSE:SPR) to Buy from Hold and raised the price target to $76 (an upside of 57%), from $39.

Truist Turns Bullish On Several Aerospace, Defense Names

Lockheed Martin

Northrop Grumman

Morgan Stanley analyst Kristine Liwag says Aerospace stocks are not pricing in recovery as sentiment is negative, and stocks are trading at about a 27% discount to normalized 2019 levels. The analyst named TransDigm Group Inc (NYSE:TDG), her top pick in Aerospace in North America for 2022.

Morgan Stanley's Top Picks In Aerospace For 2022

TransDigm (TDG) reported earnings 30 days ago. What's next for the stock?

TransDigm (TDG) Down 11.6% Since Last Earnings Report: Can It Rebound?

The report finds no smoking gun, recommends a small voluntary repayment.

TransDigm Cleared for Takeoff After Pentagon Closes Probe Into Pricing

CLEVELAND, Dec. 13, 2021 /PRNewswire/ -- TransDigm Group Incorporated (NYSE:TDG) ("TransDigm" or "the Company") today issued the following statement regarding a report issued by the Inspector General Department of Defense ("DoD") on its audit of TransDigm and select firm-fixed price contracts between the DoD and TransDigm businesses:  "The report makes clear that there was no wrongdoing by TransDigm, its businesses, or by the DoD. TransDigm agrees with that conclusion.

TransDigm Comments on DOD IG Report

Transdigm is a leading aircraft parts supplier with recurring revenues and wide moats.

Transdigm: Well-Positioned To Benefit From The Recovery In Air Travel

TransDigm Group Incorporated (TDG) Group CEO Kevin Stein on Q4 2021 Results - Earning Call Transcript

TransDigm Group Inc (NYSE: TDG) reported fourth-quarter sales growth of 9% year-over-year to $1.28 billion, +10% on an organic basis, missing the consensus of $1.32 billion. Adjusted EPS improved 47% Y/Y to $4.25, beating the consensus of $3.69.

TransDigm Reports Mixed Q4 Results, Says Optimistic For Continued Recovery

TransDigm's (TDG) net sales of $1,279 million in the fiscal fourth quarter increase 9% from the prior-year quarter. The reported figure however misses the Zacks Consensus Estimate by 4.2%.

TransDigm's (TDG) Q4 Earnings Beat Estimates, Sales Miss

TransDigm Gr (NYSE:TDG) reported its Q4 earnings results on Tuesday, November 16, 2021 at 08:00 AM. Here's what investors need to know about the announcement.

TransDigm Group: Q4 Earnings Insights

CLEVELAND, Nov. 16, 2021 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported results for the fourth quarter ended September 30, 2021. Fourth quarter highlights include: Net sales of $1,279 million, up 9% from $1,173 million in the prior year's quarter; Income from continuing operations of $209 million, up 107% from $101 million; Earnings per share from continuing operations of $3.58, up 103% from $1.76; EBITDA As Defined of $636 million, up 28% from $498 million; EBITDA As Defined margin of 49.7%, representing sequential improvement; Adjusted earnings per share of $4.25, up 47% from $2.89 in the prior year's quarter; and Strong operating cash flow generation of $289 million.

TransDigm Group Reports Fiscal 2021 Fourth Quarter And Year-End Results

TransDigm Group's (TDG) fiscal Q4 results are likely to benefit from improved commercial aftermarket revenues along with positive synergies from the Cobham buyout.

TransDigm Group (TDG) to Post Q4 Earnings: What's in Store?

TransDigm (TDG) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Earnings Season Could Be Great for TransDigm (TDG)

TransDigm (TDG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why the Earnings Surprise Streak Could Continue for TransDigm (TDG)

CLEVELAND, Oct. 25, 2021 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today said it will report fiscal 2021 fourth quarter earnings before the market opens on Tuesday, November 16, 2021. A conference call will follow at 11:00 a.m.

TransDigm Fourth Quarter Earnings Report and Conference Call Set for Tuesday, November 16, 2021

Kaman Corporation

Triumph Group

Aerospace-Defense Equipment stocks boast solid revenue prospects driven by frequent merger and acquisitions and commercial air travel recovery, despite supply chain issue being a woe. You may buy TDG, TGI and KAMN.

3 Defense Equipment Stocks to Buy Amid Supply Chain Disruption

Alcoa

Boeing

Ball

Delta Air Lines

Howmet Aerospace

Under-the-Radar Aerospace Stocks

TransDigm (TDG) Down 6.3% Since Last Earnings Report: Can It Rebound?

Meggitt PLC shares tumbled by 12% as US-based aerospace group Transdigm ended its takeover interest leaving the way clear for rival US Parker-Hannifin to conclude a deal. TransDigm made an approach worth £7bn or 900p last month, trumping an agreed 800p per share/£6.7bn offer from Parker, but said today it had decided not to proceed any further.

Meggitt drops as Transdigm ends bid interest

CLEVELAND, Sept. 7, 2021 /PRNewswire/ -- TransDigm Group Incorporated (NYSE:TDG) announced today that after careful consideration, it does not intend to make a firm offer for Meggitt PLC.

News for TransDigm Stock (TDG)