Loading
Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for TransDigm Group (TDG) is 10/10.
TransDigm delivered a beat-and-raise second quarter, with GAAP revenue up roughly 18% year over year (organic growth of approximately 11%) as all three channels grew: commercial aftermarket rose about 14%, commercial OEM about 12%, and defense about 11%. EBITDA as defined margin reached 52.6% even after nearly two points of dilution from recent acquisitions, and Q2 commercial aftermarket bookings hit an all-time high. Management raised full-year fiscal 2026 guidance again, lifting the sales midpoint by $420 million to $10.36 billion (up about 17%) and EBITDA as defined by $210 million to $5.42 billion, with the adjusted EPS guidance midpoint now $39.52. After quarter-end the company closed the Jet Parts Engineering and Victor Sierra acquisitions and repurchased about $800 million of stock, while retaining more than $10 billion of M&A firepower. The main overhang is the Middle East conflict, which slowed March global RPM growth to 2.1% and cut Middle East carrier RFQs by more than 50%, though management has seen no meaningful aftermarket impact yet and raised aftermarket guidance regardless.
Scored from TransDigm Group’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.19B | +18.0% | $5.79 | -19.8% | 57.6% | 43.1% | 21.4% | $531M |
| FY2025 Q1 | $2.01B | +12.1% | $7.62 | +56.4% | 61.6% | 48.6% | 24.6% | $710M |
| FY2025 Q2 | $2.15B | +12.0% | $8.24 | +18.2% | 59.3% | 46.1% | 22.3% | $92M |
| FY2025 Q3 | $2.24B | +9.3% | $8.47 | +6.4% | 59.5% | 46.4% | 22.0% | $573M |
| FY2025 Q4 | $2.44B | +11.5% | $7.75 | +33.8% | 60.3% | 47.6% | 25.0% | $441M |
| FY2026 Q1 | $2.29B | +13.9% | $6.62 | -13.1% | 56.7% | 45.6% | 16.9% | $772M |
| FY2026 Q2 | $2.54B | +18.3% | $9.20 | +11.6% | 59.4% | 46.3% | 21.0% | $64M |
| FY2026 Q3 | $2.74B | +22.5% | $9.39 | +10.9% | 59.4% | 44.8% | 19.7% | — |