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Calendar quarter Q2 2026Earnings call Aug 4, 2026 · most recent call
TDG’s newest analyzed quarter is part of Tellvest Pro: its score, breakdown, narrative and analyst Q&A. Every prior quarter is free.
Sources. Scores: TransDigm Group’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: TDG daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
The breakdown for this quarter is part of Tellvest Pro.
On September 28, 2026, TransDigm Group announced the completion of its acquisition of Prince & Izant (formerly a portfolio company of Industrial Growth Partners) for approximately $1.066 billion in cash, including certain tax benefits. TransDigm financed the acquisition through cash on hand. Entry into the definitive agreement was previously reported in a Form 8-K filed July 27, 2026.
On September 21, 2026, TransDigm Group's operating unit Extant Aerospace entered into a definitive agreement to acquire certain assets comprising a portfolio of commercial rotorcraft, land systems, and business jet products, including a facility located in California, for approximately $240 million in cash. TransDigm, which does not typically disclose operating-unit asset acquisitions, disclosed the deal based on total transaction value. The acquisition is expected to close during fiscal year 2027, subject to standard regulatory approvals and customary closing conditions.
What each event means for TDG’s sentiment score is part of Tellvest Pro.
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| 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 Q3Selected | $2.74B | +22.5% | $9.39 | +10.9% | 59.4% | 44.8% | 19.7% | — |
Management-stated figures from TDG’s newest call are part of Tellvest Pro.