Core Insights - TransDigm Group reported adjusted earnings per share (EPS) of $7.83, exceeding expectations of $7.67, marking a 9.4% increase year-over-year [2][3] - Revenue for the quarter was $2.006 billion, falling short of the forecast of $2.031 billion, but still representing a 12.1% year-over-year growth [2][3] - The company’s net income rose by 29.1% to $493 million, driven by strong demand in the commercial aftermarket and defense markets [3][6] Financial Performance - Adjusted EPS: $7.83 vs. estimated $7.67, up 9.4% from $7.16 in Q1 2024 [3] - Revenue: $2.006 billion vs. estimated $2.031 billion, up 12.1% from $1.789 billion in Q1 2024 [3] - Net Income: $493 million, up 29.1% from $382 million in Q1 2024 [3] - EBITDA: $1.061 billion, up 16.3% from $912 million in Q1 2024 [3] Business Overview - TransDigm specializes in highly engineered aerospace components for commercial and military use, with approximately 90% of its products being proprietary [4] - Proprietary products and services contribute to around 55% of net sales, ensuring sustained revenue through the lifecycle of aircraft components [4] - The company focuses on balanced growth through selective acquisitions to enhance aftermarket revenue potential [4] Market Position and Strategy - Key success factors include a diversified product base, effective cost controls, and a robust pricing strategy that ensures high margins [5] - The company serves both commercial airline and military markets, stabilizing its business against sector downturns [5] - Management remains committed to pursuing future acquisition opportunities that align with its proprietary business model [8] Quarterly Developments - Gross margin increased, with EBITDA climbing by 16.3% to $1.061 billion [6] - CEO Kevin Stein noted that revenue growth was driven by the commercial aftermarket and defense market [7] - Despite revenue growth, it fell short of Wall Street expectations by 1.2%, partly due to variability in OEM and aftermarket revenue streams [9] Future Outlook - For fiscal 2025, TransDigm expects net sales of $8.75 billion to $8.95 billion, reflecting an anticipated growth of 11.5% at the midpoint [10] - Projected adjusted EPS for fiscal 2025 is between $32.27 and $34.19 [10] - Management remains optimistic about its position in niche aerospace markets and aims to leverage proprietary advantages while navigating potential supply chain disruptions [10][11]

TransDigm Group Incorporated (TDG) reported first-quarter fiscal 2025 adjusted earnings of $7.83 per share, which beat the Zacks Consensus Estimate of $7.48 by 4.7%. The bottom line also improved 9.4% from the prior-year quarter’s figure of $7.16 per share.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Barring one-time items, the company recorded GAAP earnings of $7.62 per share compared with $4.87 in the year-ago quarter.The year-over-year growth in the bottom line was primarily dri ...

FY 2025 Q1 Earnings Call February 4, 2025 1 Agenda TransDigm Overview, Highlights and Outlook Kevin Stein Market Review Joel Reiss Operating Performance and Financial Results Sarah Wynne President and CEO Co-COO CFO Q&A Forward Looking Statements & Special Notice Regarding Pro Forma and Non-GAAP Information FORWARD LOOKING STATEMENTS SPECIAL NOTICE REGARDING PRO FORMA AND NON-GAAP INFORMATION This presentation sets forth certain pro forma financial information. This pro forma financial information gives eff ...

Group 1: Earnings Performance - TransDigm Group reported quarterly earnings of $7.83 per share, exceeding the Zacks Consensus Estimate of $7.48 per share, and up from $7.16 per share a year ago, representing an earnings surprise of 4.68% [1] - The company posted revenues of $2.01 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.60%, and an increase from $1.79 billion year-over-year [2] - Over the last four quarters, TransDigm has consistently surpassed consensus EPS estimates and revenue estimates [2] Group 2: Stock Performance and Outlook - TransDigm shares have increased approximately 6.8% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $8.90 on revenues of $2.15 billion, and for the current fiscal year, it is $37.08 on revenues of $8.86 billion [7] Group 3: Industry Context - The Aerospace - Defense Equipment industry, to which TransDigm belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment [5] - The Zacks Rank for TransDigm is currently 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6]

Exhibit 99.1 TransDigm Group Reports Fiscal 2025 First Quarter Results Cleveland, Ohio, February 4, 2025/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 December 28, 2024. First quarter highlights include: Quarter-to-Date Results Net sales for the quarter increased 12.1%, or $217 million, to $2,006 million from $1,789 million in the comparable quarter a year ...

CLEVELAND, Feb. 4, 2025 /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 December 28, 2024.First quarter highlights include: Net sales of $2,006 million, up 12% from $1,789 million in the prior year's quarter; Net income of $493 million, up 29% from the prior year's quarter; Earnings per share of $7.62, up 56% from the prior year's quarter; EBITDA As Defined ...

The upcoming report from TransDigm Group (TDG) is expected to reveal quarterly earnings of $7.48 per share, indicating an increase of 4.5% compared to the year-ago period. Analysts forecast revenues of $1.99 billion, representing an increase of 11.5% year over year.Over the last 30 days, there has been a downward revision of 0.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the co ...

TransDigm Group Incorporated (TDG) is slated to report first-quarter fiscal 2025 results on Feb. 4, before market open.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.TransDigm delivered a trailing four-quarter average earnings surprise of 8.43%. The improving growth trends in commercial air travel and strong defense sales are likely to have bolstered the quarterly performance.TDG’s Power & Control Segment to Remain RobustStrong sales from the commercial aftermarket, backed by stead ...

TransDigm Group (TDG) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on February 4, 2025, might help the stock move higher if these key numbers are better ...

CLEVELAND, Jan. 27, 2025 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today said it will report fiscal 2025 first quarter earnings before the market opens on Tuesday, February 4, 2025.A conference call will follow at 11:00 a.m., Eastern Time. To join the call telephonically, please register for the call here. Once registered, participants will receive the dial-in information and a unique pin to access the call. A live audio webcast of the call can also be accessed online at http://www.transdigm. ...