TransDigm(TDG)

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TransDigm (TDG) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
ZACKS· 2025-01-31 15:21
Core Viewpoint - TransDigm Group (TDG) is expected to report quarterly earnings of $7.48 per share, reflecting a 4.5% increase year-over-year, with revenues projected at $1.99 billion, indicating an 11.5% growth compared to the previous year [1]. Earnings Estimates - There has been a slight downward revision of 0.1% in the consensus EPS estimate over the last 30 days, indicating analysts' reassessment of their initial forecasts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are strongly correlated with short-term stock price performance [3]. Key Metrics Forecast - Analysts predict 'Net sales to external customers- Non-aviation' will reach $48.40 million, a year-over-year increase of 15.3% [5]. - 'Net sales to external customers- Airframe' is estimated at $935.12 million, reflecting an 8.5% increase from the prior year [5]. - 'Net sales to external customers- Power & Control' is forecasted to be $977.02 million, indicating a 10.4% year-over-year change [6]. - 'Net sales to external customers- Airframe- Commercial and non-aerospace OEM' is expected to be $276.49 million, with a 1.7% increase from the previous year [6]. - 'Net sales to external customers- Airframe- Defense' is projected at $304.38 million, showing a 14.4% increase year-over-year [7]. - 'Net sales to external customers- Power & Control- Defense' is estimated to reach $443.58 million, reflecting a 7.7% increase [7]. - 'Net sales to external customers- Power & Control- Commercial and non-aerospace aftermarket' is expected to be $333.97 million, indicating a 12.8% year-over-year change [8]. - 'Net sales to external customers- Power & Control- Commercial and non-aerospace OEM' is forecasted at $182.49 million, with a 3.1% increase [8]. - 'Net sales to external customers- Airframe- Commercial and non-aerospace aftermarket' is projected to be $352.32 million, reflecting an 8.7% increase [9]. EBITDA Estimates - 'EBITDA- Power & Control' is expected to reach $535.76 million, compared to $509 million in the same quarter last year [9]. - 'EBITDA- Non-aviation' is projected at $18.34 million, up from $17 million in the previous year [10]. - 'EBITDA- Airframe' is estimated to be $461.50 million, compared to $431 million in the same quarter last year [10]. Stock Performance - Over the past month, shares of TransDigm have returned +8.8%, outperforming the Zacks S&P 500 composite's +2.9% [11].
Will Solid Segmental Sales Boost TransDigm's Q1 Earnings?
ZACKS· 2025-01-30 15:35
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) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2025-01-28 16:05
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 ...
TransDigm First Quarter Earnings Report and Conference Call Set for Tuesday, February 4, 2025
Prnewswire· 2025-01-27 13:00
Company Overview - TransDigm Group is a leading global designer, producer, and supplier of highly engineered aircraft components for both commercial and military aircraft [3] - The company offers a wide range of products including mechanical/electro-mechanical actuators, ignition systems, specialized pumps and valves, and advanced cockpit displays among others [3] Upcoming Earnings Report - TransDigm Group will report its fiscal 2025 first quarter earnings on February 4, 2025, before the market opens [1] - A conference call will be held at 11:00 a.m. Eastern Time on the same day, with options for telephonic participation and a live audio webcast available [2]
CEO Advisor, Inc. Advises Wyvern Technologies, Inc. on its Exit Strategy / Sale
Prnewswire· 2024-12-05 05:00
Group 1 - CEO Advisor, Inc. has facilitated the sale of Wyvern Technologies, Inc. to Extant Aerospace, a subsidiary of TransDigm Corporation, enhancing the latter's capabilities in aerospace and defense electronics [1][2] - Wyvern Technologies has been a significant player in the aerospace and defense sector for four decades, providing products to military and defense agencies [2] - The transaction was praised by both Wyvern's President Jim Weber and CEO Advisor's President Mark Hartsell, highlighting the strong fit between Wyvern and Extant Aerospace [2] Group 2 - CEO Advisor, Inc. specializes in mergers and acquisitions, offering advisory services to small and mid-sized companies across various industries, including technology and healthcare [3] - Mark Hartsell, the President of CEO Advisor, holds an MBA and is certified in Mergers and Acquisitions from the Wharton Business School, indicating a high level of expertise in the field [3]
Musk, Ramaswamy Should Target TransDigm In Budget Cuts, Short Report Says: 'Target #1' For D.O.G.E.
Benzinga· 2024-11-21 18:03
Elon Musk and Vivek Ramaswamy are targeting lowering government spending with the newly announced Department of Government Efficiency (or D.O.G.E. for short). An aircraft component company is named as the perfect place for the duo to start in a new short report from The Bear Cave.What Happened: President-elect Donald Trump announced the Department of Government Efficiency recently and Musk said the new department will "send shockwaves through the system, and involve anyone involved in government waste."A sh ...
TransDigm: Expect Muted Upside With Balance Sheet And Regulatory Headwinds
Seeking Alpha· 2024-11-18 14:07
I've been a fan of TransDigm (NYSE: TDG ) for a while now and it's always held a spot on my watchlist as a high quality company that's historically been just too expensive. In this article, I'llI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital over long periods ...
TransDigm Group Q4 Earnings Beat Estimates, Sales Increase Y/Y
ZACKS· 2024-11-07 16:10
TransDigm Group Incorporated (TDG) reported fourth-quarter fiscal 2024 adjusted earnings of $9.83 per share, which beat the Zacks Consensus Estimate of $9.24 by 6.4%. The bottom line also improved 22.4% from the prior-year quarter’s reported figure of $8.03.See the Zacks Earnings Calendar to stay ahead of market-making news. Barring one-time items, the company recorded GAAP earnings of $5.80 per share compared with $7.23 in the year-ago quarter.The year-over-year decline in the bottom line was due to divide ...
TransDigm Group (TDG) Tops Q4 Earnings and Revenue Estimates
ZACKS· 2024-11-07 14:35
TransDigm Group (TDG) came out with quarterly earnings of $9.83 per share, beating the Zacks Consensus Estimate of $9.24 per share. This compares to earnings of $8.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.39%. A quarter ago, it was expected that this aircraft components maker would post earnings of $8.45 per share when it actually produced earnings of $9, delivering a surprise of 6.51%.Over the last four quarters, ...
TransDigm Group Reports Fiscal 2024 Fourth Quarter and Year-End Results
Prnewswire· 2024-11-07 12:15
CLEVELAND, Nov. 7, 2024 /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, 2024.Fourth quarter highlights include: Net sales of $2,185 million, up 18% from $1,852 million in the prior year's quarter; Net income of $468 million, up 13% from the prior year's quarter; Earnings per share of $5.80; EBITDA As Defined of $1,149 million, up 19% from $963 ...