Seeking Clues to TransDigm (TDG) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics

Core Insights - TransDigm Group (TDG) is expected to report quarterly earnings of $8.45 per share, reflecting a 16.6% increase year-over-year, with revenues projected at $1.99 billion, a 14.4% increase from the previous year [1] Earnings Estimates - The consensus EPS estimate for the quarter has been revised upward by 0.9% over the past 30 days, indicating analysts' positive reassessment of the company's performance [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock price performance [3] Revenue Projections - Analysts predict 'Net sales to external customers- Non-aviation' at $50.52 million, a 5.3% increase from the prior year [5] - 'Net sales to external customers- Airframe' are estimated at $934.67 million, reflecting an 11.9% year-over-year increase [5] - 'Net sales to external customers- Power & Control' are expected to reach $991.78 million, indicating a 15.2% increase year-over-year [6] - The consensus for 'Net sales to external customers- Airframe- Commercial and non-aerospace OEM' stands at $300.65 million, suggesting an 18.4% increase from the previous year [6] - 'Net sales to external customers- Airframe- Defense' is projected at $291.45 million, a 6.4% increase year-over-year [7] - 'Net sales to external customers- Power & Control- Defense' is expected to reach $457.21 million, reflecting an 11.5% increase [7] - 'Net sales to external customers- Power & Control- Commercial and non-aerospace aftermarket' is estimated at $327.11 million, indicating a 20.3% increase [8] - 'Net sales to external customers- Power & Control- Commercial and non-aerospace OEM' is projected at $212.36 million, reflecting an 18.6% increase [8] - 'Net sales to external customers- Airframe- Commercial and non-aerospace aftermarket' is expected to be $337.41 million, a 9.9% increase year-over-year [9] EBITDA Estimates - Analysts estimate 'EBITDA- Power & Control' to reach $552.25 million, compared to $487 million in the same quarter last year [9] - 'EBITDA- Non-aviation' is projected at $20.31 million, slightly down from $21 million reported in the previous year [10] - 'EBITDA- Airframe' is expected to be $484.50 million, up from $417 million reported in the same quarter last year [10] Market Performance - Shares of TransDigm have shown a return of +0.8% over the past month, compared to a +1.1% change in the Zacks S&P 500 composite [10] - With a Zacks Rank 2 (Buy), TDG is anticipated to outperform the overall market in the near future [10]