TransDigm Group (TDG) Q3 Earnings and Revenues Lag Estimates

Core Insights - TransDigm Group reported quarterly earnings of $9.6 per share, missing the Zacks Consensus Estimate of $9.78 per share, but showing an increase from $9 per share a year ago, resulting in an earnings surprise of -1.84% [1] - The company posted revenues of $2.24 billion for the quarter ended June 2025, which was below the Zacks Consensus Estimate by 2.55%, compared to $2.05 billion in the same quarter last year [2] - TransDigm shares have increased approximately 27% since the beginning of the year, outperforming the S&P 500's gain of 7.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $10.61 on revenues of $2.43 billion, and for the current fiscal year, it is $37.30 on revenues of $8.88 billion [7] - The estimate revisions trend for TransDigm was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Aerospace - Defense Equipment industry, to which TransDigm belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [8]