TransDigm to Report Q4 Results: What's in Store for the Stock?

Core Viewpoint - TransDigm Group Incorporated (TDG) is expected to report its fourth-quarter fiscal 2025 results on November 12, with a prior negative earnings surprise of 1.84% in the last quarter [1] Factors Likely to Affect TDG's Q4 Results - Strong sales from the commercial aftermarket, driven by improving air travel demand and increased flight hours, are anticipated to positively impact revenues from the Power & Control segment [2] - Increased U.S. Government defense spending is expected to enhance defense sales, contributing to top-line growth in this segment [2] - The Airframe segment is likely to benefit from robust air travel growth and rising demand for defense products, supported by solid government funding [3] Sales and Earnings Estimates - The Zacks Consensus Estimate for TDG's fiscal fourth-quarter sales is projected at $2.41 billion, reflecting a 10.1% increase from the previous year [4] - The consensus estimate for earnings is set at $10.25 per share, indicating a 4.3% rise from the year-ago figure [4] Earnings Prediction Insights - The current model does not predict an earnings beat for TDG, as it has an Earnings ESP of -0.76% and a Zacks Rank of 5 (Strong Sell) [5][6]