Exploring Analyst Estimates for TransDigm (TDG) Q4 Earnings, Beyond Revenue and EPS

Core Insights - Wall Street analysts anticipate TransDigm Group (TDG) to report quarterly earnings of $10.25 per share, reflecting a year-over-year increase of 4.3% [1] - Expected revenues are projected at $2.41 billion, which represents a 10.1% increase from the same quarter last year [1] - The consensus EPS estimate has been revised downward by 6.4% in the past 30 days, indicating a reassessment by analysts [1][2] Revenue Estimates - Analysts expect 'Net sales to external customers- Non-aviation' to be $50.22 million, showing a year-over-year decline of 3.4% [4] - 'Net sales to external customers- Power & Control- Commercial and non-aerospace aftermarket' is estimated at $308.38 million, indicating a 4.5% increase from the previous year [4] - 'Net sales to external customers- Power & Control- Defense' is projected to reach $595.66 million, reflecting a 0.5% increase year-over-year [5] - The consensus for 'Net sales to external customers- Airframe- Commercial and non-aerospace OEM' stands at $391.52 million, suggesting a 3.3% increase from the year-ago quarter [5] - 'Net sales to external customers- Airframe' is expected to be $1.10 billion, indicating an 8% increase year-over-year [7] - 'Net sales to external customers- Airframe- Commercial and non-aerospace aftermarket' is projected at $344.24 million, reflecting a significant year-over-year increase of 23.4% [8] EBITDA Estimates - Analysts forecast 'EBITDA- Power & Control' to reach $637.10 million, up from $621.00 million in the same quarter last year [8] - The estimated 'EBITDA- Non-aviation' is $18.10 million, down from $22.00 million year-over-year [9] - 'EBITDA- Airframe' is projected to be $579.38 million, compared to $519.00 million in the previous year [9] Stock Performance - TransDigm shares have experienced a -0.3% change over the past month, slightly underperforming the Zacks S&P 500 composite's -0.2% [10] - The company holds a Zacks Rank 5 (Strong Sell), indicating expectations of underperformance relative to the overall market in the near term [10]