Curious about TransDigm (TDG) Q1 Performance? Explore Wall Street Estimates for Key Metrics

Core Viewpoint - Analysts project that TransDigm Group (TDG) will report quarterly earnings of $8.02 per share, reflecting a 2.4% year-over-year increase, with revenues expected to reach $2.25 billion, a 12.4% increase from the same quarter last year [1]. Earnings Projections - The consensus EPS estimate for the quarter has been adjusted downward by 0.1% over the past 30 days, indicating a reassessment by covering analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts expect 'Net sales to external customers- Non-aviation' to be $33.93 million, a 2.8% increase from the prior-year quarter [5]. - 'Net sales to external customers- Power & Control- Commercial and non-aerospace aftermarket' are projected to reach $388.24 million, reflecting a 13.9% increase year over year [5]. - 'Net sales to external customers- Power & Control- Defense' are expected to be $539.72 million, a 9.9% increase from the prior-year quarter [6]. - 'Net sales to external customers- Airframe- Commercial and non-aerospace OEM' are estimated at $297.92 million, indicating a 7.2% year-over-year change [6]. - 'Net sales to external customers- Airframe- Defense' are projected to reach $374.20 million, an 11.7% increase from the prior-year quarter [7]. - The total 'Net sales to external customers- Power & Control' is expected to be $1.16 billion, reflecting a 12.5% increase year over year [7]. - 'Net sales to external customers- Airframe' are forecasted to reach $1.04 billion, indicating a 9.7% year-over-year change [8]. - 'Net sales to external customers- Power & Control- Commercial and non-aerospace OEM' are estimated at $227.83 million, a 16.8% increase from the previous year [8]. - 'Net sales to external customers- Airframe- Commercial and non-aerospace aftermarket' are expected to be $365.16 million, reflecting a 9.7% increase from the prior-year quarter [9]. EBITDA Estimates - 'EBITDA- Power & Control' is projected to reach $621.24 million, compared to $585.00 million in the same quarter last year [9]. - 'EBITDA- Non-aviation' is expected to be $16.36 million, up from $12.00 million in the prior-year quarter [10]. - 'EBITDA- Airframe' is estimated at $518.05 million, slightly up from $516.00 million year over year [10]. Stock Performance - Over the past month, TransDigm shares have returned +6.2%, outperforming the Zacks S&P 500 composite's +0.8% change [11].