Core Insights - TransDigm Group reported $2.24 billion in revenue for the quarter ended June 2025, a year-over-year increase of 9.3% [1] - The EPS for the same period was $9.60, compared to $9.00 a year ago, but fell short of the consensus estimate of $9.78, resulting in an EPS surprise of -1.84% [1] Revenue Performance - Net sales to external customers in the Non-aviation segment were $40 million, below the estimated $47.46 million, representing a year-over-year decline of 18.4% [4] - Airframe segment net sales were $1.06 billion, matching the average estimate, with an 8.6% year-over-year increase [4] - Power & Control segment net sales were $1.14 billion, slightly below the estimated $1.2 billion, but showed an 11.3% year-over-year increase [4] - Airframe-Commercial and non-aerospace OEM sales were $303 million, below the estimated $341.67 million, reflecting a 6.2% year-over-year decline [4] - Airframe-Defense sales reached $388 million, exceeding the estimated $317.24 million, with a significant year-over-year increase of 28.1% [4] - Power & Control-Defense sales were $575 million, surpassing the estimated $530.29 million, marking a 20.6% year-over-year increase [4] - Power & Control-Commercial and non-aerospace aftermarket sales were $328 million, below the estimated $363.15 million, with a 3.5% year-over-year increase [4] - Power & Control-Commercial and non-aerospace OEM sales were $236 million, below the estimated $250.82 million, reflecting a 3.1% year-over-year increase [4] - Airframe-Commercial and non-aerospace aftermarket sales were $367 million, below the estimated $392.46 million, with a 5.5% year-over-year increase [4] EBITDA Performance - EBITDA for the Power & Control segment was $646 million, below the average estimate of $670.36 million [4] - Unallocated corporate expenses showed an EBITDA of $15 million, compared to the estimated -$8.08 million [4] - Non-aviation segment EBITDA was $17 million, exceeding the average estimate of $3.57 million [4] Stock Performance - TransDigm shares returned -7.4% over the past month, while the Zacks S&P 500 composite increased by 0.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]