Core Insights - TransDigm Group reported $2.44 billion in revenue for the quarter ended September 2025, marking an 11.5% year-over-year increase and exceeding the Zacks Consensus Estimate of $2.41 billion by 1.3% [1] - The company achieved an EPS of $10.82, up from $9.83 a year ago, with a surprise of 5.56% compared to the consensus estimate of $10.25 [1] Financial Performance Metrics - Net sales to external customers in the Non-aviation segment were $47 million, below the estimated $50.22 million, reflecting a year-over-year decline of 9.6% [4] - Power & Control - Commercial and non-aerospace aftermarket net sales reached $354 million, surpassing the average estimate of $308.38 million, with a year-over-year increase of 20% [4] - Power & Control - Defense net sales were $674 million, exceeding the estimated $595.66 million, representing a 13.7% year-over-year increase [4] - Airframe - Commercial and non-aerospace OEM net sales were $294 million, below the estimated $391.52 million, showing a decline of 22.4% year-over-year [4] - Airframe - Defense net sales reached $424 million, above the estimated $359.61 million, with a year-over-year increase of 19.1% [4] - Total Power & Control net sales were $1.29 billion, exceeding the $1.11 billion estimate, reflecting a 14.7% year-over-year increase [4] - Airframe net sales totaled $1.11 billion, slightly above the $1.1 billion estimate, with a year-over-year increase of 9% [4] - Power & Control - Commercial and non-aerospace OEM net sales were $257 million, surpassing the estimated $209.4 million, with a year-over-year increase of 10.8% [4] - Airframe - Commercial and non-aerospace aftermarket net sales were $387 million, exceeding the estimated $344.24 million, representing a significant year-over-year increase of 38.7% [4] - EBITDA for Power & Control was $727 million, above the estimated $637.1 million [4] - Unallocated corporate expenses showed an EBITDA of -$27 million, compared to the estimated -$23.23 million [4] - Non-aviation EBITDA was $22 million, exceeding the estimated $18.1 million [4] Stock Performance - TransDigm shares returned +5.7% over the past month, outperforming the Zacks S&P 500 composite's +4.6% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]