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Company Research13 Aug 2024
TransDigm: The Story of the Controversial Aerospace Giant
TransDigm's rise to power in the aerospace industry, from its founding in 1993 to its dominance through M&A.
TransDigm Group (TDG) investor relations material
TransDigm Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Nov, 2025
Executive summary
Fiscal 2025 closed with strong revenue and profit growth, driven by robust commercial aftermarket and defense channels, and commercial OEM revenues rebounded after prior destocking trends.
Value-driven operating strategy, higher production volumes, and favorable commercial aerospace trends contributed to margin expansion and exceeded guidance.
The company remains focused on proprietary aerospace businesses, disciplined M&A, and capital allocation to drive shareholder value.
Completed refinancing of key term loans and continued disciplined capital allocation.
Financial highlights
Q4 2025 revenue rose 11.5% year-over-year to $2,437M; full year revenue up 11.2% to $8,831M.
Q4 EBITDA as Defined margin reached 54.2%, with full year margin at 53.9%.
Q4 operating cash flow exceeded $500 million; year-end cash balance was over $2.8 billion.
Free cash flow for fiscal 2025 was about $2.4 billion, slightly above estimates.
Net debt-to-EBITDA ratio at year-end was 5.8x.
Outlook and guidance
Fiscal 2026 revenue guidance midpoint is $9.85 billion, up 12% year-over-year.
Fiscal 2026 EBITDA as Defined guidance midpoint is $5.15 billion, up 8%, with an expected margin of 52.3%.
Adjusted EPS guidance midpoint is $37.51.
Net income guidance for 2026 is $1,966 million at midpoint, down 5.2% due to higher interest expense.
CapEx for 2026 projected at $300 million, focused on automation and productivity.
Commercial OEM revenue growth expected in high single-digit to mid-teens %, aftermarket in high single digits, and defense in mid- to high single digits.
Explain FY26 net income decline drivers
What drives the FY26 EBITDA As Defined margin decrease?
Future capital allocation priorities
Future M&A scope beyond aerospace/defense?
Path to improve recent acquisition margins?
Impact of automation on headcount and productivity?
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Next TransDigm Group earnings date
Q1 20263 Feb, 2026
Next TransDigm Group earnings date
Q1 20263 Feb, 2026
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Frequently asked questions
TransDigm Group Incorporated designs, produces, and supplies aircraft components for use on commercial and military aircraft in the United States and internationally. Its Power & Control segment provides mechanical/electro-mechanical actuation systems and components; electronic engine controls; cockpit security components and systems; power conditioning devices; specialized pumps, valves and gauges; IC integrated engine control systems and components; ignition systems and components; specialized lavatory components and systems; lighting systems; heavy duty engine starters, oxygen systems, seat belts, parachutes and rescue hoists. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.
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