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TransDigm Group (TDG) investor relations material
TransDigm Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Q3 2025 net sales rose 9.3% year-over-year to $2,237M, with organic growth of 6.3% and net income up 6.7% to $492M; EBITDA As Defined margin reached 54.4% as aftermarket and defense growth offset OEM declines from supply chain and labor issues.
Adjusted EPS for Q3 2025 was $9.60, up 7% year-over-year; year-to-date net sales reached $6,394M and net income $1,415M.
CEO transition announced, with Kevin Stein retiring and Mike Lisman set to assume the CEO role; internal promotions for key leadership positions.
Financial highlights
Q3 gross profit was $1,332M (59.5% margin), up from $1,220M year-over-year; operating income was $1,039M (46.4% margin).
Free cash flow for Q3 was $715M, totaling $1.9B year-to-date; cash and equivalents at quarter-end were $2,792M.
Net interest expense increased to $397M in Q3 due to higher borrowings.
SG&A as a percentage of sales decreased to 10.8% from 12.1% year-over-year.
Outlook and guidance
FY25 sales guidance midpoint set at $8,790M, up 11% year-over-year, with EBITDA As Defined guidance raised to $4,725M (53.8% margin); adjusted EPS midpoint forecasted at $36.74, up 8%.
Fiscal 2025 net income guidance raised to $1,932–$1,980M; EBITDA As Defined guidance increased to $4,695–$4,755M.
Commercial OEM growth expected flat to low single digits; aftermarket and defense to grow high single to low double digits.
Guidance excludes pending Simmons acquisition and assumes no further M&A or divestitures.
Effective tax rate projected at 22–24%.
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