Logotype for TransDigm Group Incorporated

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.
Logotype for TransDigm Group Incorporated
Q3 2025 earnings summary5 Aug, 2025

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%.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next TransDigm Group earnings date

Logotype for TransDigm Group Incorporated
Q4 2025
LIVE
11 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next TransDigm Group earnings date

Logotype for TransDigm Group Incorporated
Q4 2025
LIVE
11 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage