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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 Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.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%.
Why did commercial OEM sales fall short?
Assess the impact of recent acquisitions.
Explain the revision to 2025 sales guidance.
How will Simmonds Precision impact 2025 revenue?
Explain the commercial OEM destocking impact.
Discuss defense OEM vs aftermarket growth.
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Next TransDigm Group earnings date
Q4 202511 Nov, 2025
Next TransDigm Group earnings date
Q4 202511 Nov, 2025
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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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