earnings
confidence high
sentiment positive
materiality 0.75
TransDigm Q4 revenue up 18% to $2.185B; FY2025 guidance implies 11.5% sales growth at midpoint
TransDigm Group INC
2024-FY EPS reported
$25.62
revenue$7,940,000,000
- Q4 revenue $2,185M (+18% YoY), net income $468M (+13%), EBITDA As Defined $1,149M (+19%), margin 52.6%.
- FY2024 revenue $7,940M (+21%), net income $1,715M (+32%), adj. EPS $33.99 (+32%).
- Declared special dividend $75/share on Sep 19, paid Oct 18, funded by $3B debt issuance and cash.
- FY2025 guide: revenue $8,750-8,950M, EBITDA As Defined $4,615-4,755M, adj. EPS $35.36-37.28.
- Market assumptions: commercial OEM mid-single-digit, aftermarket high-single to low-double-digit, defense high-single-digit growth.