earnings
confidence high
sentiment positive
materiality 0.75
TransDigm Q1 net sales up 12% to $2.01B; adjusted EPS $7.83 beats prior year $7.16; reaffirms FY2025 guidance
TransDigm Group INC
2025-Q1 EPS reported
$7.62
revenue$2,006,000,000
- Net sales $2,006M (+12% YoY); net income $493M (+29%); diluted EPS $7.62 (+56%).
- Adjusted EPS $7.83 vs $7.16 a year ago (+9%); EBITDA As Defined $1,061M (+16%), margin 52.9% (+190 bps).
- Repurchased 252,800 shares for ~$316M at avg price $1,248.65 during the quarter.
- FY2025 guidance reaffirmed: sales $8,750–$8,950M, EBITDA As Defined $4,615–$4,755M, adjusted EPS $35.51–$37.43.
- Commercial aftermarket growth seen in high single-digit to low double-digit %; defense growth high single-digit %.