secwatch.observer — SEC 8-K summary ====================================== Issuer: TransDigm Group INC (TDG) CIK: 0001260221 Form: 8-K Filed at: 2025-02-04T23:59:59+00:00 Accession: 0001260221-25-000012 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 TransDigm Q1 net sales up 12% to $2.01B; adjusted EPS $7.83 beats prior year $7.16; reaffirms FY2025 guidance -------------------------------------------------------------------------------- - 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 %. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1260221/000126022125000012/0001260221-25-000012-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1260221/000126022125000012/tdg-20250204.htm HTML page: https://secwatch.observer/filing/0001260221-25-000012 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer