earnings
confidence high
sentiment positive
materiality 0.75
TransDigm Q3 sales up 9% to $2,237M; raises FY EBITDA midpoint guidance by $40M
TransDigm Group INC
2025-Q3 EPS reported
$24.31
revenue$6,394,000,000
- Q3 net sales $2,237M (+9% YoY), net income $493M (+7%), adjusted EPS $9.60 (+7%).
- EBITDA As Defined $1,217M (+11.5%), margin 54.4% vs 53.3% a year ago; raised FY EBITDA midpoint by $40M.
- Announced agreement to acquire Simmonds from RTX for $765M cash; completed Servotronics buy for $47/share.
- Issued $2.65B of 6.375% senior sub notes due 2033, proceeds to redeem $2.65B 5.5% notes due 2027.
- Repurchased $131M of stock in Q3 at avg $1,240.91; FY25 sales guidance lowered $60M at midpoint.