T TDG

Transdigm Group Incorporated

AEROSPACE & DEFENSE · INDUSTRIALS

TransDigm Group Incorporated (TDG) is a leading aerospace manufacturer based in Cleveland, Ohio, specializing in the design, production, and supply of highly engineered aircraft components for both commercial and military markets. The company distinguishes itself through a robust portfolio of propri...

$1,189.97

+1.97% (+$22.97)

Volume 216,166

52W High $1,623.83

52W Low $1,123.61

Market Cap $75.02B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$8.55

Whisper EPS

$8.88

3.8% above consensus

Last Quarter

$8.23

Current Streak

3 Beats

Avg Surprise (4Q)

+1.29%

Next Earnings Report

Reports in 28 days

Report Date May 5, 2026

Whisper Spread +3.83%

Consensus Estimate

$8.55

Official analyst average

Whisper Number

$8.88

What traders expect

Bullish Sentiment: The whisper number is 3.8% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 10, 2026

1-Day: +1.09%

Q4 2025 Feb 3, 2026

1-Day: -2.85%

Q3 2025 Nov 6, 2025

1-Day: +1.03%

5-Day: +1.76%

Q2 2025 Aug 5, 2025

1-Day: -1.11%

Revenue & Financial Performance

Revenue Whisper

$2.33B

TWN Proprietary Estimate

Last Quarter Revenue

$2.29B

+13.9% YoY

Gross Margin

56.7%

Net Margin: 16.9%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$2.29B	+13.9%	56.7%	45.6%	$386.0M
Q3'25	$2.44B	+11.5%	60.3%	47.6%	$610.0M
Q2'25	$2.24B	+9.3%	59.5%	46.5%	$492.0M
Q1'25	$2.15B	+12.0%	59.3%	46.1%	$479.0M
Q4'24	$2.01B	+12.1%	61.6%	48.6%	$493.0M
Q3'24	$2.19B	+18.0%	57.6%	43.1%	$468.0M
Q2'24	$2.05B	+17.3%	59.6%	45.7%	$461.0M
Q1'24	$1.92B	+20.5%	60.0%	45.2%	$403.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 10, 2026	$8.10	$8.29	$8.23	+1.60%	Met
Q4 2025	Feb 3, 2026	$8.09	$8.26	$8.23	+1.73%	Met
Q3 2025	Nov 6, 2025	$10.32	$10.51	$10.82	+4.84%	Beat
Q2 2025	Aug 5, 2025	$9.90	$10.27	$9.60	-3.03%	Missed
Q1 2025	May 6, 2025	$8.95	$9.30	$9.11	+1.79%	Missed
Q4 2024	Feb 4, 2025	$7.74	$8.15	$7.83	+1.16%	Missed
Q3 2024	Nov 7, 2024	$9.28	$9.69	$9.83	+5.93%	Beat
Q2 2024	Aug 6, 2024	$8.56	$9.04	$9.00	+5.14%	Met
Q1 2024	May 7, 2024	$7.42	$7.95	$7.99	+7.68%	Met
Q4 2023	Feb 8, 2024	$6.41	$6.78	$7.16	+11.70%	Beat
Q3 2023	Nov 9, 2023	$7.54	$7.95	$8.03	+6.50%	Beat
Q2 2023	Aug 8, 2023	$6.39	$6.82	$7.25	+13.46%	Beat