TDG · TransDigm Group INC · Webcasts, Transcripts & Audio
$1,097.24
+14.64 (+1.35%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$61.70B
Shares
55.28M
Volume · Oct 1
402.12K
Avg daily vol (3M)
391.47K
TransDigm Group INC Webcasts
Earnings calls, investor updates, investor days and conferences for TransDigm Group INC (TDG), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲18.2%
$1.51B
$266.00M
'22 Q4
22-11-10
▲17%
$1.40B
$228.00M
'23 Q1
23-02-07
▲20%
$1.59B
$304.00M
'23 Q2
23-05-09
▲24.7%
$1.74B
$351.00M
'23 Q3
23-08-08
▲22.6%
$1.85B
$415.00M
'23 Q4
23-11-09
▲28.1%
$1.79B
$382.00M
'24 Q1
24-02-08
▲20.5%
$1.92B
$403.00M
'24 Q2
24-05-07
▲17.3%
$2.05B
$461.00M
'24 Q3
24-08-06
▲18%
$2.19B
$468.00M
'24 Q4
24-11-07
▲12.1%
$2.01B
$493.00M
'25 Q1
25-02-04
▲12%
$2.15B
$479.00M
'25 Q2
25-05-06
▲9.3%
$2.24B
$492.00M
'25 Q3
25-08-05
▲11.5%
$2.44B
$610.00M
'25 Q4
25-11-12
▲13.9%
$2.29B
$445.00M
'26 Q1
26-02-03
▲18.3%
$2.54B
$535.00M
'26 Q2
26-05-05
LATEST
▲22.5%
$2.74B
$539.00M
'26 Q3
26-08-04
Earnings call
FY26 · Q3
2026-08-04
TransDigm Group INC (TDG) Q3 2026 Earnings Call Transcript
Confident tone
Defense end market and backlog
Commercial OEM and Boeing/Airbus production
M&A pipeline and Princetonized Ant deal
Revenue
$2.74B
▲ 22.5% YoY Diluted EPS
$9.39
▲ 10.9% YoY Gross margin
59.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-05-05
TransDigm Group INC (TDG) Q2 2026 Earnings Call
Revenue
$2.54B
▲ 18.3% YoY Diluted EPS
$9.20
▲ 11.7% YoY Gross margin
59.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-02-03
TransDigm Group INC (TDG) Q1 2026 Earnings Call Transcript
Positive tone
Defense market exposure and growth
Aftermarket / value-based operating model
M&A acquisitions (Stellant, Jet Parts, Victor Sierra)
Revenue
$2.29B
▲ 13.9% YoY Diluted EPS
$6.62
▼ 13.1% YoY Gross margin
59.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-11-12
TransDigm Group INC (TDG) Q4 2025 Earnings Call Transcript
Confident tone
Fiscal 2026 Guidance
Defense Market
Commercial Aerospace Aftermarket
Revenue
$2.44B*
▲ 11.5% YoY Gross margin
60.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-08-05
TransDigm Group INC (TDG) Q3 2025 Earnings Call Transcript
Positive tone
Leadership transition
Commercial OEM headwinds
Commercial aftermarket strength
Revenue
$2.24B
▲ 9.3% YoY Diluted EPS
$8.47
▲ 6.4% YoY Gross margin
59.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-05-06
TransDigm Group INC (TDG) Q2 2025 Earnings Call Transcript
Confident tone
Commercial Aftermarket Strength
CEO Succession
M&A Pipeline
Revenue
$2.15B
▲ 12% YoY Diluted EPS
$8.24
▲ 18.2% YoY Gross margin
59.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-02-04
TransDigm Group INC (TDG) Q1 2025 Earnings Call Transcript
Positive tone
Commercial aftermarket strength
Fiscal 2025 guidance reiteration
Defense and DOGE engagement
Revenue
$2.01B
▲ 12.1% YoY Diluted EPS
$7.62
▲ 56.5% YoY Gross margin
61.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-11-07
TransDigm Group INC (TDG) Q4 2024 Earnings Call Transcript
Confident tone
Commercial aftermarket normalization
Fiscal 2025 guidance
Capital allocation and M&A
Revenue
$2.19B*
▲ 18% YoY Gross margin
57.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-08-06
TransDigm Group INC (TDG) Q3 2024 Earnings Call Transcript
Confident tone
Fiscal 2025 guidance
Aftermarket strength
Defense market growth
Revenue
$2.05B
▲ 17.3% YoY Diluted EPS
$7.96
▲ 29.6% YoY Gross margin
59.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-05-07
TransDigm Group INC (TDG) Q2 2024 Earnings Call Transcript
Confident tone
Financial Results & Guidance
Commercial Aerospace Recovery
M&A and Acquisitions
Revenue
$1.92B
▲ 20.5% YoY Diluted EPS
$6.97
▲ 31% YoY Gross margin
60.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-02-08
TransDigm Group INC (TDG) Q1 2024 Earnings Call Transcript
Confident tone
M&A and CPI acquisition
Defense market
Commercial aerospace recovery
Revenue
$1.79B
▲ 28.1% YoY Diluted EPS
$4.87
▲ 46.2% YoY Gross margin
58.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-11-09
TransDigm Group INC (TDG) Q4 2023 Earnings Call Transcript
Revenue
$1.85B*
▲ 22.6% YoY Gross margin
58.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-08-08
TransDigm Group INC (TDG) Q3 2023 Earnings Call Transcript
Revenue
$1.74B
▲ 24.7% YoY Diluted EPS
$6.14
▲ 49.8% YoY Gross margin
59.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-05-09
TransDigm Group INC (TDG) Q2 2023 Earnings Call Transcript
Revenue
$1.59B
▲ 20% YoY Diluted EPS
$5.32
▲ 57.4% YoY Gross margin
58.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-02-07
TransDigm Group INC (TDG) Q1 2023 Earnings Call Transcript
Revenue
$1.40B
▲ 17% YoY Diluted EPS
$3.33
▲ 68.2% YoY Gross margin
56.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-11-10
TransDigm Group INC (TDG) Q4 2022 Earnings Call Transcript
Revenue
$1.51B*
▲ 18.2% YoY Gross margin
58.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-08-09
TransDigm Group INC (TDG) Q3 2022 Earnings Call Transcript
Revenue
$1.40B
▲ 14.8% YoY Diluted EPS
$4.10
Gross margin
58.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-05-10
TransDigm Group INC (TDG) Q2 2022 Earnings Call Transcript
Revenue
$1.33B
▲ 11.1% YoY Diluted EPS
$3.38
Gross margin
55.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-02-08
TransDigm Group INC (TDG) Q1 2022 Earnings Call Transcript
Revenue
$1.19B
▲ 7.8% YoY Diluted EPS
$1.98
Gross margin
55.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-11-16
TransDigm Group INC (TDG) Q4 2021 Earnings Call Transcript
Revenue
$1.28B*
▲ 9% YoY Gross margin
56.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-08-10
TransDigm Group INC (TDG) Q3 2021 Earnings Call Transcript
Revenue
$1.22B
▲ 19.2% YoY Gross margin
53.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-05-11
TransDigm Group INC (TDG) Q2 2021 Earnings Call Transcript
Revenue
$1.19B
▼ 17.3% YoY Gross margin
49.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-02-09
TransDigm Group INC (TDG) Q1 2021 Earnings Call Transcript
Revenue
$1.11B
▼ 24.4% YoY Gross margin
48.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-11-12
TransDigm Group INC (TDG) Q4 2020 Earnings Call Transcript
Revenue
$1.17B
▼ 23.9% YoY Gross margin
45.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-08-04
TransDigm Group INC (TDG) Q3 2020 Earnings Call Transcript
Revenue
$1.02B
▼ 32.8% YoY Gross margin
48.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-05-05
TransDigm Group INC (TDG) Q2 2020 Earnings Call Transcript
Revenue
$1.44B
▲ 23.5% YoY Gross margin
56.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–26 of 26 webcasts
Key facts
CIK
1260221
CUSIP
893641100
13F (30d)
21 filings
17 filers
Visit website
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