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$1,256.90 +10.59 (+0.85%) At close · Aug 14
Market Cap
$68.29B
Shares
55.28M

TransDigm Group INC Earnings Call Transcripts

Every quarterly earnings call for TransDigm Group INC (TDG) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

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 Q3 FY2026 Earnings Call
Revenue
$2.74B
▲ 22.5% YoY
Diluted EPS
$9.39
▲ 10.9% YoY
Gross margin
59.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q2
2026-05-05
TransDigm Group INC Q2 FY2026 Earnings Call
Revenue
$2.54B
▲ 18.3% YoY
Diluted EPS
$9.20
▲ 11.7% YoY
Gross margin
59.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-02-03
TransDigm Group INC Q1 FY2026 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-11-12
TransDigm Group INC Q4 FY2025 Earnings Call
Confident tone Fiscal 2026 Guidance Defense Market Commercial Aerospace Aftermarket
Revenue
$2.44B*
▲ 11.5% YoY
Gross margin
60.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-08-05
TransDigm Group INC Q3 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-05-06
TransDigm Group INC Q2 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-02-04
TransDigm Group INC Q1 FY2025 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-11-07
TransDigm Group INC Q4 FY2024 Earnings Call
Confident tone Commercial aftermarket normalization Fiscal 2025 guidance Capital allocation and M&A
Revenue
$2.19B*
▲ 18% YoY
Gross margin
57.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-08-06
TransDigm Group INC Q3 FY2024 Earnings Call
Revenue
$2.05B
▲ 17.3% YoY
Diluted EPS
$7.96
▲ 29.6% YoY
Gross margin
59.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-05-07
TransDigm Group INC Q2 FY2024 Earnings Call
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-02-08
TransDigm Group INC Q1 FY2024 Earnings Call
Revenue
$1.79B
▲ 28.1% YoY
Diluted EPS
$4.87
▲ 46.2% YoY
Gross margin
58.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-11-09
TransDigm Group INC Q4 FY2023 Earnings Call
Revenue
$1.85B*
▲ 22.6% YoY
Gross margin
58.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-08-08
TransDigm Group INC Q3 FY2023 Earnings Call
Revenue
$1.74B
▲ 24.7% YoY
Diluted EPS
$6.14
▲ 49.8% YoY
Gross margin
59.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-05-09
TransDigm Group INC Q2 FY2023 Earnings Call
Revenue
$1.59B
▲ 20% YoY
Diluted EPS
$5.32
▲ 57.4% YoY
Gross margin
58.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-02-07
TransDigm Group INC Q1 FY2023 Earnings Call
Revenue
$1.40B
▲ 17% YoY
Diluted EPS
$3.33
▲ 68.2% YoY
Gross margin
56.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-11-10
TransDigm Group INC Q4 FY2022 Earnings Call
Revenue
$1.51B*
▲ 18.2% YoY
Gross margin
58.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-08-09
TransDigm Group INC Q3 FY2022 Earnings Call
Revenue
$1.40B
▲ 14.8% YoY
Diluted EPS
$4.10
Gross margin
58.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-05-10
TransDigm Group INC Q2 FY2022 Earnings Call
Revenue
$1.33B
▲ 11.1% YoY
Diluted EPS
$3.38
Gross margin
55.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-02-08
TransDigm Group INC Q1 FY2022 Earnings Call
Revenue
$1.19B
▲ 7.8% YoY
Diluted EPS
$1.98
Gross margin
55.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-11-16
TransDigm Group INC Q4 FY2021 Earnings Call
Revenue
$1.28B*
▲ 9% YoY
Gross margin
56.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-08-10
TransDigm Group INC Q3 FY2021 Earnings Call
Revenue
$1.22B
▲ 19.2% YoY
Gross margin
53.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-05-11
TransDigm Group INC Q2 FY2021 Earnings Call
Revenue
$1.19B
▼ 17.3% YoY
Gross margin
49.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-02-09
TransDigm Group INC Q1 FY2021 Earnings Call
Revenue
$1.11B
▼ 24.4% YoY
Gross margin
48.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-11-12
TransDigm Group INC Q4 FY2020 Earnings Call
Revenue
$1.17B
▼ 23.9% YoY
Gross margin
45.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-08-04
TransDigm Group INC Q3 FY2020 Earnings Call
Revenue
$1.02B
▼ 32.8% YoY
Gross margin
48.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-05-05
TransDigm Group INC Q2 FY2020 Earnings Call
Revenue
$1.44B
▲ 23.5% YoY
Gross margin
56.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–26 of 26 earnings calls
Key facts CIK 1260221 CUSIP 893641100 13F (30d) 1043 filings 1010 filers Visit website

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