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15:00
Aug 04 ◎

TDG FY2026 Q3 Watch

Transdigm Group Incorporated (TDG) FY2026 Q3 Earnings Call

ANDURIL TDG BA AIR.PA ▾

Patrick Murphy

Transdigm won a design-in position on a new unmanned combat aircraft, likely a next-generation system from a defense prime like Anduril, highlighting a new platform win that will drive future defense revenue.

"Our Electromech business developed a precision electromechanical actuator engineered to control landing gear deployment and retraction on a new unmanned combat aircraft."

ANDURIL WATCH

Mike Lisman

Management raised full-year guidance for revenue, EBITDA, and EPS on the back of strong Q3 results and continued momentum across all three end markets, signaling a confident, improving outlook.

"Our business outlook has continued to strengthen. We're increasing our full fiscal year 26 sales and EBITDA's defined guidance to reflect another solid quarter of results and our current expectations for the remainder of the year."

TDG WATCH

Patrick Murphy

Transdigm reports strong commercial aftermarket demand despite a noted decline in RPMs due to the Middle East conflict, suggesting their aftermarket business has a large non-RPM tied component or is less correlated with near-term flight activity. — This decoupling from RPMs challenges the standard market thesis that Transdigm's aftermarket is primarily tied to flight hours, potentially making its demand more diverse and resilient.

"As Boeing and Airbus bus production rates continue to climb, we anticipate continued strength in the commercial OEM market."

BA WATCH AIR.PA WATCH

HIGH

15:00
May 05 ◎

TDG FY2026 Q2 Watch

Transdigm Group Incorporated (TDG) FY2026 Q2 Earnings Call

BA EADSY TDG ▾

Mike Lisman

TDG sees Boeing and Airbus ramping production, with demand high but recovery bumpy; TDG is encouraged by consistent quarterly improvements in OEM bookings.

"Boeing and Airbus are continuing to ramp production rates. Airline demand for new aircraft remains high, with backlogs increasing. The OEM production rate recovery to date has been bumpy."

BA WATCH

Mike Lisman

TDG sees Airbus ramping production alongside Boeing, supporting TDG's commercial OEM growth.

"Boeing and Airbus are continuing to ramp production rates. Airline demand for new aircraft remains high, with backlogs increasing."

EADSY WATCH

Mike Lisman

TDG delivered a strong Q2, raised full-year guidance, and expects continued margin improvement in the base business despite current market uncertainty from the Middle East conflict.

"We delivered a good quarter. Our Q2 results ran ahead of our expectations, and we once again raised our guidance for the year."

TDG WATCH

HIGH

16:00
Feb 03 ◎

TDG FY2026 Q1 Watch

Transdigm Group Incorporated (TDG) FY2026 Q1 Earnings Call

BA EADSY TDG ▾

Mike Lisman

Boeing's production recovery is supporting Transdigm's commercial OEM growth, though bumpiness is expected to persist.

"it is good to see both Boeing and Airbus steadily ramping up their production rates. They expect to continue doing so in coming months and quarters."

BA WATCH

Mike Lisman

Airbus's production ramp is a key driver of Transdigm's commercial OEM revenue growth.

"it is good to see both Boeing and Airbus steadily ramping up their production rates. They expect to continue doing so in coming months and quarters."

EADSY WATCH

Mike Lisman

Guidance was raised due to a strong start to the fiscal year, with margins beating expectations and healthy growth across all market channels.

"we are increasing our full year 26 sales and EBITDA's defined guidance to reflect our strong first quarter results and our current expectations for the remainder of the year."

TDG WATCH

HIGH

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