TransDigm (TDG) Reports Q2 Earnings: What Key Metrics Have to Say

TransDigm Group (TDG) reported $2.15 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 12%. EPS of $9.11 for the same period compares to $7.99 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.17 billion, representing a surprise of -0.72%. The company delivered an EPS surprise of +2.94%, with the consensus EPS estimate being $8.85.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how TransDigm performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net sales to external customers- Non-aviation: $40 million compared to the $46.65 million average estimate based on four analysts. The reported number represents a change of -13% year over year. Net sales to external customers- Airframe: $1 billion versus $1.10 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.5% change. Net sales to external customers- Power & Control: $1.11 billion versus the three-analyst average estimate of $1.04 billion. The reported number represents a year-over-year change of +21.2%. Net sales to external customers- Airframe- Commercial and non-aerospace OEM: $305 million versus the two-analyst average estimate of $346.21 million. The reported number represents a year-over-year change of -1%. Net sales to external customers- Airframe- Defense: $341 million versus the two-analyst average estimate of $328.12 million. The reported number represents a year-over-year change of +8.3%. Net sales to external customers- Power & Control- Defense: $533 million versus $442.99 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +26.3% change. Net sales to external customers- Power & Control- Commercial and non-aerospace aftermarket: $337 million versus $327.62 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +66.8% change. Net sales to external customers- Power & Control- Commercial and non-aerospace OEM: $238 million compared to the $210.91 million average estimate based on two analysts. The reported number represents a change of -17.9% year over year. Net sales to external customers- Airframe- Commercial and non-aerospace aftermarket: $356 million versus the two-analyst average estimate of $401.97 million. The reported number represents a year-over-year change of +6%. EBITDA- Power & Control: $636 million compared to the $589.29 million average estimate based on three analysts. EBITDA- Non-aviation: $16 million versus $17.78 million estimated by three analysts on average. EBITDA- Airframe: $529 million compared to the $537.98 million average estimate based on three analysts. View all Key Company Metrics for TransDigm here>>>Shares of TransDigm have returned +17.9% over the past month versus the Zacks S&P 500 composite's +11.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Transdigm Group Incorporated (TDG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks