TransDigm to Report Q4 Results: What's in Store for the Stock?
TransDigm Group Incorporated TDG is slated to report fourth-quarter fiscal 2025 results on Nov. 12, before market open. The company delivered a negative earnings surprise of 1.84% in the last reported quarter.Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.Factors Likely to Affect TDG’s Q4 ResultsStrong sales from the commercial aftermarket, backed by steadily improving commercial air travel demand and the resulting higher flight hours and utilization of aircraft, are likely to have contributed favorably to revenues from the Power & Control segment. Steadily improving U.S. Government defense spending outlays, boosting defense sales, are also likely to have benefited this unit’s top-line growth.Transdigm Group Incorporated Price, Consensus and EPS Surprise Transdigm Group Incorporated price-consensus-eps-surprise-chart | Transdigm Group Incorporated QuoteSales from the Airframe segment are likely to have been boosted by the strong air travel growth and rising demand for this unit’s defense products, backed by solid government funding.A strong top line is likely to have boosted TDG’s overall margin performance, which, along with its cost reduction initiatives, is likely to have contributed favorably to its quarterly bottom line.Estimates for TDGStrong sales expectations from both its primary segments, which constitute approximately 98% of TDG’s total revenues, are likely to have bolstered its overall quarterly revenue performance.The Zacks Consensus Estimate for TDG’s fiscal fourth-quarter sales is pegged at $2.41 billion, indicating an improvement of 10.1% from the prior-year number.The consensus estimate for earnings is pegged at $10.25 per share, indicating an increase of 4.3% from the year-ago figure.What the Zacks Model Unveils for TDGOur proven model does not conclusively predict an earnings beat for TransDigm this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.TDG’s Earnings ESP: TDG has an Earnings ESP of -0.76%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.TDG’s Zacks Rank: TDG currently carries a Zacks Rank #5 (Strong Sell).You can see the complete list of today’s Zacks #1 Rank stocks here.Recent Defense ReleasesTextron Inc. TXT reported third-quarter 2025 adjusted earnings of $1.55 per share, which beat the Zacks Consensus Estimate of $1.47 by 5.4%. The bottom line also rose 10.7% from $1.40 in the year-ago quarter.The company reported total revenues of $3.6 billion, which missed the Zacks Consensus Estimate of $3.71 billion by 2.8%. Moreover, revenues increased 4.9% from the year-ago quarter’s level of $3.43 billion.RTX Corporation’s RTX third-quarter 2025 adjusted earnings per share of $1.70 beat the Zacks Consensus Estimate of $1.42 by 19.7%. The bottom line also improved 17.2% from the year-ago quarter’s level of $1.45.RTX’s third-quarter sales totaled $22.48 billion, which surpassed the Zacks Consensus Estimate of $21.48 billion by 4.6%. The top line also surged a solid 11.9% from $20.09 billion recorded for the third quarter of 2024.Northrop Grumman Corporation NOC reported third-quarter 2025 adjusted earnings of $7.67 per share, which beat the Zacks Consensus Estimate of $6.49 by 18.2%. The bottom line also increased 9.6% from $7 registered in the prior-year quarter.NOC’s total sales of $10.42 billion in the third quarter missed the Zacks Consensus Estimate of $10.72 billion by 2.8%. However, the top line rose 4.3% from $10 billion reported in the year-ago quarter.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 a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.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 Northrop Grumman Corporation (NOC): Free Stock Analysis Report Textron Inc. (TXT): Free Stock Analysis Report Transdigm Group Incorporated (TDG): Free Stock Analysis Report RTX Corporation (RTX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks
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