Quarterly Results
TDG
FY2025Q4
07:15:00
Pre-Market
Revenue
$2.44B
+1.42%
EPS
-$10.82
+5.56%
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Attend WebcastTDG
FY2025Q3
07:15:00
Pre-Market
Revenue
$2.24B
-2.47%
EPS
-$9.60
-2.83%
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SlideAttend WebcastTDG
FY2025Q2
07:15:00
Pre-Market
Revenue
$2.15B
-0.82%
EPS
-$9.11
-201.79%
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SlideAttend WebcastTDG Earnings Forecast
Looking ahead, TDG remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q1 project quarter revenue of 2.26B and an EPS of 8.01.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Downward by -0.14%, while EPS estimates have been Revise Downward by -8.05%. For the upcoming Q1 2026, revenue estimates have been adjusted Revise Downward by -0.77% . These revisions correlate with a 7.12% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in TDG long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
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Revenue Estimates for FY2026
Revise Downward
-0.14%
In Past 3 Month
EPS Estimates for FY2026
Revise Downward
-8.05%
In Past 3 Month
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Revenue Estimates for Q1 2026
Revise Downward
-0.77%
In Past 3 Month
Stock Price
Go Up
+7.12%
In Past 3 Month
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
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Earnings Surprise Analysis
Revenue
EPS
1Y
3Y
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Earnings Reaction
The chart below shows how TDG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TDG sees a -1.84% change in stock price 10 days leading up to the earnings, and a +1.47% change 10 days following the report. On the earnings day itself, the stock moves by -0.77%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 1.31% on the day following the earnings release and then changed by 3.60% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
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Frequently Asked Questions
What were the key highlights of TDG's latest earnings report for FY2025Q4?
TDG reported its FY2025Q4 earnings on 2025-11-12, showcasing a revenue of 2.44B against an estimate of 2.40B, resulting in a 1.42% surprise. The EPS was 10.82, surpassing the expected 10.25 by 5.56% . The stock experienced a 1.08% price change on the earnings day and a 3.23% change over the next five days, reflecting market reactions to the results.
How did TDG's stock price react after the FY2025Q4 earnings release?
Following TDG's FY2025Q4 earnings announcement on 2025-11-12, the stock price moved by 1.08% on the day of the release. Over the subsequent five days, it saw a 3.23% change. Historically, TDG's stock price tends to shift by an average of -1.84% in the 10 days leading up to earnings and +1.47% in the 10 days following, providing insight into potential market.
What are the revenue and EPS estimates for TDG for 2026/Q1?
For 2026/Q1, analysts estimate TDG’s annual revenue to reach 2.26B, while the EPS is projected at 8.01. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.14% and EPS estimates Revise Downward by -0.77% over the past three months, indicating analyst expectation in the company’s performance.
How does TDG's stock price correlate with earnings forecast revisions?
The correlation between TDG's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Downward by -0.14%, while EPS estimates moved Revise Downward by -0.77% . This trend suggests that price dips could present buying opportunities for investors.
What should investors expect from TDG's next earnings report?
Based on historical trends, TDG's stock price typically moves by -1.84% in the 10 days before its earnings and +1.47% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 8.01 and revenue of 2.26B.
What is the sentiment in TransDigm Group Inc (TDG) Q4 2025 Earnings Call Summary?
The earnings call summary presents a mixed picture: strong EBITDA and EPS guidance, but with reduced commercial OEM revenue growth. The Q&A reveals cautious optimism in defense and aftermarket sectors, but management's vague responses on key issues like F-47 program specifics and acquisition margin improvements raise uncertainties. Overall, the balance of positive and negative factors suggests a neutral sentiment.