TransDigm Group Inc

TDG: XNYS (USA)

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TransDigm Earnings: Slower OEM Sales Shifted Mix to Higher Margin Aftermarket; Valuation Unchanged

Nicolas Owens

Feb 4, 2025

TransDigm reported $2 billion of revenue in its fiscal 2025 first quarter ending December 2024, which met our overall expectation, though with some undulating mix shift. OEM revenue dropped 4% from 2024 while higher-margin aftermarket sales grew 9%, driving adjusted EBITDA margin near 53%.

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TransDigm Group Inc

TransDigm Earnings: Slower OEM Sales Shifted Mix to Higher Margin Aftermarket; Valuation Unchanged

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