TransDigm Group Inc

TDG: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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TransDigm Earnings: As Some OEM Orders Lag, Margins Still Robust and Growing; Shares Fairly Valued

Nicolas Owens

Aug 5, 2025

TransDigm reported $2.24 billion of revenue in its fiscal third quarter ended June 2025, up 9% from a year ago, while EBITDA grew nearly 13%. Investors were disappointed in a slight lag in original equipment revenue growth, which sent the shares down 12% on Aug. 5.

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TransDigm Group Inc

TransDigm Earnings: As Some OEM Orders Lag, Margins Still Robust and Growing; Shares Fairly Valued

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