TransDigm Earnings: Some Tapered Growth but the Franchise Persists; Shares Discounted 9%

TransDigm reported $2.44 billion of revenue in its final fiscal quarter of 2025, up 11.5% from a year ago, while its measure of adjusted EBITDA grew nearly 15% to $1.3 billion. Since August, investors disappointed in a lag in original equipment sales growth traded TransDigm's shares down by 20%.