TransDigm Group Incorporated · TDG · Next earnings

TransDigm Group Incorporated reports Wednesday, Nov 11, 2026

TDG reports before market open with consensus EPS at $12.15 and revenue at $2.94B. Last quarter: TransDigm Beats Q1 Estimates, Raises FY26 Guidance, Announces $3.2B in Acquisitions

Reports Before market open52 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $12.15 Calendar consensus
Consensus revenue $2.94B Calendar consensus
Report date Nov 11, 2026 Wednesday, date estimated
Session Before market open 52 days away

Where TDG left off: FY2026 Q1

Full report

TransDigm Beats Q1 Estimates, Raises FY26 Guidance, Announces $3.2B in Acquisitions

EPS surprise +1.6% Reported $8.23 vs $8.10
Revenue surprise +1.2% Reported $2.29B vs $2.26B
Stock move -9.3% Event window
Subsequent drift +1.0% Up to 20 sessions

Raised. FY26 sales midpoint increased from $9.85B to $9.94B; EBITDA midpoint increased from $5.15B to $5.21B. Guidance sentiment: raised.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Volatility in Boeing and Airbus production rates affecting OEM revenue
  • Lumpiness in distributor inventory and engine content causing aftermarket growth gap
  • Integration risk of newly acquired businesses
  • Longer lead times and execution risk in defense contracts
  • Margin dilution from recent and future acquisitions

Questions analysts left open

  • Distributor POS shows double-digit growth while aftermarket revenue lags
  • Impact of lumpiness and inventory destocking on aftermarket performance
  • Margin outlook after accounting for acquisition dilution
  • Valuation and pricing of recent acquisitions
  • Conservatism in guidance and assumptions around OEM production rates

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Recent TDG quarters

All TDG earnings
-9.3%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.