TransDigm Group Incorporated · TDG · Next earnings

TransDigm Group Incorporated reports Tuesday, Nov 10, 2026

TDG reports before market open with consensus EPS at $12.21 and revenue at $2.95B. Last quarter: TransDigm Raises FY2026 Outlook as Aftermarket Growth Accelerates

Reports Before market open5 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $12.21 Calendar consensus
Consensus revenue $2.95B Calendar consensus
Report date Nov 10, 2026 Tuesday, date estimated
Session Before market open 5 days away

Where TDG left off: FY2026 Q3

Full report

TransDigm Raises FY2026 Outlook as Aftermarket Growth Accelerates

EPS surprise +5.5% Reported $10.87 vs $10.30
Revenue surprise +2.4% Reported $2.74B vs $2.68B
Stock move -0.8% Event window
Subsequent drift -9.4% Up to 20 sessions

Management raised full-year 2026 guidance to $10.51 billion of revenue and $5.52 billion of EBITDA, with a 52.5% EBITDA margin, according to the supplied transcript analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Aftermarket growth may prove less durable if it continues to outpace flight activity.
  • Acquisition integration and mix shifts could dilute margins.
  • DOJ scrutiny may constrain or delay future defense-focused M&A.
  • Potential right-to-repair legislation could affect the defense business.
  • Middle East conflict and other geopolitical developments could affect demand.

Questions analysts left open

  • Why aftermarket growth outpaced flight activity and whether that trend is sustainable.
  • Potential Q4 margin pressure from acquisition dilution and mix shifts.
  • Impact of DOJ review on future defense-focused M&A.
  • Potential effects of right-to-repair legislation on the defense business.
  • Balance between share repurchases and possible special dividends.

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Recent TDG quarters

All TDG earnings
-0.8%FY2026 Q3+3.6%FY2026 Q2-9.3%FY2026 Q1+1.1%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.