TransDigm GroupTDGEarnings & Financial Report
TransDigm Group Incorporated is an American publicly traded aerospace manufacturing company headquartered in Cleveland, Ohio. TransDigm develops and manufactures engineered aerospace components. It was founded in 1993, when four industrial aerospace companies were combined by a private equity firm in a leveraged buyout. TransDigm expanded the range of aerospace components it manufactures through acquisitions over the years.
Revenue
$2.0B
Gross Profit
$1.2B
Operating Profit
$974.0M
Net Profit
$493.0M
Gross Margin
61.6%
Operating Margin
48.6%
Net Margin
24.6%
YoY Growth
12.1%
EPS
$7.62
TransDigm Group Q1 FY2025 Financial Summary
TransDigm Group reported revenue of $2.0B (up 12.1% YoY) for Q1 FY2025, with a net profit of $493.0M (up 29.1% YoY) (24.6% margin). Cost of goods sold was $771.0M, operating expenses totaled $261.0M.
Key Financial Metrics
| Total Revenue | $2.0B |
|---|---|
| Net Profit | $493.0M |
| Gross Margin | 61.6% |
| Operating Margin | 48.6% |
| Report Period | Q1 FY2025 |
Revenue Breakdown
TransDigm Group Q1 FY2025 revenue of $2.0B breaks down across 5 segments, led by Airframe at $946.0M (47.2% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Airframe | $946.0M | 47.2% |
| Defense | $491.0M | 24.5% |
| Commercial Aftermarket | $341.0M | 17.0% |
| Commercial OEM | $195.0M | 9.7% |
| Non Aviation Related Business | $33.0M | 1.6% |
TransDigm Group Revenue by Segment — Quarterly Trend
TransDigm Group revenue by segment across the last 4 reported quarters, showing how each business line (such as Airframe and Defense) has evolved quarter over quarter.
| Segment | Q1 FY2026 | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 |
|---|---|---|---|---|
| Airframe | $1.0B | $1.1B | $1.1B | $1.0B |
| Defense | $603.0M | $674.0M | $575.0M | $533.0M |
| Commercial Aftermarket | $368.0M | $354.0M | $328.0M | $337.0M |
| Commercial OEM | $253.0M | $257.0M | $236.0M | $238.0M |
| Non Aviation Related Business | $40.0M | $47.0M | $40.0M | $40.0M |
TransDigm Group Annual Revenue by Year
TransDigm Group annual revenue history includes year-by-year totals (for example, 2025 revenue was $8.8B).
| Year | Annual Revenue |
|---|---|
| 2025 | $8.8B |
| 2024 | $7.9B |
TransDigm Group Quarterly Revenue & Net Profit History
TransDigm Group results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q1 FY2026 | $2.3B | +13.9% | $445.0M | 19.5% |
| Q4 FY2025 | $2.4B | +11.5% | $610.0M | 25.0% |
| Q3 FY2025 | $2.2B | +9.3% | $492.0M | 22.0% |
| Q2 FY2025 | $2.1B | +12.0% | $479.0M | 22.3% |
| Q1 FY2025 | $2.0B | +12.1% | $493.0M | 24.6% |
| Q4 FY2024 | $2.2B | +25.3% | $468.0M | 21.4% |
| Q3 FY2024 | $2.0B | +28.5% | $461.0M | 22.5% |
| Q2 FY2024 | $1.9B | +20.5% | $403.0M | 21.0% |
Income Statement
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.92B | $2.05B | $2.19B | $2.01B | $2.15B | $2.24B | $2.44B | $2.29B |
| YoY Growth | 20.5% | 28.5% | 25.3% | 12.1% | 12.0% | 9.3% | 11.5% | 13.9% |
Balance Sheet
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $21.58B | $21.83B | $25.59B | $21.52B | $21.91B | $22.70B | $22.91B | $23.76B |
| Liabilities | $24.60B | $24.34B | $31.87B | $27.77B | $27.57B | $27.70B | $32.59B | $33.02B |
| Equity | $-3.03B | $-2.52B | $-6.29B | $-6.26B | $-5.67B | $-5.00B | $-9.69B | $-9.27B |
Cash Flow
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Operating CF | $229.0M | $608.0M | $572.0M | $752.0M | $148.0M | $631.0M | $507.0M | $832.0M |