TransDigm Group will report its fiscal 2025 fourth‑quarter earnings on Wednesday, November 12, 2025, before the market opens. The company will hold a conference call at 11:00 a.m. Eastern Time, with a webcast available for investors.
The company’s fiscal 2024 fourth‑quarter results included net sales of $2,185 million and net income of $468 million, while the third quarter of fiscal 2025 saw net sales of $2,237 million and net income of $492 million. TransDigm’s adjusted earnings per share rose to $9.60 in Q3 2025, up 7% year‑over‑year.
For fiscal 2025, TransDigm has guided sales of $8,790 million, an 11% increase from the prior year, and EBITDA as defined of $4,725 million, reflecting a 53.8% margin. The company lowered its full‑year sales guidance by $60 million in Q3 2025 due to lower commercial OEM build rates, but raised EBITDA guidance by $40 million.
TransDigm completed the acquisition of Simmonds Precision Products, Inc. in fiscal 2025 and continues to pursue strategic acquisitions such as SEI Industries and Raptor Scientific. The company also declared a special cash dividend of $90.00 per share in August 2025, up from $75.00. Management noted that CEO Kevin Stein will retire and Mike Lisman will assume the CEO role.
The company’s business model focuses on proprietary aerospace products with significant aftermarket content, generating private‑equity‑style returns. Segment performance remains strong, with the commercial aftermarket and defense segments contributing the majority of revenue and margin expansion.
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