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TDG
TDG Margin Strength Offsets OEM Weakness in Q3
Aug 5, 2025, 09:12 PM
Quarterly Post-Earnings Summary
TransDigm (TDG) delivered strong Q3 FY2025 margin expansion and earnings quality, offsetting OEM segment weakness with robust aftermarket and defense performance, though near-term sales guidance was trimmed due to ongoing OEM headwinds.
TDG
TDG: Margin Strength and Growth Amid Supply Chain Risks
Aug 3, 2025, 03:05 PM
Earnings Outlook
TransDigm (TDG) is set for continued double-digit growth and margin resilience in Q3 FY25, with strong aftermarket demand and inventory build positioning it well despite ongoing supply chain risks.