TransDigm: The "Nondividend" Stock That's Quietly Returned Billions to Shareholders

TransDigm generates EBITDA margins above 50%, rivaling software companies despite being an aerospace supplier. The company has paid nearly $250 per share in special dividends since 2019.

The Motley Fool • Dec 12, 2025

Why Is TransDigm (TDG) Down 0.6% Since Last Earnings Report?

TransDigm (TDG) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Dec 12, 2025

Alger Growth & Income Fund Q3 2025 Portfolio Update

Class A shares of the Alger Growth & Income Fund outperformed the S&P 500 Index during the third quarter of 2025. Apple Inc., Broadcom Inc., and Alphabet Inc. were among the top contributors to performance. Honeywell International Inc., Eli Lilly and Company, and TransDigm Group Incorporated were among the top detractors from performance.

Seeking Alpha • Nov 18, 2025

Alger Dynamic Opportunities Fund Q3 2025 Portfolio Review

Class A shares of the Alger Dynamic Opportunities Fund underperformed the S&P 500 Index during the third quarter of 2025. Long positions AppLovin Corp., Nebius Group N.V., and Talen Energy Corp were among the top contributors to performance. Long positions James Hardie Industries, TransDigm Group Incorporated, and Netflix, Inc. were among the top detractors from performance.

Seeking Alpha • Nov 14, 2025

TransDigm (TDG) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for TransDigm (TDG) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Nov 13, 2025

TransDigm forecasts 2026 profit above estimates on strong aftermarket parts demand

Aircraft parts maker TransDigm Group on Wednesday forecast 2026 profit above Wall Street estimates after posting a better-than-expected profit for the fourth quarter, on strong demand for its aftermarket parts.

Reuters • Nov 12, 2025

What TransDigm Earnings Say About a Surging Aerospace Sector. Outlook Surprises.

Wednesday, TransDigm reported fiscal fourth-quarter adjusted EPS of $10.82 from sales of $2.4 billion. Wall Street was looking for EPS of $10.08 and sales of $2.4 billion.

Barrons • Nov 12, 2025

TransDigm Group Incorporated (TDG) Q4 2025 Earnings Call Transcript

TransDigm Group Incorporated ( TDG ) Q4 2025 Earnings Call November 12, 2025 11:00 AM EST Company Participants Jaimie Stemen - Manager of Financial Reporting Michael Lisman - CEO, President & Director Joel Reiss - Co-Chief Operating Officer Sarah Wynne - Chief Financial Officer Conference Call Participants Scott Mikus - Melius Research LLC Robert Stallard - Vertical Research Partners, LLC Kenneth Herbert - RBC Capital Markets, Research Division Kristine Liwag - Morgan Stanley, Research Division Myles Walton - Wolfe Research, LLC Sheila Kahyaoglu - Jefferies LLC, Research Division Gavin Parsons - UBS Investment Bank, Research Division Seth Seifman - JPMorgan Chase & Co, Research Division Scott Deuschle - Deutsche Bank AG, Research Division Gautam Khanna - TD Cowen, Research Division Ronald Epstein - BofA Securities, Research Division Jonathan Siegmann - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Q4 2025 TransDigm Group Inc. Earnings Conference Call.

Seeking Alpha • Nov 12, 2025

TransDigm Group Reports Fiscal 2025 Fourth Quarter and Year-End Results

CLEVELAND , Nov. 12, 2025 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported results for the fourth quarter ended September 30, 2025. Fourth quarter highlights include: Net sales of $2,437 million, up 12% from $2,185 million in the prior year's quarter; Net income of $609 million, up 30% from the prior year's quarter; Earnings per share of $7.75, up 34% from the prior year's quarter; EBITDA As Defined of $1,320 million, up 15% from $1,149 million in the prior year's quarter; EBITDA As Defined margin of 54.2%, up 1.6% from the prior year's quarter margin of 52.6%; and Adjusted earnings per share of $10.82, up 10% from $9.83 in the prior year's quarter.

PRNewsWire • Nov 12, 2025

TransDigm Group (TDG) Beats Q4 Earnings and Revenue Estimates

TransDigm Group (TDG) came out with quarterly earnings of $10.82 per share, beating the Zacks Consensus Estimate of $10.25 per share. This compares to earnings of $9.83 per share a year ago.

Zacks Investment Research • Nov 12, 2025