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Dec 28, 2024
Transdigm Q1 2025 Earnings Report
Reported a strong start to fiscal year 2025 with revenue growth driven by the commercial aftermarket and defense market.
Key Takeaways
TransDigm Group reported first quarter results with net sales of $2,006 million, a 12% increase from the prior year's quarter, and net income of $493 million, a 29% increase. The company reaffirmed its fiscal 2025 sales and EBITDA As Defined guidance.
Net sales increased by 12% to $2,006 million.
Net income increased by 29% to $493 million.
Adjusted earnings per share increased by 9% to $7.83.
EBITDA As Defined margin was 52.9%, up approximately 190 basis points from the prior year period.
Forward Guidance
TransDigm expects fiscal 2025 net sales to be in the range of $8,750 million to $8,950 million, net income to be in the range of $1,925 million to $2,037 million, earnings per share to be in the range of $32.27 to $34.19, EBITDA As Defined to be in the range of $4,615 million to $4,755 million, and adjusted earnings per share to be in the range of $35.51 to $37.43.
Positive Outlook
- Net sales are anticipated to increase by 11.5% at the midpoint.
- Net income is anticipated to increase by 15.5% at the midpoint.
- Earnings per share is expected to increase by 29.7% at the midpoint.
- EBITDA As Defined is anticipated to increase by 12.3% at the midpoint.
- Adjusted earnings per share is expected to increase by 7.3% at the midpoint.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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