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Mar 29
Transdigm Q2 2025 Earnings Report
TransDigm reported strong revenue and earnings growth in Q2 2025, driven by strength in the commercial aftermarket and defense markets.
Key Takeaways
TransDigm delivered solid Q2 results with 12% revenue growth and an 18% increase in net income. Strong performance in key markets and disciplined cost management contributed to a robust EBITDA margin.
Revenue reached $2.15 billion, up from $1.919 billion last year
Net income increased to $479 million
Adjusted EPS rose to $9.11, up from $7.99
EBITDA As Defined margin improved to 54.0%
Transdigm
Transdigm
Forward Guidance
TransDigm reaffirmed its full-year fiscal 2025 guidance, maintaining strong growth assumptions across key markets with no anticipated major macroeconomic headwinds.
Positive Outlook
- Full-year revenue expected between $8.75B and $8.95B
- Full-year net income expected between $1.925B and $2.037B
- Adjusted EPS expected between $35.51 and $37.43
- Continued strength expected in the commercial aftermarket
- Stable EBITDA As Defined margin projected around 52.9%
Challenges Ahead
- Higher interest expense anticipated
- Increased income tax expense compared to prior year
- Continued exposure to macroeconomic fluctuations
- Tariff impacts, though not expected to be material, still pose a risk
- Uncertainty around defense and OEM growth pace later in the year