We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. By pressing "Accept All" or closing out of this banner, you accept our Privacy Policy and Terms of Service, revised from time to time, and you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties. You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Compared to Estimates, TransDigm (TDG) Q1 Earnings: A Look at Key Metrics
Read MoreHide Full Article
TransDigm Group (TDG - Free Report) reported $2.01 billion in revenue for the quarter ended December 2024, representing a year-over-year increase of 12.1%. EPS of $7.83 for the same period compares to $7.16 a year ago.
The reported revenue represents a surprise of +0.60% over the Zacks Consensus Estimate of $1.99 billion. With the consensus EPS estimate being $7.48, the EPS surprise was +4.68%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how TransDigm performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net sales to external customers- Non-aviation: $33 million versus $48.40 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -21.4% change.
Net sales to external customers- Airframe: $946 million versus the three-analyst average estimate of $935.12 million. The reported number represents a year-over-year change of +9.7%.
Net sales to external customers- Power & Control: $1.03 billion compared to the $977.02 million average estimate based on three analysts. The reported number represents a change of +16.1% year over year.
Net sales to external customers- Airframe- Commercial and non-aerospace OEM: $278 million compared to the $276.49 million average estimate based on two analysts. The reported number represents a change of +2.2% year over year.
Net sales to external customers- Airframe- Defense: $335 million versus $304.38 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +25.9% change.
Net sales to external customers- Power & Control- Defense: $491 million versus the two-analyst average estimate of $443.58 million. The reported number represents a year-over-year change of +19.2%.
Net sales to external customers- Power & Control- Commercial and non-aerospace aftermarket: $341 million compared to the $333.97 million average estimate based on two analysts. The reported number represents a change of +15.2% year over year.
Net sales to external customers- Power & Control- Commercial and non-aerospace OEM: $195 million versus $182.49 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +10.2% change.
Net sales to external customers- Airframe- Commercial and non-aerospace aftermarket: $333 million compared to the $352.32 million average estimate based on two analysts. The reported number represents a change of +2.8% year over year.
EBITDA- Power & Control: $585 million compared to the $535.76 million average estimate based on three analysts.
EBITDA- Non-aviation: $12 million versus the three-analyst average estimate of $18.34 million.
EBITDA- Airframe: $516 million versus the three-analyst average estimate of $461.50 million.
Shares of TransDigm have returned +8.1% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Compared to Estimates, TransDigm (TDG) Q1 Earnings: A Look at Key Metrics
TransDigm Group (TDG - Free Report) reported $2.01 billion in revenue for the quarter ended December 2024, representing a year-over-year increase of 12.1%. EPS of $7.83 for the same period compares to $7.16 a year ago.
The reported revenue represents a surprise of +0.60% over the Zacks Consensus Estimate of $1.99 billion. With the consensus EPS estimate being $7.48, the EPS surprise was +4.68%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how TransDigm performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net sales to external customers- Non-aviation: $33 million versus $48.40 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -21.4% change.
- Net sales to external customers- Airframe: $946 million versus the three-analyst average estimate of $935.12 million. The reported number represents a year-over-year change of +9.7%.
- Net sales to external customers- Power & Control: $1.03 billion compared to the $977.02 million average estimate based on three analysts. The reported number represents a change of +16.1% year over year.
- Net sales to external customers- Airframe- Commercial and non-aerospace OEM: $278 million compared to the $276.49 million average estimate based on two analysts. The reported number represents a change of +2.2% year over year.
- Net sales to external customers- Airframe- Defense: $335 million versus $304.38 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +25.9% change.
- Net sales to external customers- Power & Control- Defense: $491 million versus the two-analyst average estimate of $443.58 million. The reported number represents a year-over-year change of +19.2%.
- Net sales to external customers- Power & Control- Commercial and non-aerospace aftermarket: $341 million compared to the $333.97 million average estimate based on two analysts. The reported number represents a change of +15.2% year over year.
- Net sales to external customers- Power & Control- Commercial and non-aerospace OEM: $195 million versus $182.49 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +10.2% change.
- Net sales to external customers- Airframe- Commercial and non-aerospace aftermarket: $333 million compared to the $352.32 million average estimate based on two analysts. The reported number represents a change of +2.8% year over year.
- EBITDA- Power & Control: $585 million compared to the $535.76 million average estimate based on three analysts.
- EBITDA- Non-aviation: $12 million versus the three-analyst average estimate of $18.34 million.
- EBITDA- Airframe: $516 million versus the three-analyst average estimate of $461.50 million.
View all Key Company Metrics for TransDigm here>>>Shares of TransDigm have returned +8.1% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.