FY 2025 Q1 Earnings Call February 4, 2025 1 Agenda TransDigm Overview, Highlights and Outlook Kevin Stein Market Review Joel Reiss Operating Performance and Financial Results Sarah Wynne President and CEO Co-COO CFO Q&A Forward Looking Statements & Special Notice Regarding Pro Forma and Non-GAAP Information FORWARD LOOKING STATEMENTS SPECIAL NOTICE REGARDING PRO FORMA AND NON-GAAP INFORMATION This presentation sets forth certain pro forma financial information. This pro forma financial information gives eff ...

Group 1: Earnings Performance - TransDigm Group reported quarterly earnings of $7.83 per share, exceeding the Zacks Consensus Estimate of $7.48 per share, and up from $7.16 per share a year ago, representing an earnings surprise of 4.68% [1] - The company posted revenues of $2.01 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.60%, and an increase from $1.79 billion year-over-year [2] - Over the last four quarters, TransDigm has consistently surpassed consensus EPS estimates and revenue estimates [2] Group 2: Stock Performance and Outlook - TransDigm shares have increased approximately 6.8% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $8.90 on revenues of $2.15 billion, and for the current fiscal year, it is $37.08 on revenues of $8.86 billion [7] Group 3: Industry Context - The Aerospace - Defense Equipment industry, to which TransDigm belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment [5] - The Zacks Rank for TransDigm is currently 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6]

Exhibit 99.1 TransDigm Group Reports Fiscal 2025 First Quarter Results Cleveland, Ohio, February 4, 2025/PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported results for the first quarter ended December 28, 2024. First quarter highlights include: Quarter-to-Date Results Net sales for the quarter increased 12.1%, or $217 million, to $2,006 million from $1,789 million in the comparable quarter a year ...

CLEVELAND, Feb. 4, 2025 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported results for the first quarter ended December 28, 2024.First quarter highlights include: Net sales of $2,006 million, up 12% from $1,789 million in the prior year's quarter; Net income of $493 million, up 29% from the prior year's quarter; Earnings per share of $7.62, up 56% from the prior year's quarter; EBITDA As Defined ...

The upcoming report from TransDigm Group (TDG) is expected to reveal quarterly earnings of $7.48 per share, indicating an increase of 4.5% compared to the year-ago period. Analysts forecast revenues of $1.99 billion, representing an increase of 11.5% year over year.Over the last 30 days, there has been a downward revision of 0.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the co ...

TransDigm Group Incorporated (TDG) is slated to report first-quarter fiscal 2025 results on Feb. 4, before market open.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.TransDigm delivered a trailing four-quarter average earnings surprise of 8.43%. The improving growth trends in commercial air travel and strong defense sales are likely to have bolstered the quarterly performance.TDG’s Power & Control Segment to Remain RobustStrong sales from the commercial aftermarket, backed by stead ...

TransDigm Group (TDG) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on February 4, 2025, might help the stock move higher if these key numbers are better ...

CLEVELAND, Jan. 27, 2025 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today said it will report fiscal 2025 first quarter earnings before the market opens on Tuesday, February 4, 2025.A conference call will follow at 11:00 a.m., Eastern Time. To join the call telephonically, please register for the call here. Once registered, participants will receive the dial-in information and a unique pin to access the call. A live audio webcast of the call can also be accessed online at http://www.transdigm. ...

NEWPORT BEACH, Calif., Dec. 5, 2024 /PRNewswire/ -- CEO Advisor, Inc. (www.CEOAdvisor.com), a Newport Beach, CA mergers and acquisitions and business advisory firm, has advised Wyvern Technologies, Inc., a leader in aerospace and defense electronics and technology components on its sale to Extant Aerospace, a TransDigm Corporation ("TransDigm") (NYSE:TDG), the global leader in lifecycle sustainment of aerospace and defense electronics.Wyvern Technologies sells its products to the military, defense/logistics ...

Elon Musk and Vivek Ramaswamy are targeting lowering government spending with the newly announced Department of Government Efficiency (or D.O.G.E. for short). An aircraft component company is named as the perfect place for the duo to start in a new short report from The Bear Cave.What Happened: President-elect Donald Trump announced the Department of Government Efficiency recently and Musk said the new department will "send shockwaves through the system, and involve anyone involved in government waste."A sh ...