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Did TransDigm Group Beat Earnings?
TransDigm Group (TDG) reported Q2 '26 revenue of $2.74B, up 22.5% year-over-year, with reported EPS of $9.97. That topped the $9.59 analyst estimate by 4.0% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — TransDigm Group’s job postings, web traffic, and employee business outlook. See the full TDG stock analysis or the earnings calendar for upcoming reports.
TDG Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $9.59 | $9.97 | Beat +4.0% |
| Q1 '26 | $9.47 | $9.85 | Beat +4.0% |
| Q4 '25 | $8.04 | $8.23 | Beat +2.4% |
| Q3 '25 | $10.05 | $10.82 | Beat +7.7% |
| Q2 '25 | $9.90 | $9.60 | Missed -3.0% |
| Q1 '25 | $8.95 | $9.11 | Beat +1.8% |
TransDigm Group Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2.19B | 2.01B | 2.15B | 2.24B | 2.44B | 2.29B | 2.54B | 2.74B |
| Gross margin | 57.6% | 61.6% | 59.3% | 59.5% | 60.3% | 59.2% | 59.4% | 59.4% |
| Operating margin | 43.1% | 48.6% | 46.1% | 46.4% | 47.6% | 45.8% | 46.7% | 44.8% |
| Net income | 468M | 493M | 479M | 492M | 610M | 445M | 535M | 539M |
| Net margin | 21.4% | 24.6% | 22.3% | 22.0% | 25.0% | 19.5% | 21.0% | 19.7% |
| EPS | $9.83 | $7.83 | $9.11 | $9.60 | $10.82 | $8.23 | $9.85 | $9.97 |
TransDigm Group Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, TransDigm Group’s quarterly revenue moved from $2.19B to $2.74B. Net margin compressed from 21.4% to 19.7%, against a 59.4% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. TransDigm Group has beaten Wall Street EPS estimates in 7 of its last 8 reported quarters.
When Is TransDigm Group’s Next Earnings Date?
TransDigm Group reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the TDG earnings calendar.
Frequently Asked Questions: TransDigm Group Earnings
TransDigm Group's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
TransDigm Group reported Q2 '26 EPS of $9.97 on revenue of $2.74B (+22.5% YoY). TransDigm Group beat estimates, reporting $9.97 vs. the $9.59 estimate.
TransDigm Group reported Q2 '26 revenue of $2.74B, up 22.5% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the TDG AI Score.
