TDG
Transdigm Group Incorporated · Industrials · Aerospace & Defense
TECHSellZACKSHold
R500#384 today
$1,090.38
-0.63% today · -2.31% 1W
Oct 2 close or latest
PreviewWhy it's moving
Underperforming without a clear catalyst yet
- TDG −0.63% on the last session vs SPY +0.74%: −1.4 pts of stock-specific move.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Nov 5
In 32 days
estimated date
EPS estimate
$12.18
$11.20 to $12.58 · 19 analysts
Revenue estimate
$2.9B
$2.9B to $3.0B
Track record
7/8 beats
last 8 reports · moved ±4.9% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 4, 2026 BMO | 3Q2026 | $10.28 | $10.87 | +$0.59 (+5.7%) beat | $2.7B | -0.8% -2.6 vs SPY | +5.5% | -4.8% |
| May 5, 2026 BMO | 2Q2026 | $9.71 | $9.85 | +$0.14 (+1.5%) beat | $2.5B | +3.6% +2.8 vs SPY | +6.1% | +4.3% |
| Feb 3, 2026 BMO | 1Q2026 | $8.04 | $8.23 | +$0.19 (+2.3%) beat | $2.3B | -9.3% -8.5 vs SPY | -4.0% | -9.4% |
| Nov 12, 2025 BMO | 4Q2025 | $10.05 | $10.82 | +$0.77 (+7.6%) beat | $2.4B | +1.1% +1.0 vs SPY | -1.1% | +4.4% |
| Aug 5, 2025 BMO | $9.90 | $9.60 | −$0.30 (−3.0%) miss | — | -11.9% -11.4 vs SPY | -9.6% | -12.4% | |
| May 6, 2025 BMO | $8.95 | $9.11 | +$0.16 (+1.8%) beat | — | -5.5% -4.6 vs SPY | -3.8% | -3.8% | |
| Feb 4, 2025 BMO | $7.74 | $7.83 | +$0.09 (+1.2%) beat | — | -3.3% -4.0 vs SPY | -7.3% | -1.3% | |
| Nov 7, 2024 BMO | $9.28 | $9.83 | +$0.55 (+5.9%) beat | — | -3.9% -4.6 vs SPY | -2.6% | -1.4% | |
| Aug 6, 2024 BMO | $8.51 | $9.00 | +$0.49 (+5.8%) beat | — | +2.3% +1.4 vs SPY | +1.0% | +1.9% | |
| May 7, 2024 BMO | $7.41 | $7.99 | +$0.58 (+7.8%) beat | — | +0.7% +0.6 vs SPY | -4.7% | -1.6% | |
| Feb 8, 2024 BMO | $6.40 | $7.16 | +$0.76 (+11.9%) beat | — | -1.6% -1.6 vs SPY | +0.5% | 0.0% | |
| Nov 9, 2023 BMO | $7.63 | $8.03 | +$0.40 (+5.2%) beat | — | +8.7% +9.5 vs SPY | +5.6% | +11.1% | |
| Aug 8, 2023 BMO | $6.40 | $7.25 | +$0.85 (+13.3%) beat | — | -2.8% -2.3 vs SPY | +1.5% | -5.4% | |
| May 9, 2023 BMO | $5.46 | $5.98 | +$0.52 (+9.5%) beat | — | +4.7% +5.1 vs SPY | +1.0% | +4.6% | |
| Feb 7, 2023 BMO | $4.29 | $4.58 | +$0.29 (+6.8%) beat | — | +3.1% +1.8 vs SPY | +2.5% | +2.8% | |
| Nov 10, 2022 BMO | $5.23 | $5.50 | +$0.27 (+5.2%) beat | — | +9.8% +4.3 vs SPY | +6.4% | +5.1% | |
| Aug 9, 2022 BMO | $4.43 | $4.85 | +$0.42 (+9.5%) beat | — | +0.5% +0.8 vs SPY | +0.9% | +5.6% | |
| May 10, 2022 BMO | $3.69 | $3.86 | +$0.17 (+4.6%) beat | — | +3.8% +3.5 vs SPY | +3.4% | +0.1% | |
| Feb 8, 2022 BMO | $3.17 | $3.00 | −$0.17 (−5.4%) miss | — | +2.0% +1.2 vs SPY | -3.8% | -0.4% | |
| Nov 16, 2021 BMO | $3.71 | $4.25 | +$0.54 (+14.6%) beat | — | -1.0% -1.4 vs SPY | +0.5% | -3.7% | |
| Aug 10, 2021 BMO | $2.99 | $3.33 | +$0.34 (+11.4%) beat | — | — | — | — | |
| May 11, 2021 BMO | $2.54 | $2.58 | +$0.04 (+1.6%) beat | — | — | — | — | |
| Feb 9, 2021 AMC | $2.01 | $1.97 | −$0.04 (−2.0%) miss | — | — | — | — | |
| Nov 12, 2020 BMO | $1.95 | $2.89 | +$0.94 (+48.2%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $12.18 (19) | $11.20 – $12.58 | +13% | +4.3% | — | $2.9B | +21% |
| Next quarter · Dec 31, 2026 | $9.52 (6) | $9.01 – $9.93 | +16% | -2.7% | ▲3 ▼2 | $2.6B | +13% |
| Current year · Sep 30, 2026 | $41.20 (21) | $40.75 – $41.75 | +10% | +2.9% | — | $10.5B | +19% |
| Next year · Sep 30, 2027 | $48.32 (21) | $45.45 – $50.90 | +17% | +3.1% | ▲2 ▼1 | $11.6B | +10% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.