Filing Flows › TransDigm Group (TDG) › Guidance history
TransDigm Group (TDG) guidance history: what it guided and what it reported
TransDigm Group gave guidance in 12 earnings releases on file since Nov 9, 2023. Of 4 guided periods since reported, it met or beat its own guidance 4 times (100%). Revenue: 2 of 2, on average +0.5% against the guided midpoint. Its releases raised guidance 7 times and lowered it once.
Revenue
Met or beat 2 of 2 periods (2 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | $9.8B–$9.9B (Nov 12, 2025) → raised $9.8B–$10.0B (Feb 3, 2026) → raised $10.3B–$10.4B (May 5, 2026) → raised $10.5B–$10.6B (Aug 4, 2026) | — | to be reported | — |
| FY25 | $8.8B–$8.9B (Nov 7, 2024) → reaffirmed $8.8B–$8.9B (Feb 4, 2025) → reaffirmed $8.8B–$8.9B (May 6, 2025) → lowered $8.8B–$8.8B (Aug 5, 2025) | $8.8B | above the range | +0.5% |
| FY24 | $7.5B–$7.7B (Nov 9, 2023) → raised $7.6B–$7.8B (Feb 8, 2024) → raised $7.7B–$7.8B (May 7, 2024) → raised $7.9B–$7.9B (Aug 6, 2024) | $7.9B | above the range | +0.5% |
GAAP net income
Met or beat 2 of 2 periods (2 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | $2.0B–$2.1B (Feb 3, 2026) → raised $2.0B–$2.1B (May 5, 2026) → raised $2.1B–$2.1B (Aug 4, 2026) | — | to be reported | — |
| FY25 | $1.9B–$2.0B (Feb 4, 2025) → reaffirmed $1.9B–$2.0B (May 6, 2025) → lowered $1.9B–$2.0B (Aug 5, 2025) | $2.1B | above the range | +6.0% |
| FY24 | $1.6B–$1.7B (Feb 8, 2024) → raised $1.6B–$1.7B (May 7, 2024) → raised $1.6B–$1.7B (Aug 6, 2024) | $1.7B | above the range | +3.6% |
Net income
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY25 | $1.9B–$2.0B (Nov 7, 2024) | — | — | — |
| FY24 | $1.6B–$1.8B (Nov 9, 2023) | — | — | — |
EBITDA
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | $5.1B–$5.2B (Nov 12, 2025) → raised $5.1B–$5.3B (Feb 3, 2026) | — | to be reported | — |
| FY25 | $4.6B–$4.8B (Nov 7, 2024) → reaffirmed $4.6B–$4.8B (Feb 4, 2025) → reaffirmed $4.6B–$4.8B (May 6, 2025) | — | — | — |
| FY24 | $3.9B–$4.0B (Nov 9, 2023) → raised $3.9B–$4.0B (Feb 8, 2024) → raised $4.0B–$4.1B (May 7, 2024) → raised $4.1B–$4.2B (Aug 6, 2024) | — | — | — |
GAAP EPS
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | $32.47–$34.39 (Feb 3, 2026) → raised $33.91–$35.29 (May 5, 2026) → raised $35.38–$36.21 (Aug 4, 2026) | — | to be reported | — |
| FY25 | $32.27–$34.19 (Feb 4, 2025) → reaffirmed $32.27–$34.19 (May 6, 2025) → lowered $32.39–$33.21 (Aug 5, 2025) | — | — | — |
| FY24 | $25.25–$27.01 (Feb 8, 2024) → raised $26.06–$27.40 (May 7, 2024) → raised $26.47–$27.27 (Aug 6, 2024) | — | — | — |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | $36.49–$38.53 (Nov 12, 2025) → raised $37.42–$39.34 (Feb 3, 2026) → lowered $1.14 (May 5, 2026) → raised $1.52 (Aug 4, 2026) | — | to be reported | — |
| FY25 | $35.36–$37.28 (Nov 7, 2024) → raised $35.51–$37.43 (Feb 4, 2025) → reaffirmed $35.51–$37.43 (May 6, 2025) → lowered $0.27 (Aug 5, 2025) | — | — | — |
| FY24 | $31.00–$32.94 (Nov 9, 2023) → lowered $29.97–$31.73 (Feb 8, 2024) → raised $31.75–$33.09 (May 7, 2024) → raised $32.62–$33.42 (Aug 6, 2024) | — | — | — |
The latest quarter
TransDigm Group, Q3 FY26: revenue $2.7B (+22% year over year), operating margin 44.8%, net earnings $540M, operating cash flow $724M. The chart follows the revenue to costs, profit and cash.
Questions
Does TransDigm Group beat its guidance?
TransDigm Group gave guidance in 12 earnings releases on file since Nov 9, 2023. Of 4 guided periods since reported, it met or beat its own guidance 4 times (100%). Revenue: 2 of 2, on average +0.5% against the guided midpoint.
How often does TransDigm Group raise guidance?
Its earnings releases raised guidance 7 times and lowered it once since Nov 9, 2023.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.