Filing Flows › TransDigm Group (TDG) › Q2 FY26 › vs Q2 FY25
TransDigm Group (TDG) Q2 FY26 vs Q2 FY25 (year over year)
TransDigm Group's revenue rose $394M (+18%) from $2.1B in Q2 FY25 to $2.5B in Q2 FY26. Gross margin 59.4% against 59.3% (+0.1 pts).
TransDigm Group, Q2 FY26: revenue $2.5B (+18% year over year), operating margin 46.3%, net earnings $536M, operating cash flow $135M. The chart draws each line against Q2 FY25, the increases inside each band.
Margins
| Q2 FY26 | Q2 FY25 | Change | |
|---|---|---|---|
| Gross margin | 59.4% | 59.3% | +0.1 pts |
| Operating margin | 46.3% | 46.1% | +0.2 pts |
| Net margin | 21.1% | 22.3% | -1.2 pts |
| Free cash flow margin | 2.5% | 4.3% | -1.8 pts |
Every line
| Line | Q2 FY26 | Q2 FY25 | Change | % |
|---|---|---|---|---|
| Revenue | $2.5B | $2.1B | $394M | +18% |
| Gross profit | $1.5B | $1.3B | $237M | +19% |
| Cost of revenue | $1.0B | $876M | $157M | +18% |
| Operating profit | $1.2B | $991M | $187M | +19% |
| Operating expenses | $333M | $283M | $50.0M | +18% |
| Pre-tax earnings | $700M | $622M | $78.0M | +13% |
| Other expense, net | $478M | $369M | $109M | +30% |
| SG&A | $273M | $236M | $37.0M | +16% |
| Other operating costs | $60.0M | $47.0M | $13.0M | +28% |
| Net earnings | $536M | $479M | $57.0M | +12% |
| Income tax | $164M | $143M | $21.0M | +15% |
| Depreciation & amortization | $105M | $89.0M | $16.0M | +18% |
| Share-based compensation | $26.0M | $48.0M | −$22.0M | -46% |
| Working capital & other | $532M | $468M | $64.0M | +14% |
| Operating cash flow | $135M | $148M | −$13.0M | -9% |
| Free cash flow (OCF − capex) | $64.0M | $92.0M | −$28.0M | -30% |
| Capital expenditures | $71.0M | $56.0M | $15.0M | +27% |
Questions
How much did TransDigm Group's revenue grow year over year in Q2 FY26?
TransDigm Group's revenue rose $394M (+18%) from $2.1B in Q2 FY25 to $2.5B in Q2 FY26. Gross margin 59.4% against 59.3% (+0.1 pts).