Stock AnalizTransDigm Group (TDG) earnings for the quarter ended September 2026: EPS beats estimates
TransDigm Group reported results for the quarter ended September 2026 on November 10, 2026. Adjusted earnings per share came in at $12.44 against the analysts’ average forecast of $12.21, a beat of 1.9%.
Revenue for the quarter was $2.99 billion, up 22.5% from $2.44 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 2.1% on the first trading day after the report.
The last four quarters
TransDigm Group has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $12.44 | $12.21 | +1.9% | +23% | +2.1% |
| Jun 2026 | $10.87 | $10.28 | +5.7% | +23% | −2.4% |
| Mar 2026 | $9.85 | $9.71 | +1.5% | +18% | +7.3% |
| Dec 2025 | $8.23 | $8.04 | +2.4% | +14% | −11.9% |
What comes next
Analysts expect EPS of $12.21 for the next quarter on average and $55.85 for the fiscal year ending September 30, 2027.
The average analyst price target is $1441.20, 18% above the current price of $1217.28.
Valuation and score
TransDigm Group scores 2.8 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 34.3, and its intrinsic value under moderate assumptions is about 10% above the current market value. Full TransDigm Group analysis with 10 years of financials
Frequently asked questions
What was TransDigm Group’s EPS for the quarter ended September 2026?
$12.44 adjusted per share, against an analyst consensus of $12.21.
How much revenue did TransDigm Group report?
$2.99 billion, up 22.5% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.