TransDigm Group (TDG) beat expectations in Q3 FY2026 on revenue of $2.7B versus the $2.7B estimate (+22.5% YoY) and EPS of $10.87. The next TransDigm Group (TDG) earnings date is Nov 11, 2026. Below is the full TransDigm Group earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
TransDigm Group (TDG) Earnings Analysis — key stats
Next earnings date
Nov 11, 2026
Latest reported quarter
Q3 FY2026
Earnings verdict
Beat
EPS beat rate
4 of last 8 (quarters above estimate)
Avg next-day move
±6.2% (over the last 8 reports)
Post-earnings direction
Up 2 / Down 6 (of the last 8 reports)
Implied move (next report)
±13.0% (options-derived · into Nov 11, 2026)
Institutional ownership
283.9% (13F as of 2026-06-30)
Top 10 holders
51.9% (of shares outstanding)
Insider activity
1 buys / 11 sells (recent Form 4 filings)
Revenue
$2.7B (vs $2.7B est · +2.4% surprise · +22.5% YoY)
EPS
$10.87 (vs $10.30 est · +5.5% surprise · +10.9% YoY)
Share price
$1199.08 (-0.1%)
Market cap
$67.1B
TransDigm Group (TDG) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q4 FY2026
$2.7B vs $2.7B est
$10.87 vs $10.30 est
+5.5%
-2.4%
Beat
Q3 FY2026
$2.5B vs $2.5B est
$9.85 vs $9.46 est
+4.1%
+7.3%
Beat
Q2 FY2026
$2.3B vs $2.3B est
$8.23 vs $8.10 est
+1.6%
-11.9%
In line
Q1 FY2026
$2.4B vs $2.4B est
$10.82 vs $10.04 est
+7.8%
+2.4%
Mixed
Q4 FY2025
$2.2B vs $2.3B est
$9.60 vs $9.89 est
-2.9%
-12.9%
Miss
Q3 FY2025
$2.1B vs $2.2B est
$9.11 vs $8.96 est
+1.7%
-6.1%
In line
Q2 FY2025
$2.0B vs $2.0B est
$7.83 vs $7.83 est
+0.0%
-4.5%
In line
Q1 FY2025
$2.2B vs $2.2B est
$9.83 vs $9.26 est
+6.2%
-2.3%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Capital International Investors
8.7%
5.1M
$6.7B
-7.9%
Blackrock, INC.
8.4%
4.9M
$6.5B
+5.9%
Capital World Investors
7.3%
4.3M
$5.7B
-8.4%
Vanguard Capital Management LLC
6.3%
3.7M
$4.9B
-0.4%
Capital Research Global Investors
5.4%
3.1M
$4.2B
-0.8%
Vanguard Portfolio Management LLC
4.4%
2.6M
$3.4B
+0.3%
State Street Corp
4.4%
2.6M
$3.4B
+1.7%
Principal Financial Group INC
2.9%
1.7M
$2.3B
-15.1%
Geode Capital Management, LLC
2.2%
1.3M
$1.7B
+0.8%
Fmr LLC
1.9%
1.1M
$1.5B
-19.7%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Howley W Nicholas
director
2026-08-18
Buy
10K
$673474
Howley W Nicholas
director
2026-08-18
Sell
204
$250023
Howley W Nicholas
director
2026-08-18
Sell
70
$85934
Howley W Nicholas
director
2026-08-18
Sell
290
$356437
Howley W Nicholas
director
2026-08-18
Sell
570
$701111
Howley W Nicholas
director
2026-08-18
Sell
830
$1.0M
Howley W Nicholas
director
2026-08-18
Sell
1K
$1.3M
Howley W Nicholas
director
2026-08-18
Sell
450
$554987
What you'll find
Next TransDigm Group (TDG) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment TransDigm Group reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in TransDigm Group (TDG)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is TransDigm Group's next earnings date?
TransDigm Group's (TDG) next scheduled earnings date is Nov 11, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did TransDigm Group (TDG) beat or miss earnings?
In Q3 FY2026, TransDigm Group (TDG) posted beat results — revenue of $2.7B versus the $2.7B estimate (+2.4% surprise) and EPS of $10.87 versus $10.30 expected (+5.5% surprise). Magnisto decodes every TransDigm Group (TDG) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does TransDigm Group beat earnings estimates?
Over its last 8 reported quarters, TransDigm Group (TDG) beat Wall Street EPS estimates 4 times, most recently a beat result in Q4 FY2026. Magnisto tracks every TransDigm Group (TDG) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does TransDigm Group stock move after earnings?
Over its last 8 quarterly reports, TransDigm Group (TDG) moved an average of ±6.2% the day after earnings — ranging from -12.9% (Q4 FY2025) to +7.3% (Q3 FY2026). The stock rose after 2 of those 8 reports and fell after 6. Heading into its next report on Nov 11, 2026, options-implied volatility is pricing in a move of roughly ±13.0% (derived). Magnisto tracks the realized post-earnings move for every TransDigm Group (TDG) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of TransDigm Group?
Institutions hold about 283.9% of TransDigm Group's (TDG) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Capital International Investors (8.7%), Blackrock, INC. (8.4%), Capital World Investors (7.3%). Magnisto lists TransDigm Group's (TDG) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling TransDigm Group (TDG)?
In the most recent Form 4 filings Magnisto tracks, TransDigm Group (TDG) insiders recorded 1 purchase and 11 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for TransDigm Group (TDG) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for TransDigm Group (TDG), anchored to the current $1199.08 share price, so you can weigh the bull, base and bear cases for TransDigm Group side by side.
Is TransDigm Group (TDG) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether TransDigm Group fits your own thesis and risk profile. This is research, not investment advice.