TransDigm Group Incorporated reported its fiscal third quarter results for the period ended June 28, 2025. Net sales increased 9.3% to $2,237 million, with organic sales growth at 6.3%. Net income rose 6.9% to $493 million, and adjusted net income increased 7.1% to $558 million, or $9.60 per share.
The company achieved an EBITDA As Defined of $1,217 million, up 11.5%, with a margin of 54.4%. However, commercial OEM sales fell short of expectations due to lower than anticipated OEM build rates and inventory destocking. During the quarter, TransDigm refinanced $2,650 million of 5.50% Senior Subordinated Notes due 2027 with new 6.375% Senior Subordinated Notes due May 31, 2033.
TransDigm adjusted its full-year fiscal 2025 guidance, decreasing sales guidance by $60 million primarily due to the commercial OEM market. Despite this, the midpoint of EBITDA As Defined guidance was raised by $40 million, and adjusted earnings per share guidance increased by $0.27 per share, reflecting strong operating performance and cost management. The company also repurchased 105,567 shares for approximately $131 million in Q3, bringing year-to-date repurchases to $500 million.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.