Short answer
TransDigm Group (TDG) filed its Q2 2025 10-Q quarterly report on Aug 5, 2025 for the quarter ended Jun 28, 2025. Quarterly revenue was $2.2B (up 9.4% year over year) with net income of $492M.
Q2 2025 key financials · XBRL
- Revenue
- $2.2B
- +9.4% YoY · +4.1% QoQ
- Net income
- $492M
- +6.7% YoY · +2.7% QoQ
- Operating margin
- 46.4%
- Gross margin
- 59.5%
- EPS (diluted)
- $8.45
- +5.9% YoY · +2.5% QoQ
Source: XBRL data from the TransDigm Group (TDG) Q2 2025 10-Q on SEC EDGAR. USD.
TransDigm Group Q2 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Risk Factors
- New risk: Boeing machinist strike impacting 737 MAX, 767, 777 production and delaying OEM aircraft build rates in fiscal 2025
- Updated risk: Tariff actions by U.S. and reciprocal tariffs by other countries, ongoing negotiations with potential economic impact
- Regulatory/legal risk: U.S. Government defense budget uncertainty amid geopolitical conflicts influencing defense sales and procurement timing
- Operational risk: OEM supply chain and labor challenges causing commercial OEM sales decline despite strong airline demand for new aircraft
- Financial risk: Commercial aftermarket sales up due to higher flight hours, supporting liquidity despite softening air travel growth rates in North America
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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