TDG TransDigm Group

Q4 2025 10-Q

Filed: Feb 3, 2026Period ending Dec 27, 2025

Industrials

Aircraft Parts & Auxiliary Equipment, NECSEC EDGAR

TransDigm Group (TDG) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Feb 3, 2026 for the fiscal period ending Dec 27, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q4 2025 10-Q

Management Discussion & Analysis

• Revenue $2,285M, up 13.9% YoY from $2,006M driven by $149M organic (7.4%) and $130M acquisition sales (6.5%)
• Operating margin 45.6% vs 48.6% YoY; gross profit margin 59.2% vs 61.6% YoY; net income margin 19.5% vs 24.6% YoY

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Risk Factors

• No newly added risk factors disclosed this quarter versus the most recent 10-K
• Updated defense spending risk: increased uncertainty due to geopolitical challenges but recent Defense Department budgets trending upward

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Quarterly Financial Summary
XBRL

Revenue

$2.3B

▲ +13.9% YoY

Net Income

$445M

▼ -9.7% YoY

Net Margin

19.5%

▼ -510bp YoY

Source: XBRL data from TransDigm Group Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.

Other TransDigm Group Quarterly Reports

Q2 2025 10-Q

Q1 2025 10-Q

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