TransDigm Group said it recorded net sales of $2,150 million, net income attributable to TD Group of $479 million and EBITDA As Defined of $1,162 million, or 54.0% of net sales, for Q2 of fiscal 2025.

1. 01

   TransDigm Group said it recorded net sales of $2,150 million, net income attributable to TD Group of $479 million and EBITDA As Defined of $1,162 million, or 54.0% of net sales, for Q2 of fiscal 2025.

2. 02

   The company said organic sales for the 13 weeks ended March 29, 2025 increased $132 million, with commercial aftermarket up $77 million, or 13.3%, defense up $69 million, or 9.5%, and commercial OEM down $1 million, or 0.2%.

3. 03

   TransDigm Group said cost of sales for the 13 weeks increased to $876 million, or 14.2%, and rose as a percentage of net sales, citing foreign currency losses recognized as the U.S. dollar weakened against the British pound and the euro. Excluding the impact of foreign currency gains and losses, the ratio declined slightly, it added.

4. 04

   The company said it paid a special cash dividend of $75.00 per share on October 18, 2024, including $4,216 million and dividend equivalents of $131 million, and repurchased shares for $316 million in Q1 of fiscal 2025 and $53 million in Q2.

Key figures

Quarter ended March 29, 2025

Revenue

$2.1B

Operating income

$991M

Net income

$479M

EPS

$8.24

Gross profit

$1.3B

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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