With a market cap of $88.4 billion, TransDigm Group Incorporated (TDG) is a leading global designer, producer, and supplier of highly engineered aircraft components, serving nearly all commercial and military aircraft in operation today. Through its specialized segments: Power & Control; Airframe; and Non-aviation, the company delivers mission-critical technologies to aerospace, defense, and select industrial markets worldwide.

The Cleveland, Ohio-based company is expected to release its fiscal Q3 2025 earnings results on Tuesday, Aug. 5. Ahead of this event, analysts project TDG to report an EPS of $9.05, an 8.3% growth from $8.36 in the year-ago quarter. The company has exceeded Wall Street's bottom-line estimates in the last four quarters. 

For fiscal 2025, analysts forecast TransDigm to report EPS of $35.06, up 10.5% from $31.74 in fiscal 2024. Moreover, EPS is expected to grow 16.5% year-over-year to $40.83 in fiscal 2026.

Over the past 52 weeks, TDG stock has risen around 23%, outperforming the broader S&P 500 Index's ($SPX) 10.5% return and the Industrial Select Sector SPDR Fund's (XLI) 19% gain over the same period. 

Despite beating Q2 2025 adjusted EPS expectations with $9.11, TransDigm shares fell 5.5% on May 6, likely due to its revenue of $2.2 billion, falling short of the consensus. Investors may have also reacted to the steep drop in cash and cash equivalents, which declined to $2.4 billion. Nevertheless, the reaffirmed full-year guidance of $8.8 billion - around $9 billion in sales and EPS of $35.51 - $37.43.

Analysts' consensus view on TransDigm stock is bullish, with an overall "Strong Buy" rating. Among 21 analysts covering the stock, 16 suggest a "Strong Buy," one gives a "Moderate Buy," and four provide a "Hold" rating. As of writing, the stock is trading below the average analyst price target of $1,620.81.