惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

腾讯CDC
Engineering at Meta
Engineering at Meta
Last Week in AI
Last Week in AI
V
Visual Studio Blog
Stack Overflow Blog
Stack Overflow Blog
A
About on SuperTechFans
博客园 - 司徒正美
D
DataBreaches.Net
有赞技术团队
有赞技术团队
T
The Blog of Author Tim Ferriss
MyScale Blog
MyScale Blog
I
InfoQ
Cyber Security Advisories - MS-ISAC
Cyber Security Advisories - MS-ISAC
月光博客
月光博客
Google DeepMind News
Google DeepMind News
Recent Announcements
Recent Announcements
小众软件
小众软件
G
Google Developers Blog
博客园 - 【当耐特】
U
Unit 42
美团技术团队
B
Blog
D
Docker
Blog — PlanetScale
Blog — PlanetScale

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
TransDigm Group Incorporated (TDG) Q2 2026 Earnings Call ...
2026-05-06 · via All Articles on Seeking Alpha

Q2: 2026-05-05 Earnings Summary

EPS of $9.85 beats by $0.38

 | 

Revenue of

$2.54B

(18.33% Y/Y)

beats by $69.28M

TransDigm Group Incorporated (TDG) Q2 2026 Earnings Call May 5, 2026 11:00 AM EDT

Company Participants

Mary Hartman
Michael Lisman - CEO, President & Director
Joel Reiss - Co-Chief Operating Officer
Sarah Wynne - Chief Financial Officer

Conference Call Participants

Kenneth Herbert - RBC Capital Markets, Research Division
Scott Mikus - Melius Research LLC
Noah Poponak - Goldman Sachs Group, Inc., Research Division
David Strauss - Wells Fargo Securities, LLC, Research Division
Scott Deuschle - Deutsche Bank AG, Research Division
Sheila Kahyaoglu - Jefferies LLC, Research Division
Myles Walton - Wolfe Research, LLC
Michael Goldie - BMO Capital Markets Equity Research
Peter Arment - Robert W. Baird & Co. Incorporated, Research Division
Matthew Akers - BNP Paribas, Research Division
Sebastian Rivera - Stifel, Nicolaus & Company, Incorporated, Research Division
Gautam Khanna - TD Cowen, Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to the TransDigm Group Inc. Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your speaker today, Mary Hartman, Director of Investor Relations. Please go ahead.

Mary Hartman

Thank you, and welcome to TransDigm Fiscal 2026 second quarter earnings conference call. Presenting on the call this morning are TransDigm's President and Chief Executive Officer, Mike Lisman; Co-Chief Operating Officer, Joel Reiss; and Chief Financial Officer, Sarah Wynne. Also present for the call today is our Co-Chief Operating Officer, Patrick Murphy. Please visit our website at transdigm.com to obtain a supplemental slide deck and call replay information.

Before we begin, the company would like to remind you that statements made during this call, which are not historical in fact, are forward-looking statements. For further information about important factors that could cause actual results to differ materially from those expressed or implied in the forward-looking statements, please refer to the company's latest filings