TDG · Q4 FY25 · Jun 29 – Sep 30, 2025
TransDigm Q4 FY25: where the revenue came from and where it went
TransDigm Q4 FY25: revenue $2.4B (+12% year over year). Net profit $0.6B. Largest cohort Power and Control $1.3B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Jun 29 – Sep 30, 2025
- Reported
- Nov 12, 2025
Tap the diagram to enlarge · figures in billions of dollars
Revenue$2.4B
+12% year over year
Gross profit$1.5B
60% margin
Operating profit$1.2B
48% margin
Net profit$0.6B
25% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.4 | 100% | +12% |
| Power and Control | 1.3 | 54% | +14% |
| Airframe | 1.1 | 46% | +9% |
| Cost of revenue | −1 | 42% | |
| Gross profit | 1.5 | 60% margin | +3pp |
| SG&A | −0.2 | 11% | −2pp |
| Other | −0.1 | 2% | +0pp |
| Operating profit | 1.2 | 48% margin | +4pp |
| Tax | −0.1 | ||
| Interest & other costs | −0.5 | ||
| Net profit | 0.6 | 25% | +4pp |
Older quarters
-
Q2 FY26 3/2026Revenue $2.5B Net margin 21%
-
Q1 FY26 12/2025Revenue $2.3B Net margin 19%
-
Q3 FY25 6/2025Revenue $2.2B Net margin 22%
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