| TDG |
Report |
Adjusted EPS (FQ3'26) |
BEAT |
pred ~$10.50 vs. cons $10.20 |
MEDIUM |
| TDG |
Report |
Net sales (FQ3'26) |
BEAT |
pred ~$2.68B vs. cons $2.62B |
MEDIUM |
| TDG |
Report |
EBITDA As Defined (FQ3'26) |
BEAT |
pred ~$1.40B vs. cons $1.37B |
MEDIUM |
| TDG |
Guide |
FY26 Adjusted EPS guide (raise) |
BETTER |
guide ~$39.90 vs. cons $39.60 (FY26) |
MEDIUM |
| TDG |
Guide |
FY26 Net sales guide (raise) |
BETTER |
guide ~$10.45B vs. cons $10.40B (FY26) |
LOW |
| TDG |
Guide |
FY26 EBITDA As Defined guide |
BETTER |
guide ~$5.47B vs. cons $5.42B (FY26) |
LOW |
| TDG |
Guide |
Commercial aftermarket organic growth (swing factor / 2027 tone) |
UNKNOWN |
guide ~low-double-digit ~10% vs. cons ~8-9% (FY26); Middle East/fuel overhang keeps durability the key debate |
LOW |
| TDG |
Guide |
Capital deployment / special dividend & M&A (Stellant, Prince & Izant into guide) |
UNKNOWN |
>$10B firepower vs. ~$905M YTD buyback at ~$1,207 avg; special-dividend optionality vs. cons no special div |
LOW |
| TDG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| TDG |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Likely beat-and-raise, but TDG typically raises FY guide by roughly the amount of the beat, so implied H2/Q4 estimates are effectively left unchanged (an implicit out-period trim). With a full ~19x EV/EBITDA valuation, an ~8% pre-print rally off the late-July low, a tough 54.4% year-ago Q3 margin comp, and lingering Middle East/fuel-driven aftermarket-durability and 2027 questions, an initial pop tends to bleed off as revisions math and 'sell-the-news' dynamics reassert. |
LOW |