| TDG |
Report |
Revenue |
BEAT |
pred ~$2.80B vs. cons $2.76B |
MEDIUM |
| TDG |
Report |
EBITDA As Defined |
BEAT |
pred ~$1.45B vs. cons $1.42B |
MEDIUM |
| TDG |
Report |
Adjusted EPS |
BEAT |
pred ~$10.82 vs. cons $10.65 |
MEDIUM |
| TDG |
Guide |
FY26 Revenue guidance |
UNCHANGED |
guide ~$10.36B vs. cons $10.39B (FY26) |
HIGH |
| TDG |
Guide |
FY26 EBITDA As Defined guidance |
UNCHANGED |
guide ~$5.42B vs. cons $5.44B (FY26) |
HIGH |
| TDG |
Guide |
FY26 Adjusted EPS guidance |
LOWER |
guide ~$39.52 vs. cons $39.85 (FY26) |
MEDIUM |
| TDG |
Guide |
FY26 Free cash flow guidance |
UNCHANGED |
guide ~$2.50B vs. cons $2.50B (FY26) |
HIGH |
| TDG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| TDG |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A modest ~$0.17 EPS beat versus consensus is likely offset by FY26 adjusted-EPS guidance of ~$39.52 versus ~$39.85 consensus and no material revenue/EBITDA guide increase; the initial positive reaction should fade as out-period estimates and FY27 margin expectations are revised lower. |
MEDIUM |