TDG Earnings Predictions — 2026-08-04

Ticker Report or Guide KPI Prediction Answer Confidence
TDG Report Commercial Aftermarket Revenue (Q3 FY2026) BEAT pred ~$860M vs. cons $836.8M MEDIUM
TDG Report EBITDA As Defined Margin (Q3 FY2026) BEAT pred ~52.5% vs. cons 52.31% MEDIUM
TDG Report Adjusted EPS (Q3 FY2026) BEAT pred ~$10.55 vs. cons $10.27 MEDIUM
TDG Guide FY2026 Revenue (FY2026) BETTER guide ~$10.45-10.50B midpoint vs. cons $10.382B MEDIUM
TDG Guide FY2026 EBITDA As Defined (FY2026) BETTER guide ~$5.47-5.50B midpoint vs. cons $5.444B MEDIUM
TDG Guide FY2026 Adjusted EPS (FY2026) BETTER guide ~$40.20-40.40 midpoint vs. cons $40.00 MEDIUM
TDG Guide CAM Channel Growth Commentary (FY2026) BETTER tightens to 'low double-digit' vs. prior 'high single-digit to low double-digit' MEDIUM
TDG Return Day-1 residual (stock − beta × S&P 500) +3.5% MEDIUM
TDG Return 5-day cumulative residual +4.0% (STABILIZE) STABILIZE — positive Q4 implied estimate revision from FY raise supports slight drift; both prior Archetype A quarters showed Day-5 >= Day-0 MEDIUM