| TDG |
Report |
Net sales |
IN-LINE |
pred ~$2.700B vs. cons $2.675B |
MEDIUM |
| TDG |
Report |
EBITDA As Defined |
IN-LINE |
pred ~$1.410B vs. cons $1.400B |
MEDIUM |
| TDG |
Report |
Commercial aftermarket sales |
BEAT |
pred ~$850MM vs. cons $837MM |
MEDIUM |
| TDG |
Guide |
FY26 net sales (FY26) |
UNCHANGED |
guide ~$10.360B midpoint vs. cons $10.382B |
MEDIUM |
| TDG |
Guide |
FY26 EBITDA As Defined (FY26) |
UNCHANGED |
guide ~$5.420B midpoint vs. cons $5.444B |
MEDIUM |
| TDG |
Guide |
FY26 adjusted EPS (FY26) |
LOWER |
guide ~$39.52 midpoint vs. cons $40.00 |
MEDIUM |
| TDG |
Guide |
Commercial aftermarket growth (FY26) |
UNCHANGED |
guide high-single-digit to low-double-digit growth vs. cons UNVERIFIED |
LOW |
| TDG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
LOW |
| TDG |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit Q4 cut risk |
LOW |