TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems. This segment serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. The Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, engineered audio, radio and antenna systems, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, and parachutes. This segment serves airframe manufacturers, cabin system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. The Non-aviation segment offers seat belts and safety restraints for ground transportation applications; electro-mechanical actuators for space applications; hydraulic/electromechanical actuators and fuel valves for land-based gas turbines; refueling systems for heavy equipment used in mining, construction, and other industries; and turbine controls for the energy and oil and gas markets. This segment serves off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers; and manufacturers of heavy equipment. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.

Transdigm Group Incorporated

(RTTNews) - TransDigm Group Incorporated (TDG) reported earnings for its third quarter that Increased from the same period last year but missed the Street estimates.
The company's bottom line totaled $492 million, or $8.47 per share. This compares with $461 million, or $7.96 per share, last year.
Excluding items, TransDigm Group Incorporated reported adjusted earnings of $558 million or $9.60 per share for the period.
Analysts on average had expected the company to earn $9.90 per share. Analysts' estimates typically exclude special items.
The company's revenue for the period rose 9.3% to $2.237 billion from $2.046 billion last year.
TransDigm Group Incorporated earnings at a glance (GAAP) :
-Earnings: $492 Mln. vs. $461 Mln. last year. -EPS: $8.47 vs. $7.96 last year. -Revenue: $2.237 Bln vs. $2.046 Bln last year.
-Guidance: Full year EPS guidance: $36.33 - $37.15 Full year revenue guidance: $8,760 - $8,820 Mln
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

TransDigm Group Incorporated Q3 Profit Increases, But Misses Estimates

Below is Validea's guru fundamental report for TRANSDIGM GROUP INC (TDG). Of the 22 guru strategies we follow, TDG rates highest using our Value Investor model based on the published strategy of Benjamin Graham. This deep value methodology screens for stocks that have low P/B and P/E ratios, along with low debt and solid long-term earnings growth.
TRANSDIGM GROUP INC (TDG) is a large-cap growth stock in the Aerospace & Defense industry. The rating using this strategy is 57% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of TRANSDIGM GROUP INC
More Information on Benjamin Graham
About Benjamin Graham: The late Benjamin Graham may be the oldest of the gurus we follow, but his impact on the investing world has lasted for decades after his death in 1976. Known as both the "Father of Value Investing" and the founder of the entire field of security analysis, Graham mentored several of history's greatest investors -- including Warren Buffett -- and inspired a slew of others, including John Templeton, Mario Gabelli, and another of Validea's gurus, John Neff. Graham built his fortune and reputation after living through some extremely difficult times, including both the Great Depression and his own family's financial woes following his father's death when Benjamin was a young man. His investment firm posted per annum returns of about 20 percent from 1936 to 1956, far outpacing the 12.2 percent average return for the market during that time.
Additional Research Links
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Benjamin Graham Detailed Fundamental Analysis - TDG

The following companies are expected to report earnings prior to market open on 08/05/2025. Visit our Earnings Calendar for a full list of expected earnings releases.
Caterpillar, Inc. (CAT)is reporting for the quarter ending June 30, 2025. The machinery company's consensus earnings per share forecast from the 11 analysts that follow the stock is $4.88. This value represents a 18.53% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CAT is 22.81 vs. an industry ratio of 17.40, implying that they will have a higher earnings growth than their competitors in the same industry.
Eaton Corporation, PLC (ETN)is reporting for the quarter ending June 30, 2025. The machinery company's consensus earnings per share forecast from the 10 analysts that follow the stock is $2.92. This value represents a 6.96% increase compared to the same quarter last year. In the past year ETN has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 0.74%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for ETN is 31.72 vs. an industry ratio of 19.40, implying that they will have a higher earnings growth than their competitors in the same industry.
Pfizer, Inc. (PFE)is reporting for the quarter ending June 30, 2025. The large cap pharmaceutical company's consensus earnings per share forecast from the 6 analysts that follow the stock is $0.58. This value represents a 3.33% decrease compared to the same quarter last year. In the past year PFE has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 43.75%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for PFE is 7.65 vs. an industry ratio of 13.50.
Duke Energy Corporation (DUK)is reporting for the quarter ending June 30, 2025. The electric power utilities company's consensus earnings per share forecast from the 6 analysts that follow the stock is $1.19. This value represents a 0.85% increase compared to the same quarter last year. DUK missed the consensus earnings per share in the 3rd calendar quarter of 2024 by -6.36%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for DUK is 19.48 vs. an industry ratio of 29.30.
Transdigm Group Incorporated (TDG)is reporting for the quarter ending June 30, 2025. The aerospace and defense company's consensus earnings per share forecast from the 6 analysts that follow the stock is $9.05. This value represents a 8.25% increase compared to the same quarter last year. In the past year TDG has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 3.28%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for TDG is 45.21 vs. an industry ratio of 54.60.
Apollo Global Management, Inc. (APO)is reporting for the quarter ending June 30, 2025. The finance/investment management company's consensus earnings per share forecast from the 8 analysts that follow the stock is $1.75. This value represents a 22.38% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for APO is 19.21 vs. an industry ratio of 13.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Marriott International (MAR)is reporting for the quarter ending June 30, 2025. The hotel company's consensus earnings per share forecast from the 9 analysts that follow the stock is $2.64. This value represents a 5.60% increase compared to the same quarter last year. MAR missed the consensus earnings per share in the 3rd calendar quarter of 2024 by -2.16%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for MAR is 25.56 vs. an industry ratio of 12.50, implying that they will have a higher earnings growth than their competitors in the same industry.
Zoetis Inc. (ZTS)is reporting for the quarter ending June 30, 2025. The drug company's consensus earnings per share forecast from the 10 analysts that follow the stock is $1.62. This value represents a 3.85% increase compared to the same quarter last year. In the past year ZTS has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 5.71%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for ZTS is 23.54 vs. an industry ratio of -0.40, implying that they will have a higher earnings growth than their competitors in the same industry.
MPLX LP (MPLX)is reporting for the quarter ending June 30, 2025. The oil (production/pipeline) company's consensus earnings per share forecast from the 5 analysts that follow the stock is $1.07. This value represents a 6.96% decrease compared to the same quarter last year. MPLX missed the consensus earnings per share in the 3rd calendar quarter of 2024 by -4.72%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for MPLX is 11.57 vs. an industry ratio of 18.30.
Marathon Petroleum Corporation (MPC)is reporting for the quarter ending June 30, 2025. The oil refining company's consensus earnings per share forecast from the 6 analysts that follow the stock is $3.22. This value represents a 21.84% decrease compared to the same quarter last year. In the past year MPC has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 61.9%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for MPC is 20.61 vs. an industry ratio of 9.40, implying that they will have a higher earnings growth than their competitors in the same industry.
Cummins Inc. (CMI)is reporting for the quarter ending June 30, 2025. The engines company's consensus earnings per share forecast from the 8 analysts that follow the stock is $4.99. This value represents a 5.13% decrease compared to the same quarter last year. In the past year CMI has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 23.65%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CMI is 17.22 vs. an industry ratio of 17.20, implying that they will have a higher earnings growth than their competitors in the same industry.
Public Service Enterprise Group Incorporated (PEG)is reporting for the quarter ending June 30, 2025. The electric power utilities company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.71. This value represents a 12.70% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for PEG is 22.19 vs. an industry ratio of 29.30.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Earnings Report for August 5, 2025 : CAT, ETN, PFE, DUK, TDG, APO, MAR, ZTS, MPLX, MPC, CMI, PEG

Embraer S.A. (ERJ) is scheduled to release its second-quarter 2025 results on Aug. 5, before market open.
The company has a four-quarter average earnings surprise of 150.60%. The improving revenue performance across three of its major business segments is likely to have boosted Embraer’s overall top-line performance.
Embraer’s Commercial Aviation Sales Likely to Fall
Aircraft deliveries in this segment remained flat year over year (as mentioned in the company’s delivery report published this June), which is likely to have had a neutral impact on its second-quarter sales.
Embraer noted in its first-quarterearnings callthat the delivery of its two commercial aircraft was deferred due to unspecified 'commercial issues'. While the company did not provide further details, the prevalence of such delays—ranging from contract negotiations to timing shifts and supply-chain disruption—is expected to have dampened its sales in the quarter, as well.
The Zacks Consensus Estimate for this segment’s revenues is pegged at $551.4 million, which indicates a decline of 0.5% from the year-ago quarter.
Embraer-Empresa Brasileira de Aeronautica Price and EPS Surprise
Executive Aviation’s Performance
Higher executive jet deliveries, which improved 40.7% year over year in the second quarter, is projected to have bolstered the Executive Aviation segment’s revenue performance.
The Zacks Consensus Estimate for the Executive Aviation segment’s revenues is pegged at $422 million, which indicates growth of 25.6% from the year-ago quarter.
Defense & Security’s Revenues
Revenues generated from the higher number of A-29 Super Tucano aircraft are likely to have bolstered this segment’s sales in the second quarter.
The Zacks Consensus Estimate for this segment’s revenues is pegged at $222 million, which implies an increase of 18.7% from the year-ago quarter.
Services & Support Unit’s Performance
Higher aftermarket aircraft solutions, backed by growing air traffic as well as heightened demand for military jets, are likely to have boosted the segment's revenues in the upcoming quarter. Higher revenues from the ramp-up of MRO activity at its OGMA facility in Portugal for the Pratt & Whitney GTF engines are likely to have also boosted this segment’s top line.
The Zacks Consensus Estimate for this segment’s revenues is pegged at $460.6 million, which indicates growth of 14% from the year-ago quarter.
ERJ’s Q2 Estimates
The robust revenue performance in three of its four major business segments is likely to have bolstered ERJ’s overall top line.
The Zacks Consensus Estimate for ERJ’s second-quarter revenues is pegged at $1.67 billion, which indicates growth of 11.8% from the year-ago quarter’s figure.
Solid sales growth expectations, higher sales volume from executive aviation, favorable product mix and lower costs and expenses are likely to have contributed favorably to the company’s bottom line.
The Zacks Consensus Estimate for ERJ’s earnings is pegged at 47 cents per share. This indicates an increase of 6.8% from the prior-year figure.
What the Zacks Model Unveils
Our proven model does not conclusively predict an earnings beat for ERJ this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.
Earnings ESP: Embraer has an Earnings ESP of -1.76%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: ERJ currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to Consider
Below, we have mentioned a few players from the same sector that have the right combination of elements to beat on earnings in the upcoming releases:
CurtissWright (CW) is set to report its second-quarter 2025 results on Aug. 6, after market close. It has an Earnings ESP of +0.67% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for CW’s earnings is pegged at $3.13 per share, indicating year-over-year growth of 17.2%. The consensus estimate for its sales is pegged at $850.5 million, indicating year-over-year growth of 8.4%.
CAE (CAE) is set to report its fiscal first-quarter 2026 results on Aug. 13, before market open. It has an Earnings ESP of +1.03% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for CAE’s earnings is pegged at 15 cents per share. The consensus estimate for its sales is pegged at $810.1 million, indicating year-over-year growth of 3.4%.
Transdigm Group (TDG) is set to report fiscal third-quarter earnings on Aug. 5. It has an Earnings ESP of +0.40% and carries a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for TDG’s earnings is pegged at $9.78 per share, indicating year-over-year growth of 8.7%. The consensus estimate for sales is pegged at $2.30 billion, indicating year-over-year growth of 12.2%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Will Segmental Sales Growth Drive Embraer's Q2 Earnings?

TransDigm Group Incorporated (TDG) is slated to report third-quarter fiscal 2025 results on Aug. 5, before market open.
The improving growth trends in commercial air travel and strong defense sales are likely to have bolstered the quarterly performance.
TDG’s Power & Control Segment to Remain Robust
Strong sales from the commercial aftermarket, backed by steadily improving commercial air travel demand and the resulting higher flight hours and utilization of aircraft, are likely to have contributed favorably to revenues from the Power & Control segment. Steadily improving U.S. Government defense spending outlays, boosting defense sales, are also likely to have benefited this unit’s top-line growth.
The Zacks Consensus Estimate for the Power & Control segment’s fiscal third-quarter revenues is pegged at $1.20 billion, indicating a 17.1% improvement from the year-ago quarter’s figure.
Transdigm Group Incorporated Price and EPS Surprise
TDG’s Airframe Segment Likely to Report Revenue Growth
Sales from the Airframe segment are likely to have been boosted by the strong air travel growth and rising demand for this unit’s defense products, backed by solid government funding.
The Zacks Consensus Estimate for the segment’s fiscal third-quarter revenues is pegged at $1.06 billion, indicating 9% growth from the prior-year quarter’s actual.
Q3 Estimates for TDG
Strong sales expectations from both its primary segments, which constitute approximately 98% of TDG’s total revenues, are likely to have bolstered its overall quarterly revenue performance.
The Zacks Consensus Estimate for TDG’s fiscal third-quarter sales is pegged at $2.30 billion, indicating an improvement of 12.2% from the prior-year number.
A strong top line is likely to have boosted TDG’s overall margin performance, which, along with its cost reduction initiatives, is likely to have contributed favorably to its quarterly bottom line.
The Zacks Consensus Estimate for earnings is pegged at $9.78 per share, indicating an increase of 8.7% from the year-ago figure.
What the Zacks Model Unveils for TDG
Our proven model predicts an earnings beat for TransDigm this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.
TDG’s Earnings ESP: TDG has an Earnings ESP of +0.40%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
TDG’s Zacks Rank: TDG currently carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Other Stocks to Consider
Below, we have mentioned other players from the same industry that have the right combination of elements to beat on earnings in the upcoming releases.
Axon Enterprise (AXON) is set to report second-quarter 2025 earnings on Aug. 4, 2025, after market close. It has an Earnings ESP of +0.54% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for AXON’s earnings is pegged at $1.54 per share, indicating year-over-year growth of 28.3%. The consensus estimate for its sales is pegged at $643 million, indicating year-over-year growth of 27.6%.
CAE (CAE) is set to report its fiscal first-quarter 2026 results on Aug. 13, before market open. It has an Earnings ESP of +1.03% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for CAE’s earnings is pegged at 15 cents per share. The consensus estimate for its sales is pegged at $810.1 million, indicating year-over-year growth of 3.4%.
CurtissWright (CW) is set to report its second-quarter results on Aug. 6, after market close. It has an Earnings ESP of +0.67% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for CW’s earnings is pegged at $3.13 per share, indicating year-over-year growth of 17.2%. The consensus estimate for its sales is pegged at $850.5 million, indicating year-over-year growth of 8.4%.
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Will Solid Segmental Sales Boost TransDigm's Q3 Earnings?

Investors in TransDigm Group Incorporated TDG need to pay close attention to the stock based on moves in the options market lately. That is because the Aug 15, 2025 $1900.00 Put had some of the highest implied volatility of all equity options today.
What is Implied Volatility?
Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?
Clearly, options traders are pricing in a big move for TransDigm shares, but what is the fundamental picture for the company? Currently, TransDigm is a Zacks Rank #2 (Buy) in the Aerospace - Defense Equipment industry that ranks in the Bottom 39% of our Zacks Industry Rank. Over the last 60 days, two analysts have increased their earnings estimates for the current quarter, while none have dropped their estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter from earnings of $9.74 per share to $9.78 in that period.
Given the way analysts feel about TransDigm right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
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Is the Options Market Predicting a Spike in TransDigm Stock?

For most investors, how much a stock's price changes over time is important. This factor can impact your investment portfolio as well as help you compare investment results across sectors and industries.
FOMO, or the fear of missing out, also plays a role in investing, particularly with tech giants and popular consumer-facing stocks.
What if you'd invested in TransDigm Group (TDG) ten years ago? It may not have been easy to hold on to TDG for all that time, but if you did, how much would your investment be worth today?
TransDigm Group's Business In-Depth
With that in mind, let's take a look at TransDigm Group's main business drivers.
Incepted in 1993, TransDigm Group is a leading global designer, producer and supplier of highly engineered aerospace components that are used in commercial and military aircraft. The company, through its well-diversified business, offers a broad range of products to its customers. TransDigm currently has three reportable segments:
The Power & Control segment develops products like mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, and lifting devices and cargo loading and handling systems. These are used in controlling power of the aircraft utilizing electronic, fluid, power and mechanical motion control technologies. It contributed 49.6% to the company's total sales in fiscal 2024.
The Airframe segment produces systems and components like engineered latching and locking devices, security components and systems, aircraft audio systems, specialized lavatory components, seat belts and safety restraints, engineered interior surfaces and related components, military personnel parachutes and cargo delivery systems. These are used in non-power airframe applications utilizing airframe and cabin structure technologies. It contributed 48% to the company's total sales in fiscal 2024.
The Non-aviation segment's products include seat belts and safety restraints for ground transportation applications, mechanical/electro-mechanical actuators and controls for space applications, and refueling systems for heavy equipment used in mining, construction and other industries. It contributed 2.4% to the company's total sales in fiscal 2024.
Bottom Line
While anyone can invest, building a lucrative investment portfolio takes research, patience, and a little bit of risk. If you had invested in TransDigm Group ten years ago, you're probably feeling pretty good about your investment today.
According to our calculations, a $1000 investment made in July 2015 would be worth $7,400.67, or a gain of 640.07%, as of July 29, 2025, and this return excludes dividends but includes price increases.
Compare this to the S&P 500's rally of 205.26% and gold's return of 190.40% over the same time frame.
Analysts are anticipating more upside for TDG.
Being an equipment supplier of renowned military jet makers, TransDigm should benefit from solid funding provisions from the U.S. government. Looking ahead, the company expects to witness solid growth in its commercial original equipment manufacturing (OEM) and commercial aftermarket sales in 2025, driven by increasing global air traffic. The company boasts a solid solvency position. However, in the past year, TransDigm's shares have underperformed the industry. The shortage of skilled labor continues to affect the commercial aerospace sector, which may hurt the company's future operating results. It has also been witnessing supply-chain constraints, particularly in electronic components, which may result in delays in the availability of some of its raw materials. The stock is expensive compared with its industry.
Over the past four weeks, shares have rallied 5.64%, and there have been 2 higher earnings estimate revisions in the past two months for fiscal 2025 compared to none lower. The consensus estimate has moved up as well.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

If You Invested $1000 in TransDigm Group a Decade Ago, This is How Much It'd Be Worth Now

Huntington Ingalls Industries, Inc. (HII) is scheduled to release second-quarter 2025 earnings on July 31, 2025, before market open.
The company has a four-quarter average negative earnings surprise of 4.20%.
Dismal sales growth expectations, along with weak operating margin performance, are projected to have impacted HII’s overall bottom line.
Anticipated Decline in Revenues in Ingalls Unit
Lower sales volume from amphibious assault ships is likely to have impacted the Ingalls segment’s top line in the second quarter.
The Zacks Consensus Estimate for the Ingalls unit’s revenues is pegged at $0.69 billion, which indicates a decline of 2.5% from the year-ago quarter’s figure.
Huntington Ingalls Industries, Inc. Price and EPS Surprise
Newport News’ Revenues Likely to Fall
Lower sales volumes owing to continued performance challenges in the construction of aircraft carriers and Virginia class (SSN 774) submarines, along with reduced sales from naval nuclear support services, are likely to have impacted the Newport News segment’s revenue performance.
The Zacks Consensus Estimate for the Newport News unit’s revenues is pegged at $1.53 billion, which indicates a decline of 0.5% from the year-ago quarter’s figure.
Mission Technologies Unit Likely to Post Dismal Performance
Lower sales volumes from C5ISR (Command, Control, Computers, Communications, Cyber, Intelligence, Surveillance and Reconnaissance) are likely to have negatively impacted the company’s Mission Technologies segment’s revenues in the second quarter of 2025.
The Zacks Consensus Estimate for this unit’s revenues is pegged at $0.74 billion, which indicates a decline of 2.8% from the year-ago quarter’s figure.
Q2 Estimates for HII Stock
Sales declines anticipated across all three of its major segments are likely to have adversely impacted the company’s overall second-quarter revenue performance.
The Zacks Consensus Estimate for HII’s second-quarter sales is pegged at $2.93 billion, which indicates a decrease of 1.6% from the prior-year number.
Lower operating margin in the Ingalls segment, due to poor performance from amphibious assault ships and supply-chain disruptions, is likely to have hurt its earnings in the second quarter. Additionally, dismal sales growth expectations are projected to have further impacted its overall bottom line.
The Zacks Consensus Estimate for HII’s second-quarter earnings is pegged at $3.23 per share, which indicates a year-over-year decline of 26.3%.
What the Zacks Model Unveils for HII
Our proven model does not conclusively predict an earnings beat for HII this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.
Earnings ESP: Huntington Ingalls has an Earnings ESP of -0.29%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: HII currently carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to Consider
Below, we have mentioned players from the same sector that have the right combination of elements to beat on earnings in the upcoming releases.
Axon Enterprise (AXON) is set to report second-quarter 2025 earnings on Aug. 4, 2025, after market close. It has an Earnings ESP of +0.54% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for AXON’s earnings is pegged at $1.54 per share, indicating year-over-year growth of 28.3%. The consensus estimate for its sales is pegged at $642.2 million, indicating year-over-year growth of 27.4%.
CurtissWright (CW) is set to report its second-quarter 2025 results on Aug. 6, after market close. It has an Earnings ESP of +1.90% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for CW’s earnings is pegged at $3.09 per share, indicating year-over-year growth of 15.7%. The consensus estimate for its sales is pegged at $850.5 million, indicating year-over-year growth of 8.4%.
Transdigm Group (TDG) is expected to report fiscal third-quarter earnings soon. It has an Earnings ESP of +0.25% and carries a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for TDG’s earnings is pegged at $9.78 per share, indicating year-over-year growth of 8.7%. The consensus estimate for sales is pegged at $2.30 billion, indicating year-over-year growth of 12.2%.
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Will Poor Segmental Sales Performance Impact HII's Q2 Earnings?

Textron Inc. (TXT) is scheduled to release its second-quarter 2025 results on July 24, before market open.
The company has a four-quarter average earnings surprise of 3.96%. The improving revenue performance across two of its major business segments is likely to have boosted Textron’s overall top-line performance. However, higher costs of production are likely to have hurt earnings. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
Textron Aviation Likely to Post Solid Sales
Higher aftermarket parts and services revenues are likely to have boosted the Aviation unit’s revenues in the second quarter.
The Zacks Consensus Estimate for this segment’s revenues is pegged at $1,564 million, which indicates an increase of 6% from the year-ago quarter.
Textron Inc. Price and EPS Surprise
Factors Likely to Have Influenced Bell’s Performance
Higher military sales volumes, backed by the continued ramp-up of the FLRAA program and military sustainment programs, along with increased commercial helicopter deliveries, are projected to have bolstered the Bell unit’s revenue performance.
The Zacks Consensus Estimate for the Bell segment’s revenues is pegged at $936.8 million, which indicates growth of 18% from the year-ago quarter.
Textron Systems’ Revenues
Lower sales volumes and the impact of the cancellation of the Shadow program are likely to have impacted Textron Systems’ revenue performance.
The Zacks Consensus Estimate for Textron Systems’ revenues is pegged at $286.3 million, which implies a decline of 11.4% from the year-ago quarter.
Industrial Unit’s Performance
Lower sales volumes from the specialized vehicles and Kautex product lines are likely to have impacted TXT’s Industrial segment’s performance.
The Zacks Consensus Estimate for the Industrial segment’s revenues is pegged at $819.4 million, which indicates a decline of 10.3% from the year-ago quarter.
TXT’s Q2 Estimates
The robust revenue performance in two of its four major business segments is likely to have bolstered TXT’s overall top line.
The Zacks Consensus Estimate for TXT’s second-quarter revenues is pegged at $3.63 billion, which indicates growth of 2.9% from the year-ago quarter’s figure.
While solid sales growth expectations are likely to have contributed favorably to the company’s bottom line, higher research and development expenses as well as cost of production sold are projected to have hurt its overall earnings performance.
The Zacks Consensus Estimate for TXT’s earnings is pegged at $1.45 per share. This indicates a decline of 5.8% from the prior-year figure.
TXT’s Backlog Projections
Our model indicates a 34.5% year-over-year increase in Textron’s second-quarter backlog to $18.05 billion.
What the Zacks Model Unveils
Our proven model predicts an earnings beat for Textron this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.
Earnings ESP: Textron has an Earnings ESP of +0.23%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: TXT currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Other Stocks to Consider
Below, we have mentioned a few other players from the same sector that also have the right combination of elements to beat on earnings in the upcoming releases:
General Dynamics (GD) is set to report its second-quarter 2025 results on July 23, before market open. It has an Earnings ESP of +1.51% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for GD’s earnings is pegged at $3.59 per share, indicating year-over-year growth of 10.1%. The consensus estimate for its sales is pegged at $12.35 billion, indicating year-over-year growth of 3.1%.
L3Harris Technologies (LHX) is set to report its second-quarter 2025 results on July 24, before market open. It has an Earnings ESP of +0.46% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for LHX’s earnings is pegged at $2.48 per share. The consensus estimate for its sales is pegged at $5.30 billion, indicating year-over-year growth of 0.1%.
Transdigm Group (TDG) is expected to report fiscal third-quarter earnings soon. It has an Earnings ESP of +0.25% and carries a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for TDG’s earnings is pegged at $9.78 per share, indicating year-over-year growth of 8.7%. The consensus estimate for sales is pegged at $2.30 billion, indicating year-over-year growth of 12.2%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Are Segmental Sales Likely to Drive Textron's Q2 Earnings?

General Dynamics Corporation (GD) is set to release second-quarter 2025 results on July 23, 2025, before market open.
The company delivered a negative earnings surprise of 0.16% in the last four quarters, on average. The strong revenue performance across two of its major business segments and higher operating margins are likely to add impetus to its overall second-quarter results. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
GD’s Aerospace Unit to Post Solid Sales
Solid revenues earned from higher deliveries of the Gulfstream aircraft, in particular G700 jets, are likely to have bolstered the top line of the Aerospace business segment.
The Zacks Consensus Estimate for the Aerospace segment’s revenues in the second quarter is pegged at $3,005.2 million. This indicates a 2.2% increase from revenues reported in the year-ago quarter.
General Dynamics Corporation Price and EPS Surprise
GD’s Marine Systems Unit Holds Potential
The Marine Systems unit’s revenues are likely to have benefited from the increased sales volume from the construction and engineering of major submarine programs like the Columbia-class and Virginia-class submarines.
The Zacks Consensus Estimate for the Marine segment’s revenues in the second quarter is pegged at $3,743.1 million. This calls for an 8.4% rise from the year-ago quarter’s figure.
GD’s Combat Systems Sales Likely to Decline
The global supply-chain disruptions resulting in plausible production delays, along with lower sales volume for some of its combat vehicles, are expected to have hurt GD’s Combat Systems’ sales in the second quarter.
The Zacks Consensus Estimate for the Combat Systems segment’s revenues in the second quarter is pegged at $2,263 million. This indicates a drop of 1.1% from the year-ago quarter’s reported figure.
Moreover, in June 2025, the U.S. Army canceled its planned procurement of GD’s M10 Booker combat vehicles, reallocating budget to other modernization efforts. This is likely to have hurt production volume at this segment and reduced its backlog, which the second-quarter results are expected to duly reflect.
GD’s Technologies Unit Likely to Decrease
Lower volumes from C5ISR solutions due to unfavorable program timings and ramp-down of legacy programs are likely to have affected the Technologies unit’s revenues.
The Zacks Consensus Estimate for the Technologies segment’s revenues is pegged at $3,247.2 million. This indicates a decrease of 1.5% from the year-ago quarter’s figure.
GD’s Backlog Shows Decline
Our model indicates a year-over-year decline of 3.3% to $88.28 billion for GD’s backlog in the second quarter. This indicates that the company is likely to have faced some challenges in securing new contracts.
Q2 Expectations for GD
With two of General Dynamics’ segments implying solid top-line growth projections, the overall revenue growth prospects remain bright.
The Zacks Consensus Estimate for GD’s second-quarter revenues is pegged at $12.35 billion, which indicates a 3.1% rise from the year-ago quarter.
Such a solid top-line performance projection is likely to have aided GD’s bottom line. Also, improved year-over-year operating margins expected from the Aerospace, Marine Systems and Technologies segments are likely to have favorably impacted the company’s overall earnings.
The Zacks Consensus Estimate for the company’s second-quarter earnings is pegged at $3.59 per share, which indicates a rise of 10.1% from the prior-year reported figure.
What the Zacks Model Unveils for GD
Our proven model predicts an earnings beat for General Dynamics this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.
GD’s Earnings ESP: GD has an Earnings ESP of +1.51%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
GD’s Zacks Rank: General Dynamics currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Other Stocks to Consider
Below, we have mentioned a few other players from the same sector that also have the right combination of elements to beat on earnings in the upcoming releases:
Textron Inc. (TXT) is set to report its second-quarter results on July 24, before market open. It has an Earnings ESP of +0.23% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for TXT’s earnings is pegged at $1.45 per share. The consensus estimate for its sales is pegged at $3.63 billion, indicating year-over-year growth of 2.9%.
L3Harris Technologies (LHX) is set to report its second-quarter 2025 results on July 24, before market open. It has an Earnings ESP of +0.46% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for LHX’s earnings is pegged at $2.48 per share. The consensus estimate for its sales is pegged at $5.30 billion, indicating year-over-year growth of 0.1%.
Transdigm Group (TDG) is expected to report fiscal third-quarter earnings soon. It has an Earnings ESP of +0.25% and carries a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for TDG’s earnings is pegged at $9.78 per share, indicating year-over-year growth of 8.7%. The consensus estimate for sales is pegged at $2.30 billion, indicating year-over-year growth of 12.2%.
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To help you take full advantage of this market, you’re invited to access every stock recommendation in all our private portfolios - for just $1.
Zacks private portfolio services that closed 256 double and triple-digit winners in 2024 alone. That’s about one big gain every day the market was open. Of course, not all our picks are winners, but members have seen recent gains as high as +627% +1,340%, and +1,708%.
Imagine how much you could profit with a steady stream of real-time picks from all our services that cover a number of strategies to suit a variety of investing and trading styles.
See Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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