[8-K] TransDigm Group Incorporated Reports Material Event

Rhea-AI Filing Summary

Moog Inc. (MOG.A / MOG.B) filed a Form 8-K dated 25 Jul 2025. Under Item 2.02, the company furnished Exhibit 99.1, a press release discussing results for the quarter ended 28 Jun 2025; however, the filing itself does not reproduce revenue, EPS, backlog or guidance figures, so investors must review the exhibit for specifics.

Under Item 8.01, the Board declared a $0.29 per-share cash dividend on both Class A and Class B common stock. The dividend is payable 26 Aug 2025 to shareholders of record as of 8 Aug 2025. No other material events, financings or strategic actions were disclosed. Exhibits 99.1 (earnings press release) and 99.2 (dividend press release) accompany the report.

Positive

• $0.29/share quarterly dividend declared for both Class A and Class B stock, indicating continued shareholder returns.
• Timely 8-K disclosure furnishes investors with access to Q3-FY25 results via exhibit, supporting transparency.

Negative

• No financial metrics included in the body of the 8-K, requiring separate review of Exhibit 99.1.
• Dividend growth unclear; filing does not state whether the $0.29 payout represents an increase, decrease, or flat trend.

Insights

Financial Analyst

TL;DR: Filing signals routine earnings release and steady $0.29 dividend; impact neutral until exhibit metrics are reviewed.

The 8-K mainly serves as a conduit for the Q3-FY25 earnings press release. Because quantitative details are absent from the core filing, investors cannot gauge performance—gross margin, FCF, or guidance—without consulting Exhibit 99.1. The dividend announcement is mildly positive: at $0.29, it maintains cash returns and suggests liquidity stability, yet the filing does not clarify whether the payout changed, limiting valuation insight. Overall, the document supplies compliance information but offers limited standalone market impact.

Income Portfolio Manager

TL;DR: Dividend continuity at $0.29 supports income thesis; no red flags disclosed.

Income-oriented holders will welcome confirmation that both share classes will receive an unchanged $0.29 dividend payable 26 Aug 2025. Consistent distributions imply stable operating cash flow and disciplined capital allocation. The absence of adverse events or covenant issues is reassuring. Nonetheless, payout sustainability still depends on the yet-to-be-seen earnings figures, so the ultimate impact will hinge on margins and leverage metrics contained in Exhibit 99.1.

0001260221false00012602212025-07-252025-07-25

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 25, 2025

TransDigm Group Incorporated

(Exact name of registrant as specified in its charter)

Delaware

001-32833

41-2101738

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

1350 Euclid Avenue,

Suite 1600,

Cleveland,

Ohio

44115

(Address of principal executive offices)

(Zip Code)

(216) 706-2960

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class:

Trading Symbol:

Name of each exchange on which registered:

Common Stock, $0.01 par value

TDG

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging Growth Company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

On July 25, 2025, Mr. Jorge Valladares III notified TransDigm Group Incorporated (the “Company”) of his decision to resign from the Board of Directors, effective immediately. The resignation is due to professional obligations arising from a recently accepted position at another organization and is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.

The Company wishes to express its sincere gratitude to Mr. Valladares for his years of dedicated service and valuable contributions and extends its best wishes in his future endeavors.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

TRANSDIGM GROUP INCORPORATED
By:									/s/ Armani Vadiee
			Name:						Armani Vadiee
			Title:						General Counsel, Chief Compliance Officer and Secretary

Dated: July 25, 2025

FAQ

What dividend did Moog (MOG) declare on July 25 2025?

Moog’s Board declared a $0.29 per share cash dividend on Class A and Class B common stock.

When will the Moog dividend be paid and what is the record date?

Payment is scheduled for 26 Aug 2025 to shareholders of record at the close of business on 8 Aug 2025.

Which Moog share classes are eligible for the dividend?

Both Class A (MOG.A) and Class B (MOG.B) common shares will receive the $0.29 dividend.

What information is provided about Moog’s quarterly results?

The 8-K states that results for the quarter ended 28 Jun 2025 are detailed in Exhibit 99.1; specific numbers are not in the filing text.

Does the 8-K report any other material events or transactions?

No additional acquisitions, financings, or governance changes were disclosed beyond the earnings release and dividend announcement.