PR Newswire·Nov 10, 2026, 6:30 AM ET

TransDigm Group Reports Fiscal 2026 Fourth Quarter and Year-End Results

TDG

TransDigm Group reported fourth quarter 2026 net sales of $2,988 million, a 23% increase from the prior year, with organic growth of 14%.
Earnings per share for the quarter were $10.33, up 33%, while adjusted earnings per share rose 15% to $12.44.
EBITDA As Defined reached $1,583 million, a 20% increase year-over-year, representing a 53.0% margin of net sales.
Net income for the quarter was $586 million, a 4% decrease driven by higher interest expense & tax costs, though this was offset by sales growth.
The company completed the acquisition of Prince & Izant for approximately $1.07 billion in cash to expand its brazing alloys & specialty metal components portfolio.
TransDigm issued $3.0 billion in new 6.75% Senior Secured Notes maturing in 2035 & used proceeds to repurchase $1.8 billion of existing 2028 notes.
Share repurchases totaled $943 million in the quarter & $2.8 billion for the full fiscal 2026 year.
Full fiscal 2026 net sales increased 20% to $10,557 million, with net income rising 2% to $2,108 million.
Fiscal 2026 EBITDA As Defined grew 17% to $5,563 million, while adjusted net income increased 10% to $2,383 million.
The company provided fiscal 2027 guidance projecting net sales between $11,950 million & $12,150 million, an increase of 14% at the midpoint.
Fiscal 2027 earnings per share are expected to range from $42.06 to $42.91, reflecting a 20% increase at the midpoint over the prior year.
Fiscal 2027 EBITDA As Defined is anticipated to be between $6,195 million & $6,345 million, targeting a margin of approximately 52.0%.
Management cited strong growth in commercial OEM, commercial aftermarket, & defense end markets as key drivers for the fiscal 2027 outlook.
Total capital deployed in fiscal 2026 exceeded $7 billion through $4.4 billion in acquisitions & $2.8 billion in share repurchases.

Company: TransDigm Group Inc.
Keywords: TransDigm Group Inc.