TransDigm sales skyrockets 23% to $2.99 billion
Key points
- TransDigm Group reported fourth-quarter fiscal 2026 net sales of $2.988 billion, up 23% year-over-year.
- Earnings per share increased 33% to $10.33, while net income declined 4% to $586 million; adjusted EPS rose 15% to $12.44.
- Fiscal 2026 sales increased 20% to $10.557 billion, and the company expects fiscal 2027 sales of $11.95 billion–$12.15 billion.
TransDigm Group (NYSE:TDG) reported fourth-quarter fiscal 2026 net sales of $2.988 billion, up 23% year-over-year, while earnings per share increased 33% to $10.33.
Despite higher sales and earnings per share, quarterly net income declined 4% to $586 million, while adjusted earnings per share increased 15% to $12.44.
The results covered the three months ended September 30, 2026, marking the final quarter of TransDigm's fiscal year.
For the full fiscal year, net sales increased 20% to $10.557 billion, net income rose 2% to $2.108 billion, and EBITDA As Defined increased 17% to $5.563 billion, although its margin narrowed to 52.7% from 53.9%.
During fiscal 2026, TransDigm completed the approximately $1.07 billion cash acquisition of Prince & Izant and repurchased $2.8 billion of its shares.
For fiscal 2027, TransDigm expects net sales of $11.95 billion–$12.15 billion and earnings per share of $42.06–$42.91.
