earnings
confidence high
sentiment positive
materiality 0.85
TransDigm Q4 net sales up 12% to $2.44B; EPS $7.75; FY2026 guidance issued
TransDigm Group INC
2025-FY EPS reported
$32.08
revenue$8,831,000,000
- Q4 net sales $2,437M (+12% YoY); net income $609M (+30%); GAAP EPS $7.75 (+34%).
- Adjusted EPS $10.82 (+10%); EBITDA As Defined $1,320M, margin 54.2% (+160 bps).
- FY2026 guidance: net sales $9,750M–$9,950M; EBITDA As Defined $5,075M–$5,225M.
- Paid $5.2B special dividend ($90/share) funded by $5.0B new debt and cash.
- Completed acquisition of Simmonds Precision Products from RTX on Oct 6, 2025.