earnings
confidence high
sentiment positive
materiality 0.85
TransDigm Q1 revenue up 14% to $2.285B, raises FY2026 guidance; announces $3.2B in acquisitions
TransDigm Group INC
2026-Q1 EPS reported
$6.62
revenue$2,285,000,000
- Net sales $2.285B (+14% YoY), adjusted EPS $8.23 (+5% YoY); GAAP net income $445M (-9.7% due to higher interest).
- EBITDA As Defined $1.197B (52.4% margin); organic sales growth 7.4%.
- Raises FY2026 guidance: revenue $9.845–10.035B, adj. EPS $37.42–39.34, EBITDA As Defined $5.14–5.28B.
- Post quarter-end, agreed to acquire Stellant ($960M) and JPE/VSA ($2.2B) – total ~$3.2B in cash.
- Repurchased 85K shares for ~$0.1B at avg $1,250/share.