---
schema_version: "secwatch.filing_event.v1"
accession: "0001260221-26-000015"
form_type: "8-K"
ticker: "TDG"
cik: "0001260221"
company_name: "TransDigm Group INC"
filed_at: "2026-02-03T23:59:59+00:00"
generated_at: "2026-05-16T05:16:08.618525+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# TransDigm Q1 revenue up 14% to $2.285B, raises FY2026 guidance; announces $3.2B in acquisitions

## Summary
- 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.

## SEC filing metadata
- accession: 0001260221-26-000015
- form_type: 8-K
- ticker: TDG
- cik: 0001260221
- company_name: TransDigm Group INC
- filed_at: 2026-02-03T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1260221/000126022126000015/0001260221-26-000015-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1260221/000126022126000015/tdg-20260203.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001260221-26-000015
- JSON: https://secwatch.observer/filing/0001260221-26-000015.json
- Plain text: https://secwatch.observer/filing/0001260221-26-000015.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.