secwatch.observer — SEC 8-K summary
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Issuer:     TransDigm Group INC (TDG)
CIK:        0001260221
Form:       8-K
Filed at:   2026-02-03T23:59:59+00:00
Accession:  0001260221-26-000015
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1260221/000126022126000015/0001260221-26-000015-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1260221/000126022126000015/tdg-20260203.htm
  HTML page:      https://secwatch.observer/filing/0001260221-26-000015

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