earnings
confidence high
sentiment positive
materiality 0.80
TransDigm Q2 sales $2.54B (+18% YoY), raises FY2026 guidance on strong base performance
TransDigm Group INC
2026-Q2 EPS reported
$15.82
revenue$4,828,000,000
- Q2 net sales $2,544M (+18% YoY); net income $536M, EPS $9.20 (+12% YoY).
- Adjusted EPS $9.85 (+8% YoY); EBITDA As Defined $1,337M, margin 52.6%.
- Raised FY2026 guidance: sales ~$10,360M, EBITDA ~$5,420M, adj. EPS ~$39.52 (midpoints).
- Completed $2.2B acquisitions of Jet Parts Engineering and Victor Sierra on April 7.
- Share repurchases $905M YTD; issued $3.2B new debt to fund deals and for general purposes.