earnings
confidence high
sentiment positive
materiality 0.85
TransDigm Q3 net sales up 23% to $2.74B; raises FY2026 guidance
TransDigm Group INC
- Net sales $2,741M (+23% YoY); GAAP EPS $9.39 (+11%); adjusted EPS $10.87 (+13%).
- EBITDA As Defined $1,447M (+19%); margin 52.8%.
- FY2026 guidance raised: sales midpoint $10,510M (+$150M), EBITDA As Defined $5,520M (+$100M), adj. EPS $41.04 (+$1.52).
- Completed acquisitions of Jet Parts Engineering & Victor Sierra for ~$2.2B; announced Prince & Izant for ~$1.07B.
- Repurchased $1.0B of stock in Q3 ($1.8B YTD); issued $1.5B incremental debt in April.