TransDigm Group Reports Fiscal 2026 Third Quarter Results

August 4, 2026

TransDigm Group Incorporated, a designer, producer, and supplier of aircraft components, reported its third-quarter results for the period ending June 27, 2026. The company's net sales reached $2,741 million, representing a 23% increase compared to $2,237 million during the same quarter of the previous year. Net income was reported at $540 million, up 10% from $493 million in the prior-year quarter, with earnings per share increasing to $9.39 from $8.47, reflecting an 11% rise.

For the quarter, the company's EBITDA, as defined, was $1,447 million, a 19% increase from $1,217 million a year prior, resulting in an EBITDA margin of 52.8%. Adjusted earnings per share for the quarter also improved to $10.87, up 13% from the previous year's $9.60. The growth was attributed to solid sales performance across the company's major market channels, including a 17% growth in the commercial aftermarket segment.

Following the quarter's end, TransDigm announced its acquisition of Prince & Izant for approximately $1.07 billion. This acquisition aligns with the company's strategy to expand its offerings in the aerospace and defense sectors. During the third quarter, TransDigm returned about $1 billion to shareholders through stock repurchases, bringing the total for the year to over $1.8 billion.

In addition, the company's financial outlook for fiscal 2026 has been revised upward, with expectations for net sales to be in the range of $10,470 million to $10,550 million. This reflects a 19% increase compared to fiscal 2025, along with anticipated increases in net income and adjusted earnings per share. TransDigm's CEO, Mike Lisman, highlighted the strong bookings and positive momentum as reasons for the raised guidance.

TransDigm Group will hold an earnings conference call on August 4, 2026, at 11:00 a.m. Eastern Time, to discuss these results and the company’s outlook in more detail. Investors and analysts can join the call via a registration link provided on the company’s website.

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