TransDigm Group Reports Fiscal 2026 Third Quarter Results

About this update from Transdigm Group Inc.

CLEVELAND, Aug. 4, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported results for the third quarter ended June 27, 2026.Third quarter highlights include:Net sales of $2,741 million, up 23% from $2,237 million in the prior year's quarter;Net income of $540 million, up 10% from the prior year's quarter;Earnings per share of $9.39, up 11% from the prior year's quarter;EBITDA As Defined of $1,447 million, up 19% from $1,217 million in the prior year's quarter;EBITDA As Defined margin of 52.8%;Adjusted earnings per share of $10.87, up 13% from $9.60 in the prior year's quarter; andUpward revision to fiscal 2026 financial guidance.Quarter-to-Date ResultsNet sales for the quarter increased 23%, or $504 million, to $2,741 million from $2,237 million in the comparable quarter a year ago. Organic sales growth as a percentage of net sales was 13%.Net income for the quarter increased $47 million, or 10%, to $540 million from $493 million in the comparable quarter a year ago. The increase in net income primarily reflects the increase in net sales described above and the application of our value-driven operating strategy. The increase was partially offset by higher selling and administration expense and higher interest expense.Adjusted net income for the quarter increased 12% to $624 million, or $10.87 per share, from $558 million, or $9.60 per share, in the comparable quarter a year ago.EBITDA for the quarter increased 20% to $1,345 million from $1,123 million for the comparable quarter a year ago. EBITDA As Defined for the quarter increased 19% to $1,447 million compared with $1,217 million in the comparable quarter a year ago. EBITDA As Defined as a percentage of net sales for the quarter was 52.8% compared with 54.4% in the comparable quarter a year ago."Our team executed another strong quarter, and we are very pleased with our results," stated Mike Lisman, TransDigm Group's CEO. "All three of our major market channels again delivered double-digit growth compared to the prior year's third quarter. Commercial aftermarket growth of 17% remained strong this quarter. Commercial OEM grew nicely as well as the aircraft OEMs continue to increase build rates. Meanwhile, Defense saw another quarter of consistent growth and also built sizable backlog. Ou...

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