Form 10-Q · Quarterly report
TransDigm Group 10-Q, filed Aug 4, 2026
- Filed
- CIK
- 0001260221
- Accession no.
- 0001260221-26-000053
Summary
TransDigm Group reported fiscal 2026 third-quarter net sales of $2,741 million and net income attributable to TD Group of $539 million, up from $2,237 million and $492 million a year earlier, with EBITDA As Defined of $1,447 million (52.8% of net sales). The company said commercial aftermarket demand remains strong despite softening industry capacity and revenue passenger miles tied to the conflict in the Middle East, and that it does not currently expect those factors to materially adversely affect its business for at least the remainder of fiscal 2026.
Key points
- Third-quarter net sales rose 22.5% to $2,741 million, including $284 million (12.6%) of organic growth and $220 million from acquisitions.
- Diluted earnings per share were $9.39 for the quarter, versus $8.47 a year earlier, and $25.20 for the first nine months, versus $24.31.
- Commercial OEM sales rose on aircraft production increases by Boeing and Airbus, and defense sales rose on continued growth in domestic and international defense spending.
- For the thirty-nine weeks ended June 27, 2026, net sales were $7,569 million and net income attributable to TD Group was $1,519 million.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 2. MANAGEMENT’S DISCUSSION Overview We believe we are a leading global designer, producer and supplier of highly engineered proprietary aerospace components with significant aftermarket content. We seek to develop highly customized products to solve specific needs for aircraft operators and manufacturers. We attempt to differentiate ourselves based on engineering, service and manufacturing capabilities. We believe that our products have strong brand names within the industry and that we have a reputation for high quality, reliability and strong customer support. …
An excerpt of the text as filed with the SEC, cut for length.
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