$TDG · TransDigm Group INC
TransDigm reported Q4 FY2026 (ended Sept 30, 2026) results: net sales $2,988M, up 23% from $2,437M; GAAP EPS $10.33, up 33%; adjusted EPS $12.44, up 15%. Net income fell 4% to $586M on higher interest and tax expense. Full-year FY2026 net sales rose 20% to $10,557M, with adjusted EPS of $41.35. The company issued FY2027 guidance including net sales of $11,950M–$12,150M and adjusted EPS of $47.09–$47.94.
- Q4 net sales $2,988M, up 23% YoY; organic growth 14%.
- Q4 adjusted EPS $12.44, up 15% from $10.82.
- FY2026 share repurchases totaled $2.8B (2.3M shares at avg $1,187).
- Completed $1.07B Prince & Izant acquisition on Sept 28, 2026.
- FY2027 guidance: net sales $11,950M–$12,150M, adjusted EPS $47.09–$47.94.
Markets closed — no regular-session reaction yet; extended-hours last trade $1,211.00, down 0.64% vs regular close.
TransDigm beat guidance and issued FY2027 outlook implying ~14% sales and ~15% adjusted EPS growth, backed by record capital deployment.
Aerospace aftermarket supplier showing 14% organic growth and 52.7% EBITDA As Defined margin, consistent with strong commercial aftermarket demand.
Higher interest expense from increased gross debt and higher tax expense pressured Q4 net income, which fell 4% YoY.