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TransDigm Group INC (TDG) stock

TDGNYSEAircraft Parts & Auxiliary Equipment, NECFiscal year ends September 30
Financials through Q3 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Aug 4, 2026Score 14/3020% below fair value
$1146.81−29.10 (-2.47%)

Close on Oct 30, 2026Market cap $63.39BP/E 32.1Yield –

Earnings

TransDigm's quarterly results as reported in its earnings releases, with the company's own outlook. Hover a number to see the sentence it came from.

Next report
Nov 11, 2026
Q4 FY2026 · estimated, before the open
Revenue, Q3 FY2026
$2.74B
+22.5% on a year earlier
Adjusted earnings per share, Q3 FY2026
$10.87
$9.60 a year earlier
Latest guidance
Raised
Aug 4, 2026 · 5 items

Quarterly results

Revenue and earnings per share from each of TransDigm's earnings releases, newest first

QuarterReportedRevenueYoYEPSAdj. EPSSource
Q4 FY2026ended Sep 30, 2026Nov 11, 2026Expected–––––
Q3 FY2026ended Jun 27, 2026Aug 4, 2026before the open$2.74B+22.5%$9.39$10.87Release
Q2 FY2026ended Mar 28, 2026May 5, 2026before the open$2.54B+18.3%$9.20$9.85Release
Q1 FY2026ended Dec 27, 2025Feb 3, 2026before the open$2.29B+13.9%$6.62$8.23Release
Q4 FY2025ended Sep 30, 2025Nov 12, 2025before the open$2.44B+11.5%$7.75$10.82Release
Q3 FY2025ended Jun 28, 2025Aug 5, 2025before the open$2.24B+9.3%$8.47$9.60Release
Q2 FY2025ended Mar 29, 2025May 6, 2025before the open$2.15B+12.0%$8.24$9.11Release
Q1 FY2025ended Dec 28, 2024Feb 4, 2025before the open$2.01B+12.1%$7.62$7.83Release
Q4 FY2024ended Sep 30, 2024Nov 7, 2024before the open$2.19B+18.0%$5.80$9.83Release
Q3 FY2024ended Jun 29, 2024Aug 6, 2024before the open$2.05B+17.3%$7.96$9.00Release
Q2 FY2024ended Mar 30, 2024May 7, 2024before the open$1.92B+20.5%$6.97$7.99Release
Q1 FY2024ended Dec 30, 2023Feb 8, 2024before the open$1.79B+28.1%$4.87$7.16Release

Figures as first announced; later restatements appear under Financials. Expected dates are estimated from the company's past reporting pattern.

Current guidance

TransDigm's latest outlook for periods it has not reported yet, compared with what it said before

MetricPeriodGuidanceBeforeChangeGiven
Net salesFY2026$10.47B – $10.55B$9.85B – $10.04BRaisedAug 4, 2026
Net salesGAAPFY2026$10.30B – $10.42B–NewMay 5, 2026
EBITDA As Defined margin guidenon-GAAPFY202652.4%–NewFeb 3, 2026
EBITDA As Definednon-GAAPFY2026$5.49B – $5.55B$5.14B – $5.28BRaisedAug 4, 2026
EBITDA As Definednon-GAAPFY2026$5.37B – $5.47B–NewMay 5, 2026
Earnings per shareGAAPFY2026$35.38 – $36.21$32.47 – $34.39RaisedAug 4, 2026
Earnings per shareGAAPFY2026$33.91 – $35.29–NewMay 5, 2026
Adjusted earnings per sharenon-GAAPFY2026$40.62 – $41.46$37.42 – $39.34RaisedAug 4, 2026
Adjusted earnings per sharenon-GAAPFY2026$38.83 – $40.21–NewMay 5, 2026
Net incomeGAAPFY2026$2.10B – $2.15B$1.95B – $2.06BRaisedAug 4, 2026
Net incomeGAAPFY2026$2.03B – $2.11B–NewMay 5, 2026

Guidance vs results

The last range TransDigm gave before each report, against the figure it then reported. Full years add up the four quarters.

PeriodMetricGuidanceActualResult
FY2025Adjusted earnings per share$36.33 – $37.15$37.36Σ4QAbove range
FY2025EPS (GAAP)$32.39 – $33.21$32.08Σ4QBelow range
FY2025Revenue$8.76B – $8.82B$8.83BΣ4QAbove range

Guidance history

Every forecast TransDigm put in an earnings release, newest first

GivenMetricPeriodGuidanceChange
Aug 4, 2026EBITDA As DefinedFY2026$5.49B – $5.55BRaised
Aug 4, 2026Adjusted earnings per shareFY2026$40.62 – $41.46Raised
Aug 4, 2026Earnings per shareFY2026$35.38 – $36.21Raised
Aug 4, 2026Net incomeFY2026$2.10B – $2.15BRaised
Aug 4, 2026Net salesFY2026$10.47B – $10.55BRaised
May 5, 2026EBITDA As DefinedFY2026$5.37B – $5.47BNew
May 5, 2026Adjusted earnings per shareFY2026$38.83 – $40.21New
May 5, 2026Earnings per shareFY2026$33.91 – $35.29New
May 5, 2026Net incomeFY2026$2.03B – $2.11BNew
May 5, 2026Net salesFY2026$10.30B – $10.42BNew
Feb 3, 2026EBITDA As DefinedFY2026$5.14B – $5.28BRaised
Feb 3, 2026Adjusted earnings per shareFY2026$37.42 – $39.34Raised
Feb 3, 2026Earnings per shareFY2026$32.47 – $34.39Raised
Feb 3, 2026EBITDA As Defined margin guideFY202652.4%New
Feb 3, 2026Net incomeFY2026$1.95B – $2.06BRaised
Feb 3, 2026Net salesFY2026$9.85B – $10.04BRaised
Nov 12, 2025EBITDA As DefinedFY2026$5.08B – $5.23BNew
Nov 12, 2025Adjusted earnings per shareFY2026$36.49 – $38.53New
Nov 12, 2025Earnings per shareFY2026$31.55 – $33.59New
Nov 12, 2025Net incomeFY2026$1.91B – $2.03BNew

Read from the company's earnings releases; each figure links to its sentence on hover. “Raised” and “Lowered” compare with the previous range for the same metric and period.

Press releases

Releases TransDigm filed with the SEC as exhibits to Form 8-K or 6-K

  1. TransDigm Completes Acquisition of Prince & Izant
    News
  2. TransDigm Group Reports Fiscal 2026 Third Quarter Results
    Results
  3. TransDigm Announces Acquisition of Prince & Izant
    News
  4. TransDigm Group Reports Fiscal 2026 Second Quarter Results
    Results
  5. TransDigm Completes Acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings
    News
  6. TransDigm Group Reports Fiscal 2026 First Quarter Results
    Results
  7. TransDigm Announces Acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings
    News
  8. TransDigm Announces Acquisition of Stellant Systems, Inc.
    News
  9. TransDigm Group Reports Fiscal 2025 Fourth Quarter and Year-End Results
    Results
  10. TransDigm Completes Acquisition of the Simmonds Precision Products, Inc.
    News
  11. TransDigm Announces Retirement of Kevin Stein as CEO and Current Co-COO Mike Lisman as Successor
    Update
  12. TransDigm Group Declares a Special Cash Dividend of $90.00 Per Share and Announces Successful Completion
    Update
  13. TransDigm Group Reports Fiscal 2025 Third Quarter Results
    Results
  14. TransDigm Announces Acquisition of the Simmonds Precision Products, Inc. Business of Goodrich Corporation from RTX Corporation
    News
  15. TransDigm Group Reports Fiscal 2025 Second Quarter Results
    Results