8-KCurrent report

Results of operations

✓ VerifiedTransDigm reported second-quarter net sales up 18% to $2,544 million with EBITDA As Defined of $1,337 million at a 52.6% margin, and raised fiscal 2026 guidance.

Summary

  • Net sales rose 18.3%, or $394 million, to $2,544 million; organic sales growth was 11.0%.
  • Net income increased 12% to $536 million, or $9.20 per share; adjusted earnings per share were $9.85, up 8%.
  • EBITDA As Defined increased 15.1% to $1,337 million, a 52.6% margin.
  • Commercial aftermarket led all end markets, with commercial transport growing 16% in the quarter, and full-year guidance moved upward.
Net sales
$2,544 million, up 18%
From the filing for Net sales
Net sales of $2,544 million, up 18% from $2,150 million in the prior year's quarter
EBITDA margin
52.6%
From the filing for EBITDA margin
EBITDA As Defined margin of 52.6%

Aftermarket pricing power keeps TransDigm's margins in a class of their own even while integrating acquisitions.

Filed
May 5, 2026
Accepted
2026-05-05 11:17Z
Period
May 5, 2026
Accession no.
0001260221-26-000039
Size
668 KB