8-KCurrent report
Results of operations
✓ VerifiedTransDigm reported fiscal 2026 third quarter net sales of $2,741 million, up 23%, and raised full-year guidance, with sales now expected between $10,470 million and $10,550 million.
Filed Aug 4, 2026 · 07:17 ET
Summary
- Net sales for the quarter ended June 27, 2026 increased 23%, or $504 million, to $2,741 million from $2,237 million, with organic sales growth of 13%.
- Net income rose 10% to $540 million and earnings per share reached $9.39, while EBITDA As Defined increased 19% to $1,447 million at a 52.8% margin.
- TransDigm raised fiscal 2026 guidance, increasing sales by $150 million, EBITDA As Defined by $100 million, and adjusted EPS by $1.52 at the midpoint, with net sales now anticipated between $10,470 million and $10,550 million.
- After the quarter ended, TransDigm entered a definitive agreement on July 27, 2026 to acquire Prince & Izant for approximately $1.07 billion in cash, and the guidance excludes any contribution from that pending acquisition.
- During the third quarter, TransDigm repurchased 809,101 shares at an average price of $1,208 per share for $1.0 billion, bringing year-to-date repurchases to over $1.8 billion.
- Commercial aftermarket grew 17%, and long-term debt stood at $32,621 million as of June 27, 2026.
Key facts
- Net sales (Q3)
- $2,741 million, up 23%
From the filing for Net sales (Q3)
“Net sales for the quarter increased 23%, or $504 million, to $2,741 million from $2,237 million in the comparable quarter a year ago.”
- Net income (Q3)
- $540 million, up 10%
From the filing for Net income (Q3)
“Net income of $540 million, up 10% from the prior year's quarter;”
- Earnings per share (Q3)
- $9.39
From the filing for Earnings per share (Q3)
“Earnings per share of $9.39, up 11% from the prior year's quarter;”
- EBITDA As Defined (Q3)
- $1,447 million
From the filing for EBITDA As Defined (Q3)
“EBITDA As Defined of $1,447 million, up 19% from $1,217 million in the prior year's quarter;”
- EBITDA As Defined margin
- 52.8%
From the filing for EBITDA As Defined margin
“EBITDA As Defined margin of 52.8%;”
- Adjusted EPS (Q3)
- $10.87
From the filing for Adjusted EPS (Q3)
“Adjusted earnings per share of $10.87, up 13% from $9.60 in the prior year's quarter;”
- P&I acquisition
- approximately $1.07 billion
From the filing for P&I acquisition
“TransDigm entered into a definitive agreement to acquire Prince & Izant ("P&I") from Industrial Growth Partners for approximately $1.07 billion in cash, including certain tax benefits.”
- FY2026 sales guidance
- $10,470 million to $10,550 million
From the filing for FY2026 sales guidance
“Net sales are anticipated to be in the range of $10,470 million to $10,550 million compared with $8,831 million in fiscal 2025, an increase of 19% at the midpoint”
Why it mattersTransDigm raised fiscal 2026 guidance across sales, EBITDA As Defined, and adjusted EPS after a quarter with 23% sales growth. The disclosure also confirms a pending $1.07 billion acquisition of Prince & Izant expanding its aerospace and defense components portfolio.
- Filed
- Aug 4, 2026
- Accepted
- 2026-08-04 11:17Z
- Period
- Aug 4, 2026
- Accession no.
- 0001260221-26-000052
- Size
- 668 KB
- Index
- Filing index