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AI brief of an SEC Form 8-K · TransDigm (TDG)

TransDigm Q4 net sales rose 12% to $2,437 million; FY2026 net income guided lower

Mixed Impact 4 of 5 earnings Written later

TransDigm reported fourth-quarter fiscal 2025 results for the period ended September 30, 2025, with net sales up 12% to $2,437 million and net income up 30% to $609 million. The company also issued fiscal 2026 guidance calling for net income of $1,906 million to $2,026 million, below fiscal 2025's $2,074 million, which it attributed mainly to added interest expense from fourth-quarter financing.

Key points

  • Q4 net sales $2,437 million, up 12%; net income $609 million, up 30%; EPS $7.75, up 34%
  • Q4 GAAP EPS reduced by $2.75 from dividend equivalent payments tied to the $90.00 per share special dividend paid September 12, 2025
  • FY2026 guidance: net sales $9,750 million to $9,950 million; net income $1,906 million to $2,026 million
  • FY2026 adjusted EPS guidance of $36.49 to $38.53 versus $37.33 in fiscal 2025

The filing

CompanyTransDigm (TDG)
Form8-K, current report
Filed with the SECNov 12, 2025, 7:18 AM ET
Accession number0001260221-25-000078

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 12, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.