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

TransDigm raises fiscal 2026 guidance as Q1 sales rise 14% and net income falls

Mixed Impact 4 of 5 earnings Written later

TransDigm reported first-quarter fiscal 2026 net sales of $2,285 million, up 14% from a year earlier, and adjusted earnings per share of $8.23, up 5%. Net income fell 9.7% to $445 million, mainly due to higher interest expense, and the company raised its full-year fiscal 2026 guidance, excluding the pending Stellant and JPE/VSA acquisitions.

Key points

  • Q1 net sales $2,285 million, up 14% from $2,006 million; EBITDA As Defined $1,197 million, up 13%
  • Q1 net income $445 million, down from $493 million; GAAP EPS $6.62 versus $7.62 a year earlier
  • Fiscal 2026 guidance raised: net sales $9,845 million to $10,035 million; GAAP EPS $32.47 to $34.39; adjusted EPS $37.42 to $39.34
  • Pending acquisitions of Stellant (about $960 million) and JPE/VSA (about $2.2 billion) are excluded from guidance

The filing

CompanyTransDigm (TDG)
Form8-K, current report
Filed with the SECFeb 3, 2026, 7:19 AM ET
Accession number0001260221-26-000015

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 February 03, 2026.

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.