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

TransDigm Q3 sales rise 23% and fiscal 2026 guidance is raised

Positive Impact 4 of 5 earnings Written later

TransDigm reported third-quarter fiscal 2026 results for the period ended June 27, 2026, with net sales of $2,741 million, up 23%, and net income of $540 million, up 10%. The company also raised its fiscal 2026 guidance, with the sales midpoint up $150 million, EBITDA As Defined up $100 million, and adjusted earnings per share up $1.52 at the midpoint, excluding the pending Prince & Izant acquisition.

Key points

  • Q3 net sales $2,741 million, up 23% from $2,237 million; net income $540 million, up 10%
  • Q3 EPS $9.39, up 11%; adjusted EPS $10.87, up 13%
  • EBITDA As Defined margin was 52.8%, down from 54.4% a year earlier
  • Fiscal 2026 adjusted EPS guidance $40.62 to $41.46; Q3 share repurchases of about $1.0 billion

The filing

CompanyTransDigm (TDG)
Form8-K, current report
Filed with the SECAug 4, 2026, 7:17 AM ET
Accession number0001260221-26-000052

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 August 04, 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.