Every material Form 8-K TransDigm filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
TransDigm Inc., a subsidiary of TransDigm Group, completed a $3 billion offering of 6.75% senior secured notes maturing January 2035 on September 28, 2026, at 100% of principal. The company plans to use the net proceeds to repurchase $2.1 billion of its 6.75% notes due 2028 through a tender offer and for general corporate purposes, which refinances existing debt and adds new long-term borrowing.
Notes: $3,000 million, 6.75% coupon, issued at 100.00% of principal, maturing January 31, 2035
Interest payable January 31 and July 31 each year, starting January 31, 2027
Proceeds intended to repurchase $2,100 million of 6.75% notes due 2028 via a tender offer launched September 14, 2026, plus general corporate purposes
Indenture dated September 28, 2026 includes covenants limiting additional debt, distributions and asset sales; trustee is The Bank of New York Mellon Trust Company, N.A.
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.
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
TransDigm Group's board appointed Irina Krasik, a Managing Director at Stellex Capital Management, as a director effective immediately on July 22, 2026. She has not been named to any board committee, and the filing states no related person transactions or selection arrangements.
Irina Krasik appointed to the Board on July 22, 2026, effective immediately
Krasik has been with Stellex Capital Management since 2021 as a Managing Director, with prior roles at Bregal Investments, The Wicks Group, The Carlyle Group and Merrill Lynch
She has not been appointed to any board committee
She will receive standard non-employee director compensation, per the 2026 proxy statement
TransDigm reported second-quarter fiscal 2026 net sales of $2,544 million, up 18%, and net income of $536 million, up 12%. The company raised its full-year fiscal 2026 guidance at the midpoint for sales, EBITDA As Defined and adjusted earnings per share, while noting that net income guidance is roughly flat versus fiscal 2025 due to higher interest expense.
Q2 earnings per share were $9.20, up 12%; adjusted earnings per share were $9.85, up 8% from $9.11.
Fiscal 2026 sales guidance midpoint rose $420 million; EBITDA As Defined guidance midpoint rose $210 million.
Adjusted EPS guidance midpoint rose $1.14 to a range of $38.83 to $40.21.
Net income guidance of $2,026 million to $2,106 million implies a 0.4% decrease at the midpoint versus fiscal 2025.
TransDigm Inc., a subsidiary of TransDigm Group, completed $1.5 billion of new debt on April 17, 2026: $500 million of 6.125% senior subordinated notes due 2034 and $1.0 billion of tranche N term loans due 2033. The company plans to use the proceeds, with cash on hand, to fund the purchase price of the expected Stellant Systems acquisition and about $800 million of share repurchases made in March 2026.
New notes: $500 million of 6.125% senior subordinated notes maturing July 31, 2034, issued at 100.375% of principal
New term loans: $1.0 billion at Term SOFR plus 2.50%, maturing February 13, 2033, fully drawn April 17, 2026
Proceeds to fund Stellant Systems acquisition and about $800 million of common share repurchases completed in March 2026
TransDigm Group furnished unaudited preliminary results for the thirteen weeks ended March 28, 2026, with net sales of about $2,540 million to $2,545 million and EBITDA As Defined of about $1,330 million to $1,335 million. It also said subsidiary TransDigm Inc. plans, subject to market conditions, to raise $1.25 billion of new debt, with proceeds used to fund the Stellant Systems acquisition and about $800 million of share repurchases completed in March 2026.
Preliminary net sales of approximately $2,540 million to $2,545 million for the thirteen weeks ended March 28, 2026, unaudited
Preliminary EBITDA As Defined of approximately $1,330 million to $1,335 million, subject to final closing procedures
Planned offering of $250 million of 6.125% senior subordinated notes due 2034 and up to $1,000 million of new tranche N term loans
Proceeds, with cash on hand, to fund the Stellant Systems purchase price and about $800 million of share repurchases completed in March 2026
TransDigm Inc., a subsidiary of TransDigm Group, completed $2.0 billion of new debt on February 13, 2026: $1.2 billion of 6.125% senior subordinated notes due 2034 and $800 million of new tranche N term loans due 2033. Proceeds, together with cash on hand, are intended to fund the purchase prices of the previously announced acquisitions of Stellant Systems and Jet Parts Engineering and Victor Sierra Aviation Holdings. The added borrowing increases TransDigm's debt load, which shareholders may weigh against the acquisitions' expected benefits.
$1.2 billion of 6.125% senior subordinated notes issued at 100% of principal, maturing July 31, 2034
$800 million of new tranche N term loans maturing February 13, 2033, bearing Term SOFR plus 2.50%
Proceeds plus cash on hand to fund Stellant Systems and Jet Parts Engineering/Victor Sierra Aviation acquisitions and related fees
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.
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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every TransDigm filing is on SEC EDGAR ↗. 8-K briefs of other companies →