Global Finance News
12 Nov 2025, 17:01
TransDigm Group reported strong fourth-quarter and full-year fiscal 2025 results, supported by double-digit sales growth and record profitability.
Fourth-quarter net sales rose 12% year over year to $2.44 billion, while net income increased 30% to $609 million. Earnings per share climbed 34% to $7.75, and adjusted EPS reached $10.82, up 10%. EBITDA As Defined grew 15% to $1.32 billion, with a margin of 54.2%.
For the full fiscal year, net sales reached $8.83 billion, up 11%, and net income rose 21% to $2.07 billion. Full-year EPS advanced 25% to $32.08, and adjusted EPS was $37.33, up 10%. EBITDA As Defined increased 14% to $4.76 billion with a 53.9% margin.
The company distributed a $90 per share special dividend during the quarter, totaling about $5.2 billion, funded by a $5 billion debt issuance. It also repurchased $0.5 billion in stock during the year and $0.1 billion more after year-end.
TransDigm acquired Simmonds Precision Products from RTX in October 2025 and completed major refinancing activities, including repricing term loans and issuing new debt with maturities extending into the 2030s.
For fiscal 2026, the company expects net sales between $9.75 billion and $9.95 billion, up about 11.5% at the midpoint. EBITDA As Defined is projected between $5.08 billion and $5.23 billion, up 8%, and adjusted EPS is expected in the range of $36.49 to $38.53. Growth will be led by commercial OEM revenue in the high single to mid-teens range, with continued gains in aftermarket and defense segments.
Fourth-quarter net sales rose 12% year over year to $2.44 billion, while net income increased 30% to $609 million. Earnings per share climbed 34% to $7.75, and adjusted EPS reached $10.82, up 10%. EBITDA As Defined grew 15% to $1.32 billion, with a margin of 54.2%.
For the full fiscal year, net sales reached $8.83 billion, up 11%, and net income rose 21% to $2.07 billion. Full-year EPS advanced 25% to $32.08, and adjusted EPS was $37.33, up 10%. EBITDA As Defined increased 14% to $4.76 billion with a 53.9% margin.
The company distributed a $90 per share special dividend during the quarter, totaling about $5.2 billion, funded by a $5 billion debt issuance. It also repurchased $0.5 billion in stock during the year and $0.1 billion more after year-end.
TransDigm acquired Simmonds Precision Products from RTX in October 2025 and completed major refinancing activities, including repricing term loans and issuing new debt with maturities extending into the 2030s.
For fiscal 2026, the company expects net sales between $9.75 billion and $9.95 billion, up about 11.5% at the midpoint. EBITDA As Defined is projected between $5.08 billion and $5.23 billion, up 8%, and adjusted EPS is expected in the range of $36.49 to $38.53. Growth will be led by commercial OEM revenue in the high single to mid-teens range, with continued gains in aftermarket and defense segments.
