WS Investor
03 Feb 2026, 19:51
TransDigm Group Incorporated reported strong fiscal 2026 first-quarter results, driven by robust demand across its commercial OEM, aftermarket, and defense markets, and raised its full-year outlook.
For the quarter ended December 27, 2025, TransDigm posted net sales of $2.29 billion, up 14% year over year, with organic growth of 7.4%. Net income totaled $445 million, while GAAP EPS was $6.62 and adjusted EPS rose 5% to $8.23. EBITDA As Defined increased 13% to $1.20 billion, representing a margin of 52.4%. The company noted that higher interest expense weighed on net income, partially offset by sales growth and operating execution.
Following the quarter, TransDigm announced agreements to acquire Stellant Systems, Jet Parts Engineering, and Victor Sierra Aviation Holdings for a combined approximately $3.2 billion, expanding its portfolio of proprietary aerospace and defense components. Based on first-quarter performance, the company raised its fiscal 2026 guidance, now forecasting net sales of $9.85–$10.04 billion and EBITDA As Defined of $5.14–$5.28 billion.
Source: PRNewswire
For the quarter ended December 27, 2025, TransDigm posted net sales of $2.29 billion, up 14% year over year, with organic growth of 7.4%. Net income totaled $445 million, while GAAP EPS was $6.62 and adjusted EPS rose 5% to $8.23. EBITDA As Defined increased 13% to $1.20 billion, representing a margin of 52.4%. The company noted that higher interest expense weighed on net income, partially offset by sales growth and operating execution.
Following the quarter, TransDigm announced agreements to acquire Stellant Systems, Jet Parts Engineering, and Victor Sierra Aviation Holdings for a combined approximately $3.2 billion, expanding its portfolio of proprietary aerospace and defense components. Based on first-quarter performance, the company raised its fiscal 2026 guidance, now forecasting net sales of $9.85–$10.04 billion and EBITDA As Defined of $5.14–$5.28 billion.
Source: PRNewswire
