Transdigm Group Incorporated NYSE:TDG Price, Chart, News & Insight

TransDigm Rises 1.6% as Q4 Results Top Guidance and Fiscal 2027 Outlook Signals Continued Growth

TransDigm Group (NYSE: TDG) shares rose about 1.6% on Tuesday after the company reported strong fiscal fourth-quarter results, with revenue and EBITDA As Defined exceeding the high end of its most recent guidance.

Fourth-quarter net sales increased 23% year over year to $2.99 billion, including 14% organic growth. Adjusted EPS rose 15% to $12.44, while EBITDA As Defined increased 20% to $1.58 billion. Reported EPS climbed 33% to $10.33.

Net income declined 4% to $586 million, primarily due to higher interest expense from increased gross debt and higher tax expense. However, adjusted net income rose 12% to $706 million.

For fiscal 2026, revenue increased 20% to $10.56 billion, while EBITDA As Defined rose 17% to $5.56 billion. TransDigm also deployed more than $7 billion of capital during the year, including approximately $4.4 billion toward acquisitions and a record $2.8 billion of share repurchases.

Management issued fiscal 2027 revenue guidance of $11.95 billion-$12.15 billion, implying 14% growth at the midpoint. EBITDA As Defined is expected to reach $6.20 billion-$6.35 billion, while adjusted EPS is projected at $47.09-$47.94, representing approximately 15% growth at the midpoint.

TransDigm expects commercial OEM revenue to grow in the high-single-digit to low-double-digit range, with commercial aftermarket and defense revenue both growing at high-single-digit rates.

The 1.6% gain appears to reflect stronger-than-guided fourth-quarter performance, continued double-digit organic growth and a solid fiscal 2027 outlook, partly offset by higher interest expense and modest margin dilution from recent acquisitions.

💬

WS Investor 11-10-26

TransDigm Completes $1.07 Billion Acquisition of Prince & Izant

TransDigm Group completed its acquisition of Prince & Izant for approximately $1.066 billion in cash, including certain tax benefits, using cash on hand.

Prince & Izant is a Cleveland-based designer and manufacturer of highly engineered brazing alloys and specialty metal components used in aerospace and defense, aeroderivative turbines and transportation. Its aerospace applications include aircraft engine fuel nozzles and rocket engines.

The business generates most of its revenue from the aftermarket and supports a large installed base, fitting TransDigm’s strategy of owning proprietary aerospace products with recurring demand. Prince & Izant offers nearly 10,000 active SKUs, with much of its revenue tied to specialty metals including gold, silver and platinum alloys.

TransDigm now expects Prince & Izant to generate about $390 million in calendar 2026 revenue. The company operates manufacturing facilities in Ohio, Illinois, Wisconsin and New York and employs roughly 220 people.

The acquisition broadens TransDigm’s exposure to specialized aerospace materials and components while adding another aftermarket-heavy business to its portfolio.

💬

European Investor 09-28-26

TransDigm Stock Falls 2.7% as Melius Research Cuts Rating to Hold

TransDigm Group shares fell 2.7% to $1,109.80 on Monday after Melius Research moved its rating on the aerospace components manufacturer to Hold from Buy. The firm maintained a $1,331 price target, still implying roughly 20% upside from the current share price.

Beyond the analyst action, the decline may reflect profit-taking and valuation concerns following the aerospace sector’s strong longer-term performance. TransDigm typically commands a premium valuation because of its high-margin portfolio of proprietary aircraft components and substantial exposure to recurring aftermarket demand.

Investors may also be weighing the impact of higher interest rates. TransDigm has historically operated with significant leverage, making elevated borrowing costs and bond yields more relevant to its valuation than for less leveraged industrial companies.

Monday’s decline therefore appears more consistent with valuation caution and the less-bullish analyst stance than a fundamental deterioration in the company’s long-term aerospace exposure.

💬

WS Investor 09-14-26

TransDigm Group Incorporated (NYSE: TDG) will report fiscal 2026 second quarter earnings before the market opens on Tuesday, May 5, 2026.

💬

The Investor 04-27-26

TransDigm Group Incorporated announced it has completed the acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings for approximately $2.2 billion in cash.

The acquired companies specialize in aftermarket aerospace components and services, primarily serving commercial aviation and maintenance, repair, and overhaul (MRO) providers. Together, they generated around $280 million in revenue in 2025.

TransDigm said the acquisition strengthens its position in the high-margin aerospace aftermarket segment, expanding its portfolio of proprietary engineered components.

The deal was financed through a combination of cash on hand and proceeds from recent debt offerings.
PRNewswire

💬

WS Investor 04-07-26

TransDigm Group disclosed in a Form 8-K that it plans to raise up to $2.0 billion in new debt, subject to market conditions, to finance previously announced acquisitions.

The proposed financing consists of a $1.0 billion private placement of senior subordinated notes and up to $1.0 billion of new tranche N term loans to be launched concurrently. The notes will be offered under Rule 144A and Regulation S and will be guaranteed by TransDigm Group and certain subsidiaries.

TransDigm intends to use the net proceeds, together with cash on hand, to fund the acquisitions of Stellant Systems and Jet Parts Engineering along with Victor Sierra Aviation Holdings, as well as related transaction fees and expenses.

Completion of the debt offerings and the credit agreement amendment remains subject to market and customary conditions, with no assurance provided on timing or completion.

💬

Global Finance News 02-09-26

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

💬

WS Investor 02-03-26

TransDigm Group Incorporated (NYSE: TDG) announced it will report fiscal 2026 first quarter earnings before the market opens on Tuesday, February 3, 2026.

💬

The Investor 01-26-26

TransDigm Group Incorporated announced that it has entered into a definitive agreement to acquire Jet Parts Engineering and Victor Sierra Aviation Holdings, portfolio companies of Vance Street Capital, for approximately $2.2 billion in cash, including certain tax benefits. The transaction strengthens TransDigm’s position in the aftermarket aerospace components segment and is expected to expand its portfolio of proprietary aircraft parts.

Source: TransDigm Group Incorporated (PRNewswire)

💬

Global Finance News 01-18-26

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.

💬

Global Finance News 11-12-25

NYSE:TDGFollow

NYSE:TDG