TransDigm said net sales for the quarter ended Q4 September 30, 2025 were $2,437 million, up 11.5% from $2,185 million in the prior year's quarter, and fiscal 2025 net sales were $8,831 million, up 11.2% from $7,940 million.

1. 01

   TransDigm said net sales for the quarter ended Q4 September 30, 2025 were $2,437 million, up 11.5% from $2,185 million in the prior year's quarter, and fiscal 2025 net sales were $8,831 million, up 11.2% from $7,940 million.

2. 02

   The company said fiscal 2025 net income was $2,074 million, up 20.9% from $1,715 million, and EBITDA As Defined was $4,760 million with a margin of 53.9%, compared with $4,173 million with a margin of 52.6%.

3. 03

   TransDigm said it issued $5.0 billion in new debt during Q4 and declared a special cash dividend of $90.00 per share, with total dividend and dividend equivalent payments of approximately $5.2 billion paid on September 12, 2025.

4. 04

   The company said it expects fiscal 2026 net sales of $9,750 million to $9,950 million, net income of $1,906 million to $2,026 million, and EBITDA As Defined of $5,075 million to $5,225 million, citing additional interest expense related to financing activities completed during Q4 as a factor in the net income decline.

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Original filing

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