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TransDigm Group logoTransDigm Group TDG

The company said net sales for fiscal 2026 Q2 (ended March 28, 2026) rose to $2,544 million from $2,150 million a year earlier, up 18.3%, and net income reached $536 million, up $57 million or 11.9%.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company said net sales for fiscal 2026 Q2 (ended March 28, 2026) rose to $2,544 million from $2,150 million a year earlier, up 18.3%, and net income reached $536 million, up $57 million or 11.9%.

  2. TransDigm said EBITDA As Defined for Q2 rose to $1,337 million from $1,162 million a year earlier, up 15.1%, and that it was 52.6% of net sales compared with 54.0% a year earlier.

  3. The company said it completed the acquisitions of Jet Parts Engineering and Victor Sierra for $2.2 billion in cash on April 7, 2026, after the quarter ended, and that total share repurchases for the year to date were approximately $905 million.

  4. The company set its fiscal 2026 net sales outlook at $10,300 million to $10,420 million and its EBITDA As Defined outlook at $5,370 million to $5,470 million, raising the midpoints by $420 million and $210 million, respectively, from prior guidance. The outlook excludes the contribution from the Stellant acquisition.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Fiscal Q2 Sales and Net Income Rise

The company said net sales for fiscal 2026 Q2 (ended March 28, 2026) rose to $2,544 million from $2,150 million a year earlier, up 18.3%, and net income reached $536 million, up $57 million or 11.9%.

Source · Based on the filing body and exhibits

EBITDA As Defined Margin at 52.6%

TransDigm said EBITDA As Defined for Q2 rose to $1,337 million from $1,162 million a year earlier, up 15.1%, and that it was 52.6% of net sales compared with 54.0% a year earlier.

Source · Based on the filing body and exhibits

Acquisitions Completed and Share Repurchases

The company said it completed the acquisitions of Jet Parts Engineering and Victor Sierra for $2.2 billion in cash on April 7, 2026, after the quarter ended, and that total share repurchases for the year to date were approximately $905 million.

Source · Based on the filing body and exhibits

Fiscal 2026 Outlook Raised

The company set its fiscal 2026 net sales outlook at $10,300 million to $10,420 million and its EBITDA As Defined outlook at $5,370 million to $5,470 million, raising the midpoints by $420 million and $210 million, respectively, from prior guidance. The outlook excludes the contribution from the Stellant acquisition.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.