TransDigm Q4 Sales Jump 23% to $2.99 Billion; Company Guides Fiscal 2027 Sales to as Much as $12.15 Billion

TransDigm Group closed its fiscal year with a 23% jump in quarterly sales and a first look at fiscal 2027 that calls for another year of double-digit growth, the aircraft-components maker said Tuesday in an 8-K.

Net sales for the fourth quarter ended Sept. 30 rose to $2.988 billion from $2.437 billion a year earlier. Organic sales growth was 14% of net sales. Earnings per share climbed 33% to $10.33, and adjusted earnings per share rose 15% to $12.44.

Net income moved the other way. It fell 4% to $586 million from $609 million, which the company tied mainly to higher interest expense on a larger gross debt balance and higher tax expense. EBITDA As Defined rose 20% to $1.583 billion, or 53.0% of sales, down from 54.2% a year earlier. The company said the latest margin included dilution from recent acquisitions.

Chief Executive Mike Lisman said fourth-quarter revenue and EBITDA As Defined "exceeded the high end" of the company's most recent guidance.

Fiscal 2027 outlook

TransDigm guided fiscal 2027 net sales to $11.95 billion to $12.15 billion, a 14% increase at the midpoint from $10.557 billion in fiscal 2026. It expects earnings per share of $42.06 to $42.91 and adjusted earnings per share of $47.09 to $47.94, up 15% at the midpoint from $41.35.

The outlook assumes commercial aftermarket and defense revenue each grow by a high single-digit percentage, with commercial OEM revenue up by a high single-digit to low double-digit percentage, according to the release.

Buybacks and deals

The company bought back 820,000 shares for $943 million in the quarter at an average price of $1,150. For the full year, repurchases totaled $2.8 billion, or 2.3 million shares at an average of $1,187.

TransDigm completed its purchase of brazing-alloy maker Prince & Izant on Sept. 28. On the same day it completed a private offering of $3.0 billion of 6.75% senior secured notes due 2035, using the net proceeds to repurchase 2028 notes through a concurrent tender offer and for general corporate purposes.

By the numbers

• Q4 net sales: $2.988 billion, up 23%
• Q4 EPS: $10.33; adjusted EPS: $12.44
• Q4 net income: $586 million, down 4%
• Fiscal 2026 net sales: $10.557 billion, up 20%
• Fiscal 2026 adjusted EPS: $41.35, up from $37.33
• Fiscal 2027 net sales guidance: $11.95 billion to $12.15 billion

Sources

1. Form 8-K with Exhibit 99.1 earnings release, TransDigm Group Incorporated, filed Nov. 10, 2026, accession 0001260221-26-000073

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