TransDigm grows sales 23% and guides for higher earnings in fiscal 2027
TransDigm's adjusted earnings per share of $12.44 for the quarter ended September 30, 2026 edged past the $12.33 analysts expected. Net sales rose 23% to $2,988 million, with 14% organic growth, but higher interest and tax costs cut net income by 4%.
The results
Q4 FY2026
+0.9%
Adj. earnings
+0.4%
Revenue
+0.5%
The stock
Adjusted earnings per share
Expected $12.33
$12.44
Revenue
Expected $2.98B
$2.99B
What the company expects
For fiscal 2027, ending September 30, 2027, TransDigm expects net sales of $11,950 million to $12,150 million, up 14% at the midpoint, and earnings per share of $42.06 to $42.91, up 20%. It expects an EBITDA As Defined margin near 52.0%. It assumes high single-digit growth in commercial aftermarket and defense revenue, and high single to low double-digit growth in commercial OEM revenue.
Results for Q4 FY2026, released on November 10, before the open. Expected: average of analysts' forecasts. Earnings per share under GAAP accounting rules: $10.33.
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Nov 10
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