TDG · News · 20260804N
Revenue Performance and Mix
TransDigm Group INC · 2026-08-04 · Importance 59 · Surprise 48 · No source text
Fiscal 2026 third-quarter net sales increased 23% year over year to $2,741 million from $2,237 million. Commercial aftermarket revenue grew 17% year over year, while commercial OEM, aftermarket, and defense businesses all contributed to growth. The increase reflected strong aftermarket aircraft-parts demand and contributions from recent acquisitions.
Key facts
- Third quarter net sales: $2,741 million, up 23% from $2,237 million in the prior year's quarter. source
- TransDigm reported Q3 revenue of $2.74 billion, versus the FactSet estimate of $2.68 billion. source
- Third quarter net income: $540 million, up 10% from the prior year's quarter. source
- Third quarter earnings per share (GAAP): $9.39, up 11% from the prior year's quarter. source
- Third quarter Adjusted earnings per share: $10.87, up 13% from $9.60 in the prior year's quarter. source
- Commercial aftermarket revenue was up 17% in Q3 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Third quarter net sales: $2,741 million, up 23% from $2,237 million in the prior year's quarter. |
| net_income | positive | realized | — | Third quarter net income: $540 million, up 10% from the prior year's quarter. |