TDG · 8-K · 20260804PR000052
Guidance / Outlook
TransDigm Group INC · 2026-08-04 · Importance 85 · Surprise 76 · From source text
TransDigm raised fiscal 2026 midpoint guidance for net sales by $150 million to approximately $10.510 billion, compared with $8.831 billion in fiscal 2025. The company increased EBITDA As Defined midpoint guidance by $100 million to $5.520 billion, implying a 52.5% margin, and increased adjusted EPS midpoint guidance by $1.52 to $41.04. The fiscal 2026 sales outlook assumes mid-teens commercial OEM growth, low-double-digit commercial aftermarket growth, and high-single-digit to low-double-digit Defense growth. The outlook excludes contributions from the pending Prince & Izant acquisition.
Key facts
- Fiscal 2026 net sales guidance range is $10,470 million to $10,550 million, an increase of 19% at the midpoint compared with $8,831 million in fiscal 2025. source
- At the guidance midpoint TransDigm increased guidance for sales by $150 million, EBITDA As Defined by $100 million, and adjusted EPS by $1.52. source
- Fiscal 2026 net income guidance range is $2,102 million to $2,150 million, compared with $2,074 million in fiscal 2025 (an increase of $60 million at the midpoint from prior guidance). source
- Fiscal 2026 EBITDA As Defined guidance range is $5,490 million to $5,550 million, corresponding to an EBITDA As Defined margin guide of approximately 52.5% for fiscal 2026. source
- Guidance midpoint reconciliation (Table 6) shows guidance midpoint net income of $2,126 million and EBITDA As Defined of $5,520 million with an EBITDA As Defined margin of 52.5%. source
- Fiscal 2026 GAAP earnings per share guidance range is $35.38 to $36.21 based upon weighted average shares outstanding of 57.7 million shares. source
- Fiscal 2026 adjusted earnings per share guidance range is $40.62 to $41.46 per share compared with $37.33 per share in fiscal 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +52.1% | Fiscal 2026 net sales guidance range is $10,470 million to $10,550 million, an increase of 19% at the midpoint compared with $8,831… |
| revenue | positive | committed | +4.7% | At the guidance midpoint TransDigm increased guidance for sales by $150 million, EBITDA As Defined by $100 million, and adjusted EPS by… |
| operating_income | positive | committed | +3.1% | At the guidance midpoint TransDigm increased guidance for sales by $150 million, EBITDA As Defined by $100 million, and adjusted EPS by… |
| net_income | positive | committed | +1.6% | Fiscal 2026 net income guidance range is $2,102 million to $2,150 million, compared with $2,074 million in fiscal 2025 (an increase of $60… |
| operating_income | positive | committed | — | Fiscal 2026 EBITDA As Defined guidance range is $5,490 million to $5,550 million, corresponding to an EBITDA As Defined margin guide of… |
| margin | positive | committed | — | Fiscal 2026 EBITDA As Defined guidance range is $5,490 million to $5,550 million, corresponding to an EBITDA As Defined margin guide of… |