TDG · 8-K · 20260804PR000052

Guidance and Outlook

TransDigm Group INC · 2026-08-04 · Importance 85 · Surprise 76

TransDigm raised fiscal 2026 guidance on August 4, 2026, increasing midpoint net sales by $150 million to approximately $10,510 million, EBITDA As Defined by $100 million to $5,520 million, and adjusted EPS by $1.52 to $41.04. The revised outlook implies 19% midpoint sales growth, 16% EBITDA As Defined growth, and an approximately 52.5% EBITDA As Defined margin compared with fiscal 2025. Management cited bookings exceeding expectations and continuing momentum, with commercial OEM growth expected in the mid-teens, commercial aftermarket growth in the low double digits, and defense growth in the high single digits to low double digits. The outlook excludes any contribution from the pending Prince & Izant acquisition.

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