TDG · 8-K · 20260804PR000052
Revenue Performance and Mix
TransDigm Group INC · 2026-08-04 · Importance 59 · Surprise 48 · In source text
Third-quarter fiscal 2026 net sales increased 23%, or $504 million, year over year to $2,741 million from $2,237 million. Organic sales growth was 13% of net sales, while all three major market channels delivered double-digit growth. Commercial aftermarket revenue grew 17%, commercial OEM revenue also increased, and Defense delivered another quarter of growth with sizable backlog. Fiscal year-to-date net sales increased 18%, or $1,175 million, to $7,569 million from $6,394 million.
Key facts
- Third quarter net sales increased 23%, or $504 million, to $2,741 million from $2,237 million in the comparable quarter a year ago. source
- Net sales for the thirty-nine week period ended June 27, 2026 increased 18%, or $1,175 million, to $7,569 million from $6,394 million in the comparable period a year ago. source
- Third quarter net income increased $47 million, or 10%, to $540 million from $493 million in the comparable quarter a year ago. source
- Net income for the thirty-nine week period ended June 27, 2026 increased $56 million, or 4%, to $1,521 million from $1,465 million in the comparable period a year ago. source
- Third quarter net sales: $2,741 million for the quarter ended June 27, 2026. source
- Third quarter net income: $540 million for the quarter ended June 27, 2026. source
- Third quarter GAAP earnings per share: $9.39 for the quarter ended June 27, 2026. source
- Third quarter adjusted earnings per share: $10.87 for the quarter ended June 27, 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +42.9% | Net sales for the thirty-nine week period ended June 27, 2026 increased 18%, or $1,175 million, to $7,569 million from $6,394 million in… |
| revenue | positive | realized | +18.4% | Third quarter net sales increased 23%, or $504 million, to $2,741 million from $2,237 million in the comparable quarter a year ago. |
| net_income | positive | realized | +2.0% | Net income for the thirty-nine week period ended June 27, 2026 increased $56 million, or 4%, to $1,521 million from $1,465 million in the… |
| net_income | positive | realized | +1.7% | Third quarter net income increased $47 million, or 10%, to $540 million from $493 million in the comparable quarter a year ago. |
| revenue | unclear | realized | — | Third quarter net sales: $2,741 million for the quarter ended June 27, 2026. |
| net_income | unclear | realized | — | Third quarter net income: $540 million for the quarter ended June 27, 2026. |