TDG · 8-K · 20261110PR000073
Guidance / Outlook
TransDigm Group INC · 2026-11-10 · Importance 85 · Surprise 76 · No source text
Fiscal 2027 net sales guidance is $11.950 billion to $12.150 billion, a 14% increase at the midpoint from fiscal 2026 sales of $10.557 billion. Net income guidance is $2.442 billion to $2.490 billion, while EBITDA As Defined guidance is $6.195 billion to $6.345 billion, or approximately 52.0% margin. The outlook assumes high-single-digit to low-double-digit Commercial OEM revenue growth and high-single-digit growth in Commercial aftermarket and Defense revenue.
Key facts
- TransDigm issued fiscal 2027 earnings per share guidance of $42.06 to $42.91 based on 56.7 million weighted-average shares, versus $35.51 per share in fiscal 2026, an increase of 20% at the midpoint. source
- TransDigm issued fiscal 2027 net sales guidance of $11,950 million to $12,150 million, compared with $10,557 million in fiscal 2026, an increase of 14% at the midpoint. source
- TransDigm issued fiscal 2027 net income guidance of $2,442 million to $2,490 million, compared with $2,108 million in fiscal 2026, an increase of 17% at the midpoint. source
- TransDigm issued fiscal 2027 EBITDA As Defined guidance of $6,195 million to $6,345 million, compared with $5,563 million in fiscal 2026, an increase of 13% at the midpoint, with an approximately 52.0% margin. source
- TransDigm issued fiscal 2027 adjusted earnings per share guidance of $47.09 to $47.94, compared with $41.35 in fiscal 2026, an increase of 15% at the midpoint. source
- TransDigm's guidance midpoint for fiscal 2027 is net income of $2,466 million, EBITDA As Defined of $6,270 million, and EBITDA As Defined margin of 52.0%. source
- TransDigm's fiscal 2027 guidance midpoint is earnings per share of $42.48 and adjusted earnings per share of $47.51, based on 56.7 million weighted-average shares. source
- TransDigm stated it entered fiscal 2027 with significant liquidity and financial flexibility to pursue additional M&A and other capital deployment opportunities. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +46.3% | TransDigm issued fiscal 2027 net sales guidance of $11,950 million to $12,150 million, compared with $10,557 million in fiscal 2026, an… |
| net_income | positive | committed | +11.1% | TransDigm issued fiscal 2027 net income guidance of $2,442 million to $2,490 million, compared with $2,108 million in fiscal 2026, an… |
| net_income | positive | committed | +10.8% | TransDigm issued fiscal 2027 adjusted earnings per share guidance of $47.09 to $47.94, compared with $41.35 in fiscal 2026, an increase of… |
| margin | negative | committed | -0.6% | TransDigm issued fiscal 2027 EBITDA As Defined guidance of $6,195 million to $6,345 million, compared with $5,563 million in fiscal 2026,… |