TDG · 10-K · 2026A · Full report

Acquisitions and Divestitures

TransDigm Group INC · 2026-11-10 · Importance 71 · Surprise 60 · In source text

TransDigm completed approximately $4.4 billion of acquisitions in fiscal 2026, net of cash acquired, including Simmonds for approximately $757 million, JPE and VSA for $2,142 million, and Prince & Izant for $1,058 million. Other bolt-on acquisitions cost an aggregate $434 million; the acquired businesses contributed approximately $195 million of the increase in segment EBITDA As Defined. In July 2026 the company withdrew from its proposed acquisition of Stellant Systems, while the April debt raised partly for that deal remained outstanding; Extant Aerospace separately agreed to acquire a California-facility product portfolio for approximately $240 million, with closing expected in fiscal 2027.

Key facts

• On April 7, 2026, TransDigm acquired approximately 95% of JPE and approximately 96% of VSA for approximately $2,142 million in cash, net of cash acquired; it financed the acquisition with cash on hand and proceeds from February 2026 debt offerings. source
• On September 28, 2026, TransDigm acquired approximately 99% of P&I for approximately $1,058 million in cash, net of cash acquired; the acquisition was financed with cash on hand. source
• TransDigm completed its acquisition of all outstanding Simmonds stock on October 6, 2025, for approximately $757 million in cash, financed using cash on hand. source
• TransDigm completed approximately $4,400 million of acquisitions in fiscal 2026, net of cash acquired. source
• On September 21, 2026, TransDigm announced that Extant Aerospace had entered a definitive agreement to acquire certain product portfolio assets and a California manufacturing facility for approximately $240 million in cash; the acquisition was expected to close in fiscal 2027, subject to regulatory approvals and customary closing conditions. source
• TransDigm completed fiscal 2026 bolt-on acquisitions for an aggregate purchase price of $434 million in cash, financed using cash on hand. source

Impact estimates