TDG · 10-K · 2026A · Full report

Revenue Performance and Mix

TransDigm Group INC · 2026-11-10 · Importance 54 · Surprise 40 · In source text

Fiscal 2026 net sales were $10,557 million, up $1,726 million or 19.5% from fiscal 2025; organic sales increased 11.3% to $9,832 million, while acquisition sales contributed 8.2% of growth. Organic growth included approximately $400 million from defense sales (up 10%), $350 million from commercial aftermarket sales (up 13%), and $250 million from commercial OEM sales (up 14%). Commercial aftermarket sales rose with higher passenger and freight aircraft flight hours and utilization and deferred maintenance work; commercial OEM sales rose with Boeing and Airbus production increases, and defense sales grew in domestic and international markets.

Key facts

• Fiscal 2026 organic sales increased $1,001 million, or 11.3%, and net sales increased $1,726 million, or 19.5%, from fiscal 2025. source
• Fiscal 2026 organic sales increased approximately $1,000 million from fiscal 2025, driven by defense sales growth of approximately $400 million (10%), commercial aftermarket sales growth of approximately $350 million (13%), and commercial OEM sales growth of approximately $250 million (14%). source
• Fiscal 2026 net sales were $10,557 million, gross profit was $6,254 million (59.2% of net sales), and net income attributable to TD Group was $2,107 million. source
• Fiscal 2026 basic and diluted earnings per share was $35.51, compared with $32.08 in fiscal 2025. source

Impact estimates