TDG · 10-K · 2026A · Full report

Supply Chain and Inventory

TransDigm Group INC · 2026-11-10 · Importance 51 · Surprise 64

Inventory changes were a $272 million use of cash in fiscal 2026, compared with a $146 million use in fiscal 2025, an approximately 86% increase. The company attributed the increase to higher raw-material inventory to support fiscal 2027 sales demand. TransDigm said it manages inventory levels to support customer needs; this discussion did not identify specific supply constraints or lead-time issues.

Key facts

• TransDigm's fiscal 2026 inventory change used $272 million of cash, compared with $146 million in fiscal 2025; the increase reflected higher raw-material inventory to support fiscal 2027 sales demand. source