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Earnings Summary: TransDigm Q1 FY26 sales grow in double digits; adj. EPS up 5%

TransDigm Group Incorporated (NYSE: TDG), a leading manufacturer and supplier of aircraft components, reported an increase in net sales and adjusted earnings for the first quarter of fiscal 2026.

  • First-quarter sales were $2.29 billion, up 14% from $2.0 billion reported in the prior-year quarter
  • Organic sales growth as a percentage of net sales was 7.4% during the three months
  • Net income was $445 million or $6.62 per share in Q1, vs. $493 million or $7.62 per share last year
  • Adjusted earnings per share rose 5% to $8.23 in the first quarter from $7.83 a year earlier
  • EBITDA for Q1 increased 5.5% to $1.15 billion from $1.09 billion for the comparable quarter a year ago
  • For fiscal 2026, the management expects net sales to be in the range of $9.85 billion to $10.0 billion, an increase of 12.6% at the midpoint
  • Full-year net income is anticipated to be in the range of $1.95 billion to $2.06 billion, a 3.2% YoY drop at the midpoint
  • Earnings per share are expected to be in the range of $32.47 to $34.39 in FY26
  • Adjusted earnings per share are expected to be in the range of $37.42 to $39.34 per share, a 2.8% YoY rise at the midpoint
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