US · Industrials · Aerospace & Defense
EPS came in at 9.97 against a street estimate of 9.59 — a beat of 4.0%.
Analysts rate Transdigm Group Incorporated a buy (12 buy, 11 hold, 0 sell out of 23) with an average price target of $1,414.30.
CONFIDENT TransDigm raised FY26 guidance on strong Q3 results across all three end markets. Commercial aftermarket up 17% despite Middle East headwinds; OEM and defense accelerating. Margin performance ahead of expectations despite 200bp acquisition dilution. Q3 FY26 Call did not provide geographic segment breakdown. Analysts focused on Stellent DOJ challenge impact, Middle East RPM effects on aftermarket, and margin composition. Management emphasized challenge as one-off, reported no material business impact yet, and attributed strong margins to operational execution and mix despite integration headwinds. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| Capital Research & Mgmt Co - Division 3 | 9.16% |
| BlackRock Inc | 8.81% |
| Capital World Investors | 7.73% |
| Vanguard Capital Management, LLC | 6.61% |
| Capital Research Global Investors | 5.64% |
| Vanguard Portfolio Management, LLC | 4.67% |
| State Street Corp | 4.63% |
| Principal Financial Group Inc | 3.09% |
| Document | Date |
|---|---|
| Material agreement · Q4 FY2026 HEADLINE NUMBERS • TransDigm completed a $3,000 million offering of 6.75% Senior Secured Notes due January 2035 on September 28, 2026. • The notes w | 2026-09-29 |
| Company announcement · Q4 FY2026 HEADLINE NUMBERS • TransDigm Group completed its acquisition of Prince & Izant (P&I) on September 28, 2026. • Purchase price: approximately $1.066 b | 2026-09-28 |
| Company announcement · Q4 FY2026 TRANSDIGM GROUP INCORPORATED - 8-K SUMMARY HEADLINE NUMBERS • TransDigm's operating unit Extant Aerospace entering definitive agreement to acquire c | 2026-09-21 |
| Reg FD disclosure · Q4 FY2026 TRANSDIGM GROUP INCORPORATED – FORM 8-K SUMMARY HEADLINE NUMBERS • TransDigm Inc. (subsidiary) priced $3,000 million aggregate principal amount of 6 | 2026-09-14 |
| Reg FD disclosure · Q4 FY2026 TRANSDIGM GROUP INCORPORATED - FORM 8-K SUMMARY HEADLINE NUMBERS • Tender Offer Amount: Early Tender Consideration of $1,008.00 per $1,000 principal | 2026-09-14 |
| Reg FD disclosure · Q4 FY2026 TRANSDIGM GROUP INCORPORATED — FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced $2,500 million senior secured notes offering on September 14, 2 | 2026-09-14 |
| Quarterly report · Q3 FY2026 TRANSDIGM GROUP INCORPORATED - Q3 FY2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net sales (39 weeks ended June 27, 2026): $7,569 million vs. $6,394 mi | 2026-08-04 |
| Results announced · Q4 FY2026 TRANSDIGM GROUP INCORPORATED – FISCAL 2026 Q3 SUMMARY HEADLINE NUMBERS • Net Sales Q3: $2,741 million, up 23% from $2,237 million in prior year Q3 • | 2026-08-04 |
Readable in the app.
| Announcement | Date |
|---|---|
| Completed acquisition of Prince Izant for approximately $1.066 billion TransDigm Group completed its acquisition of Prince Izant (PI), a aerospace/defense parts company formerly owned by Industrial Growth Partners, for approximately $1.066 billion in cash. The | 2026-09-28 |
| Operating unit acquires commercial rotorcraft, land systems, and business jet assets TransDigm Group announced that its operating unit, Extant Aerospace, has agreed to acquire a portfolio of commercial rotorcraft, land systems, and business jet products along with a Californ | 2026-09-21 |
| Definitive agreement to acquire Prince Izant for approximately $1.066 billion TransDigm Group announced on July 27, 2026, that it has agreed to acquire Prince Izant (P I), a specialized aerospace and defense components manufacturer, for approximately $1.066 billion in | 2026-07-27 |
| Priced debt to fund acquisition of Stellant Systems and share repurchases TransDigm Group raised $1.5 billion in new debt on April 14, 2026, consisting of $500 million in senior subordinated notes (6.125% due 2034) and up to $1 billion in additional term loans. Th | 2026-04-15 |
| Acquisition of Stellant Systems, Inc. announced and expected to close TransDigm Group announced plans to raise $1.25 billion in new debt ($250 million in senior subordinated notes at 6.125% due 2034, plus $1 billion in term loans) to fund two major uses: the a | 2026-04-14 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.