Quarterly ResultMay 5, 2026, 07:22 AM
TransDigm Q2 Net Sales $2.54B, EPS $9.20; Raises FY26 Guidance
AI Summary
TransDigm Group reported strong fiscal Q2 2026 results with net sales up 18% to $2.54 billion and EPS increasing 12% to $9.20. The company also announced an upward revision to its full-year fiscal 2026 financial guidance, reflecting better-than-expected performance and recent acquisitions. Subsequent to the quarter, TransDigm completed two acquisitions for $2.2 billion and repurchased $800 million in shares.
Key Highlights
- Q2 2026 net sales increased 18% to $2.54 billion.
- Q2 2026 net income rose 12% to $536 million, with EPS at $9.20.
- Q2 2026 Adjusted EPS grew 8% to $9.85.
- Completed acquisitions of Jet Parts Engineering and Victor Sierra for $2.2 billion.
- Repurchased $800 million of capital through share repurchases in Q2 and early April.
- Raised fiscal 2026 net sales guidance midpoint by $420 million to $10.30B-$10.42B.
- Increased fiscal 2026 Adjusted EPS guidance midpoint by $1.14 to $38.83-$40.21.
- Fiscal 2026 EBITDA As Defined guidance midpoint raised by $210 million to $5.37B-$5.47B.