TransDigm earnings date and guidance
TransDigm’s next results are expected on November 11, 2026. Watch whether TransDigm’s final-quarter result supports the raised outlook.
What has TransDigm guided for FY2026?
Management’s August 4, 2026 FY2026 outlook calls for sales of $10,470–$10,550 million, GAAP net income of $2,102–$2,150 million, EBITDA As Defined of $5,490–$5,550 million, and adjusted EPS of $40.62–$41.46.
| the period guided | low | high | the date it was given | |
|---|---|---|---|---|
| Net Sales | Year to Sep 2026 | 10,470 | 10,550 | August 4, 2026 |
| GAAP Net Income | Year to Sep 2026 | 2,102 | 2,150 | August 4, 2026 |
| EBITDA As Defined | Year to Sep 2026 | 5,490 | 5,550 | August 4, 2026 |
| Adjusted Earnings Per Share | Year to Sep 2026 | 40.62 | 41.46 | August 4, 2026 |
What this means. The company’s adjusted operating measure adds back selected costs, so it can be higher than its reported profit.
How has TransDigm’s revenue and profit trended?
Revenue rises from $4,798 million to $8,831 million as operating margin improves. Diluted EPS rises from $10.41 to $32.08, but the company's real free cash flow per share determines how much of those earnings becomes cash. Net debt grows from $15,211 million to $27,207 million, making cash conversion central to the case.
| Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2,741 | 2,544 | 2,285 | 2,437 | 2,237 | 2,150 | 2,006 | 2,185 |
| Operating income | 1,227 | 1,178 | 1,042 | 1,161 | 1,039 | 991 | 974 | 943 |
| Net income | 539 | 535 | 445 | 610 | 492 | 479 | 493 | 468 |
| EPS, diluted | 9.39 | 9.20 | 6.62 | 7.75 | 8.47 | 8.24 | 7.62 | 5.80 |
| = Free cash flow | 650 | 64 | 772 | 441 | 573 | 92 | 710 | 531 |
What should people watch in TransDigm’s next results?
First, compare fiscal 2026 Q4 revenue and adjusted EPS with both the raised outlook and the latest analyst estimates. Growth across commercial OEM, aftermarket, and defense would show that demand is broad. A miss would make the final-quarter catch-up concern more serious.
Second, watch whether the Extant purchase closes in fiscal 2027 and whether the recently acquired businesses recover their margins. Closing conditions can change timing, while integration determines whether the spending earns the return management expects.