TransDigm Q3 Sales Surge 23%, Raises Full-Year Guidance; $3.2B in Acquisitions Closed
TDG is trading near its 52-week low of $1,123.61 (13% above the low) on elevated volume (2.3× avg).
Summary
TransDigm reported Q3 fiscal 2026 net sales of $2.74 billion, up 23% year-over-year, and raised full-year EPS guidance. The quarter included closing $3 billion in acquisitions, withdrawing from the Stellant deal, and announcing a new $1.066 billion acquisition.
Key Events · Earnings and Guidance · TDG
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Q3 Sales Up 23%
Net sales reached $2.74 billion, driven by growth in commercial aftermarket, OEM, and defense. Organic sales grew 12.6%.
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Full-Year Guidance Raised
EPS guidance increased to $35.38-$36.21 (adjusted $40.62-$41.45), reflecting strong demand and operating leverage.
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$3B in Acquisitions Closed
Completed the $2.2 billion JPE/VSA acquisition and the $757 million Simmonds deal, expanding proprietary aerospace aftermarket content.
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Stellant Deal Terminated, New Deal Announced
Withdrew from the $960 million Stellant acquisition after DOJ challenge; announced a $1.066 billion deal for Prince & Izant on July 27.
Analysis · TDG · Manufacturing
A standout quarter saw net sales climb 23% to $2.74 billion, fueled by broad-based strength across commercial aftermarket, OEM, and defense. Confidence in sustained demand prompted a raise in full-year EPS guidance. The period also featured the closing of the $2.2 billion JPE/VSA acquisition and the $757 million Simmonds deal, while the company walked away from the $960 million Stellant acquisition after DOJ opposition and announced a new $1.066 billion deal for Prince & Izant. Aggressive capital deployment continued with $1.8 billion in share repurchases and $3.5 billion in new debt issued, underscoring management's commitment to its acquisition and shareholder return strategy despite rising leverage.
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In the 30 days to Oct 3, 2026, 36.5% of the 1062 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.61%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, TDG was trading at $1,275.05 on NYSE in the Manufacturing sector, with a market capitalization of approximately $71.3B. The 52-week trading range was $1,123.61 to $1,616.89. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.