TransDigm Raises FY2026 Guidance After 23% Sales Jump in Q3
TDG sits 18% above its 52-week low of $1,123.61 on elevated volume (1.8× avg).
Summary
TransDigm reported Q3 fiscal 2026 results with net sales of $2.74B (up 23% YoY) and raised full-year guidance, driven by strong aerospace demand and aggressive capital deployment.
Key Events · Earnings and Guidance · TDG
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Q3 Sales Surge 23%
Net sales reached $2,741 million, up 23% from $2,237 million a year ago, with organic growth of 13%. All three major market channels — commercial aftermarket, commercial OEM, and defense — posted double-digit growth.
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Full-Year Guidance Raised
Fiscal 2026 guidance increased: net sales midpoint raised by $150 million to ~$10.51B, EBITDA As Defined midpoint raised by $100 million to ~$5.52B, and adjusted EPS midpoint raised by $1.52 to ~$41.04.
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$1B in Share Repurchases
During Q3, TransDigm repurchased 809,101 shares at an average price of $1,208 for a total of $1.0 billion, bringing year-to-date repurchases to $1.8 billion.
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Prince & Izant Acquisition Announced
Post-quarter, TransDigm agreed to acquire Prince & Izant for approximately $1.07 billion in cash, adding proprietary aerospace brazing alloys and specialty metal components.
Analysis · TDG · Manufacturing
TransDigm delivered a strong Q3 with sales up 23% to $2.74B and adjusted EPS of $10.87, beating expectations. Management raised full-year guidance across the board — sales, EBITDA, and EPS — signaling confidence in sustained demand across commercial aftermarket, OEM, and defense. The company also repurchased $1B in stock during the quarter, returning capital to shareholders while continuing to pursue acquisitions like the $1.07B Prince & Izant deal. This is a clear positive signal for the stock, especially after the recent termination of the Stellant acquisition.
How filings like this one have moved
In the 30 days to Oct 3, 2026, 36.7% of the 1075 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.60%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, TDG was trading at $1,325.85 on NYSE in the Manufacturing sector, with a market capitalization of approximately $71.9B. 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.