TransDigm Group Incorporated: EPS $12.44 vs $12.21 expected; revenue $2.99B vs $2.95B
Key Facts
Q4 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 12.44 | 12.21 | +1.9% | 10.82 |
| Revenue (USD bn) | 2.99 | 2.95 | +1.4% | 2.44 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 10, 2026 | Q4 FY2026 | 12.44 | 12.21 | +1.9% | 2.99 | 2.95 | +1.4% |
| Aug 4, 2026 | Q3 FY2026 | 10.87 | 10.30 | +5.5% | 2.74 | 2.68 | +2.4% |
| May 5, 2026 | Q2 FY2026 | 9.85 | 9.46 | +4.1% | 2.54 | 2.47 | +3.1% |
| Feb 3, 2026 | Q1 FY2026 | 8.23 | 8.10 | +1.6% | 2.29 | 2.26 | +1.2% |
| Nov 12, 2025 | Q4 FY2025 | 10.82 | 10.04 | +7.8% | 2.44 | 2.40 | +1.6% |
| Aug 5, 2025 | Q3 FY2025 | 9.60 | 9.89 | −2.9% | 2.24 | 2.30 | −2.7% |
| May 6, 2025 | Q2 FY2025 | 9.11 | 8.96 | +1.7% | 2.15 | 2.17 | −0.8% |
| Feb 4, 2025 | Q1 FY2025 | 7.83 | 7.83 | 0.0% | 2.01 | 2.03 | −1.3% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
TransDigm Group Incorporated results: EPS $12.44 vs $12.21 expected; revenue $2.99B vs $2.95B. The results cover the company's Q4 FY2026. EPS came in above analysts' estimate by 1.9%; revenue above the estimate by 1.4%.
Revenue was up 22.6% from $2.44 billion a year earlier (Q4 FY2025). EPS was up 15.0% from $10.82 a year earlier. On its record, EPS topped analysts' estimates in 5 of 7 earlier comparable reports.
What the results mean
TransDigm Group’s results reflect sales growth from existing businesses alongside expansion through acquisitions. However, operating improvement did not fully translate into net income, as interest and tax expenses weighed on earnings amid increased debt.
Recent acquisitions added businesses to the group while diluting its adjusted operating profitability margin. The acquisition of Prince & Izant expands its presence in brazing alloys and specialty metal components used in aerospace, defense and demanding industrial applications, making integration and profitability improvement important measures of the expansion.
Management highlighted capital deployment through acquisitions and share repurchases. The results underline the importance of distinguishing business growth, earnings per share and net income, because financing costs and changes in the share base affect how operating performance translates into shareholder earnings.
What to watch on the earnings call: The contribution of existing businesses and acquisitions to sales growth, progress integrating acquired companies and its effect on margins, demand from aircraft manufacturers, airlines and defense customers, and the interest burden and capital allocation priorities across acquisitions, share repurchases and debt management.
For the full analysis of TransDigm Group Incorporated stock — valuation, scores and financial statements — see the stock page linked with this story.
Latest Updates · 1
- Notable·
Update: TransDigm issued guidance for fiscal year 2027, projecting sales between $11.95 billion and $12.15 billion. However, the company's EPS outlook for the period fell below analyst consensus estimates.