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TransDigm Group

TDG · Aerospace & defense sector group
Guidance from TransDigm Group’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
21 items
Releases tracked
8
Latest release
Aug 4, 2026
Data checked
Aug 4, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Aug 4, 2026 release

Each item compared with the same item in the previous release (Apr 14, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
RevisedCommercial aftermarket revenue growthfor FY2026“high single-digit percentage range”“low double-digit percentage range”Filing ↗
RevisedDefense revenue growthfor FY2026“mid single-digit to high single-digit percentage range”“high single-digit to low double-digit percentage range”Filing ↗
RaisedNet salesfor FY2026“$9,845 million to $10,035 million”“$10,470 million to $10,550 million”Filing ↗
RaisedAdjusted earnings per sharefor FY2026“$37.42 to $39.34 per share”“$40.62 to $41.46 per share”Filing ↗
NewAdjusted earnings per share ( midpoint)for FY2026—“$41.04”Filing ↗
ChangedEarnings per sharefor FY2026“$31.55 to $33.59 per share”“in the range of $35.38 to $36.21 per share based upon weighted average shares outstanding of 57.7 million shares”Filing ↗
NewEarnings per share ( midpoint)for FY2026—“$35.80”Filing ↗
NewEBITDA ( midpoint)for FY2026—“5,237”Filing ↗
RaisedEBITDA As Definedfor FY2026“$5,140 million to $5,280 million”“$5,490 million to $5,550 million”Filing ↗
NewEBITDA As Defined ( midpoint)for FY2026—“$5,520”Filing ↗
NewEBITDA As Defined Margin ( midpoint)for FY2026—“52.5 %”Filing ↗
RaisedGAAP Earnings Per Sharefor FY2026“$32.47 to $34.39”“$35.38 to $36.21”Filing ↗
RaisedGAAP Net Incomefor FY2026“$1,952 to $2,064”“$2,102 to $2,150”Filing ↗
NewNet Income ( midpoint)for FY2026—“$2,126”Filing ↗
NewWeighted-average shares outstanding ( midpoint)for FY2026—“57.7”Filing ↗
Show 5 items not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedEBITDAfor FY2026“4,885”—Filing ↗
Not restatedEBITDA As Defined margin guidefor FY2026“approximately 52.4%”—Filing ↗
Not restatedWeighted average shares outstanding (EPS basis)for FY2026“58.3 million shares”—Filing ↗
Not restatedWeighted average shares outstandingfor FY2026“58.5 million shares”—Filing ↗
Not restatedWeighted-Average Shares Outstandingfor FY2026“58.3”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Commercial aftermarket revenue growth“low double-digit percentage range”for FY2026GAAP-tiedNov 12, 20253Filing ↗
Defense revenue growth“high single-digit to low double-digit percentage range”for FY2026GAAP-tiedNov 12, 20253Filing ↗
Net sales“$10,470 million to $10,550 million”for FY2026GAAP-tiedNov 12, 20253Filing ↗
Adjusted earnings per share“$40.62 to $41.46 per share”for FY2026Company-definedNov 12, 20253Filing ↗
Adjusted earnings per share ( midpoint)“$41.04”for FY2026Company-definedAug 4, 20261Filing ↗
Earnings per share“in the range of $35.38 to $36.21 per share based upon weighted average shares outstanding of 57.7 million shares”for FY2026GAAP-tiedNov 12, 20252Filing ↗
Earnings per share ( midpoint)“$35.80”for FY2026GAAP-tiedAug 4, 20261Filing ↗
EBITDA“4,885”for FY2026Company-definedNov 12, 20251Filing ↗
EBITDA ( midpoint)“5,237”for FY2026Company-definedAug 4, 20261Filing ↗
EBITDA As Defined“$5,490 million to $5,550 million”for FY2026Company-definedNov 12, 20253Filing ↗
EBITDA As Defined ( midpoint)“$5,520”for FY2026Company-definedAug 4, 20261Filing ↗
EBITDA As Defined Margin ( midpoint)“52.5 %”for FY2026Company-definedAug 4, 20261Filing ↗
EBITDA As Defined margin guide“approximately 52.4%”for FY2026Company-definedNov 12, 20252Filing ↗
GAAP Earnings Per Share“$35.38 to $36.21”for FY2026GAAP-tiedFeb 3, 20262Filing ↗
GAAP Net Income“$2,102 to $2,150”for FY2026GAAP-tiedFeb 3, 20262Filing ↗
Net income“$1,906 million to $2,026 million”for FY2026GAAP-tiedNov 12, 20251Filing ↗
Net Income ( midpoint)“$2,126”for FY2026GAAP-tiedAug 4, 20261Filing ↗
Weighted average shares outstanding (EPS basis)“58.3 million shares”for FY2026GAAP-tiedFeb 3, 20261Filing ↗
Weighted average shares outstanding“58.5 million shares”for FY2026Company-definedNov 12, 20251Filing ↗
Weighted-Average Shares Outstanding“58.3”for FY2026Company-definedFeb 3, 20261Filing ↗
Weighted-average shares outstanding ( midpoint)“57.7”for FY2026Company-definedAug 4, 20261Filing ↗

How one item moved

Net sales, for FY2026 — every statement across the year, each linked to its filing.

Nov 12, 2025
New
“$9,750 million to $9,950 million”
Filing ↗
Feb 3, 2026
Raised
“$9,845 million to $10,035 million”
Filing ↗
Aug 4, 2026
Raised
“$10,470 million to $10,550 million”
Filing ↗

How your Aerospace & defense sector group guides

12 companies in Aerospace & defense. What they guide on, and who reported this season.

Most-guided metric families
Revenue
12
Free cash flow
8
Adjusted EPS
7
GAAP EPS
6
Capex
6
Dividends
5
Operating margin
3
Tax rate
3
This season’s releases
Northrop GrummanOct 20, 20262 changes
RTXOct 20, 20264 changes
HeicoAug 25, 20261 change
Howmet AerospaceAug 6, 20269 changes
Axon EnterpriseAug 5, 20267 changes
Curtiss-WrightAug 5, 202638 changes
LeidosAug 4, 20263 changes
TransDigm GroupAug 4, 202615 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2026FY2025
Commercial aftermarket revenue growth3 statements4 statements
Defense revenue growth3 statements4 statements
Net sales3 statements4 statements
Adjusted earnings per share4 statements5 statements
Earnings per share3 statements2 statements
The full record for TransDigm Group and its Aerospace & defense peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Aug 4, 2026FY2026 Q30001260221-26-00005215Open filing ↗
Apr 14, 2026FY2026 Q20001260221-26-0000330Open filing ↗
Feb 3, 2026FY2026 Q10001260221-26-00001510Open filing ↗
Nov 12, 2025FY2025 Q40001260221-25-00007810Open filing ↗
Aug 5, 2025FY2025 Q30001260221-25-00004914Open filing ↗
May 6, 2025FY2025 Q20001260221-25-0000249Open filing ↗
Feb 4, 2025FY2025 Q10001260221-25-00001210Open filing ↗
Nov 7, 2024FY2024 Q40001260221-24-00008210Open filing ↗
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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