Organic Sales Growth Drives Top-Line Expansion
Organic sales increased 12.6% year-over-year, driven by higher commercial aftermarket and OEM demand, while acquisitions contributed an additional 9.8% to net sales.
At the archive date, TransDigm Group INC was expected to release its Q3 2026 10-Q filing on November 10, 2026, after market close. Last quarter: TransDigm's fiscal third quarter saw organic sales rise 12.6% as commercial aerospace demand remained robust, though acquisition costs and higher debt lifted expenses.
EPS Estimate
$12.20
Revenue Estimate
$2.97B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the TDG page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Organic sales increased 12.6% year-over-year, driven by higher commercial aftermarket and OEM demand, while acquisitions contributed an additional 9.8% to net sales.
Gross margin modestly contracted by 0.1 percentage points to 59.4%, as recently acquired businesses carried lower initial profitability; excluding these, cost management and favorable mix improved margins.
Interest expense rose $117 million, or 29.5%, reflecting the additional debt issued to finance the JPE and VSA acquisitions, with the weighted average interest rate remaining at 6.2%.
Revenue
$2.74B
+22.53% YoY
EPS (Diluted)
$9.39
+10.86% YoY
Gross Margin
59.4%
-0.1 pts YoY
Operating Income
$1.23B
+18.09% YoY
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