TransDigm's third quarter revenue rises 23% as it boosts its fiscal 2026 guidance.

TransDigm reported strong third quarter fiscal 2026 results, with revenue increasing 23% to $2.74 billion and adjusted EPS growing 13% to $10.87. The performance was driven by double-digit growth across all three major market channels, leading the company to raise its full-year guidance.

Key Highlights

• Third quarter net sales grew 23% year-over-year to $2.74 billion, supported by 13% organic sales growth.
• Adjusted EPS rose 13% to $10.87, while EBITDA As Defined increased 19% to $1.45 billion, representing a 52.8% margin.
• The company raised its full-year 2026 guidance, increasing the midpoint for sales by $150 million and for adjusted EPS by $1.52.
• TransDigm repurchased $1.0 billion of its common stock during the quarter.