
TransDigm Group Incorporated (TDG) Q3 2026 Earnings Call Transcript
TransDigm Group is a publicly traded aerospace manufacturing company headquartered in Cleveland, Ohio. TransDigm develops and manufactures engineered aerospace components.
| Revenue (TTM) | $10.01B |
| Gross Profit (TTM) | $5.99B |
| EBITDA | $5.09B |
| Operating Margin | 46.00% |
| Return on Equity | 0.00% |
| Return on Assets | 11.80% |
| Revenue/Share (TTM) | $172.59 |
| Book Value | $-167.97 |
| Price-to-Book | 9.55 |
| Price-to-Sales (TTM) | 6.84 |
| EV/Revenue | 10.01 |
| EV/EBITDA | 19.84 |
| Quarterly Earnings Growth (YoY) | 10.90% |
| Quarterly Revenue Growth (YoY) | 22.50% |
| Shares Outstanding | $55.93M |
| Float | $54.99M |
| % Insiders | 0.41% |
| % Institutions | 97.32% |
Volatility is currently contracting

TransDigm Group Incorporated (TDG) Q3 2026 Earnings Call Transcript

TDG posts stronger-than-expected Q3 results, fueled by broad organic sales growth, while raising its fiscal 2026 outlook on solid operating momentum.

TransDigm Group (TDG) came out with quarterly earnings of $10.87 per share, beating the Zacks Consensus Estimate of $10.29 per share. This compares to earnings of $9.6 per share a year ago.

CLEVELAND, Aug. 4, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG), a leading global designer, producer and supplier of highly engineered aircraft components, today reported results for the third quarter ended June 27, 2026. Third quarter highlights include: Net sales of $2,741 million, up 23% from $2,237 million in the prior year's quarter; Net income of $540 million, up 10% from the prior year's quarter; Earnings per share of $9.39, up 11% from the prior year's quarter; EBITDA As Defined of $1,447 million, up 19% from $1,217 million in the prior year's quarter; EBITDA As Defined margin of 52.8%; Adjusted earnings per share of $10.87, up 13% from $9.60 in the prior year's quarter; and Upward revision to fiscal 2026 financial guidance.

TDG's acquisitions, aftermarket demand and defense backlog may support Q3 sales, margins and earnings growth.

TransDigm (TDG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

CLEVELAND, July 27, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced it has entered into a definitive agreement to acquire Prince & Izant ("P&I" or "the Company"), a portfolio company of Industrial Growth Partners, for approximately $1.066 billion in cash, including certain tax benefits. Headquartered in Cleveland, Ohio, Prince & Izant is a leading global designer and manufacturer of highly engineered brazing alloys and specialty metal components used across a range of advanced performance and high cost-of-failure applications.

CLEVELAND, July 24, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today said it will report fiscal 2026 third quarter earnings before the market opens on Tuesday, August 4, 2026. A conference call will follow at 11:00 a.m.

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on TDG and any ticker you trade — then tracks every position and per-strategy win rate.