TransDigm Group Reports Fiscal 2026 Fourth Quarter and Year-End Results

(NYSE:TDG) TransDigm Group Incorporated reported fourth quarter 2026 net sales of $2,988 million, a 23% increase from $2,437 million in the prior year's quarter. Earnings per share for the quarter were $10.33, up 33% from $7.75 in the prior year's quarter. EBITDA As Defined for the quarter was $1,583 million, up 20% from $1,320 million in the prior year's quarter. Adjusted earnings per share for the quarter were $12.44, up 15% from $10.82 in the prior year's quarter. Organic sales growth as a percentage of net sales was 14% for the quarter. Net income for the quarter was $586 million, a decrease of $23 million, or 4%, compared to $609 million in the comparable quarter a year ago, primarily due to higher interest and tax expense. Adjusted net income for the quarter increased 12% to $706 million, or $12.44 per share, from $629 million, or $10.82 per share, in the comparable quarter a year ago. EBITDA for the quarter increased 13% to $1,436 million from $1,269 million in the comparable quarter a year ago. EBITDA As Defined as a percentage of net sales for the quarter was 53.0%, including approximately two percentage points of dilution from recent acquisitions, compared with 54.2% in the comparable quarter a year ago. On September 28, 2026, TransDigm completed the acquisition of Prince & Izant for approximately $1.07 billion in cash, including certain tax benefits. During the quarter, TransDigm completed a private offering of $3.0 billion of new 6.75% Senior Secured Notes maturing January 2035 and used the net proceeds to repurchase approximately $1.8 billion of its $2.1 billion outstanding 6.75% Senior Secured Notes due 2028 and for general corporate purposes. In the fourth quarter, TransDigm returned $943 million to shareholders through share repurchases totaling 820 thousand shares at an average price of $1,150 per share. For the full fiscal year 2026, TransDigm returned $2.8 billion to shareholders through repurchases of 2.3 million shares at an average price of $1,187 per share. Fiscal 2026 net sales increased 20%, or $1,726 million, to $10,557 million from $8,831 million in the prior year. Organic sales growth as a percentage of net sales for fiscal 2026 was 11%, and 13% excluding non-aerospace sales. Fiscal 2026 net income increased $34 million, or 2%, to $2,108 million from $2,074 million in the prior year. GAAP earnings per share were reduced in fiscal 2026 and 2025 by $1.03 and $3.58 per share, respectively, due to dividend equivalent payments. Fiscal 2026 adjusted net income increased 10% to $2,383 million, or $41.35 per share, from $2,171 million, or $37.33 per share, in fiscal 2025. Fiscal 2026 EBITDA increased 14% to $5,217 million from $4,568 million in fiscal 2025. EBITDA As Defined for fiscal 2026 increased 17% to $5,563 million compared with $4,760 million in fiscal 2025. EBITDA As Defined as a percentage of net sales for fiscal 2026 was 52.7% compared with 53.9% in fiscal 2025. Over $7 billion in capital was deployed in fiscal 2026 through M&A and share repurchases, including approximately $4.4 billion in acquisitions such as Simmonds Precision Products, Jet Parts Engineering, Victor Sierra Aviation, Prince & Izant, and twelve bolt-on acquisitions. Fiscal 2026 was a record year for share repurchases totaling approximately $2.8 billion. For fiscal 2027, TransDigm is issuing guidance for net sales in the range of $11,950 million to $12,150 million, net income in the range of $2,442 million to $2,490 million, earnings per share in the range of $42.06 to $42.91, EBITDA As Defined in the range of $6,195 million to $6,345 million, and adjusted earnings per share in the range of $47.09 to $47.94. Fiscal 2027 guidance is based on market growth assumptions of commercial OEM revenue growth in the high single-digit to low double-digit percentage range, commercial aftermarket revenue growth in the high single-digit percentage range, and defense revenue growth in the high single-digit percentage range. Mike Lisman is Chief Executive Officer of TransDigm Group. The company will host a conference call for investors and security analysts on November 10, 2026, at 10:00 a.m. Eastern Time.

TransDigm Fourth Quarter Earnings Report and Conference Call Set for Tuesday, November 10, 2026

(NYSE:TDG) TransDigm Group Incorporated announced that it will report its fiscal 2026 fourth quarter earnings before the market opens on Tuesday, November 10, 2026. The company will host a conference call at 10:00 a.m. Eastern Time on the same day. Participants can register for the call to receive dial-in information and a unique pin. A live audio webcast of the call will be available online at http://www.transdigm.com, and the webcast will be archived on the website for replay later that day. TransDigm Group, through its wholly-owned subsidiaries, is a global designer, producer, and supplier of highly engineered aircraft components. The company's major product offerings include mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, databus and power controls, cockpit security components and systems, specialized and advanced cockpit displays, engineered audio, radio and antenna systems, specialized lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, advanced sensor products, switches and relay panels, thermal protection and insulation, lighting and control technology, parachutes, high performance hoists, winches and lifting devices, cargo loading, handling and delivery systems, brazing alloys and specialty metal components, specialized flight, wind tunnel and jet engine testing services and equipment, electronic components used in the generation, amplification, transmission and reception of microwave signals, and complex testing and instrumentation solutions.

TransDigm Group Reports Fiscal 2026 Third Quarter Results

(NYSE: TDG) TransDigm Group Incorporated reported third quarter net sales of $2,741 million, up 23% from $2,237 million in the prior year's quarter. Net income for the quarter was $540 million, an increase of 10% from $493 million in the comparable quarter a year ago, and earnings per share were $9.39, up 11% from the prior year's quarter. EBITDA As Defined for the quarter was $1,447 million, up 19% from $1,217 million in the prior year's quarter, with an EBITDA As Defined margin of 52.8%. During the third quarter, TransDigm repurchased 809,101 shares of its common stock at an average price per share of $1,208 for a total amount of $1.0 billion, bringing year-to-date repurchases to over $1.8 billion. The company completed the acquisition of Jet Parts Engineering and Victor Sierra for approximately $2.2 billion in cash and announced the acquisition of Prince & Izant for approximately $1.07 billion. TransDigm completed an incremental debt offering of $1.5 billion during the quarter. The company projects fiscal 2026 net sales in the range of $10,470 million to $10,550 million, net income in the range of $2,102 million to $2,150 million, and EBITDA As Defined in the range of $5,490 million to $5,550 million.

TransDigm Announces Acquisition of Prince & Izant

(NYSE: TDG) TransDigm Group Incorporated announced it has entered into a definitive agreement to acquire Prince & Izant for approximately $1.066 billion in cash, including certain tax benefits. Prince & Izant is expected to generate approximately $360 million in revenue for the calendar year ending December 31, 2026. The company employs approximately 220 people and has manufacturing locations in Cleveland, Ohio; Tinley Park, Illinois; Franksville, Wisconsin; and Bay Shore, New York. Prince & Izant's products span nearly 10,000 active SKUs, with the majority of revenue derived from specialty metals including gold, silver, and platinum alloys. The acquisition is subject to regulatory approvals in the United States and customary closing conditions. Mike Lisman, TransDigm's Chief Executive Officer, stated that the acquisition is expected to create equity value in-line with TransDigm's long-term private equity-like return objectives. The company projects that Prince & Izant will support evolving performance requirements in the markets it serves.

TransDigm Third Quarter Earnings Report and Conference Call Set for Tuesday, August 4, 2026

(NYSE: TDG) TransDigm Group Incorporated announced 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., Eastern Time. The company stated that participants must register to receive dial-in information and a unique pin to access the call. A live audio webcast of the call will be available online at http://www.transdigm.com, and the webcast will be archived on the website for replay later that day. TransDigm Group, through its wholly-owned subsidiaries, is described as a leading global designer, producer and supplier of highly engineered aircraft components for use on nearly all commercial and military aircraft in service today. Major product offerings include mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, and power conditioning devices. The company also provides specialized and advanced cockpit displays, engineered audio, radio and antenna systems, and complex testing and instrumentation solutions.

TDG Mobilizes to Advance District-Scale Copper-Gold Exploration Northwest of Aurora Complex, Toodoggone

(TSXV: TDG | OTCQX: TDGGF) TDG Gold Corp. announced a major C$2.2 million regional exploration program focused northwest of the recently discovered Aurora Complex. The 2026 program will systematically evaluate a 15 km-long structural corridor and will consist of approximately 55 line-kilometres of direct-current induced polarization (DCIP) geophysics and a property-wide, systematic, grid-based 2,000-sample regional soil geochemical survey. The program area is described as highly prospective but historically underexplored, with the potential to host both near-surface epithermal gold-silver targets and Aurora Complex-style copper-gold targets within 300-400 metres of surface. Mobilization for the 2026 work is underway, with camp opening activities commenced and geophysical crews expected on site during the second week of July, and the program is expected to continue throughout the summer field season. The objective of the 2026 program is to collect the technical information required to design capital-efficient drill programs for the 2027 exploration season. TDG controls a continuous 15 km-long prospective corridor adjacent to a recent, significant new copper-gold discovery in an established mining district with existing infrastructure. The company's projects include the former producing Baker and Shasta mines, the Shasta gold-silver deposit, the Aurora West gold-copper target area, the METS prospect and the Anyox copper project in British Columbia, Canada.

TDG Announces Positive Results from Ongoing Metallurgical Test Work - Conventional Processing Achieves >90% Gold and Silver Recoveries At Shasta, Toodoggone District

(TSXV: TDG) TDG Gold Corp. provided an update on ongoing metallurgical test work for its 100%-owned Shasta Gold-Silver Project, located within the Greater Shasta-Newberry Project area in the Toodoggone District of north-central British Columbia. Average recoveries of 92.4% gold and 90.3% silver were achieved using conventional gravity and open circuit flotation methods, with up to 25% of gold recovered through gravity concentration prior to flotation. Locked-cycle testing demonstrated over 91% recovery of both gold and silver, and the concentrate generated contained 45.4% sulphur at a mass pull of only 1.4%. The average concentrate grade of the open circuit data set was 47 g/t gold, 2,005 g/t silver, and 41.8% sulphur, with significant silver contribution (~38%) in the recovered metal value in the tested Shasta composites. Eight auger samples from the Baker tailings impoundment showed average recoveries of 68% gold and 61% silver to combined gravity plus rougher flotation concentrates, while the METS prospect sample recovered 83.8% gold and 71.8% silver. The company projects that additional testing is planned and that the results will support the previously announced Preliminary Economic Assessment (PEA) for the Shasta Gold-Silver Project.

TDG Initiates Preliminary Economic Assessment for the Shasta Gold-Silver Project

(TSXV: TDG) TDG Gold Corp. has initiated a Preliminary Economic Assessment (“PEA”) for its 100%-owned Shasta Gold-Silver Project, located within the Greater Shasta-Newberry Project area in the Toodoggone District of north-central British Columbia. Ausenco Engineering Canada ULC has been appointed as lead consultant for the PEA, with the Company targeting completion of the study in Q3 2026. The PEA will evaluate the existing mineral resource within a preliminary mine plan and processing flowsheet, and will also consider incorporating material from the Mets Mining Lease mineralization and reprocessing of historical tailings from the Baker tailing storage facility. TDG Gold Corp. holds over 60,000 hectares of exploration ground across the Toodoggone and Anyox mining districts, including a 100% interest in ~50,000 hectares in the Toodoggone District and over 10,000 hectares at Anyox. The Company has defined a gold-silver Mineral Resource Estimate at Shasta within the 5.5 sq. km Greater Shasta-Newberry target area, which remains open for expansion. TDG is also advancing copper-gold porphyry exploration at Aurora West and across the 53 sq.km Baker Complex. The company projects that its fully funded 2026 drilling campaign at Anyox will conclude by the end of June, with assay results anticipated thereafter.

TransDigm Group Reports Fiscal 2026 Second Quarter Results

TransDigm Group Incorporated (NYSE:TDG) reported strong financial results for the second quarter ended March 28, 2026, with net sales of $2,544 million, up 18% from the prior year's quarter, and net income of $536 million, up 12%. The company completed the acquisitions of Jet Parts Engineering and Victor Sierra for $2.2 billion and announced a pending acquisition of Stellant Systems, Inc. for approximately $960 million. TransDigm also returned $905 million to shareholders through share repurchases year-to-date. The company raised its fiscal 2026 financial guidance, now anticipating net sales in the range of $10,300 million to $10,420 million and EBITDA As Defined in the range of $5,370 million to $5,470 million.

TDG Appoints Paul Geddes as Senior Vice-President Business Development and Strategy

TDG Gold Corp. (TSXV: TDG | OTCQX: TDGGF) announced the appointment of Paul Geddes, P.Geo, as Senior Vice-President, Business Development and Strategy, effective April 27, 2026. Mr. Geddes brings over 25 years of experience in mineral exploration and resource development in precious and base metals. He and his team were awarded the A.O. Dufresne Exploration Achievement Award in 2023 for exploration success and resource growth at the Eskay Creek gold-silver project in British Columbia. The company highlights his technical and strategic experience as directly applicable to TDG’s focus on disciplined growth and capital efficiency.