TransDigm Group Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
14.3%projected annual EPS growth
Analyst Coverage
19analysts covering
FY Revenue (est.)
$10.5Bnext fiscal year
FY EPS (est.)
$41.14next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Quarterly organic sales growth (%) Quarterly13.0%Target: Sustain growth consistent with fiscal 2026 channel assumptions: commercial OEM in the mid-teens, commercial aftermarket in the low double digits, and defense in the high single digits to low double digits.
EBITDA As Defined margin (%) Quarterly52.8%Target: Approximately 52.5% for fiscal 2026.
Commercial aftermarket revenue growth (%) Quarterly17.0%Target: Low-double-digit growth for fiscal 2026.
Adjusted diluted earnings per share (USD/share) Quarterly10.9Target: $40.62-$41.46 for fiscal 2026.
Watch Items
- Organic sales growth durability across commercial OEM, commercial aftermarket, and defense.Action: Reassess demand assumptions by channel and determine whether the slowdown is cyclical, supply-constrained, or company-specific.
- EBITDA As Defined margin preservation while recently acquired businesses are integrated.Action: Review acquisition dilution, pricing realization, input costs, integration spending, and base-business margin performance.
- Debt accumulation relative to earnings and acquisition activity.Action: Reassess refinancing exposure, interest burden, liquidity, acquisition funding, and the balance between repurchases and debt reduction.
Research as of 29 Aug 2026