TransDigm Group stock sets 2027 growth path after strong quarter

TransDigm Group reported strong fiscal fourth-quarter results on Tuesday, November 10, and issued its first fiscal 2027 outlook. The Associated Press via WTOP News said the aircraft-components maker earned 586 million US dollars in the quarter, with revenue of 2.99 billion US dollars.

TransDigm Group stock traded at 1,108.00 euros on Lang & Schwarz at 16:40 CET on Wednesday, November 11, 2026.

Quarterly growth meets earnings pressure

Revenue for the quarter ended September 30, 2026, rose 23% year over year to 2.988 billion US dollars. Adjusted earnings per share increased 15% to 12.44 US dollars, while reported earnings per share rose 33% to 10.33 US dollars.

Net income fell 4% to 586 million US dollars as higher interest and tax expenses offset part of the operating improvement. Adjusted net income increased 12% to 706 million US dollars. EBITDA As Defined rose 20% to 1.583 billion US dollars, producing a 53.0% quarterly margin.

Fiscal 2027 guidance sets the next test

Management expects fiscal 2027 revenue of 11.950 billion to 12.150 billion US dollars, with the midpoint representing 14% growth from fiscal 2026. The outlook calls for adjusted earnings per share of 47.09 to 47.94 US dollars and EBITDA As Defined of 6.195 billion to 6.345 billion US dollars, with a projected margin of 52.0%.

The forecast assumes high-single-digit to low-double-digit growth in commercial OEM revenue and high-single-digit growth in both commercial aftermarket and defense revenue. Management said the assumptions include the 1.07 billion US dollar Prince & Izant acquisition completed in September, but no additional acquisitions or divestitures.

Integration remains central for investors

Recent acquisitions contributed roughly two percentage points of quarterly margin dilution. Fiscal 2026 EBITDA As Defined margin was 52.7%, so the lower fiscal 2027 projection puts integration, pricing and cost control alongside aftermarket demand and aircraft production at the center of the investment case.

TransDigm also reported more than 7 billion US dollars of fiscal 2026 capital deployment, including approximately 4.4 billion US dollars for acquisitions and 2.8 billion US dollars of share repurchases.

The broader US market remains the relevant trading backdrop; see current S&P 500 market coverage.

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