TransDigm's second quarter revenue grew 18% to $2.54B, beating estimates and prompting a raised full-year outlook.

TransDigm Group reported second quarter fiscal 2026 net sales of $2.54 billion, an 18% increase year-over-year, and adjusted EPS of $9.85. The results surpassed analyst expectations for both revenue and earnings, leading the company to raise its full-year 2026 financial guidance.

Key Highlights

• The company's key profitability metric, EBITDA As Defined, grew 15.1% to $1.337 billion, resulting in a margin of 52.6% for the quarter.
• Strong performance was seen across all market channels, with the commercial aftermarket segment showing the highest growth, driven by a 16% increase in the commercial transport sub-segment.
• Fiscal 2026 guidance was raised, with the midpoint for sales increasing by $420 million and adjusted EPS by $1.14, primarily due to strong base business performance.