EARNINGS & CATALYSTS · November 5, 2026
TransDigm earnings preview for November 10, 2026: Spare-parts demand and cash flow
TransDigm reports before the open on November 10. Replacement-part sales and cash flow after the Prince & Izant purchase are in focus.
| Company | Report date | Window | EPS estimate | Revenue estimate |
|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | November 10, 2026Issuer confirmed | Before open | 12.21 | 2.95B |
1) What is scheduled for November 10?
TransDigm confirmed it will release fiscal fourth-quarter results before the open on November 10, 2026. Zacks estimated $2.94 billion in revenue and $12.15 in earnings per share on November 3.
2) Why do replacement parts matter?
TransDigm sells engineered parts to aircraft manufacturers and to customers maintaining aircraft already in service. Replacement parts can bring in sales years after the original aircraft delivery. In August the company expected commercial replacement-part sales to grow at a low double-digit rate for the full fiscal year. The November outlook will show whether management expects that pace to continue.
3) How does the acquisition affect cash?
The $1.07 billion Prince & Izant purchase added specialty metals used in products such as aircraft engine fuel nozzles. The deal closed on September 28, making its contribution more relevant to the next fiscal year than to the quarter just ended. Cash-funded acquisitions use liquidity, and interest expense can reduce how much operating profit reaches shareholders. Slower flying activity or delayed aircraft production can also weigh on orders.
4) What did Howmet report?
Howmet reported $2.70 billion in September-quarter revenue and $1.46 in adjusted diluted profit per share on October 29. It also raised its 2026 sales outlook to $10.29 billion to $10.31 billion. Howmet offers a read on demand for aerospace components, with a different mix of new aircraft and replacement-parts sales.
5) How the business makes money
TransDigm sells engineered parts to aircraft manufacturers and to customers maintaining aircraft already in service. Replacement parts can bring in sales years after the original aircraft delivery.
6) What to watch
The $1.07 billion Prince & Izant purchase added specialty metals used in products such as aircraft engine fuel nozzles. The deal closed on September 28, making its contribution more relevant to the next fiscal year than to the quarter just ended.
7) Recently reported peers
Howmet reported $2.70 billion in September-quarter revenue and $1.46 in adjusted diluted profit per share on October 29. It also raised its 2026 sales outlook to $10.29 billion to $10.31 billion. Howmet offers a read on demand for aerospace components, with a different mix of new aircraft and replacement-parts sales.
8) Risks into the report
Cash-funded acquisitions use liquidity, and interest expense can reduce how much operating profit reaches shareholders. Slower flying activity or delayed aircraft production can also weigh on orders.