TransDigm earnings show strong sales growth, but rising interest costs squeeze profit
Earnings results
- EPS
Actual: $12.44 adjusted profit per share · Matching consensus not verified.
- Revenue
Actual: $2.988 billion · Matching consensus not verified.
- Guidance issued
FY2027 sales: $11.95–12.15 billion, up 14% at the midpoint from FY2026.
What the company reported
TransDigm reported strong aircraft-parts demand and issued a higher fiscal 2027 sales outlook, while borrowing costs and taxes held back quarterly net income.
Q4 2026 earnings recap
TransDigm’s earnings show aircraft-parts sales growing strongly, but higher interest costs and taxes kept that growth from reaching net profit.
- Fiscal fourth-quarter sales rose 23% to $2.99 billion, including 14% growth excluding acquisitions.
- Adjusted profit per share rose 15% to $12.44, while net income fell 4% to $586 million.
- The company expects fiscal 2027 sales of $11.95–12.15 billion, signaling another year of growth.
- Acquisitions diluted margins, making successful integration an important test for the year ahead.
- At the November 9 close, the shares traded at roughly 29 times the midpoint of management’s fiscal 2027 GAAP profit forecast.
- The $1,218.85 closing price was above its 20-day average, with recent highs near $1,235–1,243 the next chart test.
The results call is the next chance to assess acquisition margins, aircraft-parts demand and the burden of borrowing costs.
Financials, technicals and earnings
Charts through Nov 9, 2026.
Technical setup and risks
The prior close was above the 20-day and 50-day averages; clearing recent highs would strengthen momentum, while acquisition integration and debt costs remain business risks.
AI-assisted earnings research with verified issuer results. Charts use the stated completed session. Educational information; investing involves risk.