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TransDigm Group Incorporated (TDG) Stock News

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TransDigm Group Incorporated reports developments for a designer, producer and supplier of highly engineered aircraft components used in commercial and military aerospace markets. News commonly covers fiscal-quarter results, sales and margin trends, guidance updates, and demand across commercial aftermarket, commercial OEM and defense channels.

The company’s updates also reflect its acquisition-driven model and use of debt financing. Recent completed transactions added Jet Parts Engineering and Victor Sierra Aviation Holdings, businesses focused on proprietary PMA components, OEM-alternative parts, repairs and other commercial aerospace aftermarket products.

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Industrial Growth Partners completed its $1.066 billion sale of Prince & Izant to TransDigm (TDG) on September 28, 2026.

Industrial Growth Partners recapitalized Prince & Izant with management and outside investors in June 2022. During its ownership, the specialty materials business completed three add-on acquisitions, more than doubled EBITDA and expanded margins. It also invested in manufacturing capacity and broadened its presence in aerospace and defense, medical, power generation and data center infrastructure markets.

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TransDigm Group (TDG) completed its acquisition of Prince & Izant for approximately $1.066 billion in cash. The price includes certain tax benefits, and TransDigm financed the purchase with cash on hand. The acquisition was first announced on July 27, 2026. Prince & Izant was previously a portfolio company of Industrial Growth Partners.

TransDigm expects Prince & Izant to generate approximately $390 million in revenue for calendar 2026. The business makes brazing alloys and specialty metal components and primarily serves aerospace and defense, aeroderivative turbine and transportation markets. Most of its revenue comes from the aftermarket. The majority is derived from specialty metals, including gold, silver and platinum alloys. Prince & Izant has nearly 10,000 active product SKUs, manufacturing locations in four U.S. states and approximately 220 employees.

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TransDigm Group (NYSE: TDG) reported fiscal 2026 Q3 net sales of $2.741 billion, up 23% year over year, with organic growth of 13%. Net income rose 10% to $540 million, GAAP EPS was $9.39 and adjusted EPS $10.87, up 11% and 13%, respectively. EBITDA As Defined increased 19% to $1.447 billion, representing a 52.8% margin.

Year-to-date, net sales grew 18% to $7.569 billion and EBITDA As Defined 16% to $3.981 billion. TransDigm closed the $2.2 billion acquisition of Jet Parts Engineering and Victor Sierra and agreed to acquire Prince & Izant for about $1.07 billion. The company issued $1.5 billion in additional debt and repurchased $1.0 billion of stock in Q3, or $1.8 billion year-to-date. Fiscal 2026 guidance was raised, with mid-point expectations of $10.51 billion in sales, $5.52 billion EBITDA As Defined and adjusted EPS of about $41.04.

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TransDigm (NYSE: TDG) has entered into a definitive agreement to acquire Prince & Izant, a portfolio company of Industrial Growth Partners, for approximately $1.066 billion in cash, including certain tax benefits. P&I designs and manufactures highly engineered brazing alloys and specialty metal components for advanced, high cost-of-failure applications.

According to TransDigm, P&I primarily serves the aerospace and defense, aeroderivative turbine and transportation markets, with additional exposure to medical and general industrial end markets. P&I is expected to generate about $360 million in 2026 revenue, spans nearly 10,000 active SKUs, and derives most revenue from aftermarket sales of specialty metals such as gold, silver and platinum alloys. The business operates four U.S. manufacturing locations and employs roughly 220 people. TransDigm’s CEO said the acquisition fits its strategy of buying providers of highly engineered, proprietary, custom products and is expected to create equity value consistent with its long-term private equity-like return objectives. The transaction remains subject to U.S. regulatory approvals and customary closing conditions.

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TransDigm (NYSE: TDG) announced it will release its fiscal 2026 third quarter earnings before the market opens on Tuesday, August 4, 2026. A related conference call is scheduled for 11:00 a.m. Eastern Time, with both telephonic and online webcast access available and a replay later that day.

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TransDigm Group (NYSE:TDG) reported fiscal Q2 results: net sales $2,544M (+18.3%), net income $536M (+11.9%), EPS $9.20 (+12%), and EBITDA As Defined $1,337M (+15.1%) with a 52.6% margin. The company closed $2.2B acquisitions of Jet Parts Engineering and Victor Sierra and raised fiscal 2026 guidance to $10.30–10.42B sales and $5.37–5.47B EBITDA As Defined.

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TransDigm (NYSE: TDG) will report fiscal 2026 second quarter earnings before the market opens on Tuesday, May 5, 2026. A conference call is scheduled for 11:00 a.m. Eastern Time the same day. Participants must register to receive telephonic dial-in and a unique PIN.

A live audio webcast will be available at http://www.transdigm.com and archived on the website for replay later that day.

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TransDigm (NYSE: TDG) completed the acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings for approximately $2.2 billion in cash, including certain tax benefits, funded with cash on hand and proceeds from February 2026 debt offerings. The Companies generated about $280 million revenue for the year ended December 31, 2025.

The deal adds ~700 employees, multiple U.S. and U.K. engineering and repair facilities, and a portfolio of proprietary PMA aftermarket brands serving commercial, regional, cargo, general and business aviation markets.

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TransDigm Group (NYSE: TDG) reported fiscal 2026 Q1 results for the quarter ended December 27, 2025: net sales $2,285M (+13.9% YoY), net income $445M, GAAP EPS $6.62, EBITDA As Defined $1,197M (+12.8% YoY), adjusted EPS $8.23 (+5.0%).

Management announced an upward revision to fiscal 2026 guidance and disclosed approximately $3.2B of expected post-quarter acquisition capital deployment.

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TransDigm Group (NYSE: TDG) will report fiscal 2026 first-quarter earnings before the market opens on Tuesday, February 3, 2026. A conference call will follow at 11:00 a.m. Eastern Time. Participants must register to receive telephonic dial-in details and a unique PIN. A live audio webcast will be available at http://www.transdigm.com, and the webcast will be archived for replay later that day.

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FAQ

What is the current stock price of TransDigm Group (TDG)?

TransDigm Group (TDG) last closed at $1136.53.

What is the market cap of TransDigm Group (TDG)?

The market cap of TransDigm Group (TDG) is approximately $62.8B.