TransDigm Group INC (TDG) SEC Filings

For TransDigm Group INC (TDG), Co-Chief Operating Officer Joel Reiss reported an option exercise and related share sales. On August 17, 2026 he exercised 3,900 stock options at a strike price of $284.97 per share, acquiring 3,900 shares of common stock. That same day he sold 3,900 common shares in multiple open-market transactions at weighted-average prices ranging from about $1,232.28 to $1,253.55 per share. Following the exercise, he held 8,000 stock options for TransDigm common stock. The filing indicates these transactions were made under a Rule 10b5-1 trading plan.

TransDigm Group (TDG) insiders filed to sell common stock under Rule 144. A total of 37,690 common shares are listed for potential sale on 08/07/2026 through Morgan Stanley Smith Barney LLC Executive Financial Services, following an exercise of stock options for cash. The filing also notes a prior 10b5-1 sale of 250 common shares on 06/25/2026 by The Fortuna Trust, with reported proceeds of $340,005.90.

TransDigm Group Incorporated reported higher Q3 FY2026 results. Net sales for the thirteen weeks ended June 27, 2026 were $2,741 million, up from $2,237 million a year earlier across commercial OEM, commercial aftermarket and defense. Net income attributable to TD Group was $539 million, with earnings per share of $9.39.

For the first thirty‑nine weeks, net sales reached $7,569 million and net income attributable to TD Group was $1,519 million. EBITDA As Defined was $1,447 million in the quarter, or 52.8% of net sales, while interest expense‑net increased to $514 million as total debt rose.

The company was highly active in acquisitions and financing. It closed the $2.2 billion cash acquisition of Jet Parts Engineering and Victor Sierra Aviation and the $757 million Simmonds deal, adding $1,576 million of goodwill year‑to‑date. These were funded mainly with new 6.125% senior subordinated notes due 2034 and $1,800 million of Tranche N term loans. TransDigm also repurchased $1,807 million of common stock year‑to‑date and ended the period with $2,773 million of cash and cash equivalents.

TransDigm Group Incorporated reported fiscal 2026 third-quarter net sales of $2,741 million, up 23% from $2,237 million, including 13% organic growth.

Net income was $540 million, up 10%, with earnings per share of $9.39. Adjusted net income was $624 million, or $10.87 per share. EBITDA As Defined rose 19% to $1,447 million, representing a 52.8% margin.

For the thirty-nine weeks ended June 27, 2026, net sales were $7,569 million, up 18%, and net income was $1,521 million. The company completed the $2.2 billion acquisition of Jet Parts Engineering and Victor Sierra, agreed to acquire Prince & Izant for approximately $1.07 billion, issued $1.5 billion of new debt, and repurchased $1.0 billion of shares in the quarter and $1.8 billion year-to-date. Full-year 2026 guidance was raised, with net sales expected between $10,470 million and $10,550 million and EBITDA As Defined between $5,490 million and $5,550 million.

TransDigm Group Inc. director Irina Igorevna Krasik has submitted an initial insider ownership report as a director, not as an officer or ten percent owner. The company notes this report was filed one day late because of delays in obtaining EDGAR access codes for the reporting person. No insider buy, sell, or derivative transactions are reported in this submission.

TransDigm Group Incorporated 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. Closing is subject to regulatory approvals in the United States and other customary closing conditions.

Prince & Izant, headquartered in Cleveland, designs and manufactures highly engineered brazing alloys and specialty metal components used in advanced, high cost-of-failure applications. It primarily serves aerospace and defense, aeroderivative turbine and transportation markets, derives most revenue from the aftermarket, spans nearly 10,000 active SKUs, and is expected to generate about $360 million in 2026 revenue with roughly 220 employees across four U.S. manufacturing sites. TransDigm’s CEO indicated the deal aligns with the company’s acquisition criteria and long-term private equity-like return objectives.

TransDigm Group Incorporated appointed Irina Krasik to its Board of Directors, effective July 22, 2026. She is a Managing Director at Stellex Capital Management and previously worked at Bregal Investments, The Wicks Group, The Carlyle Group and Merrill Lynch in investment roles.

She also serves on several private-company boards, bringing experience in mergers and acquisitions, investing, corporate strategy and governance. She has not yet been named to any board committees, there are no related person transactions with TransDigm, and she will be paid under the standard non-employee director compensation program described in the 2026 proxy statement.

TransDigm Group executive Joel Reiss, Co-Chief Operating Officer, reported exercising stock options covering 3,900 shares of common stock on July 15, 2026 at an exercise price of $284.97 per share, leaving 11,900 options outstanding. The amended filing corrects the coding of this derivative transaction from an acquisition to a disposition and indicates it was effected under a Rule 10b5-1 trading plan.

TransDigm Group director W. Nicholas Howley reported that his family trust exercised 10,132 stock options for common stock on 2026-07-20 at an exercise price of $66.4700 per share, leaving 11,832 options indirectly held. The trust received 10,132 common shares, then sold 10,132 shares in multiple sale transactions, including 570 shares at $1,210.3242 and 440 shares at $1,224.1377 per share. The filing indicates these transactions were executed under a Rule 10b5-1 trading plan.