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TransDigm Group Co-Chief Operating Officer Patrick Joseph Murphy reported an option exercise and share sale. On February 2, 2026, he exercised a stock option for 290 shares of Common Stock at an exercise price of $269.42 per share and acquired these shares.
On the same date, he sold 290 shares of Common Stock at a price of $1,430.1 per share. After these transactions, he beneficially owned 1,055 shares of Common Stock directly and 1,160 stock options directly.
TransDigm Group Incorporated filed a current report to share that it has released a press release covering financial results for its first quarter ended December 27, 2025. The press release is furnished as an exhibit and not treated as filed for securities law liability purposes.
The company is also hosting an investor conference call and live audio webcast on February 3, 2026 at 11:00 a.m. Eastern Time, with related presentation materials available on its investor relations website.
The Fortuna Trust filed a notice of proposed sale for 48,000 shares of TDG common stock through Morgan Stanley Smith Barney, with an aggregate market value of 68,521,920.00 and an approximate sale date of February 2, 2026.
The 48,000 shares were acquired on February 2, 2026 via an exercise of stock options paid in cash. Common shares outstanding were 56,318,584 as of the filing disclosure, a baseline figure that shows the company’s overall equity size.
The filing also lists recent Rule 10b5-1 sales for The Fortuna Trust, including 25,000 common shares sold on January 5, 2026 for gross proceeds of 34,339,836.86 and 17,373 shares sold on January 8, 2026 for 24,448,105.61.
An affiliated shareholder of TransDigm Group has filed to sell 1,160 shares of common stock under Rule 144. The shares are to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services on or about 02/02/2026 on the NYSE, with an aggregate market value of $1,655,946.40. The filing notes that these shares were acquired on 02/02/2026 by exercising stock options granted by the issuer and paid for in cash. The company had 56,318,584 shares outstanding of this class. Over the prior three months, 10b5-1 plan sales for Patrick J. Murphy included three separate 290-share transactions, each generating gross proceeds between about $379,900.00 and $391,807.40.
TransDigm Group (TDG) is asking stockholders to elect ten directors, ratify Ernst & Young as auditor, and approve executive pay at its March 5, 2026 annual meeting. The proxy highlights very strong FY 2025 performance, with net sales of $8.8 billion (up 11%), net income from continuing operations of $2.1 billion (up 21%), and EBITDA As Defined of $4.8 billion (up 14%). Earnings per share from continuing operations rose 25% to $32.08, while adjusted EPS increased 10% to $37.33.
The company returned large amounts of capital through two special dividends totaling about $9.6 billion and $500 million of share repurchases, while deploying over $0.9 billion on acquisitions and refinancing about $6 billion of debt. The filing details a CEO transition to Michael J. Lisman, a largely independent board with a separate chair and lead independent director, extensive stockholder engagement, and an executive compensation program where more than 94% of CEO pay and 97% of other named executive pay is at-risk and largely option-based with rigorous performance hurdles.
TransDigm Group’s Co-Chief Operating Officer Joel Reiss reported an insider transaction involving stock options and common shares on January 15, 2026. He exercised 3,900 stock options at an exercise price of $284.97 per share, receiving the same number of TransDigm common shares. On the same date, he sold common stock in a series of small trades, each reported with an average weighted sale price, at levels ranging from about $1,420 to $1,439 per share. After these transactions, he directly owned 3,600 shares of TransDigm common stock and 35,300 stock options. The footnotes clarify that each reported sale price is a weighted average, with full price breakdowns available to regulators or shareholders on request.
TransDigm Group director Kevin M. Stein, through Fortuna Trust dated June 1, 2018, reported linked option and share transactions dated January 14, 2026. The trust exercised 7,627 stock options for TransDigm common stock at an exercise price of $342.31 per share, receiving 7,627 shares.
The trust then sold TransDigm common shares in three weighted-average blocks: 2,141 shares at $1,405.6379, 3,964 shares at $1,406.4099, and 1,522 shares at $1,407.3422. After these trades, the trust held 8,158 TransDigm common shares and 43,000 stock options indirectly for the reporting person.
TransDigm Group has signed a definitive agreement to acquire Jet Parts Engineering and Victor Sierra Aviation Holdings, portfolio companies of Vance Street Capital, for approximately $2.2 billion in cash, including certain tax benefits. The two businesses focus on highly engineered, proprietary FAA-approved replacement parts and repairs for the commercial, regional, cargo, general and business aviation aftermarket.
Jet Parts Engineering, based in Seattle, designs and manufactures proprietary OEM-alternative parts and repairs, with engineering and repair locations across several U.S. states and the United Kingdom and approximately 300 employees. Victor Sierra Aviation brings brands such as McFarlane Aviation, Tempest Aero Group and Aviation Products Systems, employs about 400 people, and operates multiple U.S. facilities.
The companies together generated about $280 million of revenue for the calendar year ended December 31, 2025. Closing of the acquisition is subject to regulatory approval in the United States and other customary closing conditions.
A selling trust has filed a Form 144 notice to sell shares of the issuer’s common stock. The filing covers 7627 common shares to be sold on the NYSE around 01/14/2026 through Morgan Stanley Smith Barney LLC, with an aggregate market value listed as 10540361.46. These shares were acquired on 01/14/2026 via an exercise of stock options from the issuer, paid in cash on the same date.
The notice also lists prior sales during the past three months by THE FORTUNA TRUST U/T/A DTD 06/01/2018 under a Rule 10b5-1 trading arrangement. Examples include 25000 common shares sold on 01/05/2026 for gross proceeds of 34339836.86 and 17373 shares sold on 01/08/2026 for 24448105.61, along with several additional sales between 10/27/2025 and 12/04/2025.