TransDigm Group Non-GAAP EPS of $10.82 beats by $0.77, revenue of $2.44B beats by $40M

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TransDigm Group Non-GAAP EPS of $10.82 beats by $0.77, revenue of $2.44B beats by $40M
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* TransDigm Group press release [https://seekingalpha.com/pr/20303452-transdigm-group-reports-fiscal-2025-fourth-quarter-and-year-end-results] (TDG [https://seekingalpha.com/symbol/TDG]): Q4 Non-GAAP EPS of $10.82 beats by $0.77.
* Revenue of $2.44B (+12% Y/Y) beats by $40M.
* Organic sales growth as a percentage of net sales was 10.8%.

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TransDigm expects fiscal 2026 financial guidance to be as follows:

* Net sales are anticipated to be in the range of $9,750 million to $9,950 million vs $8.80B consensus compared with $8,831 million in fiscal 2025, an increase of 11.5% at the midpoint;
* Net income is anticipated to be in the range of $1,906 million to $2,026 million compared with $2,074 million in fiscal 2025, a decrease of 5.2% at the midpoint (primarily due to additional interest expense relating to the financing activities completed during the fourth quarter of fiscal 2025);
* Earnings per share is expected to be in the range of $31.55 to $33.59 per share based upon weighted average shares outstanding of 58.5 million shares, compared with $32.08 per share in fiscal 2025, which is an increase of 1.5% at the midpoint;
* EBITDA As Defined is anticipated to be in the range of $5,075 million to $5,225 million compared with $4,760 million in fiscal 2025, an increase of 8.2% at the midpoint (corresponding to an EBITDA As Defined margin guide of approximately 52.3% for fiscal 2026);
* Adjusted earnings per share is expected to be in the range of $36.49 to $38.53 per share vs $36.60 consensus compared with $37.33 per share in fiscal 2025, an increase of 0.5% at the midpoint compared to prior year

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