TransDigm Group Incorporated (TDG)

TransDigm Group beat consensus on both revenue and adjusted EPS in the fiscal third quarter of 2026, reported Aug. 4, as revenue rose ~23% to about $2.7 billion from about $2.2 billion a year ago and beat a roughly $2.7 billion estimate by about +2%. Adjusted EPS of $10.87 topped the $10.30 estimate by about +6% and was up from $9.60 a year ago, while net income rose ~10% to about $539 million from about $492 million. Profitability held with gross margin near 59% and operating margin around 45%, and operating income reached about $1.2 billion. Operating cash flow was $135.0 million, and TransDigm repurchased $615.0 million of stock. For the next period, consensus calls for adjusted EPS of $11.62 on revenue of $2.88 billion.