TransDigm provided earnings guidance for the year ending September 30, 2026. The company's net sales are anticipated to be in the range of $9,750 million to $9,950 million 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) with the net income midpoint of $1,966 million.

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 and with the Earnings per share midpoint of $32.57. Fiscal 2026 outlook is based on the following market growth assumptions: Commercial OEM revenue growth in the high single-digit to mid-teens percentage range; Commercial aftermarket revenue growth in the high single-digit percentage range; and Defense revenue growth in the mid single-digit to high single-digit percentage range.