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TransDigm Group TDG Q1 2026 earnings

Reported February 3, 2026 · Before market open

Revenue$2.3BBeat by $27.5MDiluted EPS$8.23Beat by $0.13
Revenue estimate$2.3B
EPS estimate$8.10

Next report

Aug 4, 2026 (In 3 weeks)
Revenue estimate$2.7B
EPS estimate$10.26

Financials

Q1 2026

Income statement

See full
Revenue$2.3B+13.9%
Gross profit$1.4B+9.5%
Operating income$1.0B+7.0%
Net income$445.0M-9.7%
EPS (diluted)$6.62-13.1%

Balance sheet

See full
Cash & equivalents$2.5B+2.8%
Total debt$30.0B+18.4%
Total equity-$9.3B-48.1%
Total assets$23.8B+10.4%

Cash flow

See full
Operating cash flow$832.0M+10.6%
CapEx$60.0M+42.9%
Free cash flow$772.0M+8.7%

Valuation & ratios

Valuation

as of 12/27/25
See full
Market cap$74.9B+5.1%
Enterprise value$102.41B+8.8%
P/E37×-2.1×
P/S8.2×-0.5×

Profitability

See full
Gross margin59.6%-0.1pp
Operating margin46.5%+0.9pp
Net margin22.2%-0.1pp
FCF margin20.6%-3.8pp

Returns & leverage

See full
Current ratio2.7×+0.1×

Segments

By segment

See full
Power And Control$1.2B+19.2%
Airframe$1.0B+7.9%
Non Aviation Related Business$40.0M+21.2%

Versus estimates

Revenue

Q2 2026$2.5BBeat by $75.6M
Q1 2026$2.3BBeat by $27.5M
Q4 2025$2.4BBeat by $37.8MQ3 2025$2.2BMiss by $61.9MQ2 2025$2.2BMiss by $17.5MQ1 2025$2.0BMiss by $25.9M

Diluted EPS

Q2 2026$9.85Beat by $0.39
Q1 2026$8.23Beat by $0.13
Q4 2025$10.82Beat by $0.78Q3 2025$9.60Miss by $0.29Q2 2025$9.11Beat by $0.15Q1 2025$7.83In line

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Questions, answered.

When did TransDigm Group report Q1 2026 earnings?
TransDigm Group (TDG) reported Q1 2026 earnings on February 3, 2026 before market open.
What were TransDigm Group's Q1 2026 revenue and EPS?
TransDigm Group reported revenue of $2.3B and diluted EPS of $8.23 for Q1 2026.
Did TransDigm Group beat estimates in Q1 2026?
Revenue beat the consensus estimate of $2.3B by $27.5M. EPS beat the consensus estimate of $8.10 by $0.13.
How did TransDigm Group's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 13.9% from $2.0B a year earlier and diluted EPS grew 5.1% from $7.83.
Where can I find TransDigm Group's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001260221-26-000015) and the 10-Q periodic report (0001260221-26-000017) directly on SEC EDGAR. The filing index links above go to sec.gov.