TransDigm Group Inc

TDG: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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TransDigm Earnings: Somewhat Lumpy Results but the Franchise Persists; Shares Fairly Valued

Nicolas Owens

Feb 3, 2026

Revenue grew 14% in the first quarter of 2026 to $2.3 billion from a year ago, while adjusted EBITDA grew 13% to $1.2 billion. Sales and adjusted EBITDA declined since the previous quarter by 6.3% and 8.9%, respectively, and disappointed investors traded TransDigm's shares down nearly 12% Feb. 3.

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TransDigm Group Inc

TransDigm Earnings: Somewhat Lumpy Results but the Franchise Persists; Shares Fairly Valued

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