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 11% Undervalued

Nicolas Owens

May 6, 2026

Revenue grew 18% in the company's second fiscal quarter of 2026 to $2.5 billion from a year ago, while adjusted EBITDA grew 15% to $1.3 billion. Sales growth was led by 14% a like-for-like increase in the commercial aftermarket, while recently acquired businesses dragged aggregate margin down.

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TransDigm Group Inc

TransDigm Earnings: Somewhat Lumpy Results but the Franchise Persists; Shares 11% Undervalued

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