TransDigm Group — Nov 12, 2025 release

Additionally, we expect continued growth in our commercial aftermarket and defense end markets, where the overall trends remain quite positive." TransDigm expects fiscal 2026 financial guidance to be as follows: • 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); • 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; • EBITDA As Defined is anticipated to be in the range of $5,075 million to $5,225 million compared with $4,760 million in fiscal 2025, an increase of 8.2% at the midpoint (corresponding to an EBITDA As Defined margin guide of approximately 52.3% for fiscal 2026); • Adjusted earnings per share is expected to be in the range of $36.49 to $38.53 per share compared with $37.33 per share in fiscal 2025, an increase of 0.5% at the midpoint compared to prior year; and • F is cal 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; an d ◦ Defense revenue growth in the mid single-digit to high single-digit percentage range. Please see the attached Table 6 for a reconciliation of EBITDA, EBITDA As Defined to net income and reported earnings per share to adjusted earnings per share guidance midpoint estimated for the fiscal year ending September 30, 2026. Earnings Conference Call TransDigm Group will host a conference call for investors and security analysts on November 12, 2025, beginning at 11:00 a.m., Eastern Time. To join the call telephonically, please register for the call at https://register-conf.media-server.com/register/BI02e315da618e412296091ca55a584b51 . Once registered, participants will receive the dial-in information and a unique pin to access the call. The dial-in information and unique pin will be sent to the email used to register for the call. The unique pin is exclusive to the registrant and can only be used by one person at a time. A live audio webcast of the call can also be accessed online at https://www.transdigm.com. A slide presentation will also be available for reference during the conference call; go to the investor relations page of our website and click on “Presentations.” The call will be archived on the website and available for replay at approximately 2:00 p.m., Easter