TransDigm Group — Feb 3, 2026 release

TransDigm now expects fiscal 2026 financial guidance to be as follows: • Net sales are anticipated to be in the range of $9,845 million to $10,035 million compared with $8,831 million in fiscal 2025, an increase of 12.6% at the midpoint (an increase of $90 million at the midpoint from prior guidance); • Net income is anticipated to be in the range of $1,952 million to $2,064 million compared with $2,074 million in fiscal 2025, a decrease of 3.2% at the midpoint primarily due to additional interest expense relating to the financing activities completed during the fourth quarter of fiscal 2025 (an increase of $42 million at the midpoint from prior guidance); • Earnings per share is expected to be in the range of $32.47 to $34.39 per share based upon weighted average shares outstanding of 58.3 million shares, compared with $32.08 per share in fiscal 2025, which is an increase of 4.2% at the midpoint (an increase of $0.86 per share at the midpoint from prior guidance); • EBITDA As Defined is anticipated to be in the range of $5,140 million to $5,280 million compared with $4,760 million in fiscal 2025, an increase of 9.5% at the midpoint (an increase of $60 million at the midpoint from prior guidance and corresponding to an EBITDA As Defined margin guide of approximately 52.4% for fiscal 2026); • Adjusted earnings per share is expected to be in the range of $37.42 to $39.34 per share compared with $37.33 per share in fiscal 2025, an increase of 2.8% at the midpoint compared to prior year (an increase of $0.87 per share at the midpoint from prior guidance); and • 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. 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. Additionally, please see attached Table 7 for comparison of the current fiscal year 2026 guidance versus the previously issued fiscal year 2026 guidance. 3 Earnings Conference Call TransDigm Group will host a conference call for investors and security analysts on February 3, 2026, 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/BIfa66f67b57da497c8e296ec22021d598 . 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 presentati