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Guidance history, every release

TransDigm Group (TDG) · 8 releases, Nov 7, 2024 to Aug 4, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Nov 7, 2024 FY24 Q4	Feb 4, 2025 FY25 Q1	May 6, 2025 FY25 Q2	Aug 5, 2025 FY25 Q3	Nov 12, 2025 FY25 Q4	Feb 3, 2026 FY26 Q1	Apr 14, 2026 FY26 Q2	Aug 4, 2026 FY26 Q3
For FY2026
Commercial aftermarket revenue growth	—	—	—	—	New“high single-digit percentage range”	Reiterated“high single-digit percentage range”	—	Revised“low double-digit percentage range”
Defense revenue growth	—	—	—	—	New“mid single-digit to high single-digit percentage range”	Reiterated“mid single-digit to high single-digit percentage range”	—	Revised“high single-digit to low double-digit percentage range”
Net sales	—	—	—	—	New“$9,750 million to $9,950 million”	Raised“$9,845 million to $10,035 million”	—	Raised“$10,470 million to $10,550 million”
Adjusted earnings per share	—	—	—	—	New“$36.49 to $38.53 per share”	Raised“$37.42 to $39.34 per share”	—	Raised“$40.62 to $41.46 per share”
Adjusted earnings per share ( midpoint)	—	—	—	—	—	—	—	New“$41.04”
Earnings per share	—	—	—	—	New“$31.55 to $33.59 per share”	—	—	Changed“in the range of $35.38 to $36.21 per share based upon weighted average shares outstanding of 57.7 million shares”
Earnings per share ( midpoint)	—	—	—	—	—	—	—	New“$35.80”
EBITDA	—	—	—	—	New“4,885”	—	—	—
EBITDA ( midpoint)	—	—	—	—	—	—	—	New“5,237”
EBITDA As Defined	—	—	—	—	New“$5,075 million to $5,225 million”	Raised“$5,140 million to $5,280 million”	—	Raised“$5,490 million to $5,550 million”
EBITDA As Defined ( midpoint)	—	—	—	—	—	—	—	New“$5,520”
EBITDA As Defined Margin ( midpoint)	—	—	—	—	—	—	—	New“52.5 %”
EBITDA As Defined margin guide	—	—	—	—	New“approximately 52.3%”	Raised“approximately 52.4%”	—	—
GAAP Earnings Per Share	—	—	—	—	—	New“$32.47 to $34.39”	—	Raised“$35.38 to $36.21”
GAAP Net Income	—	—	—	—	—	New“$1,952 to $2,064”	—	Raised“$2,102 to $2,150”
Net income	—	—	—	—	New“$1,906 million to $2,026 million”	—	—	—
Net Income ( midpoint)	—	—	—	—	—	—	—	New“$2,126”
Weighted average shares outstanding (EPS basis)	—	—	—	—	—	New“58.3 million shares”	—	—
Weighted average shares outstanding	—	—	—	—	New“58.5 million shares”	—	—	—
Weighted-Average Shares Outstanding	—	—	—	—	—	New“58.3”	—	—
Weighted-average shares outstanding ( midpoint)	—	—	—	—	—	—	—	New“57.7”
For FY2025
Commercial aftermarket revenue growth	New“high single-digit to low double-digit percentage range”	Reiterated“high single-digit to low double-digit percentage range”	Reiterated“high single-digit to low double-digit percentage range”	Reiterated“high single-digit to low double-digit percentage range”	—	—	—	—
Defense revenue growth	New“high single-digit percentage range”	Reiterated“high single-digit percentage range”	Revised“high single-digit to low double-digit percentage range”	Reiterated“high single-digit to low double-digit percentage range”	—	—	—	—
Net sales	New“$8,750 million to $8,950 million”	Reiterated“$8,750 million to $8,950 million”	Reiterated“$8,750 million to $8,950 million”	Narrowed“$8,760 million to $8,820 million”	—	—	—	—
Adjusted earnings per share	New“$35.36 to $37.28 per share”	Raised“$35.51 to $37.43 per share”	Reiterated“$35.51 to $37.43 per share”	Narrowed“$36.33 to $37.15 per share”	—	—	—	—
Adjusted earnings per share ( midpoint)	—	—	—	New“$36.74”	—	—	—	—
Earnings per share	New“$31.47 to $33.39 per share”	—	—	—	—	—	—	—
Earnings per share ( midpoint)	—	—	—	New“$32.80”	—	—	—	—
EBITDA	New“4,479”	—	—	—	—	—	—	—
EBITDA As Defined	New“$4,615 million to $4,755 million”	Reiterated“$4,615 million to $4,755 million”	Reiterated“$4,615 million to $4,755 million”	Narrowed“$4,695 million to $4,755 million”	—	—	—	—
EBITDA As Defined ( midpoint)	—	—	—	New“$4,725”	—	—	—	—
EBITDA As Defined Margin ( midpoint)	—	—	—	New“53.8%”	—	—	—	—
EBITDA As Defined margin guide	New“approximately 52.9%”	Reiterated“approximately 52.9%”	Reiterated“approximately 52.9%”	—	—	—	—	—
GAAP Earnings Per Share	—	New“$32.27 to $34.19”	Reiterated“$32.27 to $34.19”	Narrowed“$32.39 to $33.21”	—	—	—	—
GAAP Net Income	—	New“$1,925 to $2,037”	Reiterated“$1,925 to $2,037”	Narrowed“$1,932 to $1,980”	—	—	—	—
Net income	New“$1,887 million to $1,999 million”	—	—	—	—	—	—	—
Net Income ( midpoint)	—	—	—	New“$1,956”	—	—	—	—
Weighted average shares outstanding (EPS basis)	—	New“58.15 million shares”	—	Raised“58.175 million shares”	—	—	—	—
Weighted average shares outstanding	New“58.4 million shares”	—	—	—	—	—	—	—
Weighted-Average Shares Outstanding	—	New“58.15”	Reiterated“58.15”	—	—	—	—	—
Weighted-average shares outstanding ( midpoint)	—	—	—	New“58.175”	—	—	—	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.