Welcome to our dedicated page for Transdigm Group SEC filings (Ticker: TDG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
TransDigm Group Incorporated filings document operating results, material events and capital-structure activity for an aerospace components company listed on the New York Stock Exchange under TDG. Form 8-K reports include quarterly financial results, conference-call materials, acquisition-related events and exhibits furnished with company press releases.
The filing record also covers financing arrangements at subsidiary TransDigm Inc., including senior subordinated notes, term loans, indenture and guarantee disclosures. Governance filings report annual meeting voting outcomes, director elections, auditor ratification and advisory executive-compensation votes, alongside common-stock registration details and other material agreements.
TransDigm Group director W. Nicholas Howley, through the W. Nicholas Howley Family Trust u/a/d 4/23/99, reported an exercise-and-sell transaction in TransDigm common stock. On 2026-05-18, the trust exercised stock options for 10,132 shares at an exercise price of $66.47 per share and sold 10,132 common shares in a series of open-market trades at prices around $1,160–$1,189 per share. Following these transactions, the filing shows indirect ownership of 21,547.513 TransDigm common shares by the trust.
TransDigm Group Co-Chief Operating Officer Joel Reiss reported a paired option exercise and share sale. He exercised 3,900 stock options at $284.97 per share to acquire common stock, then sold 3,900 common shares in multiple open-market trades at weighted-average prices between about $1,143.72 and $1,175.31. Following these transactions, he holds 7,500 common shares directly and 19,700 stock options that remain outstanding.
TransDigm Group Inc. disclosed an amended Schedule 13G showing Capital World Investors reported beneficial ownership of 4,705,728 shares of common stock, representing 8.3% of the 56,473,563 shares believed to be outstanding as of 03/31/2026. The filing lists sole voting power for 4,697,654 shares and sole dispositive power for 4,705,728 shares. The amendment is signed by a Capital Research and Management Company officer on 05/13/2026.
TransDigm Group Inc. ownership update: Capital International Investors reports beneficial ownership of 5,578,637 shares, representing 9.9% of the 56,473,563 shares believed outstanding. The filing shows sole voting power for 5,564,548 shares and sole dispositive power for 5,578,637 shares. The amendment is signed on 05/13/2026.
TransDigm Group Inc. reports a Schedule 13G disclosure showing Capital Research Global Investors beneficially owns 3,146,345 shares of common stock as of 03/31/2026. The filing states this equals 5.6% of 56,473,563 shares believed to be outstanding, with sole voting power of 3,138,786 and sole dispositive power of 3,146,345. The filing is signed by a Capital Research official on 05/11/2026.
TransDigm Group’s quarterly results show strong growth driven by commercial and defense demand plus acquisitions, alongside very high leverage and active capital returns.
For the thirteen weeks ended March 28, 2026, net sales rose to $2,544 million from $2,150 million, with broad increases across commercial OEM, commercial aftermarket and defense. Net income attributable to TD Group increased to $535 million from $479 million, and earnings per share for common stockholders grew to $9.20 from $8.24.
For the twenty‑six week period, net sales reached $4,828 million versus $4,156 million, while net income attributable to TD Group was $980 million compared to $972 million; earnings per share were $15.82 versus $15.86, reflecting higher dividends on participating securities. Operating cash flow was $967 million, supporting cash‑funded acquisitions and buybacks.
TransDigm completed or agreed to several sizable deals, including Jet Parts Engineering and Victor Sierra Aviation for approximately $2.2 billion and Simmonds for about $757 million, plus bolt‑on acquisitions totaling $243 million. It also agreed to acquire Stellant Systems for roughly $960 million, subject to regulatory approvals.
To fund transactions and refinance, the company expanded its already large debt stack with $1,200 million of 6.125% senior subordinated notes due 2034 and $800 million of new Tranche N term loans, followed by an additional $500 million of 6.125% 2034 notes and $1,000 million of Tranche N term loans after quarter‑end. Total long‑term debt reached $31,150 million versus total assets of $25,442 million.
Shareholder returns remained aggressive. During the first half of fiscal 2026, TransDigm repurchased 687,282 common shares for $829 million at an average price of $1,206.68 per share, with $4,958 million still available under the repurchase program. An additional 66,537 shares were repurchased in April 2026 for $76 million. Despite the high leverage and interest expense of $959 million year‑to‑date, management continues to emphasize its value‑driven strategy, using acquisitions and aftermarket‑focused aerospace components to support long‑term earnings and cash generation.
TransDigm Group reported strong fiscal 2026 second quarter results, with net sales of $2,544 million, up 18% from $2,150 million a year earlier. Net income rose to $536 million, an increase of 11.9%, and earnings per share reached $9.20, up 12%.
EBITDA As Defined grew 15.1% to $1,337 million, delivering a high margin of 52.6%. Adjusted earnings per share rose to $9.85 from $9.11. For the first half, net sales increased 16.2% to $4,828 million, and adjusted EPS climbed to $18.09 from $16.94.
The company completed the $2.2 billion acquisition of Jet Parts Engineering and Victor Sierra and has an agreement to buy Stellant Systems for about $960 million. It also returned $905 million to shareholders year-to-date through share repurchases. TransDigm raised its fiscal 2026 guidance, now targeting midpoint net sales of about $10.36 billion, EBITDA As Defined of about $5.42 billion, and adjusted EPS of about $39.52.
TransDigm Group Inc: Vanguard Capital Management reports beneficial ownership of 4,224,820 shares of common stock, equal to 7.48% of the class as of 03/31/2026. The filing shows sole dispositive power for 4,224,820 shares and sole voting power for 555,091 shares; holdings are reported on behalf of Vanguard affiliates and managed accounts.
TransDigm Group Inc. director W. Nicholas Howley, through the W. Nicholas Howley Family Trust u/a/d 4/23/99, reported an exercise-and-sell sequence in TransDigm common stock. The trust exercised stock options for 10,132 shares at exercise prices of $66.47 and $50.92 per share.
On the same date, the trust completed multiple open-market sales totaling 10,132 shares at per-share prices generally around $1,260–$1,272, reported as weighted averages for several price ranges. Following these transactions, the trust indirectly held 31,336.513 shares of TransDigm common stock.
TransDigm Group Incorporated, through its subsidiary TransDigm Inc., completed $1,500 million of new debt financing. This includes $500 million of 6.125% Senior Subordinated Notes due July 31, 2034 and $1,000 million of additional tranche N term loans maturing February 13, 2033.
TransDigm Group intends to use the net proceeds, together with cash on hand, to fund the purchase price of the expected acquisition of Stellant Systems, Inc., approximately $800 million of common share repurchases completed in March 2026, and related transaction fees and expenses. The new notes and loans carry covenant, ranking and default terms typical for TransDigm’s existing credit structure.