Filing Flows › TransDigm Group (TDG) › Q3 FY26 › vs Q3 FY25
TransDigm Group (TDG) Q3 FY26 vs Q3 FY25 (year over year)
TransDigm Group's revenue rose $504M (+23%) from $2.2B in Q3 FY25 to $2.7B in Q3 FY26. Gross margin 59.4% against 59.5% (-0.1 pts).
TransDigm Group, Q3 FY26: revenue $2.7B (+22% year over year), operating margin 44.8%, net earnings $540M, operating cash flow $724M. The chart draws each line against Q3 FY25, the increases inside each band.
Margins
| Q3 FY26 | Q3 FY25 | Change | |
|---|---|---|---|
| Gross margin | 59.4% | 59.5% | -0.1 pts |
| Operating margin | 44.8% | 46.4% | -1.7 pts |
| Net margin | 19.7% | 22.0% | -2.3 pts |
| Free cash flow margin | 23.7% | 25.6% | -1.9 pts |
Every line
| Line | Q3 FY26 | Q3 FY25 | Change | % |
|---|---|---|---|---|
| Revenue | $2.7B | $2.2B | $504M | +23% |
| Gross profit | $1.6B | $1.3B | $296M | +22% |
| Cost of revenue | $1.1B | $905M | $208M | +23% |
| Operating profit | $1.2B | $1.0B | $188M | +18% |
| Operating expenses | $401M | $293M | $108M | +37% |
| Pre-tax earnings | $713M | $635M | $78.0M | +12% |
| Other expense, net | $514M | $404M | $110M | +27% |
| SG&A | $332M | $242M | $90.0M | +37% |
| Other operating costs | $69.0M | $51.0M | $18.0M | +35% |
| Net earnings | $540M | $493M | $47.0M | +10% |
| Income tax | $173M | $142M | $31.0M | +22% |
| Depreciation & amortization | $118M | $91.0M | $27.0M | +30% |
| Share-based compensation | $65.0M | $51.0M | $14.0M | +27% |
| Working capital & other | $1.0M | −$4.0M | $5.0M | — |
| Operating cash flow | $724M | $631M | $93.0M | +15% |
| Free cash flow (OCF − capex) | $650M | $573M | $77.0M | +13% |
| Capital expenditures | $74.0M | $58.0M | $16.0M | +28% |
Questions
How much did TransDigm Group's revenue grow year over year in Q3 FY26?
TransDigm Group's revenue rose $504M (+23%) from $2.2B in Q3 FY25 to $2.7B in Q3 FY26. Gross margin 59.4% against 59.5% (-0.1 pts).