Filing Flows › TransDigm Group (TDG) › Q3 FY26
TransDigm Group (TDG) Q3 FY26 earnings results (third quarter fiscal 2026)
10-Q filed Aug 4, 2026
TransDigm Group (TDG) reported revenue of $2.7B for the third quarter fiscal 2026 (Q3 FY26), +23% from a year earlier and +8% from the quarter before. Operating margin was 44.8%, net earnings $540M (19.7% of revenue).
TransDigm Group, Q3 FY26: revenue $2.7B (+22% year over year), operating margin 44.8%, net earnings $540M, operating cash flow $724M. The chart follows the revenue to costs, profit and cash.
| Q3 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $2.7B | +8% | +23% |
| Gross profit | $1.6B | +8% | +22% |
| Operating profit | $1.2B | +4% | +18% |
| Net earnings | $540M | +0.7% | +10% |
| Operating cash flow | $724M | +436% | +15% |
| Free cash flow | $650M | +916% | +13% |
What changed
Revenue was $2.7B in Q3 FY26, up 23% year over year and up 8% from the previous quarter.
Gross margin was 59.4%, down 0.1 points from Q3 FY25. Operating profit was $1.2B, a 44.8% margin (down 1.7 points year over year). Of the extra revenue versus Q3 FY25, 37% reached operating profit, below the 46% margin then. Operating expenses grew 37% against revenue growth of 23%. The fastest-growing cost line was SG&A (+37%). Net earnings were $0.54B, up 10% year over year. The effective tax rate was 24.3%.
Operating cash flow was $0.72B (up 15% year over year), 134% of net earnings. Non-cash charges added back $0.12B of depreciation and amortization and $0.07B of share-based compensation. Capital expenditures of $0.07B left free cash flow of $0.65B.
Questions
What was TransDigm Group's revenue in the third quarter fiscal 2026?
TransDigm Group (TDG) reported revenue of $2.7B for the third quarter fiscal 2026 (Q3 FY26), +23% from a year earlier and +8% from the quarter before.
Was TransDigm Group profitable in the third quarter fiscal 2026?
Operating profit was $1.2B (44.8% of revenue) and net earnings $540M.
Source: TransDigm Group 10-Q on SEC EDGAR.