Q3 FY26 · Ended Jun 27, 2026 · View SEC filing
Lenders claim a growing share of operating profit
Interest grew 29.5%, faster than operating income, so shareholders kept less of each operating dollar than a year ago.
For investorsWhat has to hold for the borrowing model to keep paying
For foundersPricing on value: lessons from a maker of small, critical parts
Parts for planes already flying brought 33.1% of sales against 23.3% for new aircraft, a mix the filing credits for lower costs.
Capital spending took 2.7% of sales, so most operating cash, already after interest, is free for acquisitions and buybacks.
Replacing a certified part usually means qualifying a substitute, so operators pay for availability; gross margin held at 59.4%.
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Business Lens describes TransDigm Group from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.
