Transdigm Group Revenue, Net Income & 10-K Summary

Business focus

Global designer, producer and supplier of highly engineered aircraft components critical to the safe and effective operation of nearly all commercial and military aircraft.
Products are represented in virtually every commercial and military aircraft in service today.

Emphasis on proprietary products with substantial aftermarket content.
Aftermarket revenues are a major component of sales and are generally higher margin and more stable than OEM sales.
Typical aircraft program life cycle creates long product life: design into aircraft, then roughly 25–30 years of aftermarket sales; platform life often 20–30 years; product life cycle typically exceeds 50 years.
Net sales mix (FY2026): about 90% from proprietary products; aftermarket accounted for approximately 55% of net sales.

Value-driven operating strategy with three core drivers:
- Win profitable new business through technical expertise and niche market knowledge.
- Improve cost structure via lean operations and cost discipline.
- Offer highly engineered, value-added products and communicate customer value to support pricing.
Decentralized organizational structure with operating units grouped into three segments.
Disciplined acquisition strategy focused on proprietary aerospace components with aftermarket content.
Efficient capital allocation, using cash flow to fund operations, acquisitions, special dividends and/or debt reduction.

Power & Control: Systems and components that provide power/control for aircraft (electromechanical actuators, ignition systems, pumps/valves, motors/generators, sensors, etc.). Primary customers include engine and power-system suppliers, airlines, MROs, and military buyers.
Airframe: Systems and components for airframe and cabin applications (latching/locking devices, connectors, cabin components, cockpit displays, seating, interiors, lighting, parachutes, testing solutions, etc.). Customers include airframe manufacturers and cabin-system suppliers.
Non-aviation: Products for non-aviation markets (seat belts for ground transport, space hardware, turbine controls for energy and oil & gas, etc.). Customers include off-road equipment and space/system suppliers.

Top ten customers accounted for approximately 45% of net sales in FY2026 (up from 40% in FY2025).
No single customer accounted for more than 10% of net sales in FY2026.
Customer base includes distributors, worldwide airlines, large OEMs, U.S. and allied military agencies, defense OEMs, system suppliers and various other industrial customers.
Net sales to foreign customers totaled $3,698 million for the fiscal year ended September 30, 2026.

Employees: approximately 19,100 full-time, part-time and temporary as of September 30, 2026.
Labor representation: about 17% of employees represented by labor unions; collective bargaining agreements expire at various dates through September 2029.
Facilities: approximately 137 manufacturing facilities in 30 U.S. states and 13 other countries; corporate headquarters in Cleveland, Ohio. Facilities are a mix of leased and owned.

Operates in a highly regulated environment (FAA, EASA, ITAR, EAR, OFAC, etc.) with certification requirements for products and operations.
Exposure to geopolitical and defense budget fluctuations; a substantial portion of revenue stems from U.S. Government defense contracting, which carries specific procurement and audit risks.
Company disclosures identify risks related to cybersecurity, environmental, tax and global supply chain factors.

Corporate headquarters: Cleveland, Ohio.
Public disclosures, including the Annual Report on Form 10-K and related SEC filings, are available through the company’s website and SEC records.