TDG · Q2 FY26 · Mar 28, 2026
TransDigm Q2 FY26: where the revenue came from and where it went
TransDigm Q2 FY26: revenue $2.5B (+18% year over year). Net profit $0.5B. Largest cohort Power and Control $1.4B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Mar 28, 2026
- Reported
- May 5, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$2.5B
+18% year over year
Gross profit$1.5B
59% margin
Operating profit$1.2B
46% margin
Net profit$0.5B
21% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.5 | 100% | +18% |
| Power and Control | 1.4 | 56% | +23% |
| Airframe | 1.1 | 44% | +13% |
| Cost of revenue | −1 | 40% | |
| Gross profit | 1.5 | 59% margin | +0pp |
| SG&A | −0.2 | 11% | +0pp |
| Other | −0.1 | 2% | +0pp |
| Operating profit | 1.2 | 46% margin | +0pp |
| Tax | −0.2 | ||
| Interest & other costs | −0.5 | ||
| Net profit | 0.5 | 21% | −1pp |
Older quarters
-
Q1 FY26 12/2025Revenue $2.3B Net margin 19%
-
Q4 FY25 9/2025Revenue $2.4B Net margin 25%
-
Q3 FY25 6/2025Revenue $2.2B Net margin 22%
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