Financial research concept

Aerospace Components Defense Sales Mix

measures the share of TransDigm net sales generated by defense customers.

By Lee BaileyPublished Oct 2, 2026

Research context

See what supports this page, how current it is, and where comparable or historical context is available.

Research date: Oct 2, 2026Use the dated article and cited sources for the definition, examples, and stated limitations.
Operating-model context: 10 connected conceptsPart of the reviewed Aerospace Components Aftermarket & OEM Economics; issuer definitions remain distinct where disclosed.
Company examples: 1 reviewed companyRelationships reflect supported examples, not a normalized cross-company KPI ranking.

Defense is a distinct end-market channel
Channel mix provides context for organic growth
Part of the Aerospace Components Aftermarket & OEM Economics
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Aerospace components defense sales mix measures defense sales as a percentage of TransDigm net sales.

TransDigm reported $1.148B of defense sales in the fiscal third quarter of 2026, equal to about 41.9% of total net sales.

Defense is a distinct end-market channel

Defense demand depends on military spending, program timing, modernization, and domestic and international procurement rather than commercial passenger traffic.

Channel mix provides context for organic growth

TransDigm said defense sales increased alongside commercial aftermarket and commercial OEM sales in the quarter.

Read it with organic sales growth and Power & Control sales growth.

Primary source: TransDigm fiscal Q3 2026 Form 10-Q.

Part of the Aerospace Components Aftermarket & OEM Economics

Connects TransDigm organic versus acquisition growth, commercial aftermarket/OEM/defense channel mix, segment growth, and issuer-defined EBITDA As Defined margin conversion.

Browse the full operating model in Company Analysis →

Where this concept fits

Commercial and defense channel mixCurrent relationship
Commercial aftermarket, commercial OEM, and defense sales mix separate installed-base utilization demand, aircraft-production demand, and military procurement exposure.
Commercial Aftermarket Mix Commercial OEM MixDefense Sales MixCurrent concept
Organic and acquisition growth bridge
Organic sales growth isolates existing-business expansion while acquisition sales contribution explains the incremental reported growth from acquired businesses.
Acquisition Sales Contribution Organic Sales Growth
Segment growth and EBITDA conversion
Power & Control and Airframe sales growth show segment-level expansion, while segment and total EBITDA As Defined margins show how that mix converts into issuer-defined non-GAAP profitability.
Airframe EBITDA Margin Airframe Growth Power & Control EBITDA Margin Power & Control Growth Total EBITDA As Defined Margin

See It in Company Research

These companies are examples of how the concept is reported or discussed in public filings. Definitions can differ by issuer; these links open company research rather than a normalized metric comparison.

TDGOpen operating-model research →10 of 10 reviewed concepts in Aerospace Components Aftermarket & OEM EconomicsCommercial and defense channel mix3 of 3 bridge concepts supportedContinue through this bridge:Commercial Aftermarket Mix Commercial OEM Mix

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Compare aerospace component economics

Compare defense channel exposure separately from commercial OEM and aftermarket demand.

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