Financial research concept

Aerospace Components Power & Control Sales Growth

measures year-over-year growth in TransDigm's Power & Control segment sales.

By Lee BaileyPublished Oct 2, 2026Updated Oct 3, 2026
Research context

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Research date
Oct 3, 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.

Aerospace components Power & Control sales growth measures the year-over-year change in TransDigm's Power & Control segment net sales:

Power & Control sales growth = (current-period segment sales / prior-period segment sales) - 1

TransDigm reported $1.509B of Power & Control net sales in the fiscal third quarter of 2026 versus $1.139B a year earlier. The $370M increase equals approximately 32.5% growth.

Reported growth is broader than organic demand

TransDigm attributed the segment increase to higher commercial aftermarket, commercial OEM, and defense sales. Those end markets can move at different rates, so the headline percentage is most useful as the starting point for a channel decomposition rather than as a single demand indicator.

A key limitation is that reported growth can also include acquired businesses. That distinction matters in an acquisition-heavy company because acquired revenue increases the current-period numerator even when it says little about growth of the legacy portfolio. When evaluating underlying momentum, pair the segment number with the issuer's company-level organic-sales and acquisition-sales disclosures.

Compare sales growth with the profit numerator

Power & Control EBITDA As Defined increased 25.1%, from $646M to $808M, while segment sales increased 32.5%. Because EBITDA As Defined grew more slowly than sales, the segment's EBITDA As Defined margin declined from 56.7% to 53.5%, about 320 basis points.

That bridge prevents a common analytical mistake. A 32.5% increase in sales is not automatically evidence of improving segment economics. Growth can be valuable while incremental profit conversion weakens, particularly when acquisitions or mix changes add revenue at a different margin than the existing business.

Power & Control also grew much faster than Airframe, where sales increased 12.1%. The difference shows why consolidated TransDigm growth should be decomposed by segment before drawing conclusions about the whole aerospace portfolio.

Read this with Power & Control EBITDA As Defined margin and Airframe 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.

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