Overview

* TransDigm ( TDG ) Q4 revenue up 12% yr/yr, beating analyst expectations

* Adjusted EPS for Q4 beats consensus, rising 10% yr/yr

* Company completes acquisition of Simmonds Precision Products from RTX

Outlook

* TransDigm ( TDG ) expects fiscal 2026 net sales between $9,750 mln and $9,950 mln

* Company anticipates fiscal 2026 EBITDA As Defined between $5,075 mln and $5,225 mln

* TransDigm ( TDG ) forecasts fiscal 2026 EPS between $31.55 and $33.59

Result Drivers

* COMMERCIAL AFTERMARKET & DEFENSE - Double-digit growth in commercial aftermarket and defense markets drove Q4 results

* VALUE-DRIVEN STRATEGY - Increase in net income attributed to value-driven operating strategy and lower non-cash compensation expenses

* INTEREST EXPENSE IMPACT - Higher interest expenses partially offset gains in net income

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $2.44 $2.40

Revenue bln bln (17

Analysts

)

Q4 Beat $10.82 $10.04

Adjusted (18

EPS Analysts

)

Q4 EPS $7.75

Q4 Beat $629 mln $591.64

Adjusted mln (14

Net Analysts

Income )

Q4 $1.32

EBITDA bln

Q4 10.80%

Organic

Growth

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the aerospace & defense peer group is "buy"

* Wall Street's median 12-month price target for TransDigm Group Inc ( TDG ) is $1,565.00, about 17.3% above its November 11 closing price of $1,294.00

* The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 35 three months ago

Press Release:

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)