11:49 AM EST, 11/13/2025 (MT Newswires) -- TransDigm Group ( TDG ) ended its fiscal year on a strong note, posting fiscal Q4 adjusted earnings per share of $10.82, above the roughly $10.00 consensus, on revenue of $2.44 billion, supported by strong defense demand and a rebound in commercial after market sales, RBC Capital said in a Wednesday note.

For fiscal 2026, the company projected high-single-digit growth in commercial after market, mid-teens expansion in commercial OEM, and mid- to high-single-digit gains in defense, according to the report.

Management expects an adjusted earnings before interest, taxes, depreciation, and amortization margin of 52.3%, down 160 basis points from 2025, reflecting dilution from acquisitions and mix, partially offset by core margin gains.

The analysts noted adjusted EBITDA came in 2% above estimates at $1.32 billion, with margins up 160 basis points year over year to 54.2%, while free cash flow of roughly $2.4 billion exceeded guidance. After the quarter's close, the company completed its $765 million acquisition of Simmonds.

RBC maintained its sector perform rating on the stock and raised its price target to $1,400 from $1,385.

Shares of TransDigm Group ( TDG ) were up more than 3% in recent Thursday trading.

Price: 1351.52, Change: +43.55, Percent Change: +3.33