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TransDigm forecasts 2026 profit above estimates on strong aftermarket parts demand
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TransDigm forecasts 2026 profit above estimates on strong aftermarket parts demand
Nov 12, 2025 5:34 AM

Nov 12 (Reuters) - Aircraft parts maker TransDigm Group ( TDG )

on Wednesday forecast 2026 profit above Wall Street

estimates after posting a better-than-expected profit for the

fourth quarter, on strong demand for its aftermarket parts.

The Cleveland, Ohio-based company now sees 2026 adjusted per

share profit between $36.49 and $38.53, the midpoint of which is

above analysts' estimates of $36.71 per share, according to data

compiled by LSEG.

"Across our end markets, we expect the commercial OEM market

to see the highest rate of growth as we support increasing build

rates at the OEMs," said CEO Mike Lisman.

Carriers, amid delays in aircraft deliveries, resort to

replacing old airplane parts to maximize operational efficiency,

driving up demand for TransDigm's ( TDG ) commercial aftermarket parts.

Lisman, who took the helm at the beginning of October, added

that the company expects continued growth in its commercial

aftermarket and defense end markets, "where the overall trends

remain quite positive."

While TransDigm ( TDG ) has predominantly benefited from booming

demand for repairs on older jets in recent quarters, it also

sells OEM parts to Boeing ( BA ) and Airbus.

TransDigm's ( TDG ) adjusted profit rose to $10.82 per share in the

quarter ended September 30, up from $9.83 per share a year ago.

Analysts, on an average, expected a profit of $10.04 per share.

TransDigm's ( TDG ) fourth-quarter revenue rose 11.5% to $2.44

billion, beating estimates of $2.4 billion.

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