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TransDigm Offers Weak Fiscal 2026 Earnings Outlook; Fourth-Quarter Results Top Views
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TransDigm Offers Weak Fiscal 2026 Earnings Outlook; Fourth-Quarter Results Top Views
Nov 12, 2025 8:46 AM

11:15 AM EST, 11/12/2025 (MT Newswires) -- TransDigm ( TDG ) issued a full-year earnings outlook below market expectations on Wednesday even as the aircraft parts maker reported better-than-expected fiscal fourth-quarter results.

The company anticipates adjusted earnings to be in a range of $36.49 to $38.53 per share for fiscal 2026, compared with $37.33 reported in the year ended Sept. 30. The current consensus on FactSet is for non-GAAP EPS of $40.06.

Sales are pegged between $9.75 billion and $9.95 billion, while the Street is looking for $9.84 billion. In the previous fiscal year, revenue rose 11% to $8.83 billion on an annual basis.

The outlook assumes that revenue from the commercial original equipment manufacturing market will grow in the high-single-digit to mid-teens percentage range. Commercial aftermarket revenue is expected to rise by a high-single digit, while defense revenue is seen increasing by a mid- to high-single digit.

"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," Chief Executive Mike Lisman said in a statement. "Additionally, we expect continued growth in our commercial aftermarket and defense end markets, where the overall trends remain quite positive."

For the fiscal fourth quarter, TransDigm's ( TDG ) adjusted EPS advanced to $10.82 from $9.83 last year, surpassing the average analyst estimate of $10.04. Sales climbed 12% to $2.44 billion, topping the Street's forecast of nearly $2.4 billion.

The commercial aftermarket and defense market grew by double-digits each, according to Lisman. The company's commercial OEM market revenue increased by high-single-digits, the CEO added.

Shares of the firm edged up 1.3% in Wednesday trade. The stock has gained 3.4% so far this year.

Price: 1308.01, Change: +14.01, Percent Change: +1.08

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