03:45 AM EDT, 05/07/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our 12-month target by $114 to $1,526, or 35.0x our FY 26 (Sep.) EPS estimate, above TDG's three-year avg. forward P/E of 32.4x but in line with peers. We raise our FY 25 EPS estimate by $0.53 to $37.91 and our FY 26 EPS forecast by $0.83 to $43.60. TDG posts FQ2 adj. EPS of $9.11 vs. $7.99, $0.06 above consensus; sales missed by 0.8%. TransDigm's ( TDG ) revenue growth of 12% Y/Y was driven by solid performance in both the commercial aftermarket and defense sectors. Organic sales growth of 6.9% Y/Y underscores the company's ability to generate internal growth alongside its acquisition strategy. Despite a strong first half of FY 25, management reiterated guidance (instead of raising it), which we think will prove to be conservative. While there is heightened economic uncertainty, it's important to note that TDG should not have a material impact from recently enacted U.S. and non-U.S. tariffs, as TDG is largely a domestic manufacturer. We anticipate stronger aircraft delivery rates at Boeing to be a tailwind.