TransDigm tops Q4 revenue, adjusted profit estimates
TDG•TDG•TDG•TDG•TransDigm’s fiscal fourth-quarter revenue rose 23% year over year to $2.99 billion, beating estimates, while adjusted EPS of $12.44 also exceeded expectations. The company forecast fiscal 2027 net sales of $11.95 billion to $12.15 billion and EPS of $42.06 to $42.91.
TransDigm reported fiscal fourth-quarter revenue of $2.99 billion, up 23% year over year and above the $2.95 billion analyst estimate. Adjusted EPS was $12.44, compared with the $12.32 estimate, and adjusted net income was $706 million versus expectations of $694.05 million. Organic growth was 14%.
TransDigm expects fiscal 2027 net sales of $11.95 billion to $12.15 billion, up 14% at the midpoint, and EPS of $42.06 to $42.91, up 17% at the midpoint. It forecast EBITDA As Defined of $6.2 billion to $6.35 billion, up 13% at the midpoint, with a margin of about 52%.
The company said higher interest and tax expenses weighed on net income, partly offset by sales growth. Recent acquisitions diluted EBITDA margin by about two percentage points. TransDigm repurchased $943 million in shares during the quarter.
