TransDigm raises fiscal 2026 net sales guidance to $10.47 billion-$10.55 billion, up $150 million at the midpoint.
Company lifts fiscal 2026 adjusted EPS forecast to $40.62-$41.46, up $1.52 at the midpoint.
Fiscal 2026 outlook assumes mid-teens percentage growth in commercial OEM and low double-digit aftermarket growth.
Overview
US aircraft components maker's fiscal Q3 revenue rose 23%, beating analyst expectations.
Adjusted EPS for fiscal Q3 beat consensus, rising 13% year over year.
Company raised full-year 2026 guidance for sales, adjusted EPS, and EBITDA As Defined.
Analyst coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 10 "hold" and 1 "sell" or "strong sell".
The average consensus recommendation for the aerospace & defense peer group is "buy".
Wall Street's median 12-month price target for TransDigm Group Inc is $1,455.00, about 13.2% above its August 3 closing price of .
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