TransDigm raises 2026 profit outlook on strong demand for aftermarket aircraft parts

TransDigm

05/05/2026 13:00

May 5 (Reuters) - Aircraft parts maker TransDigm Group TDG.N on Tuesday raised its 2026 profit forecast after posting a better-than-expected quarterly profit on strong aftermarket demand, sending its shares up over 7% in premarket trading.

The company said it saw double-digit growth across its commercial transport and original equipment manufacturer segments.

Amid delays in aircraft deliveries, airlines resort to repairing and maintaining their existing fleets to maximize longevity, boosting demand for TransDigm's aftermarket parts business.

The Ohio-based company now expects 2026 adjusted per share profit of $38.83 to $40.21, which is above the prior forecast of $37.42 of $39.34.

Its second-quarter adjusted profit rose to $9.85 per share from $9.11 per share a year ago.

Analysts, on average, expected a profit of $9.43 per share, according to data compiled by LSEG.

TransDigm's net sales for the quarter ended March 28 rose to $2.54 billion, compared with $2.15 billion a year earlier.

 (Reporting by Parth Chandna; Editing by Vijay Kishore)

 ((Parth.Chandna@thomsonreuters.com;))