Aircraft parts maker TransDigm posts Q4 sales above forecasts

TransDigm Incorporated

12/11/2025 12:23

Overview

TransDigm Q4 revenue up 12% yr/yr, beating analyst expectations

Adjusted EPS for Q4 beats consensus, rising 10% yr/yr

Company completes acquisition of Simmonds Precision Products from RTX

Outlook

TransDigm expects fiscal 2026 net sales between $9,750 mln and $9,950 mln

Company anticipates fiscal 2026 EBITDA As Defined between $5,075 mln and $5,225 mln

TransDigm forecasts fiscal 2026 EPS between $31.55 and $33.59

Result Drivers

COMMERCIAL AFTERMARKET & DEFENSE - Double-digit growth in commercial aftermarket and defense markets drove Q4 results

VALUE-DRIVEN STRATEGY - Increase in net income attributed to value-driven operating strategy and lower non-cash compensation expenses

INTEREST EXPENSE IMPACT - Higher interest expenses partially offset gains in net income

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$2.44 bln
$2.40 bln (17 Analysts)
Q4 Adjusted EPS
Beat
$10.82
$10.04 (18 Analysts)
Q4 EPS
$7.75
Q4 Adjusted Net Income
Beat
$629 mln
$591.64 mln (14 Analysts)
Q4 EBITDA
$1.32 bln
Q4 Organic Growth
10.80%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 5 "hold" and no "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 $1,565.00, about 17.3% above its November 11 closing price of $1,294.00

The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 35 three months ago

Press Release: ID:nPreJtznXa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)