TransDigm lifts 2026 forecast on robust aftermarket aircraft parts demand

TransDigm Incorporated

04/08/2026 12:48

Aug 4 (Reuters) - Aircraft parts maker TransDigm Group TDG.N lifted its 2026 profit and revenue forecast on Tuesday after reporting better-than-expected results for the third quarter, driven by strong aftermarket parts demand.
Shares of the company rose 2.5% before the bell.
Here are more details:
The Cleveland, Ohio-based company now sees 2026 adjusted per share profit between $40.62 and $41.46, compared with its prior range of $38.83 to $40.21.
The company continued to benefit from resilient demand for high-margin commercial aftermarket products, particularly as airlines keep older aircraft in service longer amid supply-chain constraints and delivery delays.
Bookings continued to outpace shipments across key end-markets, supporting revenue visibility for the remainder of the year.
TransDigm projects full-year revenue in the range of $10.47 billion to $10.55 billion, up from its previous forecast ranging $10.30 billion to $10.42 billion.
The company has been aggressively investing in acquiring aerospace suppliers that fit its strategy of owning proprietary products with recurring aftermarket revenue streams, including Prince & Izant, Jet Parts Engineering and Victor Sierra Aviation.
TransDigm's adjusted profit came in at $10.87 per share for the quarter ended June 27, compared with the average of analysts' estimates of $10.30 per share, according to data compiled by LSEG.
Its third-quarter revenue rose more than 22% from a year ago to $2.74 billion, compared with estimates of $2.68 billion.

 (Reporting by Aatreyee Dasgupta in Bengaluru; Editing by Pooja Desai)
 ((Aatreyee.Dasgupta@thomsonreuters.com;))