TransDigm Q2 revenue rises 18%, beats estimates

TransDigm Incorporated

05/05/2026 12:27

Overview

US aircraft components supplier's fiscal Q2 revenue rose 18%, beating analyst expectations

Adjusted EPS for fiscal Q2 beat consensus, rising 8% year-over-year

Company raised full-year 2026 guidance after strong Q2 and recent acquisitions

Outlook

Company lifts fiscal 2026 EBITDA As Defined outlook to $5.37 bln-$5.47 bln, up $210 mln from prior guidance

Result Drivers

COMMERCIAL AFTERMARKET - Company said highest growth was in commercial aftermarket, led by 16% growth in commercial transport segment

COMMERCIAL OEM DEMAND - Double-digit revenue growth in commercial OEM market as company supported higher build rates at OEMs

OPERATING STRATEGY AND LOWER COMP - Increased net income reflects higher net sales, value-driven operating strategy, and lower non-cash stock and deferred compensation expense, partially offset by higher interest expense

Company press release: ID:nPn9kjj7Va

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$2.54 bln
$2.47 bln (19 Analysts)
Q2 Adjusted EPS
Beat
$9.85
$9.43 (20 Analysts)
Q2 EPS
$9.20
Q2 Adjusted Net Income
Beat
$574 mln
$549.52 mln (16 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 9 "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 $1,506.00, about 31% above its May 4 closing price of $1,149.72

The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 35 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)