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.)
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