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

TransDigm Group Incorporated

TransDigm Group Incorporated

TDG

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- 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.