NYSE:TDGAerospace & Defense
Does TDG’s Raised 2026 Guidance and Aftermarket Deals Reshape the Bull Case For TransDigm Group?
TransDigm Group reported fiscal first-quarter 2026 results on February 3, 2026, with sales rising to US$2,285 million while net income and earnings per share declined year on year, and the company raised its fiscal 2026 guidance for net sales to US$9.85 billion–US$10.04 billion and earnings per share to US$32.47–US$34.39.
Management also highlighted recent agreements to acquire Stellant Systems and Jet Parts Engineering with Victor Sierra Aviation for about US$3.20 billion, underscoring a...