TransDigm projects $9.85B in 2026 revenue with margin headwinds amid recent acquisitions and robust aftermarket growth [Seeking Alpha]
Transdigm Group Incorporated (TDG)
Last transdigm group incorporated earnings: 2/4 07:15 am
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US:NYSE Investor Relations:
transdigm.com/investor-relations
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Source: Seeking Alpha
CEO Michael Lisman opened the call by emphasizing TransDigm's consistent strategy focused on proprietary products and high-margin aftermarket revenues, stating, "About 90% of our net sales are generated by unique proprietary products. Most Quick Insights Recent acquisitions are expected to dilute EBITDA margins by 200 basis points, though management remains confident these businesses can achieve margin improvement over time. TransDigm projects revenues of $9.85 billion (up 12%) and EBITDA of $5.15 billion (up 8%) for fiscal 2026, driven by growth in both commercial aftermarket and defense segments. Risks include margin dilution from recent acquisitions, uncertainty in OEM production rates, and the sustainability of defense growth amid lumpy bookings. More Trending News
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TDG
News
- Transdigm Group (NYSE:TDG) had its "buy (b-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Transdigm Group (NYSE:TDG) had its "buy (b-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Transdigm Group (NYSE:TDG) was upgraded by analysts at BNP Paribas to a "strong-buy" rating.MarketBeat
- The 5 Most Interesting Analyst Questions From TransDigm's Q3 Earnings Call [Yahoo! Finance]Yahoo! Finance
- Transdigm Group (NYSE:TDG) had its "buy (b-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
TDG
Earnings
- 11/12/25 - Beat
TDG
Sec Filings
- 12/4/25 - Form 144
- 12/2/25 - Form 4
- 12/1/25 - Form 144
- TDG's page on the SEC website