8月5日周二盘前，飞机零部件制造商TransDigm Group（TDG）股价大跌8.02%，引发市场关注。导致股价下跌的主要原因是公司下调了全年营收预期，这主要归因于其商业原始设备制造（OEM）业务表现低于预期。
TransDigm现将全年净销售额预期调整为87.6亿美元至88.2亿美元之间，较此前87.5亿美元至89.5亿美元的预期区间有所下调，预测区间的中点下降了6000万美元。公司首席执行官凯文·斯坦恩表示："我们下调销售指导主要是由于商业OEM销售额低于预期，这主要受OEM制造率低于预期和库存去化的影响。"
值得注意的是，TransDigm第三季度收入同比增长9%，达到22.4亿美元，但低于分析师预期的22.9亿美元。同时，该季度调整后每股利润为9.60美元，也未能达到市场预期的9.98美元。这一业绩表现反映了整个航空航天行业面临的挑战，包括供应链障碍、劳动力短缺以及不断变化的贸易政策等因素，这些都给行业带来了不确定性。
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