TransDigm（TDG）今日盘前股价大跌6.31%，引发了市场关注。
消息面上，该公司预计2026年利润将低于华尔街预期，主要原因是利息支出增加和关税问题导致利润率承压。具体而言，TransDigm近期进行了多项收购，为支持这些收购而增加的贷款导致了利息支出上升；同时，美国政府不断变化的贸易政策推高了原材料价格，进一步挤压了公司的利润空间。
根据公司披露，其预计2026年调整后每股利润区间为37.42美元至39.34美元，中间值低于分析师平均预期的每股39.03美元。此外，公司第一季度净利润同比下降9.7%，部分原因也是债务总额增加导致的利息支出上升。这些因素共同导致了市场对该公司未来盈利能力的担忧，从而引发股价下跌。
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