TransDigm Group Lifts Outlook on Strong Commercial OEM Sales

Dow Jones
Feb 03
 

By Elias Schisgall

 

TransDigm Group raised its outlook for the full year after posting strong sales in the commercial original equipment manufacturer market during the first quarter.

The aircraft component producer on Tuesday posted a profit of $445 million, or $6.62 a share, compared with $493 million, or $7.62 a share, a year earlier.

Stripping out certain one-time items, TransDigm recorded adjusted earnings of $8.23 a share, ahead of analysts' estimate of $8.16 a share, according to FactSet.

Net sales rose to $2.29 billion, compared with $2.01 billion a year prior. Analysts polled by FactSet were expecting $2.26 billion in sales.

Chief Executive Mike Lisman said bookings were strong across all of the company's major market channels, adding that revenue in the commercial OEM market grew by double-digits.

The strong performance prompted the company to lift its revenue and earnings outlook for the full year.

TransDigm now expects net sales of between $9.85 billion and $10.04 billion, up from a previous range of between $9.75 billion and $9.95 billion.

Profit is expected between $1.95 billion and $2.06 billion, up from a range of $1.91 billion to $2.03 billion.

It is projecting adjusted earnings of between $37.42 and $39.34 a share, up from a previous range of between $36.49 and $38.53.

Lisman said he expects the commercial OEM market to continue posting the highest rates of growth as the company ramps up its build rates at the OEM facilities.

 

Write to Elias Schisgall at elias.schisgall@wsj.com

 

(END) Dow Jones Newswires

February 03, 2026 07:49 ET (12:49 GMT)

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