TransDigm posts strong Q4 revenue but FY2027 earnings outlook falls short of estimates
TransDigm Group reported fourth‑quarter revenue of $2.99 billion, up about 23% year‑on‑year, and adjusted earnings of $12.44 per share, beating analysts' forecasts. The company guided FY2027 adjusted EPS to $47.09‑$47.94, below the consensus midpoint of $48.66, while projecting revenue of $11.95‑$12.15 billion. The mixed outlook moved the stock, with one source noting a 4% pre‑market decline and another reporting a modest post‑earnings rise.
Why it matters
The lower‑than‑expected FY2027 earnings guidance may pressure the share price and affect investors' valuation models. The strong Q4 revenue and margin performance, however, support the company's cash‑flow generation outlook.
Key facts
- 1Q4 revenue was $2.99 billion, a 23% increase from the prior year. finance.yahoo.com
- 2Adjusted earnings per share for the quarter were $12.44. finance.yahoo.com
- 3FY2027 revenue guidance is $11.95 billion to $12.15 billion. finance.yahoo.com
- 4FY2027 adjusted EPS guidance is $47.09 to $47.94 per share. finance.yahoo.com
- 5Q4 EBITDA As Defined margin was 53.0%. investing.com
- 6Full‑year 2026 revenue was $10.557 billion, up 19.5% year‑on‑year. investing.com
Open questions
- One source reports a 4% pre‑market share decline, while another notes a 1.91% pre‑market rise and a 1.54% post‑earnings gain.
Summary written by AlphAI AI Desk from 2 of 2 sources. Not investment advice. Figures are as stated by the linked sources.