TransDigm Group stock: Analysts lower EPS forecast after results

Analysts have mixed views on TransDigm Group's fiscal 2027 outlook after the aerospace-components maker reported its annual results. A Simply Wall St analysis published Friday, November 13, said analysts raised their consensus revenue forecast for 2027 but lowered their statutory earnings-per-share expectation.

The analysis puts consensus revenue at 12.0 billion US dollars for 2027, up from 11.8 billion US dollars before the latest results. Statutory earnings per share are now forecast at 43.35 US dollars, compared with 44.80 US dollars in the earlier estimate.

Revenue growth versus earnings pressure

The revised estimates imply 14 percent revenue growth over the past 12 months. Simply Wall St said the forecast is ahead of the 9.3 percent annual growth expected for other companies with analyst coverage in the same industry.

The earnings revision points to a more cautious view of profitability. TransDigm's own fiscal 2027 outlook calls for revenue of 11.950 billion to 12.150 billion US dollars and adjusted earnings per share of 47.09 to 47.94 US dollars. The company also expects commercial OEM, commercial aftermarket and defense revenue to grow during the year.

Acquisition activity remains central to the investment case. TransDigm completed the 1.07 billion US dollar purchase of Prince & Izant during the quarter, while recent deals contributed to margin dilution and higher financing costs. The balance between expansion and earnings quality is therefore likely to remain a focus for investors.

Current trading context

TransDigm Group stock traded at 1,107.50 euros on Lang & Schwarz at 17:02 CET on Friday, November 13, 2026.

Investors are also watching the broader US equity backdrop in Current market reports.

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