TDG

AI Research

Q4 EPS $8.23 Beats + FY2026 EPS Guide $37.42-39.34 → 79 Hedge Funds Hold Position

TransDigm Group reported Q4 earnings of $8.23 per share, beating the $7.99 consensus estimate, with revenue of $2.29 billion exceeding expectations, driven by proprietary aerospace component demand from commercial and military aftermarket customers. The company set FY2026 guidance of $37.42-$39.34 EPS, reflecting the resilience of its sole-source, high-margin business model, and held its 2026 Annual Meeting on March 5 where directors and auditors were ratified. The stock trades at $1,247.80 with 79 hedge fund portfolios holding positions (up from 68), Mirabella Financial Services increasing its stake by 23.8%, and analyst attention renewed through positive investor letters highlighting TransDigm's value creation history.