Transdigm Group 超出盈利预期，上调了 2026 年指引，并增加了特别股息。 Transdigm Group beat earnings expectations, raised 2026 guidance, and increased its special dividend.

Transdigm Group （TDG） 公布了强劲的第三季度收益，每股收益为 10.82 美元，收入为 24.4 亿美元，同比增长 11.5%，超出预期。 Transdigm Group (TDG) reported strong third-quarter earnings, with $10.82 EPS and $2.44 billion in revenue, up 11.5% year-over-year, exceeding expectations. 该公司将2026年财政收入指导提高到每股36.49美元至38.53美元,并支付每股90美元的特别红利,高于75美元。 The company raised its fiscal 2026 earnings guidance to $36.49–$38.53 per share and paid a special dividend of $90.00 per share, up from $75.00. 尽管11月15日的股票价格为1 339.26美元,分析人员仍维持协商一致的“购买模式”评级,12个“购买”评级,平均价格目标为1 563.88美元。 Despite a stock price of $1,339.26 on November 15, analysts maintained a consensus “Moderate Buy” rating, with 12 “buy” ratings and an average price target of $1,563.88. UBS将其目标提高到1 798美元,Stifel和RBC也将其目标向上调整。 UBS raised its target to $1,798, while Stifel and RBC also adjusted their targets upward. 该公司拥有754.7亿美元的市场上限,P/E比率为44.45。 The company has a $75.47 billion market cap and a P/E ratio of 44.45.