异动解读 | 业绩超预期并上调全年指引，TransDigm盘中大涨5.63%

异动解读08-04

TransDigm（TDG）今日盘中大幅上涨5.63%，引发市场广泛关注。

消息面上，公司于盘前公布了强劲的第三季度财务数据，调整后每股收益达到10.87美元，远超市场预期的10.30美元；营收也达到27.4亿美元，高于预期的26.8亿美元。与此同时，TransDigm上调了2026年全年业绩指引，预计调整后每股收益将在40.62至41.46美元之间，营收预计在104.7至105.5亿美元之间，均显著高于此前预测。

此次业绩和指引的上调，主要得益于商用航空售后市场零部件的强劲需求。随着供应链受限和交付延迟，航空公司延长了老旧飞机的服役时间，从而持续拉动了高利润率的售后市场产品需求。公司在各主要终端市场的订单量继续超过出货量，为未来几个月的营收提供了坚实保障。

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