TransDigm Reports 22.5% Revenue Growth and Raises Guidance
TransDigm Group reported 22.5% year-over-year Q3 revenue growth, raised full-year guidance, and continued strong organic growth, with minor margin dilution from acquisitions. The outlook faces risks from antitrust scrutiny and right-to-repair legislation, though recent acquisitions and MRO tailwinds support the growth thesis. About 90% of revenue comes from proprietary sole-source components.