TransDigm Group TDG is benefiting from healthy demand across the U.S. defense aerospace market, supported by ongoing investments in military capabilities and rising requirements for advanced aircraft and related components. The company's products have a significant presence across defense platforms, providing exposure to both original equipment manufacturing (OEM) and aftermarket demand. Defense revenues increased approximately 11% year over year in the third quarter of fiscal 2026, while year-to-date defense revenues rose 10%. Growth was broad-based, with both OEM and aftermarket revenues increasing. Aftermarket growth was slightly ahead of OEM growth, reflecting continued demand for replacement parts and services across military aircraft.
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