Question · Q1 2026
Jordan Linus asked about the long-term outlook for the Jet and Victor acquisitions, specifically if TransDigm has a target for PMA business growth or a comfortable percentage of the portfolio it would like to see the PMA business represent in three years, considering potential revenue synergies.
Answer
CEO Mike Lisman stated that TransDigm does not necessarily target a total percentage growth for its overall commercial aftermarket in year five. He reiterated that the acquisitions were modeled for a 20% IRR, viewing PMA as a small but growing subsector expected to grow slightly above the market, providing a beneficial position in that space.
Ask follow-up questions
Fintool can predict 
TDG's earnings beat/miss a week before the call
