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The aerospace business has been a shining light for industrials, but Melius analyst Scott Mikus says the good times may be ending.

Melius analyst Scott Mikus also cut ratings on four other aerospace stocks, Honeywell Aerospace , TransDigm, Heico, Woodward. He lays out the problem ahead: the aftermarket.

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TransDigm (TDG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Earlier in May 2026, TransDigm Group reported Q2 results with revenue and adjusted EPS above analyst forecasts and raised its full-year 2026 outlook, reflecting solid demand for its aerospace components. The upgraded guidance highlights how stronger-than-expected operating momentum may influence expectations for the company’s earnings power and cash generation profile. Next, we’ll examine how TransDigm’s upgraded 2026 outlook following its strong Q2 performance could reshape the company’s...

TransDigm (TDG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.