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TransDigm(TDG) - 2023 Q2 - Earnings Call Presentation
2023-05-10 00:08
Agenda Operating Performance and Financial Results Mike Lisman CFO Forward Looking Statements & Special Notice Regarding Pro Forma and Non‐GAAP Information TransDigm Overview Proprietary products OEM Aftermarket Comm OEM 27% Comm Afterma rket 31% De fense 42% FY 23 Guidance Midpoint Change Guidance Summary (current guidance includes Calspan) Low High (1) Pro forma revenue is for the fiscal year ended 9/30/2022. Excludes impact of the Calspan Corporation acquisition completed May 2023. Includes full year imp ...
TransDigm(TDG) - 2023 Q2 - Earnings Call Transcript
2023-05-09 19:23
TransDigm Group Incorporated (NYSE:TDG) Q2 2023 Earnings Conference Call May 9, 2023 11:00 AM ET Company Participants Kevin Stein - President, Chief Executive Officer Jorge Valladares - Chief Operating Officer Mike Lisman - Chief Financial Officer Jaimie Stemen - Director of Investor Relations Conference Call Participants Robert Spingarn - Melius Research Myles Walton - Wolfe Research David Strauss - Barclays Robert Stallard - Vertical Research Jordan Levine - Bank of America Sheila Kahyaoglu - Jefferies Ke ...
TransDigm(TDG) - 2023 Q2 - Quarterly Report
2023-05-08 16:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended April 1, 2023 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 001-32833 TransDigm Group Incorporated (Exact name of registrant as specified in its charter) Delaware (State or other jurisdicti ...
TransDigm(TDG) - 2023 Q1 - Earnings Call Transcript
2023-02-07 20:53
TransDigm Group, Inc. (NYSE:TDG) Q1 2023 Earnings Conference Call February 7, 2023 11:00 AM ET Company Participants Jaimie Stemen - Manager, Financial Reporting Kevin Stein - President, CEO & Director Jorge Valladares - COO Michael Lisman - EVP & CFO Conference Call Participants Noah Poponak - Goldman Sachs Group Robert Stallard - Vertical Research Partners Scott Deuschle - Crédit Suisse Matthew Akers - Wells Fargo Securities Andre Madrid - Bank of America Merrill Lynch Peter Arment - Robert W. Baird & Co. ...
TransDigm(TDG) - 2023 Q1 - Quarterly Report
2023-02-06 16:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 For the transition period from to Commission File Number 001-32833 TransDigm Group Incorporated (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 41-2101738 (I.R.S. Employer Identification No.) FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended December 31, 2022 ☐ ...
TransDigm(TDG) - 2022 Q4 - Earnings Call Transcript
2022-11-10 23:41
TransDigm Group Incorporated (NYSE:TDG) Q4 2022 Earnings Conference Call November 10, 2022 11:00 AM ET Company Participants Jaimie Stemen - Director of Investor Relations Kevin Stein - President, Chief Executive Officer, and Director Jorge Valladares - Chief Operating Officer Mike Lisman - Chief Financial Officer Conference Call Participants Myles Walton - Wolfe Research Robert Spingarn - Melius Research Robert Stallard - Vertical Research Noah Poponak - Goldman Sachs & Co. Sheila Kahyaoglu - Jefferies Gaut ...
TransDigm(TDG) - 2022 Q4 - Annual Report
2022-11-09 16:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to (State or other jurisdiction of incorporation or organization) 41-2101738 (I.R.S. Employer Identification No.) 1301 East 9th Street, Suite 3000, Cleveland, ...
TransDigm(TDG) - 2022 Q3 - Earnings Call Transcript
2022-08-09 20:09
TransDigm Group, Inc. (NYSE:TDG) Q3 2022 Earnings Conference Call August 9, 2022 11:00 AM ET Company Participants Jaimie Stemen - Manager, Financial Reporting Kevin Stein - President, CEO & Director Jorge Valladares - COO Michael Lisman - CFO Conference Call Participants David Strauss - Barclays Bank Kenneth Herbert - RBC Capital Markets Noah Poponak - Goldman Sachs Group Nicholas Zhang - Credit Suisse Michael Ciarmoli - Truist Securities Gautam Khanna - Cowen and Company Kristine Liwag - Morgan Stanley Rob ...
TransDigm(TDG) - 2022 Q3 - Quarterly Report
2022-08-08 16:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended July 2, 2022 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 001-32833 TransDigm Group Incorporated (Exact name of registrant as specified in its charter) Delaware (State or other jurisdictio ...
TransDigm(TDG) - 2022 Q2 - Earnings Call Presentation
2022-05-11 01:23
FY 2022 Q2 Earnings Call May 10, 2022 Agenda TransDigm Overview, Highlights and Outlook Kevin Stein President and CEO Market Review Jorge L. Valladares III COO Operating Performance and Financial Results Mike Lisman CFO Q&A 1 Forward Looking Statements & Special Notice Regarding Pro Forma and Non‐GAAP Information FORWARD LOOKING STATEMENTS This presentation contains forward‐looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including information regarding our guid ...