Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION 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, 2021 ☐ 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 jurisdiction of incorporation or org ...

FY 2021 Q3 Earnings Call August 10, 2021 Agenda TRANSDIGM TransDigm Overview and Highlights Nick Howley Chairman Operating Performance, Market Review Kevin Stein and Outlook President and CEO 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 ou ...

Financial Data and Key Metrics Changes - The company reported EBITDA of approximately $559 million for Q3, up 32% compared to the prior year [34] - The EBITDA margin for the quarter was approximately 45.9%, showing sequential improvement from Q2 [34] - Organic growth was positive 15% for the quarter, indicating a return to positive growth territory [44] Business Line Data and Key Metrics Changes - Total commercial OEM revenue increased approximately 1% in Q3 compared to the same period last year, with bookings solidly outpacing sales [24] - Commercial aftermarket revenues increased by approximately 33% in Q3 compared to the prior year, driven by increased demand in the passenger submarket [26] - Defense market revenue grew by approximately 12% in Q3 compared to the prior year, with a strong order book expected to expand [33] Market Data and Key Metrics Changes - Domestic air traffic has shown consistent improvement, with airlines experiencing strong demand for domestic travel, particularly in the U.S. [29] - International air traffic recovery has been slow, with only slight improvements in international revenue passenger miles [30] - Cargo demands have recovered quicker than commercial travel, with global cargo volumes surpassing pre-COVID levels [31] Company Strategy and Development Direction - The company focuses on proprietary aerospace businesses with significant aftermarket content, aiming for private equity-like returns with public market liquidity [9][10] - The company is actively looking for M&A opportunities while being cautious with capital allocation [12] - The management emphasizes a decentralized organization structure and a unique compensation system aligned with shareholder interests [9] Management's Comments on Operating Environment and Future Outlook - The management expressed optimism about the recovery in the commercial aerospace market, although uncertainty remains regarding the pace of recovery [41] - The company anticipates continued growth in defense revenue in the mid-single-digit percent range for fiscal 2021 [38] - The management is cautious about issuing formal guidance for the remainder of fiscal 2021 due to market uncertainties [37] Other Important Information - The company completed the sale of three less proprietary businesses for about $240 million during Q3 [12] - The company ended Q3 with $4.5 billion in cash, up from $4.1 billion at the end of the previous quarter [47] - The net debt to LTM EBITDA ratio improved to 7.6x, down from 8.2x at the end of the previous quarter [48] Q&A Session Summary Question: Expectations for EBITDA margins in the last quarter - Management is hopeful that the 44% EBITDA margin target is conservative and does not anticipate detrimental impacts in Q4 [52] Question: Changes in cost structure ratios - The cost structure remains largely unchanged, with approximately 50% materials, 35% overhead, and 15% other costs [54] Question: Factors driving cash generation improvements - Improved accounts receivable management has been a significant driver of better cash generation [61] Question: Trends in bookings for the quarter - Bookings were down 7% sequentially but still outpaced shipments, indicating a positive trend overall [70] Question: Update on the DoD IG audit - A rough draft of the audit is expected in the fall, with anticipated similar conclusions to prior audits [72] Question: Insights on defense business growth - The defense business is expected to continue modest growth due to geopolitical unrest, with no specific program driving the growth [85] Question: Outlook for commercial aftermarket recovery - Recovery is expected to be lumpy, with improvements anticipated but not seamless [86] Question: Trends in business jet utilization - Business jet activity has rebounded significantly, primarily driven by leisure travel [94] Question: Impact of wide-body versus narrow-body aircraft on aftermarket revenues - Wide-body aircraft have shown better performance than expected, contributing positively to aftermarket revenues [103]

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 3, 2021 ☐ 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 41-2101738 (I.R.S. Employer Identification No.) 1301 East 9th Street, Suite 3000, Cleveland ...

TransDigm Group Incorporated (NYSE:TDG) Q2 2021 Results Conference Call May 11, 2021 11:00 AM ET Company Participants Jaimie Stemen - Director, IR Nick Howley - Executive Chairman Kevin Stein - President and CEO Mike Lisman - CFO Conference Call Participants Myles Walton - UBS Robert Spingarn - Crédit Suisse David Strauss - Barclays Carter Copeland - Melius Research Ken Herbert - Canaccord Hunter Keay - Hunter Keay Sheila Kahyaoglu - Jefferies Gautam Khanna - Cowen and Company Robert Stallard - Vertical Res ...

FY 2021 Q2 Earnings Call May 11, 2021 Agenda TRANSDIGM TransDigm Overview and Highlights Nick Howley Executive Chairman Operating Performance, Market Review Kevin Stein and Outlook President and CEO 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 regar ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 (State or other jurisdiction of incorporation or organization) 41-2101738 (I.R.S. Employer Identification No.) 1301 East 9th Street, Suite 3000, Cleveland, Ohio 44114 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 3, 2021 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition ...

FY 2021 Q1 Earnings Call February 9, 2021 Agenda TRANSDIGM TransDigm Overview and Highlights Nick Howley Executive Chairman Operating Performance, Market Review Kevin Stein and Outlook President and CEO 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 r ...

Financial Data and Key Metrics Changes - The company reported a Q1 EBITDA margin approaching 43%, which was a sequential improvement from the previous quarter [26][40] - Organic growth was negative 24%, driven by declines in the commercial end markets [51] - Free cash flow for the quarter was approximately $200 million, with an additional $70 million from net working capital improvements [53] Business Line Data and Key Metrics Changes - Commercial OEM market revenue declined approximately 40% compared to the prior year [28] - Commercial aftermarket revenues decreased by approximately 49% year-over-year, but showed a sequential increase of about 5% compared to Q4 fiscal 2020 [31][32] - Defense market revenues grew by approximately 1% year-over-year, with expectations for continued expansion throughout the year [39] Market Data and Key Metrics Changes - Global revenue passenger miles were reported to be 66% below 2019 levels for calendar year 2020, with expectations for 2021 to be about 50% of pre-COVID levels [34] - The commercial aftermarket is expected to recover as air traffic improves, aided by vaccine rollouts [37][38] Company Strategy and Development Direction - The company maintains a consistent strategy focused on proprietary aerospace businesses with significant aftermarket content [10][12] - The acquisition of Cobham Aero Connectivity for $965 million is expected to contribute approximately $160 million in revenue for fiscal 2021 [20][22] - The company is cautious in capital allocation but is actively looking for M&A opportunities [18][19] Management's Comments on Operating Environment and Future Outlook - Management expressed uncertainty regarding the timing of recovery in the commercial aerospace market but remains hopeful for a meaningful return of activity in the second half of the calendar year [42][49] - The company plans to keep costs tight and maintain a flat organization until clearer signs of market recovery emerge [23][49] Other Important Information - The company raised $1.5 billion as a precautionary measure during uncertain times, which it now believes it may not need [17] - The company is committed to its ESG initiatives and recognizes the importance of leadership in this area [46][47] Q&A Session Summary Question: How is the company planning costs in relation to end-market recovery? - Management indicated that costs will be held tight and flat, with uncertainty about the volume of recovery [60][63] Question: Can you quantify the sequential increase in aftermarket bookings? - Aftermarket bookings increased by approximately 76%, while OEM bookings were up 88% [65] Question: What is the margin range for the Cobham business? - The exact margins prior to acquisition were not disclosed, but the expected EBITDA margin range is 25% to 35% [73] Question: How much weaker is the interiors aftermarket? - The interiors segment is the lowest-performing sector, but specific figures were not provided [78][80] Question: What is the outlook for cash flow and working capital? - The company expects to maintain around 40% conversion on adjusted EBITDA for free cash flow for the full year [119] Question: What is the impact of potential defense budget shifts? - Shifts towards Navy and Air Force spending are expected to be positive for the company, as it is engaged in technology-focused platforms [161]

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 January 2, 2021 ☐ 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 jurisdic ...