TransDigm Group Incorporated (NYSE:TDG) Q3 2023 Earnings Conference Call August 8, 2023 11:00 AM ET Operator I would now like to hand the conference over to your speaker today, Jaimie. Please go ahead. Before we begin, the company would like to remind you that statements made during this call, which are not historical in fact are forward-looking statements. For further information about important factors that could cause actual results to differ materially from those expressed or implied in the forward-look ...

Agenda TRANSDIGM Market Review Joel Reiss Co‐COO Q&A Forward Looking Statements & Special Notice Regarding Pro Forma and Non‐GAAP Information This presentation contains forward‐looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including information regarding our guidance for future periods. These forward‐looking statements are based on management's current expectations and beliefs, as well as a number of assumptions concerning future events, many of which are out ...

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 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 jurisdiction of incorporation ...

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 ...

Company Participants Operator Jaimie Stemen The company would also like to advise you that during the course of the call we will be referring to EBITDA, specifically EBITDA as defined, adjusted net income and adjusted earnings per share, all of which are nonGAAP financial measures. Please see the tables and related footnotes in the earnings release for a presentation of the most directly comparable GAAP measures and applicable reconciliations. Good morning. Thanks for calling in today. First I'll start off ...

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 jurisdiction of incorporatio ...

Great. That's really helpful. And then for Mike, you showed some really good leverage on SG&A this quarter. I think your sales were up 17%, but SG&A was actually down. So curious if you could outline a bit what the cost mitigation efforts are that you're running there and then how SG&A might trend as we move throughout the year? Jorge Valladares Unidentified Analyst Michael Lisman Our next question comes from the line of Peter Arment of Baird. Nice results, and I'm sorry if you missed your opening remarks, ...

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 December 31, 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 jurisdiction of incorpor ...

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 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 ...