TransDigm(TDG) - 2018 Q4 - Earnings Call Presentation

Financial Performance - TransDigm's Q4 FY2018 revenue increased by 136.5 million dollars, a 14.8% increase, from $923.9 million to $1,049.4 million [16] - Full Year FY2018 revenue increased by 766.8 million dollars, a 20.1% increase, from $3,044.3 million to $3,811.1 million [17] - Net cash provided by operating activities was $1,022.2 million in FY2018 compared to $788.7 million in FY2017 [18] - Free cash flow was $948.9 million in FY2018 compared to $717.7 million in FY2017 [18] - Adjusted EPS for FY2018 was $17.83, a 44% increase compared to $12.38 in FY2017 [17] Market Review - Q4 Commercial Aftermarket sales were up 6% [12] - Q4 Commercial OEM sales were up 1% [12] - Q4 Defense sales were up 12% [12] Fiscal Year 2019 Outlook - The industry anticipates mid to high single-digit percentage growth in commercial aftermarket [15] - The industry anticipates low to mid single-digit percentage growth in commercial OEM [15] - The industry anticipates mid to high single-digit percentage growth in defense [15]