TransDigm(TDG) - 2024 Q2 - Earnings Call Presentation

Financial Performance - Q2 2024 - Revenue increased by 21% to $1,919 million compared to $1,592 million in Q2 FY 2023[23] - EBITDA As Defined increased by 25% to $1,021 million compared to $817 million in Q2 FY 2023[23] - Adjusted EPS increased by 34% to $7.99 compared to $5.98 in Q2 FY 2023[23] - Gross Profit margin increased by 1.6% to 60.0% compared to 58.4% in Q2 FY 2023[23] Market Performance - Q2 2024 - Commercial Aftermarket Passenger Transport Revenue increased by approximately 20%[10] - Commercial Transport Revenue increased by 12%[21] - Business Jet/Helicopter Revenue increased by 15%[21] - Defense sector revenue increased by 21%[21] Fiscal Year 2024 Outlook - Expected growth in Commercial OEM market is around 20%[25] - Expected growth in Commercial Aftermarket market is in the mid-teens % range[25] - Expected growth in Defense market is in the mid-teens % range[25] - Revenue guidance is between $7,665 million and $7,740 million[26] - EBITDA As Defined guidance is between $3,985 million and $4,045 million, representing 52.3% of sales[26] - Adjusted EPS guidance is between $30.85 and $32.42[26]