TransDigm Group Incorporated (TDG) is slated to report first-quarter fiscal 2024 results on Feb 8, before market open.TransDigm delivered a four-quarter average earnings surprise of 9.20%. The recovery in the commercial aerospace market and strong defense sales are likely to have bolstered TDG’s fiscal first-quarter results.Power & Control Segment to Remain RobustStrong sales from the commercial aftermarket as well as commercial original equipment manufacturer (OEM) businesses, backed by continued recovery ...

Wall Street analysts forecast that TransDigm Group (TDG) will report quarterly earnings of $6.37 per share in its upcoming release, pointing to a year-over-year increase of 39.1%. It is anticipated that revenues will amount to $1.67 billion, exhibiting an increase of 19.6% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.4% to its current level. This demonstrates the covering analysts' collective reassessment of their initial ...

TransDigm Group Incorporated (NYSE:TDG) Q4 2023 Earnings Conference Call November 9, 2023 11:00 AM ET Company Participants Jaimie Stemen - Director of Investor Relations Kevin Stein - President and Chief Executive Officer Mike Lisman - Co-Chief Operating Officer Sarah Wynne - Chief Financial Officer Joel Reiss - Co-Chief Operating Officer Conference Call Participants Myles Walton - Wolfe Research Noah Poponak - Goldman Sachs Robert Stallard - Vertical Research Group David Strauss - Barclays Ronald Epstein - ...

9 (1) Refer to tables in Appendix for definitions of Non-GAAP measurement adjustments. Reconciliation of GAAP EPS to Adjusted EPS ‐ Guidance | --- | --- | --- | |-------|------------------------|--------------------| | | | | | 27% | Commercial OEM | Around 20% | | 35% | Commercial Aftermarket | Mid-Teens % Range | | 38% | Defense | MSD to HSD % Range | Guidance Summary ($ in millions, except per share amounts) This presentation sets forth certain pro forma financial information. This pro forma financial inf ...

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, 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 ...

TransDigm Group Incorporated (NYSE:TDG) Q3 2023 Earnings Conference Call August 8, 2023 11:00 AM ET Company Participants Kevin Stein - President & Chief Executive Officer Joel Reiss - Co-Chief Operating Officer Sarah Wynne - Chief Financial Officer Mike Lisman - Co-Chief Operating Officer Jaimie Stemen - Director of Investor Relations Conference Call Participants David Strauss - Barclays Kristine Liwag - Morgan Stanley Myles Walton - Wolfe Research Ken Herbert - RBC Capital Markets Robert Stallard - Vertica ...

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 ...

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 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 jurisdictio ...

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 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 ...